Viewing Company Vermilion Energy Inc | StockChase
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Vermilion Energy Inc Stock Symbol: VET-T

Last Price Recorded: $45.8600 on 2017-09-25

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Date Signal Expert Opinion Price
2017-09-18 HOLD Josef Schachter

It is coming down because the French government has said they will stop hydro carbon production but that is a long way away.  The market is nervous.  They have supported their dividend and over time they will replace France.


Price:
$45.250
Subject:
ENERGY & ENERGY SERVICE STOCKS
Bias:
BEAR on OIL
Owned:
Unknown
2017-09-15 DON'T BUY Eric Nuttall

One of those favoured few companies with unquestionably high asset quality. A management team that lets you sleep well at night. Payout ratio is fairly sustainable, and has the benefit of international diversification. Their multiple has held up much better than some of their peers, so not a name he would buy. Dividend yield of about 5.8%.


Price:
$44.900
Subject:
ENERGY
Bias:
BULLISH on ENERGY
Owned:
No
2017-09-13 TOP PICK Michael Sprung

Has operations in the Netherlands, Germany, Ireland and North America. A very solid free cash flow generator even at today’s prices. Well valued and well-managed. Dividend yield of 6.1%. (Analysts’ price target is $50.)


Price:
$43.900
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-09-08 TOP PICK David Cockfield

Most assets and cash flow is coming from Europe. The French just announced they are going to be restricting drilling, which is great for this company which is already there. Not subject to the same stress and strain as oil companies in North America. Dividend yield of 6.2%. (Analysts’ price target is $50.)


Price:
$40.620
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2017-08-24 COMMENT Rick Stuchberry

VET-T vs. CPG-T.  VET-T never cut their dividend with the low in oil prices.  They are a diversified, very well run company.  CPG-T is more of an oil play and more leveraged to the price of oil.


Price:
$39.810
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
DEFENSIVE
Owned:
Unknown
2017-08-17 COMMENT Bruce Campbell (1)

Oil.  SU-T vs. VET-T.  They are getting a well developed trading range.  Oil could have $55 on the upside.  If oil goes back to the $50s then the sector is quite oversold.  SU-T protects you and has held up rather well.  But it does not have the same upside as VET-T.


Price:
$38.640
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Unknown
2017-07-28 BUY on WEAKNESS Josef Schachter

Just reported Q2 results. Average production rose 4% to 67, 240 BOE’s a day. Cash flow is up 3% to $147 million. Very active in Germany and offshore Ireland, so they get European pricing which is 3 or 4 times the price we get here. They are also in Australia, US and Canada. This has some vulnerability to the mid to high $30. There is a chance for the stock to back off. Over 6% yield.


Price:
$41.790
Subject:
OIL & GAS
Bias:
BEARISH on ENERGY
Owned:
Unknown
2017-07-19 COMMENT Eric Nuttall

One of the favoured few within Canada, where International investors are comfortable with the CEO and management team. They have the benefit of global diversification. It has always traded at a pretty healthy multiple, which has prevented him from owning the stock. It is probably better to go a little further down the risk profile in names that have been sold off.


Price:
$39.940
Subject:
ENERGY
Bias:
OPTIMISTIC on OIL
Owned:
No
2017-07-18 COMMENT David Burrows

Has been Short the energy sector since January, and has covered about half of his Shorts. He doesn’t tend to try and find better companies in a bad neighbourhood. Every time energy rallies, new production in the US comes on. He would be careful on energy.


Price:
$38.990
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-06-27 TOP PICK Ryan Bushell

A 6% dividend yield on the stock. They didn’t cut their dividend when they converted from an income trust, and didn’t cut it in the downturn of 2015. The dividend is well supported. A diversified asset base, largely in Europe, Australia and a project in Ireland as well as some in Western Canada and Western US. Good disciplined management team. A good allocator of capital. (Analysts’ price target is $58.50.)


Price:
$42.050
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2017-06-14 PAST TOP PICK Bill Harris, CFA

(A Top Pick May 10/16. Up 14%.) Still a core holding for him. This is something with multiple basins, it has hedging, it has a dividend. At 70,000 BOE’s a day, his expectation is that it can grow organically at 5%-10% a year.


Price:
$44.940
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2017-06-02 DON'T BUY Brian Acker, CA

This space is tough. Oil continues to erode. This closed at $42.63, and his model price is $18.06, a negative 60%. Their dividend is $2.58, and they are only earning $.75.


Price:
$41.900
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
No
2017-05-31 COMMENT Michael Simpson, CFA

A gas producer, with operations around the world, including Australia, France, Netherlands and Germany. Quite a well-run company. Their assets are starting to perform well. They are partners in an offshore natural gas project in Ireland. He likes this. Good balance sheet and well-run. 6.2% dividend yield.


Price:
$42.270
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-05-30 COMMENT Fabrice Taylor

Oil prices are volatile, and any company with debt is going to be more affected by it. He doesn’t follow this closely, but assumes they have more debt than average. His personal view is that energy prices are going to come up, because at the end of the day, everything is cyclical. Thinks Saudi Arabia will do everything they can to firm up on prices.


Price:
$42.100
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-05-23 COMMENT Eric Nuttall

Management is very well regarded with high quality assets. As a result, they trade at a pretty healthy premium relative to their peers. There are other names he prefers on a valuation basis, but it is hard to knock this company.


Price:
$46.120
Subject:
ENERGY
Bias:
BEARISH on CANADIAN MARKET
Owned:
No
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