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Bullboard - Stock Discussion Forum Tidewater Midstream and Infrastructure Ltd T.TWM

Alternate Symbol(s):  TWMIF | T.TWM.DB.A

Tidewater Midstream and Infrastructure Ltd. is a diversified midstream and infrastructure company with an integrated value chain across North American natural gas, natural gas liquids (NGLs), crude oil, refined product, and renewable energy markets. The Company's operations include downstream facilities, natural gas processing facilities, NGLs infrastructure, pipelines, storage, and various... see more

TSX:TWM - Post Discussion

Tidewater Midstream and Infrastructure Ltd > New CEO first comments...
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Post by poopoopoo on Mar 13, 2023 6:06pm

New CEO first comments...

The CEO said the following in Q4 report:
"Tidewater closed out a record 2022 with solid fourth quarter results.  We are now focused on driving shareholder value by maximizing cash flow generation.  This process will involve a renewed focus on disciplined capital allocation as well as cost control.  Part of this effort also includes a structured review of our assets and may result in partnerships, sales or other options" comments Interim CEO, RobColcleugh.

The previous CEO was never focuseed on shareholder valule so this is a nice change to state it is a goal!

I suspect they are going to sell Pipestone or other assets they can get premium prices and reduce the debt substantially along with reducing G&A expenses. The new CEO was brought in to start addressing shareholder value or the share price.  I think this year will be very interesting as there is the potential for asset sales, debt reduction, increasing cash flow generation along with the completion of the bio diesel facility.  Could be an interesting year if the new CEO delivers on shareholder value and this stock may finally be ripe for decent gains. Lets see if he delivers...
Comment by Mephistopheles3 on Mar 13, 2023 9:49pm
Agreed, this will be a big year.  The market doesn't seem to be pricing very much if anything for the value of the new facility that will be online in April 2023 or any potential asset sales. Looks to be a "show me what you got" kind of situation where we will need to see the new renewable facility up and running and producing cash flow before the market will reward them with a ...more  
Comment by AlwaysLong683 on Mar 14, 2023 12:03am
Robert Colcleugh is a Director at both TWM who was appointed as interim CEO which means TWM did not have a new successor groomed and ready to take the reigns, so I assume an executive search will be conducted to find a new CEO , or perhaps the interim tag will be removed from Colcleugh's job title if the BOD feels he is doing a good job (provided he wants to continue as CEO at that time). Bad ...more  
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