TSE:VET

Vermilion Energy Inc (VET.TO)

16.23
+0.39 (2.46%)
as of Jun 8, 2026, 8:00:00 pm Market Open.
584 watching
0
Investor Insights
star iconJun 8, 2026, 12:00 am

This summary was created by AI, based on 14 opinions in the last 12 months.

Vermilion Energy Inc (VET-T) has received mixed reviews from analysts. While some see potential for growth due to increasing demand for natural gas in Europe and a disciplined management team, others consider it a value trap lacking catalysts. The company is working on consolidating its geographical exposure, with a focus on its operations in Canada and Western Europe, particularly in light of Europe's energy challenges post-conflict in Ukraine. Some experts highlight the firm's strong cash flow return and dividend payouts, while cautioning about the volatility associated with geopolitical factors impacting energy prices. Overall, while there are positive indicators, most experts suggest caution and strategic planning for exits in the context of market fluctuations.

consensus icon
Consensus
Mixed
valuation icon
Valuation
Fair Value
review icon
Similar
TOU
COMMENT

Has been strong because there is no exposure to differential issues. Located in Australia and soon to be the gas market offshore Ireland as well as gas exploration in offshore Netherlands. A little too rich for him right now. Trading at around 9.2X cash flow. Very large project coming on stream in 2015 and will be selling gas at European pricing. This could result in a material dividend increase in 2 years time. Other names with a better valuation.

PAST TOP PICK

(A Top Pick April 26/12. Up 14.34%.) Gets Brent crude price versus West Texas because it is more of an international player. Not that expensive. All things being equal, he would be Selling this and Buying Crescent Point (CPG-T) because he thinks that crack spread will narrow. Has been selling into strength.

PAST TOP PICK

(Top Pick Dec 22/12, Up 19.74%)

PAST TOP PICK

( A Top Pick Dec 20/11. Up 20.66%.)

TOP PICK

Operates in Western Canada, Europe and Australia. A large amount of their oil production is tied to Brent pricing and a large amount of their natural gas production is in Europe and is tied to Brent crude as well. Decent dividend and would look for it to start growing at the end of 2013 and early 2014.

HOLD

Likes the yield so he is quite happy to wait. Well managed. He has it as an “Outperform” with a $55 target. This one also gets the Brent crude prices.

BUY ON WEAKNESS

(Market Call Minute.) Good international name. Had problems in France. Looking to buy assets.

BUY ON WEAKNESS

Likes management very much. They will bring on the Ireland assets in a couple of years which will be about 30% growth for them. Feels the stock is range bound at the moment and would buy on a pull back. She likes that it is exposed to the Brent crude prices rather than to West Texas prices.

BUY
(Market Call Minute.) Likes the diversification and the fact that they are oily.
COMMENT
He has a small holding in some portfolios. Well-managed but not on his radar as to a company that he wants to have a big position in. Growing their assets. Good company. For the most part, they get the Brent crude prices, which is attractive.
BUY ON WEAKNESS
About 70% Brent pricing which trades at a premium to WTI. International company which gives it some diversity. Good name. If you can get it at $41-$42, that would be fine.
TOP PICK
Diversified overseas. 60% off shore: Netherlands, France Australia. Dividend will increase when cash flow from Ireland kicks in.
BUY
Probably his favourite oil name. They keep beating on production and cash flow. Total production of about 39,000. 60% of their revenues are tied to Brent oil pricing of about $90 versus West Texas of about $78. 83% exposed to oil based pricing. Good acquirer, great assets.
TOP PICK
60% is derived from the higher priced Brent oil pricing. Have had great earnings and production momentum. Management thinks they can get to 50,000 barrels a day by 2015 and are on track. Really strong net backs and double digit earnings growth. Also good at making acquisitions.
HOLD
Good company and very good operators. Decent yield. Growing on an international basis.Good company and very good operators. Decent yield. Growing on an international basis.
Showing 451 to 465 of 603 entries