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Stocks plunge amid ongoing Trump tariffsChristmas Eve rallyMost Anticipated Earnings: IAG-T, BDT-T and more Canadian Companies Reporting Earnings this Week (Nov 04-08)This summary was created by AI, based on 10 opinions in the last 12 months.
Vermilion Energy Inc (VET-T) presents a mixed picture according to various experts. While some analysts view the company positively due to its strong dividend history, capital discipline, and recovery potential from high energy prices, others express concerns about geographic overexposure, share price depreciation, and challenges within the European market. Experts highlight the impending expiration of gas hedges, which may lead to negative free cash flow by 2026, raising alarms about the sustainability of current valuations. Overall, the company appears to be a value trap to some, suggesting a need for a critical reassessment of its assets and geographic focus. Nevertheless, there are indications of strong operational recovery and a decent position for long-term investors, but caution is advised based on current fundamentals.
Owns shares, and has suffered share price depreciation. Europe pricing very hard on business. Company is going to have to re-evaluate Europe assets. Better options in the energy sector for investors.
Too geographically exposed. Inventory light. Hedge on gas about to expire. Not a good option for investors.
Looking at 2026, they're almost negative free cashflow because they're benefiting from European gas hedges that are about to roll off.
Sell it. Value trap. Too many assets, not enough geographical concentration. The free cashflow yield that everyone's fallen in love with rolls off significantly in 2 years.
Too much noise. A tax-loss candidate. Don't buy. The warm winter meant weak heating demand. Also, their assets are too scattered, lacking focus, while the dividend isn't attractive enough. Some flagship assets will decline. It's a value trap.
The biggest knock is that they have 5 operations round the world when they need focus. It remains challenged and deserves to trade at a discount. Look elsewhere for less risk and more reward.
Not his favourite in energy. If it break its 200-day moving average it will move even higher though. But if fundamentals continue to do well, so will VET. The stock is well-positioned.
Not that familiar with it, but it's had issues in France. All Canadian-based energy will do well. But VET is back on track. Not his top pick in this space.
Company has turned around - last quarter very strong. Believes energy prices will remain high. Company progressing in de-leveraging. Free cash flow will be returned to shareholders (~50%). Dividends are robust, and company on the way to recovery. Good valuation that offers safety for long term investors.
A relative underperformer. Pays a yield under 3%. They're trying to re-establish their Canadian base in the Montney after stumping their toe in Europe and the U.S. Investors see better valuations in Canada or the U.S. as oppose to conglomerate North American and European names. Dividend is too low for him.
European assets unique - creates higher realization of pricing. Prefers assets in North America (risky in Europe at times.) Better names in North American market (Tourmaline etc.) Good business, but does not own shares.
Bit of an upswing now, but very subtle. If it goes up another $1, it's in full-swing upturn. $13.70 is your firm exit price. He's being really tight with this to lock in his profit. Has been very disappointing for lots of people.
Vermilion Energy Inc is a Canadian stock, trading under the symbol VET-T on the Toronto Stock Exchange (VET-CT). It is usually referred to as TSX:VET or VET-T
In the last year, 11 stock analysts published opinions about VET-T. 2 analysts recommended to BUY the stock. 8 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Vermilion Energy Inc.
Vermilion Energy Inc was recommended as a Top Pick by on . Read the latest stock experts ratings for Vermilion Energy Inc.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
11 stock analysts on Stockchase covered Vermilion Energy Inc In the last year. It is a trending stock that is worth watching.
On 2025-03-17, Vermilion Energy Inc (VET-T) stock closed at a price of $11.26.
Owns shares. Believes company has a lot of potential. European gas prices have been low, but still relatively strong. Largest independent gas producer in all of Europe. Very good shareholder discipline - has paid lots of dividends. Good capital allocation.