A Story of Tenacity and Opportunity ($TNZ.TO)
TNZ.TO: CEO Tony Marino targets 50k+ boe/d in 3yrs. NOBV deal: 13.8k boe/d, $150M FCF, no dilution. $140M note offering hints at more M&A. Trading at 2.5x 2025 FCF. Risks: deal quality decline, CEO departure, Dutch regulations. Valuation: $19-70/share depending on future deals & production growth.
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