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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
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Valuation
Undervalued
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Similar
TOU
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.
TOP PICK
Oil weighted towards the Brent crude pricing, which is in the $125 plus range. About 60% of their production gets that higher price. Has an excellent suite of opportunities in Canada. Their drilling in the Pembina/Cardium is amongst the best. Their initial production rate is about 300 barrels a day and is very economic.
TOP PICK
5% yield and has a good growth model underneath it. Just bought some property in France, which were affiliated to some of their own properties. Getting a Brent price on most of their oils. Most of their natural gas is in Europe and Australia so they are getting a world price for natural gas. Company insiders own a lot of stock.
TOP PICK
There may be some short-term weakness as production and reserves may be flat in the oncoming quarter but current price is great value. In time, people will realize how oily, versus gaseous, this company is. Very conservative payout ratio. Just did a tuck-in acquisition in France, which will be a wonderful pay back.
BUY
Stock is done well and it has a decent yield. In the right space. Have potential in the North Sea off of Ireland.
STRONG BUY
Weakness is about oil and gas stocks coming down. 46% of revenues are tied to Brent. West Texas is trading at a discount to Brent by about $25. They believe that over the next 4 years they can grow to 50,000 barrels. 5.6% yield.
BUY ON WEAKNESS
Held for a long time. Will have to write off shale in France but it is priced in. Not a bad time to add this one on this pullback.
COMMENT
Has some of this in private clients’ portfolios, but not a major holding. Well managed. Has a gas project coming on in the North sea, which is based on oil prices, not gas. Has no problems with this one.
PAST TOP PICK
(A Top Pick April 14/10 Up 50.81%.) Had a good growth portfolio on the ground and through exploration. With this you get the price of oil plus exploration growth. Still a Hold.
BUY
Starting to move more money into the energy side. Has noticed a lot of companies haven’t moved although the price of oil has moved up. This one is outperforming.
PAST TOP PICK
(Top Pick Jan 7/10, Up 44.82% Total Return) Continues to be one of his core positions. They have done a nice job of building the reserves.
PARTIAL SELL
Currently at the top of the growth channel. About 5% yield. If you own, reduce.
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