TSE:VET

Vermilion Energy Inc (VET.TO)

13.76
+0.16 (1.18%)
as of Jul 17, 2026, 8:00:00 pm Market Open.
584 watching
0
Investor Insights
star iconJul 19, 2026, 12:00 am

This summary was created by AI, based on 12 opinions in the last 12 months.

Vermilion Energy Inc. (VET-T) has garnered mixed reviews from experts, with some viewing it as a potential turnaround story while others see it as a value trap. The company has made strides in consolidating its geographical exposure and is focusing more on natural gas, particularly in light of increasing energy demand in Europe following recent geopolitical tensions. The disciplined management has positively impacted the stock's performance, yet there are concerns about its lack of catalysts and the volatility of gas prices in Europe. While some analysts are bullish due to the company’s high free cash flow yield and attractive dividend, others suggest caution, noting that it may not be a compelling long-term hold given the current macroeconomic environment.

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Consensus
Mixed
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Valuation
Fair Value
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Similar
TOU
TOP PICK
A very strong management team. They've grown their business offshore, they've gone into France and Australia, and are adding barrels at half the cost of adding barrels in Canada.
WATCH
Had a good run, and now is going sideways. If it goes below around 29.7 sell, it goes above around 36.8 with volume then buy..
BUY
Good long-term hold. Well-managed company. Potential for good gain.
PAST TOP PICK
(A Top Pick Nov 1/06. Up 11%.) This is a core holding that you should look at. A lot of their assets are outside of Canada. Great diversified portfolio.
BUY
Internationally oriented. Very well run trust. Good capital appreciation. Only pays about 5%-6% on its cash to cash return on its distribution. Market is looking for a lot of growth.
TOP PICK
Very significant international operations. Evenly balanced between oil & gas. Strong management team. Payout ratio is about 45% of their CapX. Won't be impacted by the governments tax legislation. Strong balance sheet. Trading at about net asset value.
BUY
One of his favourites. Strong management team. Have a significant amount of assets outside of Canada. The legislative changes in trusts should have very little effect on this one.
PAST TOP PICK
(A Top Pick Nov 1/06. Down 2.3%.) There is a lot of pessimism in terms of energy. This one is held in relatively well compared to other royalty trusts.
TOP PICK
Only oil/gas trust with significant international operations. 40% of operations are in Canada and the rest being in France, Netherlands and Australia. Strong management. High-quality asset base. Payout ratio of about 40%. A leader in adding production and reserves. Very strong balance sheet.
BUY
Slightly higher bottom in January than what it had in November. A slightly higher low is probably a good sign.
BUY
Of the oil/gas trusts, Penn West (PWT.UN-T) and Vermilion (VET.UN-T) are his 2 favourites at this point. Looking for them to be much stronger in the 2nd half of the year.
BUY
Did well last year and thinks it will do well going forward. International and very little of its production comes from Canada. Because it is paying taxes elsewhere, the ruling on trusts is not as much of an issue.
BUY
Will be a survivor when it becomes taxable in 2011.
PAST TOP PICK
(A Top Pick Oct 20/05. Up 39%.) Has production in France and Netherlands, so tax in Canada is somewhat sheltered. Still likes.
PAST TOP PICK
(A Top Pick Nov 2/05. Up 29%.) The whole income trust sector is under a little bit of a cloud now.
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