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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

Post by mnztron Aug 17, 2021 1:25pm
259 Views
Post# 33717583

Explaination of hedging losses

Explaination of hedging losses
The huge losses in hedging do look terrible. But this is what are. What VET has sold is similar to calls on natural gas, so they have sold forward contracts and 5-, 6, 7 $ into middle of next year covering 70% of that production. Those contracts are now MASSIVELY underwater as Euro NG is in the $20 range. But they do not represent a cash loss. All it means is that VET will have to deliver gas at that price, and the loss represent to a large degree, what they might lose out on their selling price vs market price if prices stay as high as they are today. As the calls expire and gas is delivered, this will wind down and no actual money will have to be paid by VET. Its also possible VET did purchase PUTs but in either case the outcome is roughly the same.
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