Vermilion Energy: A Solid Q3 2025 And An Appealing Valuation Using Conservative Energy Price Assumptions

Company Overview - Vermilion Energy Inc. (VET) is a Canadian oil and natural gas producer, with the majority of its production in Canada, complemented by higher-margin production in Australia and Europe [2][3]. Investment Strategy - The company focuses on turnaround investments in the natural resource sector, emphasizing value to provide downside protection while still allowing for significant upside potential [1][3]. - The investment portfolio has achieved a compounded annual growth rate of 34% over the past seven years, indicating strong performance in the sector [1]. Market Conditions - The current investment focus is driven by favorable monetary and fiscal policies, underinvestment in the sector, and attractive valuations, which present opportunities for investors [3].