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Update shared on19 Aug 2025

Fair value Increased 6.90%
AnalystConsensusTarget's Fair Value
CA$15.50
17.8% undervalued intrinsic discount
19 Aug
CA$12.74
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1Y
28.4%
7D
13.0%

Analysts have raised Chemtrade Logistics Income Fund’s price target to CA$15.50, citing strong Q2 earnings, improved guidance, optimism around the North Vancouver plant lease renewal, and robust sector dynamics.


Analyst Commentary


  • Bullish analysts raise price targets following Chemtrade's strong Q2 earnings and upward revision to company guidance.
  • Improved outlook reflects optimism regarding Chemtrade's North Vancouver plant lease renewal, with expected municipal approval supported by a favorable provincial government stance.
  • Positive sector dynamics and management execution contribute to growing confidence in sustainable cash flows and earnings growth.
  • Outperform ratings are maintained across multiple brokerages, reinforcing bullish sentiment for continued financial outperformance.
  • Incremental price target increases among bullish analysts demonstrate a steady improvement in sentiment, despite lingering regulatory uncertainties.

What's in the News


  • Chemtrade Logistics Income Fund announced a share repurchase program to buy back up to 11,231,131 shares, representing 9.95% of its issued share capital, with all repurchased shares to be cancelled.
  • The Board of Directors authorized the buyback plan.
  • The repurchase program is valid until August 18, 2026.
  • As of August 13, 2025, the company had 112,906,332 common shares outstanding.

Valuation Changes


Summary of Valuation Changes for Chemtrade Logistics Income Fund

  • The Consensus Analyst Price Target has risen from CA$14.50 to CA$15.50.
  • The Consensus Revenue Growth forecasts for Chemtrade Logistics Income Fund has significantly risen from 2.4% per annum to 6.2% per annum.
  • The Future P/E for Chemtrade Logistics Income Fund has significantly fallen from 11.91x to 9.10x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.