TSE:VET

Vermilion Energy Inc (VET.TO)

13.72
-0.04 (0.29%)
as of Jul 20, 2026, 8:00:00 pm Market Open.
584 watching
0
Investor Insights
star iconJul 20, 2026, 12:00 am

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

Vermilion Energy Inc (VET-T) has received mixed reviews from various experts, with some expressing cautious optimism while others are more critical. The company's strategy to consolidate operations and focus more on its international presence, particularly in Western Europe, is noted, highlighting the growing demand for natural gas in the continent amidst geopolitical tensions. Analysts acknowledge the disciplined management team's efforts to return value to shareholders, evidenced by a solid dividend yield and free cash flow. However, there are concerns regarding the company's past struggles, geographic spread, and the need for a clearer exit strategy given the volatile nature of gas prices influenced by regional factors. Many agree that while VET has potential, it might not be the best long-term hold, suggesting an awareness of the broader market dynamics at play and cautioning against overexposure.

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Consensus
Cautious
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Valuation
Fair Value
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Similar
TOU
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.
HOLD
Great performer this year. At these prices it is pretty fully priced. Might trip some and replace in the next pull back.
COMMENT
Have gas in Canada, but the real upside is in the Irish Sea. Having some problems getting the gas on shore. Good company and well managed.
HOLD
Low payout ratio. Were paying foreign taxes on their holdings in France, Netherlands and Australia. Good growth projects in the Irish North Sea.
COMMENT
Well managed and not a bad yield. The bet on this is what happens in the Irish Sea. Resource is there and they are building the pipes. Not his favourite. Converting and maintaining their distributions.
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