Core Viewpoint - The article emphasizes the importance of value investing and highlights Vermilion Energy (VET) as a strong candidate for value investors due to its attractive valuation metrics and earnings outlook [2][3][6]. Valuation Metrics - Vermilion Energy has a Price-to-Book (P/B) ratio of 0.46, which is significantly lower than the industry average of 0.82, indicating that the stock may be undervalued [4]. - The P/B ratio for VET has fluctuated between a high of 0.91 and a low of 0.41 over the past 12 months, with a median of 0.75 [4]. - The Price-to-Sales (P/S) ratio for VET stands at 0.67, which is slightly below the industry average of 0.70, further suggesting potential undervaluation [5]. Investment Outlook - With a Zacks Rank of 2 (Buy) and an "A" grade for Value, Vermilion Energy is positioned as one of the highest-quality value stocks currently available [3][6]. - The combination of strong valuation metrics and a positive earnings outlook makes VET an appealing option for value investors [6].

Group 1 - Vermilion Energy shares increased by 21.2% to close at $6.58, following a significant trading volume compared to typical sessions, despite a 29.9% loss over the past four weeks [1] - The stock price surge is linked to a broader energy sector boost due to President Trump's decision to pause tariff hikes and implement a lower 10% tariff rate, alleviating trade tension concerns and driving up oil and natural gas prices [2] - The company is expected to report quarterly earnings of $0.23 per share, reflecting a year-over-year increase of 2200%, with revenues projected at $404.3 million, a 7.3% increase from the previous year [3] Group 2 - The consensus EPS estimate for Vermilion has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [4] - Vermilion Energy is part of the Zacks Oil and Gas - Exploration and Production - International industry, with a current Zacks Rank of 3 (Hold) [4] - Vaalco Energy, another company in the same industry, saw a 10.7% increase in its stock price, closing at $3.43, but has returned -20.7% over the past month [4]

CALGARY, AB, April 7, 2025 /PRNewswire/ - Vermilion Energy Inc. ("Vermilion" or the "Company") (TSX: VET) (NYSE: VET) will release its 2025 first quarter operating and condensed financial results on Wednesday, May 7, 2025 after the close of North American markets. The unaudited interim financial statements and management discussion and analysis for the three months ended March 31, 2025 will be available on the System for Electronic Document Analysis and Retrieval ("SEDAR+") at www.sedarplus.ca, on EDGAR at ...

Financial Data and Key Metrics Changes - Production averaged 84,543 BOEs per day, representing annual production per share growth of 4% [5] - Fund flow generated was $1.2 billion or $7.63 per share, and free cash flow was $583 million or $3.69 per share, both reflecting a 9% increase over 2023 on a per share basis [6] - Net debt decreased by 10% in 2024 to $967 million, resulting in a net debt to trailing funds flow ratio of 0.8 times, the lowest in over a decade [8] Business Line Data and Key Metrics Changes - International production increased by 12% year-over-year, driven by strong operational run times in Australia and the startup of the gas plant in Croatia [5] - North American production decreased by 5% year-over-year, primarily due to the divestment of 5,500 BOE per day in Southeast Saskatchewan [5] Market Data and Key Metrics Changes - The company announced an 8% increase to its quarterly dividend effective Q1 2025, marking the fourth consecutive increase since reinstating the dividend [8] - The after-tax net present value of PDP reserves discounted at 10% is $2.8 billion, while for 2P reserves it is $5.2 billion, translating to over $27 per share after deducting year-end net debt [11] Company Strategy and Development Direction - The company is focused on integrating the Westbrick acquisition to enhance operational scale and improve full cycle margins in the Deep Basin [24][40] - The strategy includes significant investments in growth projects in Germany, Croatia, and the BC Montney, which are expected to contribute strong free cash flow in future years [7] - The company aims to double its current European 2P gas reserves through successful development of follow-up locations identified in Germany [21] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the operational scale achieved, with 80% of production and 70% of capital investment directed towards the global gas portfolio [32] - The company anticipates strong demand dynamics for gas in the coming decades, particularly in Europe, where it expects to maintain pricing advantages [33] - For 2025, the company forecasts annual production between 125,000 to 130,000 BOEs per day, with capital expenditures of $730 million to $760 million [34] Other Important Information - The company successfully executed a $623 million E&D capital program within budget, focusing on new growth projects [7] - The company has launched a process to divest non-core assets to accelerate deleveraging efforts, with strong interest in these high-quality assets [30] Q&A Session Summary Question: Can you provide insight into the German gas exploration program and expected flow rates? - Management expects first production from the Osterheide well in Q2 2025, initially rate-restricted to 3-5 million cubic feet per day due to capacity constraints [47] - For the Wisselshorst well, initial tie-in is expected in early 2026, with potential to increase rates significantly through debottlenecking [49] Question: What is the status of the sales process for Saskatchewan and Wyoming assets? - The formal sales process is well-advanced, with management presentations ongoing and strong retention value for the assets [54] Question: What are the next exploration wells planned in Germany? - The company plans to drill two wells per year, with additional follow-up locations identified for future drilling [60] Question: How do the Westbrick assets compare to existing Deep Basin assets in terms of operating costs? - Westbrick assets have unit operating costs in the $650 per BOE range, compared to the company's existing assets at $750 per BOE [72] Question: What is the potential impact of U.S. tariffs on Canadian energy? - Management does not expect a material impact on cash flows due to diversification and operational scale, with over half of revenues coming from outside Canada [110] Question: Why does the stock seem impacted by oil price movements despite being a global gas company? - Management attributes this to timing issues related to recent acquisitions and ongoing developments, emphasizing the company's strong positioning in gas markets [120]

2 2 • Production exceeded the mid-point of initial guidance • Generated $1.2 Billion of FFO ($7.63/share) and $583MM of FCF ($3.69/share) o Second strongest year on record • Invested $623MM of E&D capex, within budget o Included significant investment in future FCF generating projects in Germany, Croatia, and BC Montney • Returned ~10% of market capitalization to shareholders via dividends and share buybacks o Reduced share count by 5% in 2024 o Announced fourth consecutive dividend increase 2024 RESERVES - ...

Group 1 - Vermilion Energy is a Canadian oil and natural gas producer with significant production from Europe and Australia, expecting up to 50% of funds flow from international assets due to superior margins [1] Group 2 - The investment strategy focuses on turnarounds in natural resource industries with a typical holding period of 2-3 years, emphasizing value for downside protection and upside participation [2] - The portfolio has achieved a compounded annual growth rate of 26% over the last 6 years [2]

Core Viewpoint - Vermilion Energy reported a quarterly loss of $0.09 per share, significantly missing the Zacks Consensus Estimate of $0.36, and down from earnings of $0.95 per share a year ago, indicating a -125% earnings surprise [1] Financial Performance - The company posted revenues of $360.48 million for the quarter ended December 2024, surpassing the Zacks Consensus Estimate by 0.60%, but down from $384.17 million year-over-year [2] - Over the last four quarters, Vermilion has not surpassed consensus EPS estimates and has topped consensus revenue estimates only once [2] Stock Performance - Vermilion shares have declined approximately 18.2% since the beginning of the year, contrasting with the S&P 500's decline of -1.8% [3] - The current consensus EPS estimate for the upcoming quarter is $0.38 on revenues of $433.37 million, and for the current fiscal year, it is $0.55 on revenues of $1.81 billion [7] Industry Outlook - The Oil and Gas - Exploration and Production - International industry is currently ranked in the bottom 31% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Vermilion's stock performance [5][6]

[Filing Information](index=1&type=section&id=Filing%20Information) This section provides administrative details of the Form 6-K filing, including registrant identification and signature information [Report Identification](index=1&type=section&id=Report%20Identification) This section details the administrative information of the Form 6-K filing, identifying Vermilion Energy Inc. as the registrant and specifying the filing type - **Filing Type**: Form 6-K, pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934[1](index=1&type=chunk) - **Registrant**: Vermilion Energy Inc[1](index=1&type=chunk) - Annual reports are filed under cover of Form 40-F[1](index=1&type=chunk) [Signatures](index=3&type=section&id=Signatures) The report was duly signed on behalf of Vermilion Energy Inc. by Lars Glemser, VP and Chief Financial Officer, on March 5, 2025 - **Signed by**: Lars Glemser, VP and Chief Financial Officer[5](index=5&type=chunk) - **Date of Signature**: March 5, 2025[5](index=5&type=chunk) [Exhibit 99.1: News Release](index=2&type=section&id=Exhibit%2099.1%3A%20News%20Release) This exhibit contains a news release detailing the company's latest cash dividend announcement [Dividend Announcement](index=2&type=section&id=Dividend%20Announcement) Vermilion Energy Inc. announced a cash dividend of $0.13 CDN per share, payable on April 15, 2025 - Vermilion Energy Inc. announced a cash dividend[2](index=2&type=chunk) Dividend Details | Metric | Value | | :--- | :--- | | Dividend Amount | $0.13 CDN | | Payment Date | April 15, 2025 |

Core Viewpoint - Vermilion Energy Inc. reported strong operational and financial results for the year ended December 31, 2024, with significant increases in fund flows from operations and free cash flow, alongside successful exploration activities in Europe and strategic acquisitions in North America [21][25][39]. Financial Performance - Petroleum and natural gas sales for Q4 2024 were $504.4 million, compared to $490.1 million in Q3 2024 and $523.0 million in Q4 2023, totaling $1.98 billion for the year [6][7]. - Fund flows from operations (FFO) reached $1.206 billion, or $7.63 per basic share, representing a 6% increase over the prior year [7][21]. - Free cash flow (FCF) was $583 million, marking a 9% increase on a per basic share basis relative to 2023 [7][21]. - The net loss for the year was $47 million, a significant improvement from a net loss of $238 million in the prior year [7][8]. - Net debt decreased by over $110 million to $967 million, with a net debt to trailing FFO ratio of 0.8 times [7][21]. Production and Reserves - Average production for 2024 was 84,543 boe/d, with a production mix of 54% natural gas and 46% crude oil and liquids [7][21]. - Year-end proved developed producing (PDP) reserves were 168 mmboe, while total proved plus probable (2P) reserves were 435 mmboe, reflecting a reserve life index of 5.4 years and 14.1 years, respectively [7][35]. - The after-tax net present value of PDP reserves is estimated at $2.8 billion, and for 2P reserves, it is $5.2 billion, or $27.62 per basic share after deducting year-end net debt [7][35]. Exploration and Development - Vermilion executed its largest exploration drilling campaign in Europe in 2024, achieving 100% success on six exploration wells, notably in Germany [22][23]. - The Wisselshorst well tested at a restricted rate of 21 mmcf/d, with an estimated recoverable natural gas of 68 Bcf, marking Vermilion's largest discovery in Europe in the past decade [22][23][31]. - In Canada, the company expanded its Montney asset, nearly doubling production capacity to approximately 14,000 boe/d, with plans for further expansion [24][25]. Strategic Initiatives - The acquisition of Westbrick Energy Ltd. added approximately 50,000 boe/d of liquids-rich natural gas production, enhancing Vermilion's operational scale and inventory quality [25][39]. - The company launched a formal sales process for its southeast Saskatchewan and Wyoming assets, aiming to maximize shareholder value and accelerate deleveraging efforts [26][39]. - Vermilion's 2025 capital budget and production guidance have been revised to incorporate the Westbrick acquisition, with expected production ranging between 125,000 to 130,000 boe/d [7][39].

Core Viewpoint - Vermilion Energy Inc. has announced a cash dividend of $0.13 CDN per common share, payable on April 15, 2025, to shareholders of record on March 31, 2025 [1] Company Overview - Vermilion is a global gas producer focused on creating value through the acquisition, exploration, development, and optimization of producing assets in North America, Europe, and Australia [2] - The company's business model emphasizes free cash flow generation and returning capital to investors when economically warranted, supplemented by value-adding acquisitions [2] - Vermilion's operations focus on exploiting light oil and liquids-rich natural gas resources in North America, as well as exploring and developing conventional natural gas and oil opportunities in Europe and Australia [2] Corporate Priorities - The company's priorities are health and safety, environmental protection, and profitability, in that order [3] - Vermilion places a strong emphasis on the safety of the public and its workforce, as well as the protection of natural surroundings [3] - The company also emphasizes strategic community investment in each of its operating areas [3]