Vermilion Energy Inc | StockChase
320
Vermilion Energy Inc (VET-T)

Last Price Recorded: $44.8900 on 2018-06-20

ON STOCKCHASE SINCE Mar 2003

oil/gas
320
Vermilion Energy Inc (VET-T)

Last Price Recorded: $44.8900 on 2018-06-20

ON STOCKCHASE SINCE Mar 2003

oil/gas

Vermilion Energy Inc


Signal Opinion Expert
BUY on WEAKNESS

It bought Spartan and people thought it was a fabulous acquisition.  It took the debt up but the equity went up even more.  It now has a decent balance sheet.  Lower, it would be a fabulous buy.

oil/gas

It bought Spartan and people thought it was a fabulous acquisition.  It took the debt up but the equity went up even more.  It now has a decent balance sheet.  Lower, it would be a fabulous buy.

oil/gas
Josef Schachter

President, Schachter Asset Mana...

Price Price
$45.270
Owned Owned
Unknown

WEAK BUY

Has held up well compared to peers.  You have Brent exposure.  He thinks the differential between Brent and WTI will continue to widen from here.  You have a management team people like and a good balance sheet.  He thinks he can do better than this, though.  It is a solid name.

oil/gas

Has held up well compared to peers.  You have Brent exposure.  He thinks the differential between Brent and WTI will continue to widen from here.  You have a management team people like and a good balance sheet.  He thinks he can do better than this, though.  It is a solid name.

oil/gas
Eric Nuttall

Partner & , Ninepoint Partners...

Price Price
$46.160
Owned Owned
No

COMMENT

TOU-T vs. VET-T.  He owns neither.  If he had VET-T he would ask himself if he liked the dividend or would prefer more capital appreciation.  If the latter, then there are better names.  If you are bullish on oil, TOU-T it trying to increase their liquids rating with a token of a dividend and modest growth levels going forward.  He does not get excited about it.  He would own it if he was bullish on gas.  He does not expect a pop.

oil/gas

TOU-T vs. VET-T.  He owns neither.  If he had VET-T he would ask himself if he liked the dividend or would prefer more capital appreciation.  If the latter, then there are better names.  If you are bullish on oil, TOU-T it trying to increase their liquids rating with a token of a dividend and modest growth levels going forward.  He does not get excited about it.  He would own it if he was bullish on gas.  He does not expect a pop.

oil/gas
Eric Nuttall

Partner & , Ninepoint Partners...

Price Price
$46.160
Owned Owned
No

HOLD

Doesn’t have a lot of energy exposure right now. One plus is they have properties outside of North America. Waiting to see where energy prices settle out, as OPEC may increase output to shortfall in rest of world. Wants more clarity on the oil takeaway in Alberta. 

oil/gas

Doesn’t have a lot of energy exposure right now. One plus is they have properties outside of North America. Waiting to see where energy prices settle out, as OPEC may increase output to shortfall in rest of world. Wants more clarity on the oil takeaway in Alberta. 

oil/gas
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$45.700
Owned Owned
No

BUY

A former past pick, benefitting with rising oil prices. Likes this long-term. Well-run company. They've never cut their dividend and is currently paying a 6.3% yield. He sees long-term upside. Doesn't produce heavy oil.

oil/gas

A former past pick, benefitting with rising oil prices. Likes this long-term. Well-run company. They've never cut their dividend and is currently paying a 6.3% yield. He sees long-term upside. Doesn't produce heavy oil.

oil/gas
Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$43.730
Owned Owned
Unknown

WEAK BUY

They stole the Spartan assets.  They are already trading at a premium relative to their peers, so it is not going to give the greatest return in the upcoming oil rally. 

oil/gas

They stole the Spartan assets.  They are already trading at a premium relative to their peers, so it is not going to give the greatest return in the upcoming oil rally. 

oil/gas
Eric Nuttall

Partner & , Ninepoint Partners...

Price Price
$43.410
Owned Owned
No

BUY on WEAKNESS

They acquired Spartan Energy, which gives them a low-cost Saskatchewan producer and a lot of light oil, which is easy to move. Their balance sheet has improved significantly. They had $1.36 billion in debt with $1.57 in equity. That’s a tight balance sheet. After the acquisition, which was an all-stock deal, they’ll have $1.5 billion of debt against $2.8 billion in equity. This gives them more oil in Canada and a much better balance sheet. He thinks this is an interesting story, the price has come down and thinks it is a good value if it breaks below $40. Spartan was a good buy for them and the next buys will probably be international.

oil/gas

They acquired Spartan Energy, which gives them a low-cost Saskatchewan producer and a lot of light oil, which is easy to move. Their balance sheet has improved significantly. They had $1.36 billion in debt with $1.57 in equity. That’s a tight balance sheet. After the acquisition, which was an all-stock deal, they’ll have $1.5 billion of debt against $2.8 billion in equity. This gives them more oil in Canada and a much better balance sheet. He thinks this is an interesting story, the price has come down and thinks it is a good value if it breaks below $40. Spartan was a good buy for them and the next buys will probably be international.

oil/gas
Josef Schachter

President, Schachter Asset Mana...

Price Price
$42.800
Owned Owned
No

COMMENT

This does not have great leverage to the oil price.  This is a classic, well run, good operators company.  It is not going to give you the big play to oil.  They run the company as a shareholder friendly company, however.

oil/gas

This does not have great leverage to the oil price.  This is a classic, well run, good operators company.  It is not going to give you the big play to oil.  They run the company as a shareholder friendly company, however.

oil/gas
Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$44.970
Owned Owned
Unknown

DON'T BUY

He is looking at Vermillion in its role as the buyer of  Spartan Energy. He thinks Vermillion is well run and gives the benefit of international exposure. They have a strong enough balance sheet and they have made the dividend more sustainable. Spartan is being sold to VET at a cheap valuation. This is a very high quality company that he wouldn’t own because it trades at a high multiple. He believes that the market is approaching an inflection point in sentiment, that will have a much bigger impact on the well-run companies that are not liked as much as Vermillion.

oil/gas

He is looking at Vermillion in its role as the buyer of  Spartan Energy. He thinks Vermillion is well run and gives the benefit of international exposure. They have a strong enough balance sheet and they have made the dividend more sustainable. Spartan is being sold to VET at a cheap valuation. This is a very high quality company that he wouldn’t own because it trades at a high multiple. He believes that the market is approaching an inflection point in sentiment, that will have a much bigger impact on the well-run companies that are not liked as much as Vermillion.

oil/gas
Eric Nuttall

Partner & , Ninepoint Partners...

Price Price
$43.360
Owned Owned
No

TOP PICK

Probably one of the most geographically diversified oil and gas companies we have.  It pays a generous dividend.  He thought the stock would have reacted more positively with today's acquisition announcement.  He thinks the acquisition will be very accretive.  (Analysts’ target: $52.80).

oil/gas

Probably one of the most geographically diversified oil and gas companies we have.  It pays a generous dividend.  He thought the stock would have reacted more positively with today's acquisition announcement.  He thinks the acquisition will be very accretive.  (Analysts’ target: $52.80).

oil/gas
Michael Sprung

President, Sprung Investment Ma...

Price Price
$42.750
Owned Owned
Yes

WATCH

The whole energy patch pulled back today. Crude oil prices ran up last week due to Syria crisis. She doesn't own much energy now, but would look at this one. She likes their international exposure, particularly to Brent oil prices. They bought Spartan relatively cheap last week.

oil/gas

The whole energy patch pulled back today. Crude oil prices ran up last week due to Syria crisis. She doesn't own much energy now, but would look at this one. She likes their international exposure, particularly to Brent oil prices. They bought Spartan relatively cheap last week.

oil/gas
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$1.100
Owned Owned
No

PAST TOP PICK

(A Top Pick Jan 8/18, Down 10.91%)  The chart for oil looks constructive but the energy sector here in Canada has not been that good.  He has 3 energy stocks that he is giving another month to until the seasonal period ends and then he is out.  He is holding for the seasonal period to give it a boost.

oil/gas

(A Top Pick Jan 8/18, Down 10.91%)  The chart for oil looks constructive but the energy sector here in Canada has not been that good.  He has 3 energy stocks that he is giving another month to until the seasonal period ends and then he is out.  He is holding for the seasonal period to give it a boost.

oil/gas
Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$40.640
Owned Owned
Yes

BUY on WEAKNESS

This company has a nice dividend and the book value is $12.33, but is a little heavy on debt.  A back off into the high-$30s would be a good buy on a 3-5 year view.  He thinks the dividend is safe.  Yield 6.4%.    

oil/gas

This company has a nice dividend and the book value is $12.33, but is a little heavy on debt.  A back off into the high-$30s would be a good buy on a 3-5 year view.  He thinks the dividend is safe.  Yield 6.4%.    

oil/gas
Josef Schachter

President, Schachter Asset Mana...

Price Price
$40.290
Owned Owned
Unknown

PAST TOP PICK

(A Top Pick Jun 27/16, Up 0.24%)  The oil price is up 10% since then, so this is surprising.  He would be looking at it at these levels.

oil/gas

(A Top Pick Jun 27/16, Up 0.24%)  The oil price is up 10% since then, so this is surprising.  He would be looking at it at these levels.

oil/gas
Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$40.290
Owned Owned
Yes

DON'T BUY

He is not a fan of the energy sector currently.  It continues to strike him how poorly this sector is preforming relative to the commodity price.  He would look elsewhere than the energy sector.  Yield %.  (Analysts’ price target is $ ) 

oil/gas

He is not a fan of the energy sector currently.  It continues to strike him how poorly this sector is preforming relative to the commodity price.  He would look elsewhere than the energy sector.  Yield %.  (Analysts’ price target is $ ) 

oil/gas
David Burrows

President , Barometer Capital Ma...

Price Price
$40.410
Owned Owned
No

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