TSE:VET

Vermilion Energy Inc (VET.TO)

13.79
+0.03 (0.22%)
as of Jul 20, 2026, 7:11:31 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) is undergoing a significant transformation as it restructures its geographical exposure and focuses on its strengths, particularly in natural gas. Experts note the company's progress and the disciplined management team's ability to adapt strategies for a changing market, making it a top pick for some analysts this year. The demand for energy, especially in Europe, is anticipated to rise due to geopolitical tensions, which could position Vermilion favorably for growth. However, there are concerns regarding volatility, a mixed performance history, and the need for careful investment strategies, with many experts suggesting a short-term trading perspective. The yield is appealing at around 2.90-4%, but most analysts indicate caution due to its current valuation level and market dynamics.

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Cautious
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Fair Value
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TOU
BUY
This is one of the only trusts that he looks at in this space. Good history of distributions and reasonable certainty that they will hold. You also don't need as robust an outlook on the underlying commodity price. Have a nice balance between oil and gas. 7.9% distribution. Excellent balance sheet.
PAST TOP PICK
(A Top Pick May 14/08. Down 27.76%.) 55% oil/45% natural gas. Still likes. Good balance sheets. Never had to raise equity. Recently announced selling their Libyan assets but not sure when this will be completed. Acquiring an 18% interest in a North Sea project but won't be operator. Low pay out ratio. Well managed. No problem changing to a corp in 2011. Currently Buying.
TOP PICK
3 picks are based on income and he has avoided the more volatile juniors. Mainly an oil producer with assets in France, Netherlands, offshore Australia and Canada. Selling its ownership in Verenex (VNX-T), which will pay off its debt. Good financial strength giving it the ability to acquire.
BUY
(Market Call Minute.) Very well run energy trust with international assets. Distribution is fairly sound.
BUY
(Market Call Minute.) Lowest debt of any royalty trust. Diversified in international projects.
BUY ON WEAKNESS
Oil weighted. Likes this one but probably a little bit expensive on a price to NAV. Looking for a pullback and would step in on a 10% decline.
COMMENT
(Market Call Minute.) Oily so a buy if you think oil is going higher.
PAST TOP PICK
(A Top Pick May 14/08. Down 29.3%.) Good balance sheet so will be able to buy assets very cheaply. Operations in Canada, Australia, Netherlands and France. Low payout ratio. Will transition to a corporation very easily. A Buy.
HOLD
Only 36% of their assets are in Canada. Very stable payout, which they recently raised to $.19. Probably less affected by 2011 because of their tax situation.
TOP PICK
Oil focused with some gas. Just agreed to sell 50% stake in Verenex Energy (VNX-T) last week. This will give them about $190 million making them debt free. 9%-10% yield with substantial upside on his forecast of a doubling of oil prices in the next 12 months.
BUY
Verenex Energy (VNX-T) just announced a deal to sell their company to China National Oil Corp for $10 per share, a very good price. This company owns a big chunk of Verenex and are likely to get back $200 million in cash, which will clear their debt allowing them to make a very accretive acquisition.
PAST TOP PICK
(A Top Pick Jan 29/08. Down 21.8%.) Very well run. Most of its assets and production are offshore and will come in tax-free. Great core holding in the portfolio. A Buy right now.
BUY
One of the better-managed trusts. Have been prudent with distributions with relatively low payout. Good balance sheet and click properties. Bit of international exposure.
BUY
Likes the conventional (not oil sands) plays in this environment.
BUY
A good buy at this price.
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