EN's Comments BUY
Tamarack Valley Energy(TVE-T)
10/07/2024
Suffered from poor performance due to being aggressive consolidators or acquirers, and a lot of stock was issued and had to be absorbed.
He continues to hold with a 7-7.5% weight. Quality assets, though may have overpaid, but that's in the past. Deleveraging so that more free cash can be returned to shareholders; investors get half of it right now, goal is 75%. Well over 10 years of inventory. 10% free cashflow yield is reasonable. Ticks all the boxes.
Oil / Gas
Eric Nuttall
$3.815
Owned