Tidewater Midstream and Infrastructure Ltd (TWM-T) Stock Predictions - Stockchase
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Tidewater Midstream and Infrastructure Ltd (TWM-T)

ON STOCKCHASE SINCE Jul 2016

Moved from "CVE" to "TSX", Nov 2017

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Tidewater Midstream and I...

TWM-T

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Tidewater Midstream and Infrastructure Ltd (TWM-T) SAVE Apr, 19, 2019, 9:12 am

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What the experts are saying about TWM-T



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Signal Opinion Expert
HOLD
He does not own it today. He is always watching it. For a long term time horizon he would buy it and tuck it away. They continue to build out pipeline infrastructure in AB and BC, working with Altagas. He would like to see more activity in the oil and gas sector before stepping back in.
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He does not own it today. He is always watching it. For a long term time horizon he would buy it and tuck it away. They continue to build out pipeline infrastructure in AB and BC, working with Altagas. He would like to see more activity in the oil and gas sector before stepping back in.
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Bruce Campbell

President , Stone Castle Investm...

Price Price
$1.240
Owned Owned
No

PAST TOP PICK
(A Top Pick Sep 11/17, Down 0.1%) It was recommended as a new mid-streamer. It was trading at half the valuation of the other players. He thought it would get re-rated up but the sentiment in the sector is so bad. They have made agreements that will come on stream next year. It should provide upside for the stock.
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(A Top Pick Sep 11/17, Down 0.1%) It was recommended as a new mid-streamer. It was trading at half the valuation of the other players. He thought it would get re-rated up but the sentiment in the sector is so bad. They have made agreements that will come on stream next year. It should provide upside for the stock.
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Teal Linde

Portfolio , Linde Equity Report...

Price Price
$1.320
Owned Owned
Yes

COMMENT

Frustrating. They trade at a much lower multiple than the larger midstream players. They started to deliver on their numbers. Trades at a lower multiple than their peers. This stock should move up. They just need to continue to execute. Brokers are calling him to sell his shares, so there is demand (but he won't sell). He's held this for a long time. Their fair value is higher than the current share price.

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Frustrating. They trade at a much lower multiple than the larger midstream players. They started to deliver on their numbers. Trades at a lower multiple than their peers. This stock should move up. They just need to continue to execute. Brokers are calling him to sell his shares, so there is demand (but he won't sell). He's held this for a long time. Their fair value is higher than the current share price.

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Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$1.360
Owned Owned
Yes

COMMENT

He is meeting with management on Monday.  They are involved with a Montney project with Blackbird Energy and it really upsizes the assets of the company.  The stock has been quite stable, with dividend growth potential.  Yield 2.8%.  

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He is meeting with management on Monday.  They are involved with a Montney project with Blackbird Energy and it really upsizes the assets of the company.  The stock has been quite stable, with dividend growth potential.  Yield 2.8%.  

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Josef Schachter

President, Schachter Asset Mana...

Price Price
$1.460
Owned Owned
No

COMMENT

They continue to execute and build their business, but the market hasn't recongized it. It's trading at less than book, really cheap. The market maybe concerned if they do an equity issue. Has owned it in the past.

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They continue to execute and build their business, but the market hasn't recongized it. It's trading at less than book, really cheap. The market maybe concerned if they do an equity issue. Has owned it in the past.

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Bruce Campbell

President , Stone Castle Investm...

Price Price
$1.270
Owned Owned
No

HOLD

He holds a small position and thinks it looks cheaper than the competitors in the space.  It should eventually be re-rated and benefit from higher multiples once it reports a few good quarters.  Yield 3%. 

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He holds a small position and thinks it looks cheaper than the competitors in the space.  It should eventually be re-rated and benefit from higher multiples once it reports a few good quarters.  Yield 3%. 

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Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$1.250
Owned Owned
Yes

HOLD

Their results said they would probably soften through the summer.  It is a small new comer into the field.  Other similar companies have made more money than others in the sector.  If you don’t want to worry about the commodity prices, then this is for you.

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Their results said they would probably soften through the summer.  It is a small new comer into the field.  Other similar companies have made more money than others in the sector.  If you don’t want to worry about the commodity prices, then this is for you.

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Teal Linde

Portfolio , Linde Equity Report...

Price Price
$1.290
Owned Owned
Yes

DON'T BUY

He likes their plans and has met management a few times. What's unfortunate are regulatory issues and rising interest rates. It's a smaller cap, undervalued name in this space. But they have exposure to Bellatrix, which is struggling wtih debt. There's a lot of overhang on Tidewater. This will struggle a while longer. If it returns to recent highs, he'll look at it again.

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He likes their plans and has met management a few times. What's unfortunate are regulatory issues and rising interest rates. It's a smaller cap, undervalued name in this space. But they have exposure to Bellatrix, which is struggling wtih debt. There's a lot of overhang on Tidewater. This will struggle a while longer. If it returns to recent highs, he'll look at it again.

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James Telfser

Partner & , Aventine Management ...

Price Price
$1.290
Owned Owned
Unknown

BUY

He owns this company.  This trades at much lower multiples than competitors in the space.  His average entry price is around these price levels.  Their growth is much more rapid than others in this space. 

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He owns this company.  This trades at much lower multiples than competitors in the space.  His average entry price is around these price levels.  Their growth is much more rapid than others in this space. 

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Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$1.360
Owned Owned
Yes

COMMENT

He does not cover it yet. He’s starting to like the company and thinks their story makes a lot of sense. He thinks the downside is 10 to 20 cents and it could rise to $2 (from $1.38 on day of interview) if it came back to its 2016 high.

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He does not cover it yet. He’s starting to like the company and thinks their story makes a lot of sense. He thinks the downside is 10 to 20 cents and it could rise to $2 (from $1.38 on day of interview) if it came back to its 2016 high.

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Josef Schachter

President, Schachter Asset Mana...

Price Price
$1.370
Owned Owned
No

BUY

He has made it a Top Pick previously.  He still likes the company.  They pulled back with other mid-streams and so it is probably a good buying opportunity.  The valuation is low.

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He has made it a Top Pick previously.  He still likes the company.  They pulled back with other mid-streams and so it is probably a good buying opportunity.  The valuation is low.

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Teal Linde

Portfolio , Linde Equity Report...

Price Price
$1.370
Owned Owned
Yes

BUY

Oversold. $1.25 is good support; never fell below this. Would be a buyer here.

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Oversold. $1.25 is good support; never fell below this. Would be a buyer here.

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Elliott Fishman

Director o, Trading Services Gro...

Price Price
$1.350
Owned Owned
Unknown

BUY

He likes it.  It was trading sideways and then broke out.  He thinks there is some multiple expansion.  The last couple of quarters have gotten better. 

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He likes it.  It was trading sideways and then broke out.  He thinks there is some multiple expansion.  The last couple of quarters have gotten better. 

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Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$1.520
Owned Owned
Unknown

BUY

A fairly small company.  Management understands the mine.  They have some natural gas storage.  The price of natural gas in Alberta has been depressed and at some points in the summer it was down to zero.  Having the storage facilities allows them to hold the gas from the market until the price comes back.  They have a good expansion strategy and they will likely be a takeout target over a multi year timeframe.

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A fairly small company.  Management understands the mine.  They have some natural gas storage.  The price of natural gas in Alberta has been depressed and at some points in the summer it was down to zero.  Having the storage facilities allows them to hold the gas from the market until the price comes back.  They have a good expansion strategy and they will likely be a takeout target over a multi year timeframe.

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Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$1.490
Owned Owned
Unknown

TOP PICK

A natural gas processor.  Dry gas is depleting and being replaced by liquid rich gas which requires much more processing so this company can take advantage of that.  Their balance sheet has less leverage than others.  The biggest risk would be competition.  (Analysts’ target: $2.08).

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A natural gas processor.  Dry gas is depleting and being replaced by liquid rich gas which requires much more processing so this company can take advantage of that.  Their balance sheet has less leverage than others.  The biggest risk would be competition.  (Analysts’ target: $2.08).

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Teal Linde

Portfolio , Linde Equity Report...

Price Price
$1.490
Owned Owned
Yes

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