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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 PipelessPauperon Oct 16, 2021 3:29pm
281 Views
Post# 34013773

Why I have SO MUCH VET.to

Why I have SO MUCH VET.to

Why I have so much VET.to


(I own 14 EPS, but VET is by far the biggest holding)

I think the Div. will be reinstated in conjunction with Q4 dropping
 
so March 2022
 
 
the reason why i have so much VET (348,000 shares) is I expect the DIV to be MASSIVE
 
 
Briefly-
from their slides all in cash cost ~ $42 / boe
 
~ 86,000 boe/d for last ER - (31,390,000 / Year)
 
 
On 162 mm shares o/s, and $80 oil ...
that's ~ $1,192,820,000 FFO / year
Then $375mm capex
so approx $800mm FCF
 
Mkt cap is $2.15 billion
That's a 38% FCF Yield at $80 oil.
 
 
on 162mm shares, you're looking at $7.36 in annual divs (at $80 oil), if they paid all FCF as a Div.
 
 
on 350,000 shares, I could be looking at a $2,577,080.25 annual salary
 
Some would argue i'm being optimistic -- and I am if $80 doesn't hold
BUT we ARE in an energy crisis
 
 Personally i think oil prices go MUCH higher .... so the Div. could be STUPID HUGE
 
You have the framework, i'll let you put the #'s  in for commodity prices 
 

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