Added to YB: 2025-04-02
Pitch date: 2025-03-28
TVK.TO [neutral]
TerraVest Industries Inc.
+9.99%
current return
Author Info
Company Info
TerraVest Industries Inc. manufactures and sells goods and services to agriculture, mining, energy production and distribution, chemical, utilities, transportation and construction, and other markets in Canada, the United States, and internationally.
Market Cap
CAD 2.7B
Pitch Price
CAD 139.46
Price Target
N/A
Dividend
0.56%
EV/EBITDA
15.95
P/E
31.96
EV/Sales
3.12
Sector
Energy Equipment and Services
Category
growth
Portfolio Updates - March 2025 - TerraVest Industries Inc.
TVK.TO (holding update - added to position): Terravest Industries, resilient to tariffs. Post-EnTrans acquisition, CFAD est. 150-180M CAD. 17-30% CAGR since 2012-2017. EV est. 1.5-1.8B CAD, 77-92 CAD/share. 850M debt. Priced for growth. CEO tenure risk mitigated by Dustin Haw's long leadership. Trust in management crucial.
Read full article (3 min)