Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

TSE:VET

Vermilion Energy Inc (VET.TO)

17.36
-0.27 (1.53%)
as of Aug 28, 2026, 8:00:00 pm Market Open.
585 watching
0
Investor Insights
star iconAug 28, 2026, 12:00 am

This summary was created by AI, based on 15 opinions in the last 12 months.

Vermilion Energy Inc. (VET-T) has garnered mixed reviews from experts, highlighting its diverse geographical exposure which includes assets in Europe, Australia, and Canada. While some analysts express concerns over the lack of focus and the company's extensive international footprint, others point out that recent management efforts to streamline operations and concentrate on Canadian assets are promising. The company is noted for having significant natural gas production, particularly in Europe, which is expected to benefit from rising demand amidst energy supply challenges. Despite being perceived as undervalued and having improved performance metrics, some experts caution about inherent volatility and urge vigilance regarding geopolitical impacts on gas prices. Overall, while there's optimism about future growth, particularly in natural gas, doubts about the company’s strategic execution and catalysts persist.

consensus icon
Consensus
Mixed
valuation icon
Valuation
Undervalued
review icon
Similar
TOU
DON'T BUY
Income holding? Personally, anything that yields more than 8% can lead to dividend cuts regardless of management promises to not do so. The assets in Europe can generally support the required income stream. He would look outside the energy space for income streams or at pipeline companies that are backed by long term contracts. Yield 9.7%
PAST TOP PICK
(A Top Pick Dec 17/18, Up 7%) Just a month ago it was trading $34. It is trending down with WTI oil prices. It could drop to $27 soon as WTI seasonally weakens, creating a 10% yield. Yield 9.6%. A buy!
HOLD
When you break through all the moving averages, the strategy becomes prayer and he can't help you. With the larger energy companies like these, any continued pressure is either a hold or continue to buy.
BUY

Canadian company with European assets. So doesn't get the discount. Gets Brent prices. 60% exposure there. They confirmed the dividend. Nothing transformational about the company.

COMMENT
She owns no energy producers. Lack of pipelines in Alberta scare her off. VET is exposed outside Canada, which is positive, and the bought a Canadian nat. gas producer. They have a high exposure to Brent on international markets. It pays a 6% dividend, so you're paid to wait.
COMMENT
She owns no energy producers. Lack of pipelines in Alberta scare her off. VET is exposed outside Canada, which is positive, and the bought a Canadian nat. gas producer. They have a high exposure to Brent on international markets. It pays a 6% dividend, so you're paid to wait.
HOLD
8.6% dividend is high and maybe not sustainable. Maybe the market has discounted that it will be cut--he's not sure. Like the market, VET bottomed last December. Has since had a head-and-shoulders formation, perhaps pushing to $40. See how it reacts in the $30 range. The floor would be the high-$20s. See what happens in the next three months.
DON'T BUY
It fell hard last year and rebounded somewhat this year. It hit massive resistance and sold off hard when it touched two times book value. It is not supported by its earnings -- trading at 27 times earnings. You have to wait for earnings to catch up which requires higher oil prices. This could mean $37 was a short-term peak.
COMMENT
They met consensus on cash flow and production. Dividend is safe with WTI going down to $40.00. Paying you 8.2% with safety. The larger question is do you want to be involved in oil? He thinks this is cheap enough. But there are easier ways to make money in the next months with less strenuous sectors of the market.
PAST TOP PICK
(A Top Pick Apr 16/18, Down 15%) A strong cash-flow generator and he continues to recommend it for the international diversification and good yield of 8%. He thinks the payout ratio is still less than 90% and will be capable of continuing the dividend.
HOLD
They have international exposure which diversifies you away from Canadian oil prices. The dividend is safe. They will be paying down debt over the next few years from their cash flow. He likes it at current levels. But he doesn't know when investors will return to this sector to lift current depressed oil prices. Yields over 8%, so you can collect that and stay patient.
DON'T BUY
He just traded it because it failed to return to previous highs. He sold it last week, falling short of his target. Oil's seasonality ends in a week or two. VET appears to be weakening now. He's nearly out of oil entirely.
DON'T BUY
They have 40% exposure offshore. Their acquisition of Spartan has not yet taken hold. It trades on a premium multiple and it does not have the portfolio or cash flow yield he is looking for. The payout ratio is 90%. Yield 7%
TOP PICK
Well diversified. International assets set them apart, with a more diversified cash flow stream. Very disciplined. Really likes it at these levels. Yield is 7.75%. (Analysts’ price target is $42.71)
DON'T BUY
He likes VET and its yield, but doubts it'll go anywhere, unless there's a catalyst for oil. There's a perpection that oils stocks are dead, so something must change that investor mindset. Wait for the big guys to take out one of the intermediates. Until then, it's a slog.
Showing 181 to 195 of 607 entries