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
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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
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Valuation
Fair Value
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Similar
TOU
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.
HOLD
Oil/gas trust. Most of its assets are outside of Canada and he likes the geographic diversity. Quality company that has made some very good acquisitions and discoveries. Good long-term hold.
COMMENT
Good management. Trying to sell their Libyan assets.
TOP PICK
Oil/gas. Results just came out and were very good. Internationally oriented with properties in Paris, Netherlands and most recently in Ireland. Very well managed. Trying to sell a Libyan property, which will reduce their debt to very low levels. Good distribution.
PAST TOP PICK
(A Top Pick Aug 18/08. Down 21%.) Still likes.
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