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Vermilion Energy Inc T.VET

Alternate Symbol(s):  VET

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.


TSX:VET - Post by User

Comment by halitosis8on Mar 14, 2021 2:32pm
196 Views
Post# 32795411

RE:RE:near term quote in 4th quarter ( any thoughts on this quote)

RE:RE:near term quote in 4th quarter ( any thoughts on this quote)they did provide some pretty clear metrics.  the 2021 goal was based on $60 USD/bbl.  At that price, they projected debt reduction of $350m.  Every $1/bbl higher increases free cash flow by $17m.  So if we trend at $65, that would be $85m extra free cash flow which could be spent on any combination of debt reduction, E&D, or dividends.
That's only the oil side.  Those numbers are affected by gas prices as well.  This is where the forecast is vague because I don't see the base price for gas--only this: "+C$1/mmcf change in European natural gas = +$28MM of FCF"
So, European gas prices can either add or detract from projected free cash flow, depending on how those prices react this year.  Bloomberg is bullish on gas prices "Even with its numerous pipeline-supply options, Europe’s import dependency is rising amid falling domestic production due to aging fields in the North Sea. At the same time, trade in LNG transportable across oceans is expanding faster, driven mainly by demand in Asia."
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