Vermilion Energy Inc. T.VET

Alternate Symbol(s): VET

Energy Oil & Gas E&P

Vermilion Energy Inc. is a Canada-based international energy producer. The Company seeks to create value through the acquisition, exploration, development, and optimization of producing assets in North America, Europe, and Australia. Its business model emphasizes free cash flow generation and returning capital to investors when economically warranted, augmented by value-adding acquisitions. The Company’s operations are focused on the exploitation of light oil and liquids-rich natural gas conventional and unconventional resource plays in North America and the exploration and development of conventional natural gas and oil opportunities in Europe and Australia. The Company operates through seven geographical segments: Canada, the United States, France, Netherlands, Germany, Ireland, and Australia. In Canada, the Company is a key player in the highly productive Mannville condensate-rich gas play. It holds a 100% working interest in the Wandoo field, offshore Australia.

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Vermilion Energy Inc. > Q2 - Before Market - August 16.

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Comment by Oldnaggeron Jul 18, 2021 2:50pm

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Post# 33567047

RE:RE:RE:RE:RE:RE:RE:RE:Q2 - Before Market - August 16.

My exact numbers , I got $4 per share FCF for a 15% return . that equates to a share price of $26 . Like I said previously several times todays price.

Now that Opec has ironed out their difficulties we should be able to look forward to a large rise in the share price

halitosis8 wrote: the last time I crunched the numbers, I left out the hedges
WTI sensitivity $1 = 17 million. 2021 hedge =22%, so $1= $13.26 million after hedgeing
assume $12 over base, $159.12 milliion for 2021; and $204 million for 2022 (no hedge)
base = $350 million + 159.12
so WTI=
$509.12 million in 2021,
$554 million in 2022

then there is gas on top of that

euro gas sensitivity is $7 million per .25 for increase.
TTF base = $7.54, spot = $11.72. about $60 million unhedged;
$16.8 million hedged for 2021
$39 million hedged for 2022

NA gas
base = $2.87 AECO; spot = $3.153
sensitivity is .$25 = $13.1 million unhedged;
= $14.41 million unhedged, or
2021 hedged upside= $7 million
2022 hedged = $9.3 million

2021 = $350 milion base + WTI $159.12 + Euro $16.8 + NA $7= $532.92 million FCF
2022= $350 million base + WTI $204 + Euro $39 + NA $9.3= $602 million FCF

these are all really really roughed out numbers based on current prices which can swing pretty wildly. My margin of error due to incompetence is huge, so wait for someone like Oldnagger to review this.