Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

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
0
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
review icon
Similar
TOU
BUY ON WEAKNESS
Dividend safe? When the yield gets this high, the market is telling the company the dividend should be cut. In this case, he thinks it should to shore up the balance sheet. Their exposure to Europe makes it advantaged. He would be a buyer when they cut the dividend. Yield 13%
WEAK BUY
He would have to look closer at the high dividend and where it's coming from. If it falls below $19, he would get out since that is the bottom. It has good volume and gets picked up when it falls, like in November. You could buy it right now. If it were to go up, it could go to $25 in the short term. It was trading at $50 a year ago. He would consider this for its strong base.
PAST TOP PICK
(A Top Pick Nov 28/18, Down 27%) Sold it in June and bought Arc. Liked it because they were exposed to European natural gas prices, and are they're good at growing their dividend. But their multiple got too high. VET remains a good company. The dividend is near 14%, but he thinks the stock will rise if they reduce the dividend.
COMMENT
Their last earnings missed by 10 cents and revenues were down 15% due to lower production and commodity prices. Also, headwinds with weather delays (we ground conditions) and production was down in Holland, Germany and France. Very risk. Instead, look at the bond, which aren't investment grade, but pay a 7% yield, trading around $92 with a coupon of 5.75, maturing in under five years.
BUY
14% dividend right now. Even if they cut their dividend, it would be 7%. Their main interest is in Europe. The company has said they won’t cut the dividends. He doesn’t see further weakness in oil price, and we could see a firm period.
DON'T BUY
The shorts are willing to pay the costs of borrowing and the dividend is 13%. Dividend sustainability is not an issue but he thinks you are beating a dead horse.
DON'T BUY
He doesn't like energy, and careful with this high 13.5% dividend if there is a downturn. He'd rather buy a Canadian bank. He's not sure if the dividend is sustainable. The sector needs higher oil prices.
DON'T BUY
They have some international price exposure. She does not own any energy producers, due to take away issues. The yield is quite high, but the company has committed to maintain it she hears -- but never say never. She would not recommend this as an income stock. Yield 13%
HOLD
The company is saying capex and the dividend are fully funded down to $55 WTI prices. The 14% dividend is sustainable they say. He is not modelling earnings growth. You could buy it for the dividend if you think oil prices are going to stay here or for capital appreciation if you think oil prices are going higher.
COMMENT
Why is this down so much? It comes down to an exodus of capital from the oil sector. VET does fetch the world oil price, better than Canadian oil. The dividend is the biggest issue, yielding above 12%. It's a sector story, not the stock itself. All oil stocks are cheap, from Encana to Crescent Point, which are well-managed and cheaply valued. Pick and stick to an oil stock you feel most comfortable with. VET is not as cheap as its peers, but offers better assets and balance sheet.
DON'T BUY
He said to get out last year and he still feels you should get out. -61% in terms of value from his model price. The dividend is not safe. There are no earnings here and it could fall another 50% again next year.
COMMENT
The big question remains the big dividend. On the plus side, they are diversified internationally. Any bounce in oil will benefit VET a lot. Their balance sheet is fine. He expects them to continue share buybacks, but are phasing out their DRIP program.
HOLD
Management has stated the dividend is safe as they would rather not grow to protect it. Unfortunately there as less and less investors wanting to buy into the space, because pipeline development is not being supported by government. There are too many other opportunities globally. Fundamentally the company is fine, but he is not sure this is the space to invest.
DON'T BUY
Dividend safe? The stock has come down because of doubts over that dividend. Also, VET has invested around the world, sowing confusion among investors--What kind of company are you? The 14% yield makes him doubt.
PAST TOP PICK
(A Top Pick Dec 17/18, Down 23%) The volumes came down in the quarter. There is a question about dividend sustainability at $50 oil. He likes the stock. There is significant upside in the stock. $36 is his target in a $70 oil price environment. Buy during tax loss season.
Showing 106 to 120 of 607 entries