Related posts

Markets extend post-Powell rally
Investor Insights

This summary was created by AI, based on 14 opinions in the last 12 months.

Tidewater Midstream and Infrastructure Ltd, also known as TWM-T, has received mixed reviews from different experts. While some experts praise the company's strong balance sheet, recent asset sales, and opportunities in the renewable diesel industry, others express concerns about the departure of the CEO and uncertainties about the company's future strategy. The stock has shown frustrating performance and has faced challenges in its renewable business. Overall, the company is seen as having potential for growth but with high risk due to ongoing issues.

Consensus
Mixed
Valuation
Fair Value
Similar
ATH, AltaGas Ltd
HOLD

Owns shares in portfolio with strong assets. Also owns 70% of renewable diesel assets. Lots of cash from recent asset sale. Strong balance sheet. Recent departure of CEO a surprise - questions on change. Strategy going forward unclear. Would hold shares if already own. Not buying new shares.  

gas pipelines
DON'T BUY

He owned this for 6 years, exiting when the last CEO left. They just cut their dividend. He doesn't follow the stock now.

gas pipelines
BUY

Owns shares in company. Debt free now with good dividend. Strong management team. Recent entry into bio fuel has opportunities. Will continue to own shares. 

gas pipelines
BUY

Underperformer. New deal with ALA is great for shareholders; de-levers and unlocks some value. Renewables arm, of which it owns 70%, is coming online to drive cashflow. Better days ahead. Earnings report in next week or so.

gas pipelines
COMMENT

They owned it but sold. It never really gained traction. The CEO left and the company divested some of its assets including Alta Gas. Instead of this company consider large cap infrastructure companies that have sold off with rising rates.

gas pipelines
HOLD

Frustrating performance, a function of market cap size and what investors are looking for right now (larger cap). Management continues to execute. Big ownership of LCFS, which will eventually provide tailwinds.

gas pipelines
PAST TOP PICK
(A Top Pick Sep 12/22, Down 11%)

Company has found its footing with new management.
Recent asset sale to Altagas was favorable.
Tidewater Renewables will be a catalyst to further growth.
Will continue to own shares.

gas pipelines
PAST TOP PICK

(A Top Pick Jun 01/22, Down 32%)

Challenging year for the company.
Renewable business faced hurdles throughout the year. 
Does not own shares anymore.
Waiting for business to improve before buying (LNG prospects etc.).

gas pipelines
HOLD

Stock's worth around $2. Affected by oil and gas prices lower than last year. Need booming energy prices to get things moving. Renewable diesel plant is great, but scale is quite small, minimal impact on profitability.

gas pipelines
DON'T BUY

He sold their holdings in January after the CEO left abruptly in December. They are experiencing cost over-runs on a big project.

gas pipelines
HOLD

Very cheap, especially relative to peers. More expensive when you take debt into account for the size of its market cap. Issues executing. Debt's come down a lot. Upside if they can continue to grow the business. Yield is around 4%.

gas pipelines
Unspecified

It is at a good entry point but is high risk. The renewable component had a big cost over-run. The new CEO is trying to re-work the assets. Tidewater Renewable Diesel is a very good asset but it still has to get the refinery working.

gas pipelines
BUY ON WEAKNESS
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research.

Recent earnings: 
EPS was a loss of 7c versus an expected gain of 3.2c. EBITDA did increase 12%, though. 
Cash flow per share increased 18%. 
Debt remains high at 2.9X EBITDA, though just within the company's targetted range. 
A couple of brokers lowered target prices on the results. 
While a miss is a miss, the reaction to us seems a bit harsh, based on the fundamentals. 
Unlock Premium - Try 5i Free

gas pipelines
BUY
TWM vs. ATH for growth?

He'd pick TWM, as it has better growth prospects for production. ATH is a cash generator with a long history. 

gas pipelines
BUY

Oil service business that also owns refinery.
Expecting higher energy prices to benefit company.
Owns shares in company and would recommend buying.
Profitable company that expects to do well. 

gas pipelines
Showing 1 to 15 of 74 entries

Tidewater Midstream and Infrastructure Ltd(TWM-T) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 7

Neutral - Hold Signals / Votes : 4

Bearish - Sell Signals / Votes : 2

Total Signals / Votes : 13

Stockchase rating for Tidewater Midstream and Infrastructure Ltd is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Tidewater Midstream and Infrastructure Ltd(TWM-T) Frequently Asked Questions

What is Tidewater Midstream and Infrastructure Ltd stock symbol?

Tidewater Midstream and Infrastructure Ltd is a Canadian stock, trading under the symbol TWM-T on the Toronto Stock Exchange (TWM-CT). It is usually referred to as TSX:TWM or TWM-T

Is Tidewater Midstream and Infrastructure Ltd a buy or a sell?

In the last year, 13 stock analysts published opinions about TWM-T. 7 analysts recommended to BUY the stock. 2 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Tidewater Midstream and Infrastructure Ltd.

Is Tidewater Midstream and Infrastructure Ltd a good investment or a top pick?

Tidewater Midstream and Infrastructure Ltd was recommended as a Top Pick by on . Read the latest stock experts ratings for Tidewater Midstream and Infrastructure Ltd.

Why is Tidewater Midstream and Infrastructure Ltd stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Tidewater Midstream and Infrastructure Ltd worth watching?

13 stock analysts on Stockchase covered Tidewater Midstream and Infrastructure Ltd In the last year. It is a trending stock that is worth watching.

What is Tidewater Midstream and Infrastructure Ltd stock price?

On 2024-02-23, Tidewater Midstream and Infrastructure Ltd (TWM-T) stock closed at a price of $0.87.