Vermilion Energy Inc | StockChase
294
Vermilion Energy Inc (VET-T)

Last Price Recorded: $44.7100 on 2017-11-22

ON STOCKCHASE SINCE Mar 2003

oil/gas

Vermilion Energy Inc


Signal Opinion Expert

2017-11-09

BUY on WEAKNESS
Vermilion Energy Inc (VET-T)

It is diversified into Europe and Australia.  It will probably be impacted a little by tax loss selling.  It is very well run and is a low cost operator. 

oil/gas
Josef Schachter

President, Schachter Asset Management

Price: $48.130
Owned: Unknown

2017-11-02

HOLD
Vermilion Energy Inc (VET-T)

It is a hybrid.  It has held up relatively well.  They are a good producer with a decent yield.  It is not expensive if you think oil stays at $55 or could even run to $60.  He likes energy for the last little while.

oil/gas
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $45.060
Owned: No

2017-10-27

PAST TOP PICK
Vermilion Energy Inc (VET-T)

(A Top Pick Dec 2/16. Down 18%.) He was too soon on this. The main attraction is its European location, and being able to work with European regulatory types. Have decent fields that will continue to be developed. Good dividend.

oil/gas
David Cockfield

Managing Director, Northland Wealth Management

Price: $43.530
Owned: Yes

2017-10-03

PAST TOP PICK
Vermilion Energy Inc (VET-T)

(A Top Pick Nov 10/16. Down 13%.) Has most of their oil production in the North Sea, France and Australia, so they are linked to Brent prices. Brent prices are up over 18% since this was picked, and is surprised the stock hadn’t performed better. Close to 6% dividend yield.

oil/gas
Ryan Bushell

V. P. & Portfolio Manager, Leon Frazer and Associates

Price: $43.920
Owned: Yes

2017-09-18

HOLD
Vermilion Energy Inc (VET-T)

It is coming down because the French government has said they will stop hydro carbon production but that is a long way away.  The market is nervous.  They have supported their dividend and over time they will replace France.

oil/gas
Josef Schachter

President, Schachter Asset Management

Price: $45.250
Owned: Unknown

2017-09-15

DON'T BUY
Vermilion Energy Inc (VET-T)

One of those favoured few companies with unquestionably high asset quality. A management team that lets you sleep well at night. Payout ratio is fairly sustainable, and has the benefit of international diversification. Their multiple has held up much better than some of their peers, so not a name he would buy. Dividend yield of about 5.8%.

oil/gas
Eric Nuttall

Senior Portfolio Manager, Ninepoint Partners

Price: $44.900
Owned: No

2017-09-13

TOP PICK
Vermilion Energy Inc (VET-T)

Has operations in the Netherlands, Germany, Ireland and North America. A very solid free cash flow generator even at today’s prices. Well valued and well-managed. Dividend yield of 6.1%. (Analysts’ price target is $50.)

oil/gas
Michael Sprung

President, Sprung Investment Management

Price: $43.900
Owned: Yes

2017-09-08

TOP PICK
Vermilion Energy Inc (VET-T)

Most assets and cash flow is coming from Europe. The French just announced they are going to be restricting drilling, which is great for this company which is already there. Not subject to the same stress and strain as oil companies in North America. Dividend yield of 6.2%. (Analysts’ price target is $50.)

oil/gas
David Cockfield

Managing Director, Northland Wealth Management

Price: $40.620
Owned: Yes

2017-08-24

COMMENT
Vermilion Energy Inc (VET-T)

VET-T vs. CPG-T.  VET-T never cut their dividend with the low in oil prices.  They are a diversified, very well run company.  CPG-T is more of an oil play and more leveraged to the price of oil.

oil/gas
Rick Stuchberry

Portfolio Manager, Richardson GMP

Price: $39.810
Owned: Unknown

2017-08-17

COMMENT
Vermilion Energy Inc (VET-T)

Oil.  SU-T vs. VET-T.  They are getting a well developed trading range.  Oil could have $55 on the upside.  If oil goes back to the $50s then the sector is quite oversold.  SU-T protects you and has held up rather well.  But it does not have the same upside as VET-T.

oil/gas
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $38.640
Owned: Unknown

2017-07-28

BUY on WEAKNESS
Vermilion Energy Inc (VET-T)

Just reported Q2 results. Average production rose 4% to 67, 240 BOE’s a day. Cash flow is up 3% to $147 million. Very active in Germany and offshore Ireland, so they get European pricing which is 3 or 4 times the price we get here. They are also in Australia, US and Canada. This has some vulnerability to the mid to high $30. There is a chance for the stock to back off. Over 6% yield.

oil/gas
Josef Schachter

President, Schachter Asset Management

Price: $41.790
Owned: Unknown

2017-07-19

COMMENT
Vermilion Energy Inc (VET-T)

One of the favoured few within Canada, where International investors are comfortable with the CEO and management team. They have the benefit of global diversification. It has always traded at a pretty healthy multiple, which has prevented him from owning the stock. It is probably better to go a little further down the risk profile in names that have been sold off.

oil/gas
Eric Nuttall

Senior Portfolio Manager, Ninepoint Partners

Price: $39.940
Owned: No

2017-07-18

COMMENT
Vermilion Energy Inc (VET-T)

Has been Short the energy sector since January, and has covered about half of his Shorts. He doesn’t tend to try and find better companies in a bad neighbourhood. Every time energy rallies, new production in the US comes on. He would be careful on energy.

oil/gas
David Burrows

President & Chief Investment Strategist, Barometer Capital Management

Price: $38.990
Owned: Unknown

2017-06-27

TOP PICK
Vermilion Energy Inc (VET-T)

A 6% dividend yield on the stock. They didn’t cut their dividend when they converted from an income trust, and didn’t cut it in the downturn of 2015. The dividend is well supported. A diversified asset base, largely in Europe, Australia and a project in Ireland as well as some in Western Canada and Western US. Good disciplined management team. A good allocator of capital. (Analysts’ price target is $58.50.)

oil/gas
Ryan Bushell

V. P. & Portfolio Manager, Leon Frazer and Associates

Price: $42.050
Owned: Yes

2017-06-14

PAST TOP PICK
Vermilion Energy Inc (VET-T)

(A Top Pick May 10/16. Up 14%.) Still a core holding for him. This is something with multiple basins, it has hedging, it has a dividend. At 70,000 BOE’s a day, his expectation is that it can grow organically at 5%-10% a year.

oil/gas
Bill Harris, CFA

Portfolio Manager, Avenue Investment Management

Price: $44.940
Owned: Yes

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