Tidewater Midstream and Infrastructure Ltd

TWM-T

Analysis and Opinions about TWM-T

Signal
Opinion
Expert
COMMENT
COMMENT
July 3, 2020

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.

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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
PAST TOP PICK
June 22, 2020
(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.
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(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
TOP PICK
June 22, 2020
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)
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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
BUY
May 19, 2020
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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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.
DON'T BUY
DON'T BUY
February 26, 2020

A small-cap energy infrastucture name that's been acquiring assets in western Canada. It looks very cheap and managers own a lot of stock. But this name doesn't have enough diverse assets for him. He prefers ENB and Pembina.

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A small-cap energy infrastucture name that's been acquiring assets in western Canada. It looks very cheap and managers own a lot of stock. But this name doesn't have enough diverse assets for him. He prefers ENB and Pembina.

TOP PICK
TOP PICK
February 10, 2020
A midstream company in Canada. They announced a refinery that was not welcomed and the stock dropped due to debt. He thinks the refinery will have better results than the guidance implies. (Analysts’ price target is $1.82)
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A midstream company in Canada. They announced a refinery that was not welcomed and the stock dropped due to debt. He thinks the refinery will have better results than the guidance implies. (Analysts’ price target is $1.82)
WATCH
WATCH
January 31, 2020
He owns a little of this one. He has not been particularly keen on management. They continue to buy assets, but the market does not believe it is acreative. He thinks investors are moving towards larger mid-streamers instead. Yield 3.8%
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He owns a little of this one. He has not been particularly keen on management. They continue to buy assets, but the market does not believe it is acreative. He thinks investors are moving towards larger mid-streamers instead. Yield 3.8%
BUY
BUY
November 11, 2019
The CEO just bought a million shares. They just purchased a refinery at a steal. The larger refinery companies would not be interested in something this small.
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The CEO just bought a million shares. They just purchased a refinery at a steal. The larger refinery companies would not be interested in something this small.
TOP PICK
TOP PICK
June 24, 2019
This is a company that is investing for growth. This is the year when a number of years of planning and building come on line. Their two projects will increase net income by 50%. (Analysts’ price target is $2.10)
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This is a company that is investing for growth. This is the year when a number of years of planning and building come on line. Their two projects will increase net income by 50%. (Analysts’ price target is $2.10)
HOLD
HOLD
January 30, 2019
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.
PAST TOP PICK
PAST TOP PICK
December 10, 2018
(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.
COMMENT
COMMENT
October 26, 2018

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.

COMMENT
COMMENT
September 7, 2018

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%.

COMMENT
COMMENT
July 25, 2018

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.

HOLD
HOLD
June 13, 2018

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%.

Showing 1 to 15 of 35 entries

Tidewater Midstream and Infrastructure Ltd(TWM-T) Rating

Ranking : 3 out of 5

Bullish - Buy Signals / Votes : 3

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 1

Total Signals / Votes : 4

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, 4 stock analysts published opinions about TWM-T. 3 analysts recommended to BUY the stock. 1 analyst 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 Varun Anand on 2020-07-03. 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?

4 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 2020-07-15, Tidewater Midstream and Infrastructure Ltd (TWM-T) stock closed at a price of $0.8.