Vermilion Energy Inc

VET-T

TSE:VET

6.17
0.13 (2.15%)
Vermilion Energy is an international oil and gas producer with operations in North America, Europe and Australia. Vermilion pays a monthly dividend of Canadian $0.215 per share, which provides a current yield of approximately 5%.
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Analysis and Opinions about VET-T

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
June 19, 2020

VET vs OVV? They are both stocks he would not own. OVV participated well on expected index buying in the US, but they are no longer able to attract US investors based on their share price. It is a non-starter for sure. VET cut the dividend and they changed management, but it will be a long road. They can't sell assets to help reduce debt and they can't raise the dividend. They are in far too many geographical areas and he thinks they have lost focus.

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VET vs OVV? They are both stocks he would not own. OVV participated well on expected index buying in the US, but they are no longer able to attract US investors based on their share price. It is a non-starter for sure. VET cut the dividend and they changed management, but it will be a long road. They can't sell assets to help reduce debt and they can't raise the dividend. They are in far too many geographical areas and he thinks they have lost focus.

DON'T BUY
DON'T BUY
May 28, 2020

The only change you will see from the company is less dividends with debt pay down being the focus. Everything else is really the commodity price. Energy is generally out of favour. It has typically been a good quality dividend payer. He got out before the major downdraft. They will focus on paying down debt before re-instating the dividend. If you are looking for an energy stock, then why not get one paying a dividend like CNQ-T.

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The only change you will see from the company is less dividends with debt pay down being the focus. Everything else is really the commodity price. Energy is generally out of favour. It has typically been a good quality dividend payer. He got out before the major downdraft. They will focus on paying down debt before re-instating the dividend. If you are looking for an energy stock, then why not get one paying a dividend like CNQ-T.

BUY WEAKNESS
BUY WEAKNESS
May 20, 2020
Because they had a darling dividend that was cut and caused its price to drop, he bought more in Mid-March at about $4.40. He likes their assets around the world in Europe, Germany, the Netherlands, Australia and North America. They took an impairment Q4 and they are guiding debt of $2 billion and equity now of $1.2 billion. Debt now exceeds equity. The dividend has been cut to zero. He would still be a buyer below $5.
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Because they had a darling dividend that was cut and caused its price to drop, he bought more in Mid-March at about $4.40. He likes their assets around the world in Europe, Germany, the Netherlands, Australia and North America. They took an impairment Q4 and they are guiding debt of $2 billion and equity now of $1.2 billion. Debt now exceeds equity. The dividend has been cut to zero. He would still be a buyer below $5.
COMMENT
COMMENT
May 15, 2020

ARX vs VET ARX holds super high quality liquids assets in the Montney formation. VET has a more diversified production slate including Australia and the Netherlands as well as Canada. The US has shut in 1.4 million barrels a day, this has reduced associated natural gas production. This will tighten the natural gas markets making it much more bullish. This is helpful for ARX, more so. He has not been a huge supporter of the VET management team and is less bullish on European natural gas markets (where VET is more active). ARX also provides a better dividend stream.

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ARX vs VET ARX holds super high quality liquids assets in the Montney formation. VET has a more diversified production slate including Australia and the Netherlands as well as Canada. The US has shut in 1.4 million barrels a day, this has reduced associated natural gas production. This will tighten the natural gas markets making it much more bullish. This is helpful for ARX, more so. He has not been a huge supporter of the VET management team and is less bullish on European natural gas markets (where VET is more active). ARX also provides a better dividend stream.

DON'T BUY
DON'T BUY
May 8, 2020
Exposure to Brent pricing? He has suggesting selling this for years now. He thinks the balance sheet is in question by how the market is pricing it. He expects to see sizable write downs. He is not sure if they will be able to survive. Anything here is speculative.
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Exposure to Brent pricing? He has suggesting selling this for years now. He thinks the balance sheet is in question by how the market is pricing it. He expects to see sizable write downs. He is not sure if they will be able to survive. Anything here is speculative.
PAST TOP PICK
PAST TOP PICK
April 22, 2020

(A Top Pick Apr 25/19, Down 83%) With an exposure to European natural gas markets it was attractive. He sold last June into ARX when it began to collapse with other energy holdings. They have had to restrict or cut their dividend several times. The energy space will continue to be a tough environment.

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(A Top Pick Apr 25/19, Down 83%) With an exposure to European natural gas markets it was attractive. He sold last June into ARX when it began to collapse with other energy holdings. They have had to restrict or cut their dividend several times. The energy space will continue to be a tough environment.

COMMENT
COMMENT
April 3, 2020

Fed bailout? He has no idea yet if VET or PXT would qualify if there was a Federal government incentive. He does not expect a bailout; rather, a lump sum of money available for financing.

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Fed bailout? He has no idea yet if VET or PXT would qualify if there was a Federal government incentive. He does not expect a bailout; rather, a lump sum of money available for financing.

HOLD
HOLD
March 27, 2020
Hang on? He does not think they will go bankrupt. They sell oil in Europe and are getting a better price than in North America, where the debt levels are much higher. He owns it and still considers it a hold. He is glad the dividend was cut to help preserve cash for later.
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Hang on? He does not think they will go bankrupt. They sell oil in Europe and are getting a better price than in North America, where the debt levels are much higher. He owns it and still considers it a hold. He is glad the dividend was cut to help preserve cash for later.
BUY
BUY
March 24, 2020
Dividend safe? They halved the dividend and cut it further recently. It was a very long-standing dividend payer, but slashed capex because of their balance sheet. The current dividend is safe. He likes VET and has been adding to his position in the past week. VET has been shafted hard, unfairly. He likes the geographic diversity of their assets.
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Dividend safe? They halved the dividend and cut it further recently. It was a very long-standing dividend payer, but slashed capex because of their balance sheet. The current dividend is safe. He likes VET and has been adding to his position in the past week. VET has been shafted hard, unfairly. He likes the geographic diversity of their assets.
HOLD
HOLD
March 12, 2020
It has a lot of assets outside of Canada. The price of oil has collapsed. They took quick action and kept their dividend where it was, then brought their dividend down in half and may have to again. He would not sell here. It will continue to be an oil producer for a long time.
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It has a lot of assets outside of Canada. The price of oil has collapsed. They took quick action and kept their dividend where it was, then brought their dividend down in half and may have to again. He would not sell here. It will continue to be an oil producer for a long time.
SPECULATIVE BUY
SPECULATIVE BUY
March 11, 2020
Payout ratio is still 103%. Balance sheet isn't horrible. Dividend yield is 27% post-cut. If you don't own energy, this is at least worth a trade, as long as you're not overexposed to oil stocks and the oil situation turns around. Risk/reward is a good bet.
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Payout ratio is still 103%. Balance sheet isn't horrible. Dividend yield is 27% post-cut. If you don't own energy, this is at least worth a trade, as long as you're not overexposed to oil stocks and the oil situation turns around. Risk/reward is a good bet.
DON'T BUY
DON'T BUY
March 9, 2020
It's impressive how far it's fallen. Seasonality is now, but the chart is moving the opposite way. Technicals were negative for a long time. It was hitting resistance so long then finally gave up. Now, the price of oil slammed today. All oil stocks will be vulnerable. But VET is now oversold with a parabolic move down. Parabolic moves are always unsustainable. Be careful if you nibble away here.
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It's impressive how far it's fallen. Seasonality is now, but the chart is moving the opposite way. Technicals were negative for a long time. It was hitting resistance so long then finally gave up. Now, the price of oil slammed today. All oil stocks will be vulnerable. But VET is now oversold with a parabolic move down. Parabolic moves are always unsustainable. Be careful if you nibble away here.
WATCH
WATCH
March 4, 2020

Dividend cut? Royal Bank analysts think they may cut the dividend. This may be coming Friday, when they report earnings. He thinks there are lots of things management could do, like cut the dividend 50% or eliminate the DRIP program and the share price would jump up. He would not be selling it here, nor would he be a buyer.

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Dividend cut? Royal Bank analysts think they may cut the dividend. This may be coming Friday, when they report earnings. He thinks there are lots of things management could do, like cut the dividend 50% or eliminate the DRIP program and the share price would jump up. He would not be selling it here, nor would he be a buyer.

PAST TOP PICK
PAST TOP PICK
February 28, 2020

(A Top Pick Apr 11/19, Down 57%) He no longer owns this one. It has always had a premium valuation as it priced its production off the Brent oil market. They switched out back last June, buying ARX-T instead.

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(A Top Pick Apr 11/19, Down 57%) He no longer owns this one. It has always had a premium valuation as it priced its production off the Brent oil market. They switched out back last June, buying ARX-T instead.

DON'T BUY
DON'T BUY
February 26, 2020
It pays a huge 16% dividend which is a red flag. The company may insist it won't cut its dividend, but he's suspicious. (VET has never cut its dividend.)
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It pays a huge 16% dividend which is a red flag. The company may insist it won't cut its dividend, but he's suspicious. (VET has never cut its dividend.)
Showing 1 to 15 of 535 entries

Vermilion Energy Inc(VET-T) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 30

Neutral - Hold Signals / Votes : 14

Bearish - Sell Signals / Votes : 32

Total Signals / Votes : 76

Stockchase rating for Vermilion Energy Inc is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Vermilion Energy Inc(VET-T) Frequently Asked Questions

What is Vermilion Energy Inc stock symbol?

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

Is Vermilion Energy Inc a buy or a sell?

In the last year, 76 stock analysts published opinions about VET-T. 30 analysts recommended to BUY the stock. 32 analysts recommended to SELL the stock. The latest stock analyst recommendation is DON'T BUY. Read the latest stock experts' ratings for Vermilion Energy Inc.

Is Vermilion Energy Inc a good investment or a top pick?

Vermilion Energy Inc was recommended as a Top Pick by Eric Nuttall on 2020-06-19. Read the latest stock experts ratings for Vermilion Energy Inc.

Why is Vermilion Energy Inc stock dropping?

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.

Is Vermilion Energy Inc worth watching?

76 stock analysts on Stockchase covered Vermilion Energy Inc In the last year. It is a trending stock that is worth watching.

What is Vermilion Energy Inc stock price?

On 2020-07-02, Vermilion Energy Inc (VET-T) stock closed at a price of $6.17.