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Bullboard Post History

by AntoninScalia


T.TWM

RE:RE:ST13

Commodity prices are definitely providing a nice boost. What do you think BRC...

June 29, 2021

T.TWM

RBC Energy Conference - Tidewater notes

June 9, 2021

T.TWM

RBC Energy Conference - Tidewater notes

June 9, 2021

T.TWM

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Could TWM be a takeover target?

Stock is up 23% in the past month. Maybe getting some ESG flows?

June 4, 2021

T.TWM

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Could TWM be a takeover target?

Yes I very much doubt PGR's earnings will go to $0 after 2025 (even if...

June 4, 2021

T.TWM

RE:RE:RE:RE:RE:RE:RE:RE:Could TWM be a takeover target?

In terms of valuation the most important development is the life extension of...

June 4, 2021

T.TWM

RE:RE:RE:Could TWM be a takeover target?

A more optimistic view: A bidding war for midstream assets is good for TWM.

June 2, 2021

T.TWM

RE:Vertex acquires Shell's Mobile refinery

Perhaps we can capture similar upside if TWM spins out the renewable diesel...

May 28, 2021

T.TWM

RE:RE:RE:RE:Good quarter .

Yes it appears growth capex will decline substantially for the rest of the...

May 13, 2021

T.TWM

RE:RE:Good quarter .

~$50mil of growth capex in the past 9 months. Let's hope it's being...

May 13, 2021

T.TWM

RE:HFC acquisition of Puget Sound Refinery

Cheaper multiple than PGR acquisition! Even though PGR has 4x higher crack...

May 6, 2021

T.TWM

RE:Petrinex March 2021

All-time high in gas processing?

April 22, 2021

T.TWM

RE:RE:RE:RE:Catching up with Tidewater (RBC Capital Markets)

They're not including the potential EBITDA from the renewable project in...

April 18, 2021

T.TWM

Tidewater chooses Topsoe’s HydroFlex™ technology

Tidewater chooses Topsoe’s HydroFlex™ and H2bridge™ technologies for...

April 16, 2021

T.TWM

RE:RE:Catching up with Tidewater (RBC Capital Markets)

They use maintenance capex of $25 million to arrive at their DCF estimate...

April 14, 2021

T.TWM

Catching up with Tidewater (RBC Capital Markets)

April 14, 2021

T.TWM

CANADIAN GAS GROUP LAUNCHES VENTURE FUND

Tidewater also involved: Venture Fund

April 2, 2021

T.TWM

RE:RE:RE:RE:RE:RE:RE:RE:RE:Undisclosed Divestment

Can also be considered a good play on the economy opening up again. More...

March 22, 2021

T.TWM

Tidewater Midstream mulls renewable project at B.C. refinery

New York — Tidewater Midstream is considering building a 3,000 b/d...

March 17, 2021

T.TWM

Birch Hill Portfolio Company Acquired

CPE News (3/15/2021) – GFL Environmental Inc. (NYSE/TSX: GFL) has...

March 16, 2021

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