TSE:TOU

Tourmaline Oil Corp (TOU.TO)

63.73
-1.69 (2.58%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
831 watching
0
Investor Insights
star iconJun 6, 2026, 12:00 am

This summary was created by AI, based on 58 opinions in the last 12 months.

Tourmaline Oil Corp (TOU) is recognized as Canada’s largest natural gas producer, reflecting strong management and significant capital discipline. Experts express optimism regarding TOU’s strategic positioning, particularly as it expands access to Asian markets through LNG exports. However, there is consensus that the stock has been performing sideways amid heavy capital expenditures and fluctuating natural gas prices. While some analysts believe its long-term fundamentals remain sound, many suggest a cautious approach, with price targets hovering around $70-$76. Overall, the sentiment is mixed, with an inclination toward potential growth once natural gas demand tightens and infrastructure projects bear fruit.

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Consensus
Hold
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Valuation
Undervalued
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Agnc
TOP PICK
Gas producer. A premier way to play a gas recovery. Probably going to grow production over 40% this year. A grade A management team that manages other companies.
TOP PICK
Natural gas. Not sure that we have seen the bottom for natural gas prices but have seen prices come up off the bottom about a month ago. Extremely well managed company. Great assets. Looking for 100,000 barrels a day in 2-3 years.
BUY
(Market Call Minute.) Probably the best management team in the oil patch. Rapidly growing natural gas but by this time next year they will have created a midsize oil/gas producer. Will be volatile and it is not cheap but this is the one to own.
TOP PICK
The preeminent natural gas company in Canada. Pedigree management from 2 very successful companies that were ultimately taken over by majors. Full value of the assets is tremendous.
TOP PICK
Gas bulls, so this is the go-to in the intermediate in the space. Expansive land base in which they can drill either gas or oil. Tremendous balance sheet and AAA management team. Near a bottom. Should eventually get bought out in 3-5 years.
COMMENT
If you have a short list of gas stocks that you want to get constructive on if you feel there is going to be a good recovery, this one would almost top the list. Great cost structure. Good management. (Recently participated in a flow-through share offering.)
BUY
(Market Call Minute) Lowest cost gas producer in Canada.
WAIT
Loves the company but is not a fan of the share price. 90% Nat. Gas. You should wait a couple of months to buy it.
TOP PICK
Lowest cost Liquid-Rich Nat Gas producer in Canada. Amazing balance sheet. 8x cash flow. Can survive this Nat Gas storm no problem. This is a $30-$40 stock in a take-out
COMMENT
Doesn't like the fundamentals of gas. Feels gas is going to stay range bound in the $2.50-$3 range. In spite of this, this company has great cost structure, fantastic balance sheet and good management.
BUY
(A Top Pick Feb 10/11. Up 5.01%.) Incredibly well-positioned Canadian-based company. The big knock is that it primarily produces natural gas, which has put the stock in the penalty box. A low-cost producer. Have a million acres of land. If interested in gas, this would be the one to own. Will stay weak for the next 6 to 9 months.
BUY
Great management team with a great long-term track record. Stock came off very sharply as natural gas prices corrected. Trading at a very reasonable valuation. Lowest cost producer. Fantastic balance sheet.
COMMENT
Liquids rich gas with a lot of growth. Stocks have got hit. Has one that he prefers because he thinks the growth will be a bit better. (See Top Picks.)
TOP PICK
(Top pick Feb 22/11, Up 1.17%) Went public in 2009 and did everything right. Costs of production are about $0.50. Tremendous ability to stay in the game and weather the storm. We are going to see gas prices rebound somewhere down the road. Doubled production over last year and looks to be doubling over next 3 to 4 years and yet price is up only 15-20% from IPO. Someone might take a run at them and take advantage of the low prices.
TOP PICK
Nat Gas star. Cream of the crop if you look at management teams. You can see where it was when gas was in the $3 range.
Showing 526 to 540 of 559 entries