TNZ.TO stock pitch - 2024-10-30
TNZ.TO: Transformational acquisition increases production 390% to 13,800 boe/d, 2P reserves 370% to 68.2M boe. Proforma FCF ~$150M/yr ($5/share). No dilution. Hedged 46% of 2024-26 production at $17/mcf. Trading at <2x EV/FCF. 1P NPV10 ~$22.5/share vs $9.22 price. 300% upside potential in 3-5 years.
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