TSE:TOU

Tourmaline Oil Corp (TOU.TO)

62.39
+0.91 (1.48%)
as of Jul 16, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 16, 2026, 12:00 am

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

Tourmaline Oil Corp (TOU) is widely recognized as Canada's largest natural gas producer, and it has a strong management team known for effective capital deployment and strategic growth. Many experts highlight the company's infrastructure build-out and its significant exposure to the LNG Canada project, which is expected to capture higher-priced exports to Asian markets and eventually drive profitability. While some analysts express concerns about current natural gas prices and the company's heavy capex investments, the general sentiment remains positive regarding its future potential, especially as LNG projects ramp up. Several experts point out that TOU has been range-bound in recent years and offer trading strategies to capitalize on its price movements, mentioning the potential for dividends and share buybacks as constructive for investor returns. Overall, while the stock has faced volatility, the long-term outlook appears optimistic, provided that natural gas prices recover and infrastructure improvements are realized.

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Consensus
Positive
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Valuation
Undervalued
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ARX
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
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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.
BUY
Bought at new issue. Great management team. He had to stretch his GARP system to buy it. Tremendous land bank in western Canada. He would still be buyer of the stock right here.
TOP PICK
Same management team that sold other companies. Established terrific landmass in peace river and deep basin areas of Alberta and BC. If history repeats itself you are looking 4-5 years out for a huge return. Long-term hold.
TOP PICK
Natural gas. Management team has a stellar track record. Will triple production over the next few years with a very aggressive capital expenditure program. A lot of liquid rich natural gas and can break even on a $3.65 gas price and can make very acceptable returns on current $4 pricing. Over 1 million acres gives them lots of runway for growth over the next few years.
TOP PICK
Not cheap, but so low cost that it can still make its economic rate of return even in these natural gas prices and feels it can double its production in the next 3 years. You still get the profitability and if natural gas ever goes up, you are still going to be in business.
TOP PICK
Good fundamentals and a solid land base in B.C. and Alberta. Very competent management. Prominently gas.
TOP PICK
Almost, if not, the low cost gas producer in North America. Expensive, but has the ability to double.
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