LCFS Share Price Performance
CA$3.93
3.03 (336.67%)
21.4% undervalued intrinsic discount
CA$5.00
Fair Value
Price CA$3.93
AnalystConsensusTarget CA$5.00
AnalystLowTarget CA$3.50
AnalystHighTarget CA$5.50
Fair ValueCA$5.00
Share Pricen/a
Tidewater Renewables Ltd. Stock Price
- 3 Narratives written by author
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- 7 Fair Values set on narratives written by author
LCFS Community Narratives
AN
Fair Value CA$5 21.4% undervalued intrinsic discount
BC Low Carbon Act And SAF Project Will Boost Demand
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Fair Value CA$3.5 12.3% overvalued intrinsic discount
Electrification And Overcapacity Will Erode Margins Even As British Columbia Rules Cushion Declines
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AN
Fair Value CA$5.5 28.5% undervalued intrinsic discount
Growing Global Net-Zero Mandates Will Fuel Renewable Diesel Expansion
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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
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AN
CA$5
21.4% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue
36.95% p.a.
Profit Margin
4.34%
Future PE
7.36x
Price in 2028
CA$6.06
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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AN
CA$5.5
28.5% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue
22.81% p.a.
Profit Margin
6.15%
Future PE
7.29x
Price in 2028
CA$6.78
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
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AN
CA$3.5
12.3% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue
22.45% p.a.
Profit Margin
5.96%
Future PE
4.85x
Price in 2028
CA$4.33
Trending Discussion
Recently Updated Narratives
AN
LCFS: Improved Margin Outlook Will Drive Shares Higher Amid Sector Recovery
Fair Value: CA$5 21.4% undervalued intrinsic discount
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AN
Electrification And Overcapacity Will Erode Margins Even As British Columbia Rules Cushion Declines
Fair Value: CA$3.5 12.3% overvalued intrinsic discount
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AN
Growing Global Net-Zero Mandates Will Fuel Renewable Diesel Expansion
Fair Value: CA$5.5 28.5% undervalued intrinsic discount
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Snowflake Analysis
Tidewater Renewables Ltd. Key Details
About LCFS
- Founded
- 2021
- Employees
- 83
- 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.
