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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
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.
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.
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