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TSE:TOU

Tourmaline Oil Corp (TOU.TO)

62.22
-0.03 (0.05%)
as of Aug 27, 2026, 3:47:54 pm Market Open.
834 watching
0
Investor Insights
star iconAug 27, 2026, 12:00 am

This summary was created by AI, based on 63 opinions in the last 12 months.

Tourmaline Oil Corp (TOU) has garnered mixed reviews from various experts, reflecting a blend of optimism and caution in the energy sector, particularly in natural gas. Many express a bullish long-term outlook, citing the company's robust management, significant natural gas reserves, and low-cost operations. Analysts highlight the potential for revenue growth from LNG exports, as the company is well-positioned to tap into higher-priced markets. However, the experts also warn about the impact of weak natural gas prices due to oversupply and the current geopolitical landscape, particularly the Iran conflict. There is a consensus on the importance of a strong balance sheet and ongoing capital investments for future growth, with calls for investors to adopt a long-term perspective rather than react to short-term market fluctuations.

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Consensus
Mixed
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Valuation
Fair Value
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TOP PICK
Believes company stock price has further room to grow. Best managed company in natural gas business. Sells a lot of natural gas into California market at a premium. Believes natural gas prices will remain strong (reduced drilling and growing economy). Additional dividend payouts and share buybacks are great for shareholders.
BUY
A nat gas play, and prices have come down recently. Trades at 3x, compared to peers at 4x. 22% free cash yield. Very cheap, decent production profile, decent cashflow per share, excellent balance sheet. Positive cash into 2023. Target of around $76. You can buy it right here, right now.
PAST TOP PICK
(A Top Pick Dec 29/20, Up 148%) Believes Mike Rose has done tremendous job running the company. Company buying lots of stock back. Lots of free cash flow. Balance sheet is very solid and has a low valuation. Premium company in the Canadian natural gas sector.
BUY
Natural gas prices are being pressured due to a lack of cold weather this time of year. Rest of year forecasts, however, call for colder than normal weather. It is a very strong operator, well positioned in the natural gas space. It has shifted from mid-cap to larger investors. With years of underinvestment, they feel the sector has room for further improvement despite the recent run up in equity prices. A lot of cash flow should be coming. They like it here and own quite a lot.
DON'T BUY
Gas name. Ability to return capital to shareholder is limited due to the warmer weather. Decided to do a variable dividend that he does not like. Cannot value what you cannot model. Trading at a premium to the group. Would put a 6x multiple.
PAST TOP PICK
(A Top Pick Nov 13/20, Up 166%) Would buy again. Like many energy companies, it is no more expensive than where they were a year ago. Energy prices and natural gas in particular has moved up. The improved cashflow is now used to right balance sheets, pay dividends and other shareholder friendly moves. Great price momentum with 5x EBITDA which is still reasonable.
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company has an excellent management team with a history of good growth. Growth remains good and the balance sheet is good. Can own this throughout an energy cycle. More gas focused. Unlock Premium - Try 5i Free

PAST TOP PICK
(A Top Pick Dec 29/20, Up 168%) Pristine balance sheet. Great operators. Valuation is 4x operating cashflow. The Cadillac play of the sector.
COMMENT
Outlook for natural gas is strong going into the new year. A name you could look at.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: MIchael O'Reilly TOU continues to be well positioned for a continuation of energy price stabilization and is reiterated as a TOP PICK. It trades at 8x earnings, compared to peers at 36x. It is presently valued at under 1.5x book value. The company has consistently paid the (growing quarterly dividend over the past three years and it is backed by a payout ratio under 20% of cash flow We recommend trailing up the stop to $39 (from $34 as previously recommended), looking to achieve $54 -- upside potential over 16%. Yield 1.49% (Analysts’ price target is $53.54)
PAST TOP PICK
(A Top Pick Oct 16/20, Up 169%) More bullish on oil than gas. With strip gas, they are well positioned to profit. If you want gas, this is a good play. He prefers Arx for gas with conduit but for a pure gas play, this name is a good choice.
PAST TOP PICK
(A Top Pick Nov 18/20, Up 155%) Still bullish for energy going into 2022. FMV based on 2022 earnings would be another 100% up from here, though not guaranteed of course. Don't sell right now.
PAST TOP PICK
(A Top Pick Dec 29/20, Up 170%) They are great operators. The balance sheet is in great shape. They did smart acquisitions. Everyone is starting to discover this name. It is still a decent valuation.
COMMENT
Doing exactly what he hoped the sector would do. Will see meaningful return of capital. Benefitted from spinning out Topaz. Has checked off a lot of the boxes. 63% upside is the current projection. Committed to base and special dividends.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Jul 21/21, Up 28.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with TOU is progressing well. It has achieved its $43.50 objective. To remain disciplined, we recommend covering half the position here and trailing up the stop to $34 -- just above the original recommended entry level.
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