Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

TSE:TOU

Tourmaline Oil Corp (TOU.TO)

62.25
+0.64 (1.04%)
as of Aug 26, 2026, 8:00:00 pm Market Open.
834 watching
0
Investor Insights
star iconAug 26, 2026, 12:00 am

This summary was created by AI, based on 64 opinions in the last 12 months.

Tourmaline Oil Corp (TOU) is recognized as Canada's largest natural gas producer and is often highlighted for its strong management and well-structured operations. The company faces challenges due to weak commodity prices and significant competition, notably from increased natural gas drilling in the U.S. The experts express a mix of sentiments, with some advising to buy at current levels given its long-term growth prospects and potential for LNG expansion, while others caution about the stock's volatile nature and short-term fluctuations in prices. Analysts are optimistic about the company's fundamentals, with many expecting a recovery in natural gas prices driven by future LNG contracts and structural demand increases. The sentiment reflects a belief that despite current market pressures, there are significant long-term tailwinds that could benefit Tourmaline.

consensus icon
Consensus
Hold
valuation icon
Valuation
Undervalued
review icon
Similar
CNQ, CNRL
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.
BUY
Always traded at a bit of a premium. A name where it would be one of the first Nat gas stocks to move. At the top of his list. Will buy at $22.
TOP PICK
Great management. Debt free. Very, very rapid production growth. Recently raised money and management put $50 million of their own in. Proven track record. Good price.
PAST TOP PICK
(Top Pick Dec 16/10, Up 28.04%) Lowest cost producer, best growth profile, best natural gas company in North America, probably will buy more if price comes off a little bit more.
DON'T BUY
Trading at around 18X this year's cash flow. They have the ability to grow production materially and with very strong visibility. Too high for his liking.
PAST TOP PICK
(A Top Pick Dec 16/10 Down 48.96%.) His only natural gas holding. Hard to recommend it as it is so expensive. He has taken a little bit of money out of it but hopes to ride it out. Probable takeover target.
PAST TOP PICK
(Top Pick Dec 16’2010 Up 62.48%)
TOP PICK
Just did an equity issue at $33, which was well oversubscribed to fund exploration for next year to 565 million. Great management and great land position.
TOP PICK
[The program signal failed at this point during the broadcast. The web site did not record a clip for top picks. No opinions could be recorded here]
TOP PICK
Just did it an equity issue for $33, which was well oversubscribed. This was to fund an increase in their exploration budget next year to $565 million. Great opportunities in great land positions. Good management.
BUY
One of his top holdings and probably the most expensive stock. Management has created value for shareholders. Anyone that can create billions for shareholders will always garner that multiple. Lots of running room and room to exploit what they have over the next 10-15 years. They are buy land that is accretive. Keep expanding their inventory and accumulating undeveloped land. Will never sell. May trim from time to time.
COMMENT
Current earnings outlook on a price to cash flow basis is 18X. 55% cash flow growth forecasted for 2012. Not cheap at 11.6X. The advantage is they gush huge amounts of cash flow and pay back their wells in anywhere from 12 or 6 months or less. Significant land positions.
DON'T BUY
People want to own the stock because of the CEO because of past success and they did this stock up to a valuation that he is not willing to pay. Extremely well run. Good land spread. Prefers others.
BUY
Not cheap but above average growth. Going to grow at roughly 20% per year. Is a consolidator. One of the better-managed names.
Showing 556 to 570 of 576 entries