Bullboard - Stock Discussion Forum Tamarack Valley Energy Ltd T.TVE

Alternate Symbol(s): TNEYF

Energy Oil & Gas E&P

Tamarack Valley Energy Ltd. is a Canada-based oil and gas exploration and production company. The Company's asset portfolio is comprised of oil plays in Alberta, including Charlie Lake, Clearwater and several enhanced oil recovery (EOR) opportunities. The Company has an inventory of low-risk, oil development drilling locations. Its Clearwater oil play is located in north-central Alberta. Its... see more

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Tamarack Valley Energy Ltd > ERIC Nuttal today 12pm EST on BNN

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Post by rexrex on Dec 11, 2020 9:42am

ERIC Nuttal today 12pm EST on BNN

https://www.bnnbloomberg.ca/market-call/guests

He normally talks about his past picks, TVE he has talked about a lot...some commentary from his past shows as follows:

November 20, 2020

At $45 oil, the target price would be $1.50. At current oil prices, it is trading at a 4% free cashflow yield. He believes this company will not be around for much longer. The valuation is very compelling. However, either they need to get bigger or to get out and be scaled up by someone else.

October 16, 2020

At $60 oil, share prices should be at $2.80 (269% upside). Even without higher oil prices, the share prices have been so depressed that it is trading right now at 14% free cashflow yield at current prices.

August 6, 2020

It remains a top holding for him. The company is cheaply valued relative to asset quality and balance sheet strength. He thinks it's too cheap to last and the sector will probably consolidate. He expects it to be acquired at a meaningful premium.

September 18, 2020

It is the poster child of the left-for-dead names for no fault of their own. They have a strong balance sheet, and lean asset base but they were beaten down because they are less focused on growth. They can generate a lot of free cashflow.

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Comment by rexrex on Dec 11, 2020 10:06am

ERIC NUTTALL Top Ten Holdings as of 11/30/2020 https://www.ninepoint.com/funds/ninepoint-energy-fund/ Torc Oil & Gas Ltd 10.58% Nuvista Energy Ltd. 9.74% Whitecap Resources Inc 9.74% Seven Generations Energy Ltd 9.58% Canadian Natural Resources Ltd 9.46% Meg Energy Corp ...more

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Comment by Sheshe1234 on Dec 11, 2020 12:10pm

Can you post the interview when it is over . Thanks

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Comment by kingshane on Dec 11, 2020 12:51pm

Yep just explained it again. To cheap to not be bought out. $TOG sale proved this 100%. No brainer here. Just buy and hold until gone. You will not loose money with this one and posiiably make %50-%100 gain. Safest and money maker to fit in any company. Just who will try and grab it first? I think Cpg will start the bidding.

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Comment by kingshane on Dec 11, 2020 12:57pm

Top pick again with Eric and 2nd top pick from BNN in less then a week. ship going to leave with this one fast. CPG better act fast before WCP just grabs it.

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