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
0
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
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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