Vermilion Energy Inc. VET

os is Q3 the current expectation for debt target?

[mnztr]

But then again will they end up buying CEI and kick that 1 more year into the future?

[Pandora]

What might they pay for it?? More than the current 80 cents?

[mnztr]

Difficuit to say as there is clearly a lot of investment to be done to get it producing. But even at market its 422m market cap. 

[Moemoney42]

They already own 22% of it so another $330 million would buy it and depending on its profitability, it might be a wise idea to gobble it up before it gets too expensive..? The metrics and balance sheet are clean.. Quote: Financial "Coelacanth estimates that it had approximately $67-million of positive working capital and no debt at the end of 2023. Financing of its budget is anticipated

[Quintessential1]

As a number of analysts have made VET's larger than forecasted reserves depletion an issue I would say sooner than later. CEI will have about 6000 boe/d of NG, oil and condy production online this time next year with the TMX, and LNG Canada both expected to be operational.  I doubt CEI will get much cheaper than during the doldrums of the approaching spring break up and as long as VET