TSE:TVE

Tamarack Valley Energy (TVE.TO)

13.94
+0.37 (2.73%)
as of Jun 4, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 3, 2026, 12:00 am

This summary was created by AI, based on 18 opinions in the last 12 months.

Tamarack Valley Energy (TVE-T) is well-regarded among experts, with many highlighting its recent strong performance and the potential for further upside due to its operations in the Clearwater region, a highly efficient oil play in Canada. The company has demonstrated solid growth metrics, including a strong balance sheet, consistent production increases, and effective cost management strategies. Many analysts foresee substantial additional gains in the coming years, especially with favorable oil price trends and continued technological advancements in their extraction techniques, such as water flooding. While some caution against potential volatility, the general sentiment is that TVE remains a core holding with a promising outlook in the energy sector. Key indicators suggest a robust future, bolstered by positive operational results and insider buying activities.

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Consensus
Buy
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Valuation
Undervalued
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HWX
TOP PICK
Best acreage, in best play in North America (Clearwater). Stock trading at 44% free cash flow yield. Expecting company to buyback 12% of stock, with 4% dividend next year. Share price of $11 within the next year is possible.
PAST TOP PICK
(A Top Pick Jul 20/21, Up 55%) Still owns stock and is largest shareholder of the company. Company operating in the Clearwater play with large position. Market concerns that will over bid on sale of Deltastrem Exploration (neighbors in the same play). Currently trading at ~1.9x cash flow with 33% free cash flow. Expecting 75% of free cash flow to be returned next year. Believe a 5x multiple is reasonable which equates to ~$11 share price.
BUY
Will grow aggressively. Shifting from M&A to more organic growth. Targeting 50% of free cashflow of around 20% to go to shareholders, a very healthy buyback. Yield around 3%.
BUY
He's met with them a lot in the past 10 years. It's growing quickly. Well-managed with great land. Should continue to do well as the oil boom happens. Tied to the oil price.
TOP PICK
Company has high exposure to Clearwater oil play, with very fast well payouts (return on investment). Trading at 2.4x cash flow with a 27% free cash flow yield. Committed to returning 50% of cash flow back to shareholders (expecting 75% soon). Thinks that a 5x multiple appreciation on share price is reasonable (100% upside).
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Posted an EPS of $0.06 and production was up 73%. The company closed the quarter with $556M in net debt. Dividends should increase to $0.01 a month as of June once the acquisition of Rolling Hils closes. They are also planning for a special dividend or further buybacks in Q3. Debt is high but interest coverage is high at these oil prices. A solid quarter. Unlock Premium - Try 5i Free

HOLD
Team has done a good job of building and repositioning the company. Started a dividend, paying down debt. More free cash will let them grow the business, do tuck-in acquisitions, and increase shareholder returns such as a special dividend.
PAST TOP PICK
(A Top Pick Mar 26/21, Up 131%) Very good job at entering into new opportunities (Clearwater oil play). Payouts on new wells within 6 months. Divided will increase with reduction in debt. Currently trading at ~1.7 cash flow and 37% free cash flow yield($100 oil). Energy ignorance creating mis-priced opportunities.
PAST TOP PICK
(A Top Pick Feb 09/21, Up 145%) Believes company has more room to grow. Phenomenal job of re-positioning portfolio into best oil plays in North America. Company trading at 2.7x ($80 oil) and 2x ($100 oil). Fair value of company is $8 per share ($80 oil) + $10 per share ($100 oil). Committed to paying out a dividend in next month. Will continue to hold.
PAST TOP PICK
(A Top Pick Dec 08/20, Up 288%) Likes management. Relatively low decline rates. Nice acquisitions. Sector recovery has provided a tailwind.
WAIT
Owns 6%. If it does not get included in TSX, it would see some selloff and he would buy there. They have good assets in Charlie Lake and Clearwater. Perfectly aligned with returning meaningful returns of capital to shareholders. Wants to clear debt. 2.7x cashflow right now.
BUY
Aggressive mid-cap. If oil price holds around $70-80, buy it; if it drops to $50-60, it's probably a hold. He's optimistic that oil prices will hold. You probably have 6-12 months to hold this stock. In a standoff between TVE and SU, he doesn't have a strong preference, but perhaps the nod goes to TVE. If you're right, TVE will make you more money. If you're wrong, you'll lose less with SU.
BUY
A major shareholder in this name. Many small caps are getting rid of banks and getting out of debt. Wants to pay down debt before returning capital. Modest dividend is coming soon. Trading at 24% free cashflow yield at $70 oil.
PAST TOP PICK
(A Top Pick Dec 08/20, Up 257%) Crude oil was significantly lower than it is today a year ago. There has been a lot of talk about what the oil companies can do, now that their cashflow is good. Continues to like it in the space.
DON'T BUY
Backdrop for energy remains positive over the long term, as alternative energy sources aren't always that efficient. Increasing investment in ESG is a headwind. His concern is that management owns only a small piece. Might continue to issue too much paper to pay for acquisitions. He owns KEL instead.
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