Added to YB: 2026-06-24
Pitch date: 2026-06-09
TVK.TO [bullish]
TerraVest Industries Inc.
+1.83%
current return
Author Info
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Company Info
TerraVest Industries Inc., together with its subsidiaries, manufactures and sells goods and services in Canada, the United States, and internationally.
Market Cap
CAD 2.6B
Pitch Price
CAD 113.14
Price Target
N/A
Dividend
0.66%
EV/EBITDA
12.73
P/E
36.59
EV/Sales
2.24
Sector
Energy Equipment and Services
Category
value
TerraVest: Chairman Insider Trading Allegations, and Why I Added on the Drop
TVK.TO (added to position): Added on 32% drop after AMF alleges Chairman Pellerin tipped insiders pre-EnTrans deal (~C$6.8M profits). Sees governance event, not biz deterioration. ~13.5x run-rate FCF (~C$8/shr) vs 20x peak; mgmt (Haw 35% EBITDA/shr CAGR 8yrs) intact. Risks: Pellerin's 15.7% overhang, class actions, 1-3yr discount.
Read full article (6 min)