Vermilion Energy Inc. T.VET

This is a longer play than I thought

[prested]

Obviously I, along with others posting here, will have to reassess how long it's going to take for Vermillion to get out of the doldrums. It wont be in 2024 by the look of it, although there are no derogatory aspects to operations that I can see. They have paid down debt by half a billion and bought back shares. Quite rightly, IMO they have not increased dividends yet but concentrated on strengthening the company, despite unforeseen headwinds like windfall taxes.
  I'm still in and will remain so, but a sadder if wiser man than when I first bought in. GLTAL

[GregC24]

Won't be in 2024? 2024 should be when this thing really takes off if the current plan holds.

[mnztr]

I don't see how it happenss in 2024 TBH. We shall see. If there is a huge spike in oil prices and its not WFTed then maybe....

[Quintessential1]

LNG Canada comes online in 2024 and should raise AECO pricing through more egress. TMX finishes in 2024 and should narrow the WTI WCS discount. Wandoo is already getting  a premium to Brent at full capacity with no WFTes in Oz. TTF is is up to 50 EUR/MWH already and peak cold and demand comes in 2024 (WFTes still allow for 20% profit over base profits before they kick in and that is very

[Moemoney42]

"LNG Canada comes online in 2024 and should raise AECO pricing through more egress." Yup just read an article stating the last weld was completed Oct. 7/23 Here's an excerpt - I wonder how soon they can start to fill that pipe with product? I would think they'll have to start months in advance just to get the pressures up before they open the valves in Kitimat? Anyone have