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Investor Insights

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.

Consensus
Sell
Valuation
Overvalued
Similar
CNE,
BUY

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. 

DON'T BUY

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. 

DON'T BUY

Too geographically exposed. Inventory light. Hedge on gas about to expire. Not a good option for investors. 

DON'T BUY

Looking at 2026, they're almost negative free cashflow because they're benefiting from European gas hedges that are about to roll off.

SELL

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.

DON'T BUY

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.

DON'T BUY

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.

WEAK BUY

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.

DON'T BUY

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.

TOP PICK

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.  

DON'T BUY

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.

HOLD

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. 

WEAK BUY

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.

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This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Oct 26/23, Down 11.1%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with VET has triggered its stop at $18.  To remain disciplined, we recommend covering the position at this time.  This will result in a net investment loss of 5%, when combined with our previous recommendations.  

premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

We again reiterate VET as a TOP PICK.  Cash reserves are growing, while debt is retired and shares bought back.  It trades under book value and supports a ROE of 36%.  We continue to recommend a stop at $18, looking to achieve $25 -- upside potential of 23%.  Yield 1.7%

(Analysts’ price target is $25.18)
Showing 1 to 15 of 587 entries

Vermilion Energy Inc(VET-T) Rating

Ranking : 3 out of 5

Bullish - Buy Signals / Votes : 2

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 8

Total Signals / Votes : 11

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, 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.

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

Vermilion Energy Inc was recommended as a Top Pick by on . 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?

11 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 2025-03-17, Vermilion Energy Inc (VET-T) stock closed at a price of $11.26.