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Vermilion Energy Inc

VET-T

TSE:VET

8.96
0.15 (1.70%)
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
Chart
HOLD
HOLD
July 8, 2021
Underperformed. A lot of people owned it for the yield, paying more than they should. Once they cut the dividend, many people exited. Might be an opportunity as an international play. Leveraged to oil price.
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Underperformed. A lot of people owned it for the yield, paying more than they should. Once they cut the dividend, many people exited. Might be an opportunity as an international play. Leveraged to oil price.
John Zechner
Price
$10.140
Owned
Unknown
DON'T BUY
DON'T BUY
May 28, 2021
Not a name you should buy. Deleveraging due to excess debt from paying dividends longer than they should have and acquisitions. The stock is trading at 3.7x which is a premium to the group. Free cashflow is at 31% yield at $70 oil. Could see meaningful dividend but there are better names.
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Not a name you should buy. Deleveraging due to excess debt from paying dividends longer than they should have and acquisitions. The stock is trading at 3.7x which is a premium to the group. Free cashflow is at 31% yield at $70 oil. Could see meaningful dividend but there are better names.
Eric Nuttall
Price
$9.330
Owned
No
DON'T BUY
DON'T BUY
February 9, 2021
There are better oil names. He bought and sold it recently and made some money. But it can't de-lever as quickly as its peers. Expect 5-6 years for them to pay off their debt. VET is not bad--you're leveraged to international prices, but other names will move higher, sooner and faster.
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There are better oil names. He bought and sold it recently and made some money. But it can't de-lever as quickly as its peers. Expect 5-6 years for them to pay off their debt. VET is not bad--you're leveraged to international prices, but other names will move higher, sooner and faster.
Eric Nuttall
Price
$6.670
Owned
No
SELL
SELL
November 20, 2020
Their balance sheet needs to be fixed, assets are scattered all over the world so operational focus is difficult. Their valuation is not compelling compared to other names. He has been a sell for years.
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Their balance sheet needs to be fixed, assets are scattered all over the world so operational focus is difficult. Their valuation is not compelling compared to other names. He has been a sell for years.
Eric Nuttall
Price
$4.740
Owned
No
COMMENT
COMMENT
November 13, 2020

Would prefer TOU over VET. The challenge is the stressed balance sheet for these energy providers. VET has some of the worst price momentum, value, volatility and earnings profile in terms of current return on equity. They can move quickly if they look like they will survive. If you are looking for a huge amount of leverage and upside for a recovery, you could own VET but TOU is the more stable choice.

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Would prefer TOU over VET. The challenge is the stressed balance sheet for these energy providers. VET has some of the worst price momentum, value, volatility and earnings profile in terms of current return on equity. They can move quickly if they look like they will survive. If you are looking for a huge amount of leverage and upside for a recovery, you could own VET but TOU is the more stable choice.

Jason Mann
Price
$4.030
Owned
_N/A
COMMENT
COMMENT
October 13, 2020

A good operator with fine internationally diversification. They cut their high dividend, but had to and won't return to that level. We live in a different world with lower oil prices and demand. VET's balance sheet is okay and this will survive. That said, he prefers Tourmaline Oil which has more cash.

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A good operator with fine internationally diversification. They cut their high dividend, but had to and won't return to that level. We live in a different world with lower oil prices and demand. VET's balance sheet is okay and this will survive. That said, he prefers Tourmaline Oil which has more cash.

John Zechner
Price
$3.720
Owned
Unknown
DON'T BUY
DON'T BUY
September 2, 2020

Look like value, going to be volatile. If oil spikes, you can make a quick buck. Very good company, but in a tough industry. If he were to own energy, he'd look at the bigger players like SU or CNQ. This would be a gamble. Better places for your money than in energy.

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Look like value, going to be volatile. If oil spikes, you can make a quick buck. Very good company, but in a tough industry. If he were to own energy, he'd look at the bigger players like SU or CNQ. This would be a gamble. Better places for your money than in energy.

Cole Kachur
Price
$5.070
Owned
No
COMMENT
COMMENT
August 24, 2020
One of the better managed oil companies in western Canada and did well expanding to France and Ireland. They've paid a handsome dividend for years. He's confident VET will restore that dividend and the stock will come back. Oil prices won't rise until a place like India demands more to build their economy.
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One of the better managed oil companies in western Canada and did well expanding to France and Ireland. They've paid a handsome dividend for years. He's confident VET will restore that dividend and the stock will come back. Oil prices won't rise until a place like India demands more to build their economy.
Bruce Murray
Price
$5.340
Owned
Unknown
DON'T BUY
DON'T BUY
July 16, 2020
Doesn't own any energy producers because of the commodity outlook. She has infrastructure energy names instead. Oil will be stuck around $40. Doesn't pay a dividend anymore.
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Doesn't own any energy producers because of the commodity outlook. She has infrastructure energy names instead. Oil will be stuck around $40. Doesn't pay a dividend anymore.
COMMENT
COMMENT
July 7, 2020
They have a strong international footprint, half in Alberta and the rest in Europe and elsewhere. Distinguishing them from Canadian peers is that European production exposes them to higher Brent oil pricing. Like its peers, VET had to cut their dividend by around 75% last spring, but this reduced the cash burn and bought them time for oil prices to recover. This was a good strategy.
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They have a strong international footprint, half in Alberta and the rest in Europe and elsewhere. Distinguishing them from Canadian peers is that European production exposes them to higher Brent oil pricing. Like its peers, VET had to cut their dividend by around 75% last spring, but this reduced the cash burn and bought them time for oil prices to recover. This was a good strategy.
Brian Madden
Price
$6.080
Owned
Yes
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.

Eric Nuttall
Price
$7.090
Owned
No
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.

Robert Lauzon
Price
$7.440
Owned
No
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.

Eric Nuttall
Price
$6.210
Owned
_N/A
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.
Showing 1 to 15 of 545 entries

Vermilion Energy Inc(VET-T) Rating

Ranking : 3 out of 5

Bullish - Buy Signals / Votes : 0

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 5

Total Signals / Votes : 6

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, 6 stock analysts published opinions about VET-T. 0 analysts recommended to BUY the stock. 5 analysts recommended to SELL the stock. The latest stock analyst recommendation is HOLD. 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 John Zechner on 2021-07-08. 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?

6 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 2021-07-28, Vermilion Energy Inc (VET-T) stock closed at a price of $8.96.