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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 PipelessPauperon Oct 08, 2021 10:26pm
185 Views
Post# 33991261

RE:RE:RE:RE:RE:RE:RE:RE:$13.77 ??

RE:RE:RE:RE:RE:RE:RE:RE:$13.77 ??Good post!!

sclarda wrote: Tommy123 wrote

Agreed. They need to pay off all of the debt before ANY dividend is announced IMO. And that'll take years, even with today's energy prices. 

sclarda wrote: JoeDev wrote

This is a Great company and Honestly , being a manager for 38 yrs I admire Management for postponing the dividend til they get their debt in order. Thats what good Management does. No one could have predicted Covid and oil selling for a negative price as it did one day. Besides dividend payers don't go up as fast as this one. You'll get 100 times the dividend in the share price when this starts up again. But their might be a lull in the share movement for a bit, so what.

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The fact is that the old management of VET payed out well over $400 million Cdn. in dividends for over 5 years from around 2015 when oil collapsed from around $100 to the $45 to $60 range where it remained for 5 years.  If the dividend would have been cut in half when oil collapsed to $50 all those years ago VET would now have aprox. $1 billion less in debt than it currently has and would have sailed through Covid without a problem.

The only protection against a collapse in oil prices these type of oil producers have is to have their debt under control when oil prices collapse.  

New management seems to understand this and are getting their finances under control and debt payed down over the last year or so with the cooperation of current high oil prices. Hopefully when they do announce a dividend it is a relatively small one and they use the rest of their large cashflow to pay down debt and buy new properties.

VET was once a market darling and if they keep doing what they are doing and oil prices cooperate the market will soon start to notice the debt disappearing and the huge cashflow piling up.

Judging from the shareprice that realization has been happening for awhile.
 
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  Yes they need to pay off all their debt just like all the other oil companies. Except the vast majority of oil companies have plenty of debt.  The problem is that VET and many others had to much debt especially with low oil prices. Now with high oil prices they have debt under control and are rapidly paying it down.

When they have debt down to a reasonable level which wont be long they can then pay a small dividend while still paying down debt at a lower rate. The idea is to have debt under control and then keep chipping away at it every year.  When they have lowered debt further in the next year or two they can raise the dividend. With VETs current cashflow they can easily pay a nice dividend while still paying down debt any buying other properties.

You have done nothing but bad mouth this company in every post trying to scare investors. It doesnt appear to be working to well as the shareprice is up 75% in the last month and a half.

Sounds like your short is squeezing  your shriveled little balls. It will soon get a lot worse for you no matter how much b.s. you post on this board.

Couldnt happen to a more deserving fellow.



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