TSE:TVE

Tamarack Valley Energy (TVE.TO)

13.29
-0.27 (1.99%)
as of Sep 11, 2026, 7:59:59 pm Market Open.
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Investor Insights
star iconSep 13, 2026, 12:00 am

This summary was created by AI, based on 19 opinions in the last 12 months.

Tamarack Valley Energy (TVE) has received positive reviews from analysts, highlighting the company's strong management and effective production strategies, particularly its innovative use of water-flood technology in the Clearwater basin. Several experts commend the firm's ability to achieve rapid paybacks on well investments and predict continued production growth alongside substantial cash generation. Many analysts anticipate that the stock has significant upside potential, especially with rising oil prices. Despite some volatility expected due to its smaller market cap, TVE is viewed as a solid long-term investment with a promising outlook for future shareholder returns, including increased dividends and potential share buybacks. Overall, experts indicate that TVE is well-positioned to capitalize on the favorable dynamics of the North American oil market, making it a strong candidate for those looking to invest in the energy sector.

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Consensus
Positive
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Valuation
Fair Value
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TOP PICK

Multi-year bull market for oil.
Large exposure to Clearwater oil play (most profitable in North America).
Largest shareholder of company (~44 million shares).
Returning 50% of free cash flow by the end of the year.
Meaningful upside in 23/24'.
Large reserve life buildup.
$100 oil price would see 200% upside to stock.

TOP PICK
Very aggressive at consolidating Clearwater acreage. Company continuing to pay down debt. Expecting a $12 share price given strong oil prices.
TOP PICK
Very active this year in acquiring acreage in the Clearwater oil play. Expecting a rise in the share price in 2023. Expecting a large amount of cash flow being paid back to investors next year. Expecting a 5x multiple on the share price.
TOP PICK
It is a massive acquirer in the Clearwater play which been an overhang on the stock. Trading at a below market multiple of 2.3 times. It could privatize in two and a half years and has potential upside of 164%. He is the second largest shareholder and is still buying. Buy 12, Hold 1, Sell 0 (Analysts’ price target is $7.10)
PAST TOP PICK
(A Top Pick Sep 24/21, Up 100%) Recent acquisition of Deltastream a good move. Very high quality asset base with Clearwater expansion (largest landowner). Expecting company to buyback 12% of shares outstanding and pay 4% dividend yield. Wells in Clearwater play payout in 1 month. Expecting a $12 share price.
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.
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