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.

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Consensus
Positive
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Valuation
Fair Value
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Similar
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BUY
Very high-quality, dominant transporter in the northern area of Alberta. A winner.
PAST TOP PICK
(A Top Pick Jan 20/06. Up 9.6%.) Still likes it. Have increased distributions.
TOP PICK
Ratio of over 20% on return of capital over the last five years. Good management. Continuing to make acquisitions. Will be merging with another company in May and spinning out another company focused in the high north.
TOP PICK
Normally he avoids the trucking sector. About 30% of their cash flow comes from the trucking sector. The balance comes from their oil service sector. Recently merged with Producers Oilfield Services and have spun out another trust which could create some good value.
BUY
Mullen Group is a name they like. It is a diversified company involved in the transportation of heavy equipment and trucking business. Mullen is well positioned to benefit from strong growth in the MacKenzie pipeline and tar sands development. They have a great management team. Low payout ratio and almost no debt. Great place to be. Recommends holding.
BUY
Has an interesting upside with the McKenzie Valley pipeline coming through which makes it a special situation. Expected to go higher.
TOP PICK
2 main divisions. 70% of EBITDA. Converted to a trust. Strong management. Pay out of 75%. Excellent growth. Try to get under $32.
TOP PICK
A very old family owned company. Basically, anything in the oil patch that moves, they move it. Basically have a lock on this business in western Canada. Down the road, the development in northern Canada is going to be really critical to their continued growth.
PAST TOP PICK
(A Top Pick Sept 16/05. Up 21%.) Still likes this one. A high-quality name. Getting a little bit expensive.
PAST TOP PICK
(A Top Pick Sept 27/05. Up 22%.) Sold his holdings for the cash about the time it turned into a trust. Thinks it's a good one that you should continue to hold.
BUY
A conglomerate and all of their divisions are doing well. One of the weaknesses in the oil patch right now is the need for transportation which this company supplies. If the Delta ever opens up and the pipeline starts to get constructed this type of company will do very, very well.
BUY
A great longer-term play on rising oil/gas prices.
PAST TOP PICK
(A Top Pick Sept 23/05. Up 24%.) A good play on the oil sands. A lot of exposure to the trucking and the drilling activities around that area. Just made a nice acquisition of Pe Bend (PBN-T).
BUY
Generally speaking he doesn't invest in the trucking business, but this is the exception. Really involved in the oil service sector. Significant ownership by the management. Thrifty.
PAST TOP PICK
(A Top Pick Sept 16/05. Down 5.5%.) Has held in quite nicely in the group. Has great exposure to the McKenzie Valley pipeline. Will also benefit from the Canadian oil sands over the next several years.
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