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TSE:TWM

Tidewater Midstream and Infrastructure Ltd (TWM.TO)

16.60
+0.10 (0.61%)
as of Jun 19, 2026, 8:00:00 pm Market Open.
87 watching
0
BUY
Delivering on projects but can't get market respect, as it's a small cap, plus refineries don't trade at high valuations. Next year, renewable diesel project, which couldn't come at a better time with current shortages from war in Europe. If you own it, hold; if you don't, worth a buy.
BUY
Attractive valuation at current share price. Healthy dividend yield. Benefiting from rebound in energy business. High debt level a concern for investors. Recently raised equity to pay off debt.
BUY
Emerging pipeline company in Western Canada. Good company with strong dividend yield. Strong growth prospects going forward.
TOP PICK
It provides energy infrastructure exposure as well as energy transition exposure. It owns Tidewater Renewable which is involved in renewable diesel. It has a valuation of 6X next year's EBITA. so is a bit of a value play. A little more on the risky side but has good upside, maybe 30% next year and a 3% dividend. Buy 9, Hold 0, Sell 0. (Analysts’ price target is $1.81)
Unspecified
Owns it in the income fund. Has had a couple of blips but is growing well and pays a dividend. Should break out of its trading range.
BUY
A wonderful company and management. It could be a take-out target. An emerging company in the oil services business. They were lucky to grab a refinery from Husky Energy to diversify their company.
Unspecified
It has basically gone sideways and is looking undervalued. Its renewable diesel project should start next year and therefore move cash flow and profitability even higher. It is smaller and not as followed but should catch on next year.
BUY
Undervalued, due to small-cap nature and refinery exposure. Really good run this last few weeks. Growth pipeline, possible doubling of EBITDA in 5-10 years. Built out renewables and midstream opportunities. He also owns the spinoff, LCFS, with its flagship renewable diesel project coming online next year.
TOP PICK
In the energy patch in BC and Alberta. Discount to peers. Growth rate of 45% over last 3 years compared to peers at 9%. Payout ratio less than peers. Trades at 4x cashflow vs. peers at 9x. Technical breakout, lots of runway with higher commodity prices. Opportunity with renewable nat gas. Yield is 2.63%.
WAIT
A pipeline that delivered on time and on budget. Also acquired a refinery but the stock hasn't moved so it is at an attractive valuation. It is bringing on-stream a renewable diesel facility next year with 3000 barrels a day production. The B.C. government will cover costs for about half.
COMMENT
It is at a reasonable value. He doesn't see it going anywhere, up or down.
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.
Showing 16 to 30 of 72 entries