Vermilion Energy Inc

VET-T

TSE:VET

9.59
0.30 (3.23%)
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%.
More at Wikipedia

Analysis and Opinions about VET-T

Signal
Opinion
Expert
Chart
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.
Jaime Carrasco
Price
$4.120
Owned
Yes
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.
Norman Levine
Price
$5.080
Owned
Yes
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.
Greg Newman
Price
$5.920
Owned
Unknown
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.
Jon Vialoux
Price
$10.360
Owned
Unknown
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.

Ryan Bushell
Price
$13.520
Owned
Unknown
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.

Bryden Teich
Price
$13.840
Owned
No
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.)
Chris Blumas
Price
$16.800
Owned
No
PARTIAL BUY
PARTIAL BUY
February 24, 2020
The dividend yield is 15.55% which scares him. If the market knows a stock will cut the dividend, the stock can actually rally. VET is basing now and looking better on an absolute basis. If this breaks below November lows of $17.10 in a weekly close, then he'd worry. But the basing action now can support a partial buy.
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The dividend yield is 15.55% which scares him. If the market knows a stock will cut the dividend, the stock can actually rally. VET is basing now and looking better on an absolute basis. If this breaks below November lows of $17.10 in a weekly close, then he'd worry. But the basing action now can support a partial buy.
BUY
BUY
February 21, 2020
He likes that VET doesn't produce in Canada and it hasn't fallen apart. It's still a good place to enter here.
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He likes that VET doesn't produce in Canada and it hasn't fallen apart. It's still a good place to enter here.
Jaime Carrasco
Price
$19.290
Owned
Unknown
HOLD
HOLD
February 18, 2020
The poster child of the Canadian energy patch: high 12-14% yield which is an opportunity but also a threat. They could cut that dividend, but they never have, so he doubts they will. If the stock remains flat, at least you get that dividend. VET could buyback shares.
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The poster child of the Canadian energy patch: high 12-14% yield which is an opportunity but also a threat. They could cut that dividend, but they never have, so he doubts they will. If the stock remains flat, at least you get that dividend. VET could buyback shares.
Gerard Ferguson
Price
$18.720
Owned
Unknown
DON'T BUY
DON'T BUY
February 13, 2020
Doesn't own any Canadian energy producers. Commodity price outlook in western Canada is not that visible in terms of takeaway capacity. Chinese demand has fallen off. Dividend yield is very high, and the share price is coming off. Depressed prices will impact cash flow.
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Doesn't own any Canadian energy producers. Commodity price outlook in western Canada is not that visible in terms of takeaway capacity. Chinese demand has fallen off. Dividend yield is very high, and the share price is coming off. Depressed prices will impact cash flow.
DON'T BUY
DON'T BUY
February 12, 2020
The stock trades at a premium multiple. Their balance sheet is not as strong as others. He is not keen on the stock compensation for senior management. He thinks there are better opportunities out there. He is not sure that management's decision to keep paying the dividend is not a wise strategy at the detriment of maintaining production. Yield 15%
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The stock trades at a premium multiple. Their balance sheet is not as strong as others. He is not keen on the stock compensation for senior management. He thinks there are better opportunities out there. He is not sure that management's decision to keep paying the dividend is not a wise strategy at the detriment of maintaining production. Yield 15%
Eric Nuttall
Price
$18.870
Owned
No
DON'T BUY
DON'T BUY
February 10, 2020

Sell BCE to buy VET for the dividend income? Chances of VET cutting its dividend are high, but no chance BCE will. Don't do this trade.

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Sell BCE to buy VET for the dividend income? Chances of VET cutting its dividend are high, but no chance BCE will. Don't do this trade.

John Zechner
Price
$18.920
Owned
Unknown
PARTIAL BUY
PARTIAL BUY
January 31, 2020
Average down? He is not close to following this one. Management has said the dividend is safe. Hopefully it is not cut. He does not own it. You could pick away at this, even just looking for a bounce. Yield 14%
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Average down? He is not close to following this one. Management has said the dividend is safe. Hopefully it is not cut. He does not own it. You could pick away at this, even just looking for a bounce. Yield 14%
Peter Imhof
Price
$20.290
Owned
No
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