Tidewater Midstream and Infrastructure Ltd T.TWM.DB.A

Hello Everyone

[rainbow1997]

Back into this week feel like a gift. Wondering how come it's still traded at last summer's price. LCFS looks appealing too, should I have both?

 

Good luck all

[fauxtomato]

Owning TWM is basically owning LCFS with the addition of their legacy infrastructure. I completed selling last week after years of believing the inflection point was around the corner. Sure they'll report gobs of EBITDA but very little of it will translate into DCF or debt repayment. I'm holding onto 84k shares so I'm not too sad if it gets taken private at $1.50

[FatherJack]

I still like this company.  The share price has not been great but management is strong and more often than not they deliver on their plans. It's a small part of my portfolio so I have no problem holding it and one of these days (or years)  I'll wake up to something wonderful when someone takes it out.