TSE:VET

Vermilion Energy Inc (VET.TO)

13.81
+0.05 (0.36%)
as of Jul 20, 2026, 6:34:54 pm Market Open.
584 watching
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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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Consensus
Cautious
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Valuation
Fair Value
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Similar
TOU
BUY
If you're looking at trusts generally, take a very hard look at what happens to the cash flow per unit if oil stays at $50 as well as what happens to distributions in 2011. The 2 that come out the best are Crescent Point (CPG.UN-T) and Vermilion Energy (VET.UN-T).
PAST TOP PICK
(A Top Pick Jan 29/08. Down 15%.) Good solid company. Sold off simply because of the rush to liquidation. Not only able to pay the dividend, but also its cap X program. Over 50% production is from overseas so very little risk to any distribution cut when trusts become taxable. A Buy.
HOLD
Some of the better quality royalty trusts that he would continue to hold include Crescent Point (CPG.UN-T), Vermilion (VET.UN-T) and Baytex (BTE.UN-T).
BUY
(Market Call Minute.) Very good operator outside of Canada.
TOP PICK
(See comments Under Verenex (VNX-T).
TOP PICK
Favourite energy trust. Lowest payout ratio in the industry. 6.2% yield. Own half of Verinex, which has huge drilling success in Libya. Thinks it will be sold. Believes the market has not given them credit for this. A lot of production in France and Netherlands so won’t get hit as hard in 2011.
PAST TOP PICK
(A Top Pick Aug 8/07. Up 24%.) No longer has a position. A Hold at the current time.
TOP PICK
Canadian-based but have operations in the Netherlands, France and Australia. Q1 basic payout ratio was about 36% so there is significant room to either increase distributions or to make a large acquisition. Undervalued at about 5X cash flow.
TOP PICK
Has production in France, Netherlands and Australia where it is producing much more economically than in Canada. Lowest payout ratio in the sector.
PAST TOP PICK
(A Top Pick Nov 1/06. Up 20%.) Gas. Has outperformed a lot of the trusts. International assets, so not focused in Alberta.
PAST TOP PICK
(A top pick Nov 1/06, up 20.5%) best oil/gas royalty trust performer in 2007. unique portfolio, a lot of assets outside of Canada. A bit riskier.
TOP PICK
Fairly oil weighted. International with properties in France, Netherlands and Australia. Has a stake in Verenex Energy (VNX-T), which is exploring in Libya.
BUY
Allocates about 40% of their cash flow to distribution and about 50% to maintain and grow production with the balance going towards debt repayment.
TOP PICK
A defensive holding. 5.4% yield. Its properties are in France, the Netherlands and Australia. Has an interest in a company that is producing out of Libya. Risk/reward is very good.
PAST TOP PICK
Oct 6 2006 Then $33.20 There is a continuity of management. Still likes them.
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