-- 周四，BMO资本市场将Tourmaline Oil (TOU.TO)的股票评级从“跑赢大盘”下调至“与大盘持平”，同时将目标价从此前未披露的水平上调至70加元。此前，这家加拿大西部天然气生产商公布了第一季度业绩。 “TOU公布的CFPS业绩略低于预期，产量基本符合预期。TOU的股价已与我们的目标价一致，鉴于其相对于同行的溢价较高，我们认为其市盈率进一步提升的空间有限。此外，TOU的天然气产量严重受浮动WCAD和美国太平洋天然气价格的影响，我们预计由于库存水平不断提高，短期内这些价格将继续表现不佳。因此，我们将投资评级下调至“与大盘持平”，但小幅上调目标价至70加元。”分析师Randy Ollenberger写道。 （报道北美、亚洲和欧洲主要银行及研究机构的股票、商品和经济研究报告。研究机构可通过以下链接联系我们：https://www..com/contact-us）
Price: $62.99, Change: $-3.87, Percent Change: -5.78%
UK-based Harbour Energy plc said Thursday that first-quarter 2026 production rose to 506,000 barrels of oil equivalent per day, from 500,000 boepd in the same period a year earlier, supported by strong performance in Norway and new projects coming online across multiple regions.The UK-based independent oil and gas producer said its production mix in the quarter comprised 40% liquids, 40% European gas, and 20% other gas.The company said output growth from its international portfolio, particularly in Norway, offset declines in the UK and the impact of divestments in Vietnam, which were completed ahead of schedule on Feb. 11.Harbour cited high operational reliability across key Norwegian hubs, strong delivery from the latest Njord well, and robust reservoir performance at the Harbour-operated Gjoa satellite fields as key drivers of performance.The company also brought new projects and wells onstream in the US, Norway, Argentina, and Egypt.Unit operating costs improved to $12.80 per boe in the first quarter, compared with $13 per boe a year earlier.Harbour narrowed and raised its full-year production guidance to 480,000-500,000 boepd, from a previous range of 475,000-500,000 boepd, reflecting strong year-to-date performance, including production of 520,000 boepd in April, ahead of planned maintenance programs in the UK and Norway.
CIBC Capital Markets reiterated its outperformer rating on the shares of Tourmaline Oil (TOU.TO) while raising its price target to C$70.00 from $67.50 after the Western Canadian natural-gas producer reported first-quarter results on Wednesday.CIBC said Tourmaline's results were mixed. Its production of 666,000 barrels of oil equivalent per day aligned with CIBC's estimate and the consensus forecast.The company's cash flow of $2.21 per share was 3% below the consensus forecast of $2.27 per share and 6% below CIBC's forecast of $2.36 per share."Although near-term gas pricing remains a headwind, we do see the company's initiatives as helping to bolster future profitability in the business, which should drive increasing free cash flow," CIBC said.Price: $63.40, Change: $-3.45, Percent Change: -5.16%
Algoma Central (ALC.TO) on Thursday said it swung to a first-quarter profit on one-time gains and higher revenue.The shipping company reported net income of $2.2 million, or $0.05 per share, compared with a net loss of $23.3 million, or $0.57, in the prior- year period.Algoma said the result included one-time net gains totaling $18.9 million. Excluding these gains, its loss narrowed to $16.7 million.Revenue rose to $127.8 million, from $107.2 million, over the same period.In its outlook, Algoma said global tariffs could increase operating costs and reduce trade volumes. Earnings could also be impacted by conflicts in Europe and the Middle East, however nearly all of the company's operations are outside these high risk areas. Algoma does not anticipate major changes in cargo volumes at this time.The company will pay a regular quarterly dividend of $0.21 per share on June 1, to shareholders of record on May 15.Algoma Central shares were last seen up $0.25 to $21.84 on the Toronto Stock Exchange.Price: $21.84, Change: $+0.25, Percent Change: +1.16%