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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
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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
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Similar
TOU
PAST TOP PICK
(A Top Pick March 2/09. Up 47.7% plus yield.) Oil weighted and internationally diversified. Should have no problems continuing to pay its yield after converting to a corp.
TOP PICK
About 70% or revenue is weighted toward oil. 65% of assets are outside of Canada, so already subject to tax in those countries. Conversion to corporation should be a non-issue and expects them to maintain current distribution as a dividend and this should cause an increase in stock price
PAST TOP PICK
(Top Pick Sep 24/09, Up 6.8%) Is a top pick this show.
BUY
One of the better names in its space. Good geographic diversity including France, Netherlands, Australia and Libya. The latter has been its problem lately.
TOP PICK
Hasn't moved like its peers. Number of disappointments including sale of Verenex (VNX-T) and its Libyan assets. Also a small problem in the Irish Sea, which they will remedy. Undervalued.
BUY
Fairly significant international portfolio so distributions are not affected by conversion. Oil/gas exposure is 50/50 that their oil is priced more favourably. Very low pay out ratio. Recently made an acquisition offshore Ireland, which is a very good investment and will begin to yield dividends over the next couple of years. 7.5% yield.
PAST TOP PICK
(A Top Pick Sept 24/09. Down 4%.) Strong balance sheet. Just completed $250 million finance. 18.5% non-working interest in an Irish offshore gas project. 70% of revenue generated is outside of Canada so when they change to a corporate in 2011 they should be able to maintain the current distribution as a dividend. Looking for $30-$35 depending on commodity prices.
BUY
(Market Call Minute.) You can consider this as a core holding. Extremely well managed and internationally diversified. One of the best in the group.
PAST TOP PICK
(A Top Pick March 2/09. Up 40%.) Good diversification with production from France, Netherlands and Australia. Distribution will probably be maintained because they are paying taxes outside of North America.
BUY
With this one you don't have to worry about 2011 because most of their properties are outside of Canada. Their property in Ireland should be on in 2011 at 10,000 barrels. Thinks 7.6% distribution is safe.
TOP PICK
Never cut distributions when oil pulled back. Their asset base is diversified and they just made an interesting acquisition in Ireland in nat. gas. Management team is solid. Payout ratio is reasonably good. They make acquisitions at the right time in the market.
TOP PICK
Very oil weighted. Likes the balance sheet and has a diversified portfolio of international assets. About 70% of the cash flow is generated from outside of Canada. Low payout and expects the distribution to be very solid and will continue after 2011. With the sale of Verenex (VNX-T) there are some good opportunities looking forward.
BUY
(Market Call Minute) It’s inexpensive because it was weighed down by a sale.
TOP PICK
Mainly oil but some gas exposure in the Netherlands, which is priced as a function of oil so it gets full value. Hasn't gone up as much as some of its peers. Some difficulty with sale of a Libyan subsidiary, which appears to be stalled out for a while but will create some value down the road. Well run. 7.7% distribution is sustainable.
TOP PICK
Focused more internationally including Australia, Netherlands and most recently Ireland. Planning on converting in Sept/10 and maintaining the same level of distribution. Sale of Libyan assets fell through and the market overreacted. 7.8% yield.
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