Tidewater Midstream and Infrastructure Ltd…

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Tidewater Midstream and Infrastructure Ltd (TWM.TO)

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17.62

-0.39 (2.17%)

as of Jun 15, 2026, 7:54:19 pm Market Open.

148 watching

TOP PICK

Spun out renewable division, while retaining 65% ownership. Still has a core midstream business. So you get leverage to both areas. Core business trades at a 50% discount to peers such as PPL, TRP, ENB, and KEY. Small cap with lower liquidity is a concern. Executed extremely well, brought down debt, a number of projects with quick paybacks. Yield is 3.08%. (Analysts’ price target is $1.96)

BUY

Attractive small cap with decent valuation and balance sheet. More volatile but should reward investors in 3 to 5 years. Reinvesting profits.

BUY

Tremendous value at current price. Assets performing exceptionally well. They have a number of strategic assets around the county, so he could see some outside interest, but they don't need the cash, as they have enough growth ahead. Recent spinout should provide free cashflow and equity lift. See his Top Picks.

BUY

It is the least expensive mid-stream company in Canada. Payback periods are less than three years. We have to be patient because it does not get the attention of its larger peers. They are building a renewable diesel plant.

BUY

Really likes it. Best performing on the TSX this year, second only to IPL. 2020 was a banner year. Pioneer Pipeline sale approved, and proceeds will be used to pay down debt. Helped by commodity cycle. Lucrative project pipeline. He cautions that it is energy and a small cap, so will be volatile. Long term, investors will be rewarded.

PAST TOP PICK

(A Top Pick Jun 22/20, Up 64%) He would still be a buyer at this price. It has come back to where it was trading in prior years. They are embarking on a new energy project which is a major deal. 3000 barrels a day of a bio fuel that replaces diesel. The government is supporting the project, making it economical to the company. It could add 50 cents to the stock.

BUY

The dividend is very sustainable with a payout ratio of 25%. He has owned it for 2 to 3 years and they did everything they said they would. He considers it undervalued and a buy. They are in the process of selling one of their pipelines to reduce debt.

BUY

Likes it. They're a lot smaller than their peers, so that's why there's a slight valuation discount. They bought the Prince George refinery a few years ago that they market didn't like because TWM took on debt, but Prince George has performed ahead of expectations. TWM is now laser-focussed on paying down debt. TWM is not a value trap, given smart management moves.

PAST TOP PICK

(A Top Pick Feb 10/20, Down 6%) Held up well in 2020. Speaks to quality of the assets. Plans to delever balance sheet and focus on growth.

BUY

The dividend is safe. It was trading over a dollar earlier this year. Now the Prince George plant is running at full capacity. They are down because of nervousness over the high levels of debt. They are in the process of selling a pipeline that will take the debt load to a reasonable level. 5% dividend at less than a 30% debt level.

COMMENT

The dividend is safe, because they've endured a few quarters during Covid and have performed in line. They announced the sale of a pipeline that will pay down debt and lower their leverage. After that, expect a re-rating of the stock. However, this stock and sector are volatile. Also, a big firm has been buying up these shares, which is a positive sign.

COMMENT

A small midstream infrastruture player with about $200 million market cap. They just had a significant new equity partner come in (buying 24%) that focuses on private equity investing. This has helped TWM share prices. TWM has adjusted some operations and has sold some assets to TRP to help pay down debt. They are seeing good margins on facilities in BC.

PAST TOP PICK

(A Top Pick Jun 24/19, Down 49%) There were two infrastructure projects that were completed in 2019. They were completed on time and on budget. Then there was the fall out in the oil and gas sector. It is very attractive at these levels.

TOP PICK

They have a new large shareholder that holds 24% of the company -- It is a private equity firm. This firm has a stellar track record. (Analysts’ price target is $1.20)

BUY

They bought the Prince George refinery and sold off their Pioneer Pipeline project. That's helped their balance sheet. The refinery has performed better than expected. Northern BC will benefit from LNG Canada and TransMountain. There's also been insider buying here, another plus.

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Tidewater Midstream and Infrastructure Ltd (TWM.TO)