TSE:POU

Paramount Resources (POU.TO)

30.74
+2.68 (9.55%)
as of Aug 6, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconAug 6, 2026, 12:00 am

This summary was created by AI, based on 4 opinions in the last 12 months.

Paramount Resources (POU-T) has received mixed reviews from various experts, primarily focused on the challenges associated with its heavy reliance on natural gas, which is currently facing weak pricing in Canada. While some experts praise the management and highlight strong financial liquidity and growth potential, concerns persist about the lack of oil exposure and negative sentiment regarding Canadian natural gas prices. The company's recent asset sales to enhance operations show proactive management, but doubts linger over the current market cycle for natural gas. Overall, while there is appreciation for the company's operational capabilities, hesitation exists regarding the feasibility of significant returns in the natural gas sector at this time, particularly for investors who prefer more oil exposure.

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Consensus
Neutral
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Valuation
Fair Value
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CNRL, CNQ
DON'T BUY
A little expensive. In the oil sands.
PAST TOP PICK
(A Top Pick Aug 10/06. Down 28.4%) Gas went lower than he expected. Buying more at the current price.
BUY
An asset story. In the short term, results have been a bit disappointing because they’re gassy. Have about $16 a share in oil sands and expects announcements in 3-6 months. Their gas is worth the current stock price. Good long term play.
COMMENT
100% driven by natural gas. Have some excellent properties including some northern ones which they are planning to break off into a subsidiary. Should do OK.
DON'T BUY
Always have problems with this one. A somewhat chequered past.
HOLD
Have very good properties. Well situated in the oil/gas market.
COMMENT
The model price is $11.60. This is more of an exploration play. Earnings are basically nonexistent.
BUY
Very gassy, and is strictly down because of natural gas prices. May be the single cheapest stock of all the resources. Asset value is over $50 and it’s trading at half of that. As long as gas recovers with a normal winter, it will be fine.
WEAK BUY
Had some significant ups and downs. Was negative on the stock until recently. Seem to have got their act together but hasn't made up his mind yet. Have some excellent properties but in areas where it is tricky geology. Would like to see some better production numbers and a better reserve increase number.
HOLD
Has been volatile. Vended their oil sands property into North American Oil Sands, which is not trading yet. Will IPO in the next 3/4 months. Also own an oil sands lease which they may vend into the new stock.
TOP PICK
Gassy intermediate producer with some oil sands on the side. Short-term production problems in the past quarter like all gassy guys. Not in a hurry to get extra onstream because of gas prices. $33 of value in gas production and $25 from leases.
TOP PICK
$50 net asset value made up of about $17 oil sands. Very gassy. Their quarter is coming soon and it won't be great because they have some production behind pipe. If gas goes back up, this is a great place to be. Great operators.
BUY ON WEAKNESS
Gassy intermediate company that he has recommended in the past. Good oil sands exposure of $11/12 a share. Short-term production problems with gas behind pipe. Net asset value is a little over $50. Below $35 is a great place to buy.
HOLD
Had a great run. Has some good assets. Well-managed company. Heavily gas weighted.
BUY
A very big winner. Did a deal with North American Resources last week to vend in their oil sands, so now they are going to have a carried interest. The market likes that. There is an asset value probably in the $50/55 range. The stock, having come so far, will probably go sideways for a while. It may be the fall when gas prices start to move again.
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