TSE:MTL

Mullen Group Ltd (MTL.TO)

22.66
+0.09 (0.40%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
144 watching
0
Investor Insights
star iconJun 6, 2026, 12:00 am

This summary was created by AI, based on 1 opinions in the last 12 months.

Mullen Group Ltd, trading under the symbol MTL-T, is viewed positively by experts who recognize the company's strong operational capabilities in a cyclical market. Those who own shares consider maintaining a core position, suggesting confidence in the company’s long-term prospects. Trading around this core position based on economic indicators indicates a tactical approach to investment in Mullen Group, highlighting the potential for strategic gains during economic fluctuations. Overall, the sentiment reflects a belief in the company's ability to adapt and perform well, even amidst cyclical challenges, showcasing it as a solid player in its sector.

consensus icon
Consensus
Positive
valuation icon
Valuation
Fair Value
review icon
Similar
Cargo, CNR
DON'T BUY
The pullback in price was going on through the entire year and was because of concern of the oil patch. Could be a decline in oil services activity, partly because of the decline in oil prices, but also because oil/gas trusts now have to conserve capital in order to expand.
TOP PICK
Strong market share. First quarter or two may be a little bit weak because of weak drilling, so he may be a little bit early on the call. Low valuation and the upside over the next 12 to 18 months should be very good.
PAST TOP PICK
(A Top Pick Dec 15/06. Up 4.1%.) Could see a softer Q4 and Q1 than the market is expecting, so there could be a bit of downside risk. That would be a great buying opportunity.
BUY
Still have a very large family ownership, which gives the company some stability. Primary market is oil services and getting equipment out to the oil fields. That has been pretty tough this winter. Could be very interesting at this level for a long-term hold. Doesn't think the distribution is a risk currently.
DON'T BUY
2 businesses, trucking and oil services. Trucking is suffering with the economic slowdown and oil services will be impacted with weak energy prices. Prefers TransForce (TIF.UN-T), which is more centrally located in Canada.
PAST TOP PICK
(A Top Pick Mar 1/06. Down 40.3%.) This has been a disappointment. Great management team. Distribution is sustainable. Good price to buy.
TOP PICK
A great play to participate in the ongoing high levels of activity in Alberta economy and infrastructure build out. Spectacular record of acquisitions. Has been oversold. 10% yield.
BUY
A quality name. There may be some weakness due to softness in gas prices. Good price.
TOP PICK
(A Top Pick April 26/06. Down 47%.) All service stocks were hit. Has been very active on the acquisition front, which made the market nervous. Strong management team. Almost no debt. Good price.
HOLD
Had a very high valuation earlier in the year and the business has been slowing now, especially as gas prices have declined significantly. Drilling declines have hit them.
PAST TOP PICK
(A Top Pick Oct 20/06. Down 11.4%.) A great asset. There are 4 years of tax efficient distributions.
DON'T BUY
Hit with the changes in the income trusts as well as with the drop in the oil energy services sector. Access to capital for acquisition is reduced. At best, a sideways story for the next several months.
TOP PICK
Has been hit by about 15% since Oct 31, but continues to be one of the dominant logistics players in Alberta. Will be a primary player in the western sedimentary basin.
HOLD
A trucking company with a large portion of its sales in the oil and gas. Well run. Had expectations that the Mackenzie Valley would be a potential project, but that has been set back a little.
BUY
Has had a bit of a rough ride the last couple of months. A fair amount of leverage to the oil sands and energy sector in Alberta. Dropped when oil/gas prices came off and drilling activity slowed down. Feels it has some good upside.
Showing 76 to 90 of 123 entries