Vermilion Energy: A Simpler Story With The Same Strong FCF

Core Viewpoint - Vermilion Energy is a Canadian Oil & Gas Exploration and Production company with a focus on natural gas, producing approximately 85,000 barrels of oil equivalent per day [1] Company Overview - Vermilion Energy operates in Canada, the US, Europe, and Australia [1] - The company has recently completed the acquisition of Westbrick, enhancing its operational capabilities [1] Investment Focus - The company is currently shifting towards smaller cap names and is particularly interested in cyclical companies that have the potential for re-rating [1] - There is a strong attraction towards the mining and oil sector, indicating a strategic focus on these industries for future growth [1]