Added to YB: 2025-11-28
Pitch date: 2025-09-28
TWM.TO [bullish]
Tidewater Midstream and Infrastructure Ltd.
-19.87%
current return
Author Info
No bio for this author
Company Info
Tidewater Midstream and Infrastructure Ltd. operates as a diversified midstream and infrastructure company in western Canada and the United States.
Market Cap
CAD 106.7M
Pitch Price
CAD 6.19
Price Target
35.50 (+616%)
Dividend
N/A
EV/EBITDA
14.30
P/E
-1.25
EV/Sales
0.53
Sector
Oil, Gas and Consumable Fuels
Category
turnaround
Tidewater Midstream and Infrastructure Ltd. - $TWM.TO
TWM.TO: Canadian refining/midstream co hit by US renewable diesel dumping, Cenovus contract loss & low nat gas prices. Trading at 5.7x ROI potential on recovery: BC LCFS pricing recovery ($36M per $100/ton), nat gas rebound enabling Ram River restart, $50-80M rack discount normalization at PGR refinery, $35M/yr federal biofuel incentive 2026-27. Asset sales reducing leverage to 2.6x. Concentrated ownership driving value realization. Price target $35.50 (current ~$6.20).
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