Vermilion Energy Inc. T.VET

Q2 - Before Market - August 16.

[cleareye]

The Vermilion Energy Website states that Q2 results will be presented on August 16th before market opens. I wrongly thought that it would be near the end of July in a post yesterday.

Have a good weekend.

cleareye.

[madrock]

It usually would be end of July. I'm kinda hoping it's delayed to announce a small dividend return. Just extra time reviewing their numbers. Jmo

[stockmarket1]

As great as it would be, I'm expecting a return sometime I'm mid 2022. Providing the prices stay strong throughout the remaining year. This upcoming 2nd earnings date imho is crucial. Why? Everyone, I think, is expecting debt to be paid down at a feasible level just from what the numbers are being thrown out. What I've been reading ---as all of you --- is north of 350 million FCF. Some

[PipelessPauper]

“north of 350 million FCF” for Q2, it the year? btw - this is from July Presentation :

[PipelessPauper]

Whoops the screen shot I took didn’t show but what it shows is ~ $480 mm FCF at current product prices.

[stockmarket1]

Thx. There you go.... $480 million. That's a lot imo. Curious how much of that will go towards debt? All of it?

[PipelessPauper]

Ding Ding Ding! Al of it is right .... also, that was annually too. How much FCF they expect in 2021 Remember oil prices were under $60 until Mar, if VET were to get a steady 12 months of 70+, they could do likely $550mm  and close to $800 mm above $80 for 12mo strait. One  can dream ... but based on the record draw and decline of DUCs reported last week.... This stock is going

[PipelessPauper]

***** $100 oil I meant

[halitosis8]

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

[mnztr]

Why do you assume their 17m sensitivity figure would not include some hedging. Also hedging can also yield fcf.

[halitosis8]

re: "Why do you assume their 17m sensitivity figure would not include some hedging" I made that mistake last time and two people caught it.  Oldnagger even cited the source: * Annual unhedged FFO sensitivity based on current 2021 production guidance. [page 31]

[mnztr]

ahh thx

[Oldnagger]

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  

[stockmarket1]

Which should be this week coming since it's been wacked enormously without justice imho. But knowing this manipulated stock.... It'll lag like a slug. No problem taking the share price down --- with ease ---but the upswing?...getting blood from a rock.

[Oldnagger]

I believe that when Opec stated that they would increase supply by 400 kbpd each month they knew that this estimate would be very conservative compared to rising global demand. The fact that the market was weak on Friday was concerning , as Sundays meeting was known and people usually don't have meetings without already knowing they will have something positive to announce. So Monday maybe a