LCFS Share Price Performance
CA$9.33
6.08 (187.08%)
17.5% overvalued intrinsic discount
CA$7.94
Fair Value
Price CA$9.33
AnalystConsensusTarget CA$7.94
AnalystLowTarget CA$3.50
AnalystHighTarget CA$8.25
Fair ValueCA$7.94
Share Pricen/a
Tidewater Renewables Ltd. Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 8 Fair Values set on narratives written by author
LCFS Community Narratives
AN
Fair Value
·Fair Value CA$7.94 17.5% overvalued intrinsic discount
BC Low Carbon Act And SAF Project Will Boost Demand
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Fair Value
·Fair Value CA$3.5 166.6% overvalued intrinsic discount
Electrification And Overcapacity Will Erode Margins Even As British Columbia Rules Cushion Declines
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AN
Fair Value
·Fair Value CA$8.25 13.1% overvalued intrinsic discount
Growing Global Net-Zero Mandates Will Fuel Renewable Diesel Expansion
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Growing Global Net-Zero Mandates Will Fuel Renewable Diesel Expansion
Key Takeaways Clean fuel mandates and tightening carbon credit markets are set to drive significant pricing power, revenue upside, and windfall high-margin earnings for Tidewater. Enhanced customer diversification and surging ESG investment flows will support stronger profitability, premium valuation, and rapid expansion of new growth projects.Read more
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CA$8.25
13.1% overvalued intrinsic discount
Fair Value
Revenue
22.43% p.a.
Profit Margin
6.98%
Future PE
11.23x
Price in 2029
CA$9.77
BC Low Carbon Act And SAF Project Will Boost Demand
Key Takeaways Regulatory changes and strong operational ramp-up are boosting demand, revenue predictability, and profitability for the company's renewable fuels business. Diversification of customers, supply chain improvements, and SAF project development enhance earnings stability, margin growth, and medium-term expansion prospects.Read more
AN
CA$7.94
17.5% overvalued intrinsic discount
Fair Value
Revenue
20.6% p.a.
Profit Margin
6.67%
Future PE
11.87x
Price in 2029
CA$9.43
Electrification And Overcapacity Will Erode Margins Even As British Columbia Rules Cushion Declines
Key Takeaways Accelerating electrification and emerging battery technologies threaten core demand, while global competition and regulatory changes heighten operational and revenue risks. Industry overcapacity and concentrated contract reliance may trigger margin erosion, underutilization, and instability in servicing growing debt.Read more
AN
CA$3.5
166.6% overvalued intrinsic discount
Fair Value
Profit Margin
5.96%
Future PE
4.85x
Price in 2028
CA$4.33
Trending Discussion
Recently Updated Narratives
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LCFS: Refreshed Risk And Margin Assumptions Will Shape Future Earnings Profile
Fair Value: CA$8.25 13.1% overvalued intrinsic discount
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AN
LCFS: Updated Risk Assumptions Will Shape Future P/E Compression Or Support
Fair Value: CA$7.94 17.5% overvalued intrinsic discount
7 fair values setusers have set this as their fair value
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AN
Electrification And Overcapacity Will Erode Margins Even As British Columbia Rules Cushion Declines
Fair Value: CA$3.5 166.6% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
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Snowflake Analysis
Tidewater Renewables Ltd. Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
- 0.096
- 14.40%
- 1.41%
- 124.6%
About LCFS
- Founded
- 2021
- Employees
- 79
- CEO
- WebsiteView website
Tidewater Renewables Ltd. engages in production of renewable fuel in North America. Its flagship asset is the renewable diesel & renewable hydrogen complex that is located adjacent to the Prince George Refinery. It intends to focus on the production of low carbon fuels, including renewable diesel, renewable hydrogen, and renewable natural gas. Tidewater Renewables Ltd. was incorporated in 2021 and is headquartered in Calgary, Canada. Tidewater Renewables Ltd. operates as a subsidiary of Tidewater Midstream and Infrastructure Ltd.
