Tidewater Midstream and Infrastructure Ltd T.TWM

Crikey!

[wynner]

Everything down bigly. Including dogecoin and crypto gas coins.Fartcoin up.
Gas at Henry Hub and AECO up. ULSDiesel up. Cad $ flat. Soybeans down. Canola down.

Picked up some money off the floor with LCFS.

[nkbourbaki]

Do you think management is serious about being "done" in March without changes to regs, or are you betting that it's largely bluster to add urgency.

[wynner]

I don't think they are"done" in March at all. Neither does the government. The legislature is back in mid February . Academic result as every one of the BC parties is on board. Even the conservatives who ran on shutting down ALL the LCFS credits. Now they are pushing to get credit for saving Tidewater. The facts speak for themselves. NOT the manipulated stock price. Gas is flowing

[goodbuddy]

I will add my two cents if you will accept my thoughts on this company.  The US dollar is getting stronger and is projected to get much stronger if Trump follows through with his agenda. This is not good for Canada as long as the liberals continue down their policy path! Diesel credits are not a solid business plan a company should rely on or invest any more money that they do not have or

[goodbuddy]

Back in 2019 when tidewater bought PGR on credit, the initial response from shareholders was negative and the shareholders sent the stock lower, then COVID did the rest. 

[wynner]

Disclosure: I own ZERO TWM-T stock. I will comment on your post as I am want to do whenever there is widespread negative comments on ALL the message boards. I am interested in having the gas plants up and running at midstream. I am interested in the variable rate debt they have. I am interested in "winter spec" renewable diesel. I am interested in RD imports to U.S. and dumping of said