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T.TWM
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3 board seats are private equity guys, they had to approve the elimination of...
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T.TWM
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Nope, they need to be sold by TWM and need to be used to bring down the debt...
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T.TWM
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What about the plain and simple answer that they don't have the cash flow...
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T.TWM
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Dividend was about $17 million per year, not $4.3 million
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T.TWM
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Don't panic, I am in the same boat, hate losing the dividend income, but...
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T.TWM
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And the cash flow from this deal goes into TWM, not LCFS - separate company...
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T.TWM
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Don't forget that they lose about $50-60 million in EBITDA so for cash...
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T.TWM
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They could have done the NCIB without the dividend cut, they have ample...
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T.TWM
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https://www.tidewater-renewables.com/investors/news-events/tidewater...
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T.LCFS
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https://www.tidewater-renewables.com/investors/news-events/tidewater...
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T.TWM
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Expectation for closing of transaction is still before end of the year, so...
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T.SPB
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I sold my position when shares traded above $10 end of November. Tax loss and...
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T.TWM
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A very, very small operation it maybe but what matters is the size relative...
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V.SWAN
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shares in SWAN at current prices below $0.10 if you believe in the potential...
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V.SWAN
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I honestly wonder where you come up with these wild ideas. Have you ever made...
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V.SWAN
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Missed the rally? That's funny, we're at $0.085, share price has...
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T.TWM
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I agree, good point, in the end this carve out served the purpose to get HDRD...
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T.TWM
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LCFS can go either way. They might sell the entire company or just sell down...
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T.TWM
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I agree, limited downside, large upside. How much DCF will improve because...
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T.TWM
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I don't think this will happen and it would be a bad idea. It's not...
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