Tidewater Midstream and Infrastructure Ltd

TWM-T

Analysis and Opinions about TWM-T

Signal
Opinion
Expert
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%.

HOLD
HOLD
May 28, 2018

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.

DON'T BUY
DON'T BUY
April 24, 2018

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.

BUY
BUY
April 6, 2018

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.

COMMENT
COMMENT
April 3, 2018

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.

BUY
BUY
February 26, 2018

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.

BUY
BUY
February 12, 2018

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.

BUY
BUY
December 21, 2017

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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