Financial Data and Key Metrics Changes - Vermillion Energy reported a production average of 136,000 BOEs per day in Q2, a 32% increase from the previous quarter, primarily due to the Westbrook acquisition [4] - Fund flows from operations reached $260 million, with free cash flow of $144 million after capital expenditures [5] - The company expects to end 2025 with approximately $1.3 billion in net debt, a decrease of $750 million from Q1 [16] Business Line Data and Key Metrics Changes - The production base is now approximately 120,000 BOEs per day, with 70% weighted to natural gas, and over 90% of production coming from global gas assets [5] - Montney production averaged about 15,000 BOEs per day in Q2, with significant cost reductions achieved in drilling operations [7] - The company plans to invest approximately $100 million in additional infrastructure and drilling 40 wells over the next few years to reach a targeted production rate of 28,000 BOEs per day by 2028 [8][19] Market Data and Key Metrics Changes - European gas prices are currently over $15 per MMBtu, significantly higher than AECO prices, which averaged $1.69 [12][18] - The realized gas price for the company in Q2 was $4.88 per Mcf, reflecting a competitive advantage due to the unique gas portfolio [18][51] Company Strategy and Development Direction - Vermillion is transitioning towards becoming a global gas producer, with over 80% of future capital investments directed towards global gas assets [5] - The company is focused on enhancing operational scale and long-duration assets to position itself for sustainable growth [5][14] - Vermillion aims to streamline its portfolio further by exiting non-core assets in Europe and focusing on high-return development opportunities [24][25] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving a new cost benchmark for Montney wells, which will improve future development costs and returns [8] - The company is well-positioned for long-term shareholder value with a more focused asset base and improved cost structure [20] - Management highlighted the importance of operational excellence during a busy period of integration and divestment [14] Other Important Information - Vermillion achieved its Scope one emission reduction target one year ahead of schedule, with a 16% reduction in emissions intensity compared to 2019 levels [13] - The company has identified synergies worth a combined $300 million on an NPV-ten basis from the Westbrook acquisition [15] Q&A Session Summary Question: What is next in terms of reshaping the portfolio? - Management indicated ongoing efforts to streamline the portfolio, including exiting Hungary and not pursuing opportunities in Slovakia, while considering the future of assets in Croatia [24][25] Question: What is the payout ratio and bias towards dividends or buybacks? - The company plans to return 40% of excess free cash flow to shareholders, prioritizing share buybacks over dividends [28] Question: Can you provide a breakdown of the Westbrook synergies? - Management detailed that the $200 million in synergies includes operational efficiencies and restructuring of the Canadian organization, with an estimated $30 million in annual savings [33][35] Question: What is the update on acquisition potential in Europe? - Management sees potential for acquisitions in Europe, particularly in the Netherlands, and feels comfortable financing these opportunities due to ongoing deleveraging [37] Question: What happened with the deferred CapEx? - The company deferred capital expenditures on non-core assets to prioritize debt reduction, with a current forecast of $630 to $660 million for the year [46]

VERMILION ENERGY INVESTOR PRESENTATION GLOBAL GAS PRODUCER FREE CASH FLOW FOCUSED FINANCIAL DISCIPLINE AUGUST 2025 VERMILION AT A GLANCE | Market Summary | | H2/25E PRODUCTION(2) | | --- | --- | --- | | VET Trading Price (August 7, 2025) | $10.74 (TSX), US$7.83 (NYSE) | Legacy | | | | Oil | | Shares Outstanding (July 31, 2025) | 153.8 MM | 10% | | Average Daily Trading Volume (shares) | 0.8 MM (TSX), 1.2 MM (NYSE) | | | Quarterly Dividend | $0.13/share | Global Gas | | | | Assets | | Capital Structure | | 9 ...

Vermilion Energy (NYSE: VET ) (TSX: VET:CA ) is a Canadian mid-cap oil and natural gas producer. The company's exposure has changed somewhat over the last year following the Westbrick Energy acquisition in late 2024 and someIf you like this article and are interested in more frequent analysis of my holding companies, real-time notifications on portfolio changes, together with macro and industry analysis. I would encourage you to have a look at my marketplace service, Off The Beaten Path.I primarily invest i ...

Vermilion Energy (VET) came out with a quarterly loss of $0.2 per share versus the Zacks Consensus Estimate of a loss of $0.06. This compares to a loss of $0.38 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -233.33%. A quarter ago, it was expected that this oil and natural gas explorer would post earnings of $0.17 per share when it actually produced earnings of $0.07, delivering a surprise of -58.82%.Over the last four quart ...

CALGARY, AB, Aug. 7, 2025 /PRNewswire/ - Vermilion Energy Inc. ("Vermilion", "We", "Our", "Us" or the "Company") (TSX: VET) (NYSE: VET) is pleased to report operating and condensed financial results for the three and six months ended June 30, 2025.The unaudited interim financial statements and management discussion and analysis for the three and six months ended June 30, 2025 will be available on the System for Electronic Document Analysis and Retrieval Plus ("SEDAR+") at www.sedarplus.ca, on EDGAR at www.s ...

Core Viewpoint - Vermilion Energy Inc. has announced a cash dividend of $0.13 CDN per common share, payable on October 15, 2025, to shareholders of record on September 29, 2025 [1] Group 1: Company Overview - Vermilion Energy Inc. is a global gas producer focused on creating value through the acquisition, exploration, and development of liquids-rich natural gas in Canada and conventional natural gas in Europe [2] - The company aims to optimize low-decline oil assets, which contributes to a diversified portfolio that generates significant free cash flow [2] Group 2: Corporate Priorities - The company's priorities are health and safety, environmental protection, and profitability, in that order [3] - Vermilion emphasizes the importance of public safety and environmental protection, alongside strategic community investment in its operating areas [3]

Shares of Vermilion Energy (VET) have gained 5.9% over the past four weeks to close the last trading session at $7.95, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $10 indicates a potential upside of 25.8%.The average comprises nine short-term price targets ranging from a low of $7.56 to a high of $12.52, with a standard deviation of $1.57. While the lowest estimate indicates ...

Group 1 - Momentum investing focuses on "buying high and selling higher" rather than traditional strategies of "buying low and selling high" [1] - Fast-moving trending stocks can be risky if their valuations exceed future growth potential, leading to potential losses for investors [2] - A safer strategy involves investing in bargain stocks that exhibit recent price momentum, identified through the Zacks Momentum Style Score [3] Group 2 - Vermilion Energy (VET) has shown a price increase of 9.5% over the past four weeks, indicating growing investor interest [4] - VET has gained 30.7% over the past 12 weeks, with a beta of 1.22, suggesting it moves 22% more than the market [5] - VET has a Momentum Score of A, indicating a favorable time to invest based on its momentum [6] Group 3 - VET has received a Zacks Rank 2 (Buy) due to upward revisions in earnings estimates, which attract more investors [7] - The stock is trading at a Price-to-Sales ratio of 0.86, suggesting it is undervalued at present [7] - VET is positioned for further growth, supported by its fast-paced momentum and reasonable valuation [8] Group 4 - There are additional stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, indicating more investment opportunities [8] - Zacks offers over 45 Premium Screens tailored to different investing styles, aiding in stock selection [9]

Core Viewpoint - Growth investors are increasingly focused on stocks with above-average financial growth, but identifying such stocks can be challenging due to inherent risks and volatility [1] Group 1: Company Overview - Vermilion Energy (VET) is currently recommended as a strong growth stock due to its favorable Growth Score and top Zacks Rank [2] - The company has a historical EPS growth rate of 13.5%, but projected EPS growth for this year is expected to be 231.8%, significantly outperforming the industry average of -23% [4] Group 2: Financial Metrics - Vermilion's asset utilization ratio (sales-to-total-assets ratio) is 0.32, indicating that the company generates $0.32 in sales for every dollar in assets, which is higher than the industry average of 0.31 [5] - The company's sales are projected to grow by 17.7% this year, compared to an industry average of 0% [6] Group 3: Earnings Estimates - The current-year earnings estimates for Vermilion have been revised upward, with the Zacks Consensus Estimate increasing by 152.2% over the past month [7] - Vermilion has achieved a Zacks Rank of 2 (Buy) and a Growth Score of B, indicating its potential as an outperformer for growth investors [9]

Core Insights - Vermilion Energy Inc. has successfully closed the sale of Saskatchewan assets for gross proceeds of $415 million, which is part of its strategic plan to enhance its asset portfolio [1] - The sold assets include approximately 10,500 barrels of oil equivalent per day (boe/d), with 86% being oil and liquids, located in Saskatchewan and Manitoba [1] - The net cash proceeds from this transaction will improve Vermilion's balance sheet and provide greater capital allocation flexibility for its core Canadian and European assets [1] Company Overview - Vermilion is a global gas producer focused on creating value through the acquisition, exploration, and development of liquids-rich natural gas in Canada and conventional natural gas in Europe [2] - The company aims to optimize low-decline oil assets, which contributes to generating significant free cash flow through exposure to global commodity prices [2] Corporate Priorities - The company's priorities are health and safety, environmental protection, and profitability, emphasizing the importance of public safety and natural surroundings [3] - Vermilion also focuses on strategic community investment in its operating areas [3]