Vermilion Energy: A Superb Undervalued Natural Gas Play (NYSE:VET)

Core Investment Thesis - Natural gas is becoming a globalizing commodity due to increasing LNG exports and growing demand, partly driven by the AI boom [1] Industry Focus - The primary focus is on Canadian energy, specifically oil and gas exploration, along with US players and various international energy companies [1] - The investment strategy involves identifying undervalued companies during periods of improving macro sector and fundamentals [1] Market Dynamics - There is a combination of increased market interest and deep value in the energy sector, indicating potential investment opportunities [1]