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

TWM Growth

[Tyee1989]

This company has major runway ahead, once the major institutions start buying as growth kicks in next year the 2x ebitda valuation they are currently getting will be long gone. This Firstworld guy clearly has no idea what he is talking about and is trying to short a company that is highly defensive with a healthy balance sheet and major growth in a very sound sector. Birch Hill now owns over 30 percent of the shares, they are known for identifying smaller cap companies with 5-10 X ROI over the next 5 years which is what will happen here once the market valuation becomes more reasonable after growth kicks in and Q2, Q3 earnings this year show how cheap this stock really is.

[pierrelebel]

Tyee1989 wrote: "...once the major institutions start buying..." Unfortunately, that will not happen. Major institutions generally avoid small companies with less than half a billion dollar capitalization. I Like TWM and expect it will do well over the long term.

[Tyee1989]

It will not be a small cap forever. This stock could easily be $4 by 2024 at which time it will have a market cap of 1.64 Billion, i think this will be a snow ball type scenario where once it gets big enough it will begin to truly get a fair valuation in the market.

[pierrelebel]

this will be a snow ball type scenario" Maybe.  However take a look at the trading history of the last seven years.  The shares have generally traded in a narrow range between $1.00 and $1.50.  While I like the shares for the long term, I frankly cannot see $4 anytime soon. Good Luck

[Tyee1989]

I understand what you are saying but the company is just coming into a growth pattern and things do not typically stay cheap forever. Obviously time will tell, but that is my prediction. I personally see $10 by 2028 based on ebitda and growth projections.

[goodbuddy]

I think Tomatoe and I were one of the first poster here, and we shared the same optimism as what you're communicating here on this board at this time. I don't want to blow out your candle, but I think Tidewater has a high mountain to climb to instil confidence with the instistutiuonal investor.

[goodbuddy]

I have thought for a few years now that Birch Hill equity partners have a very short lease on Tidewater management. So short that it looks like someone is walking with a guide dog!

[Tyee1989]

Only time will tell who is right here and I understand your past frustration but my opinion is based on what the company will do over the next several years and the market giving a fair valuation on that performance. Things don't stay range bound forever, eventually things will change. Again this is my opinion, time will tell.

[fauxtomato]

I'm not adverse to owning TWM again if the opportunity arises, there is value here. But I'd caution anyone buying TWM to read up on the 'Highwood Asset Management' story (Predator Blockchain became Highwood Oil became Highwood Asset Management: crypto to Clearwater to lithium). These guys haven't seen a trend they didn't want to jump on . As an investory I'm looking

[winterishere]

TWM is just one of many flowers in my garden.  They don't all bloom at the same time, TWM will have its day and I have lots of patience.

[fauxtomato]

I don't mind metaphors, but TWM could also be a weed that never does anything productive but occupies space and negates other opportunity. I was patient with the G&P company I bought in 2017 that was planning to expand at Brazeau and Acheson. This is where it got me. I just don't know what these guys have done to deserve anyone's trust or money. They have some great assets, they

[firstworld]

TWM is a welfare company reliant on govt funding for last 4 years. They have called subprime no guarantees deals "investment grade" LOL. This is a total dud in the declining Canadian energy business that has seem 90 % of foreign capital flee to Africa, LatAM while JT Adolf attacked the business while supporting Nazis in UA. Canadian energy is flat. There is only incremental shrinkage

[Tyee1989]

Firstworld, everything you say on here makes no sense. TWM balance sheet is extremely healthy and they are 2x editda for debt levels which is extremely attractive to smart investors. The things you say just make you look like an incoherent investor who is clearly short on this stock and trying to make up rediculous things that are not based on facts in any way.