Tidewater Midstream and Infrastructure Ltd T.TWM

Another day .....another $

[wynner]

Anytime AECO is above $1 is a good day for TWM. 

October LCFS in BC is out now. Average $300+. Yeah baby, yeah..

LCFS-t has enough hydrogen to supply their SAF expansion. Cheap nat gas is good....like greed.

I own ZERO TWM. But many thanks to all for the cheap LCFS shares.

[nkbourbaki]

The average was $300+ but that is based on very low volume.  Any idea what the column headings mean?  (i.e "within 6 months before CTP").  I assume this refers to when the agreement was struck?  If so then the recently contracted prices are in the lowish $200s.  This makes sense as we know that Tidewater couldn't strike economic contracts near end of Q2.

[wynner]

Don't assume, compare. CTP = Credit transfer period. Volume means nothing . I.E. September was high volume. I "assume" TWM pays $350 for credits they NEED for the fossil refinery. Back dated to July. How much do you think they made last QTR what with diesel at $1.75 a litre and $350 LCFS credits AND CFR credits at what? $100? They are at or close to capacity on a brand new refinery