Vermilion Energy Inc T.VET

Alternate Symbol(s): VET

Energy Oil & Gas E&P

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.

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Vermilion Energy Inc > Impact of EU Gas Premiums

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Comment by Konaboyon Nov 21, 2021 4:33pm

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Post# 34151044

RE:Impact of EU Gas Premiums

Sigh ... now if I could only get the image to post ...

Konaboy wrote: One of the tailwinds for this stock is supposed to be the UE gas sales, so I took a shot at ballparking the incremental revenues that one might be looking at in 2022. This is my first time diving into O&G reporting and hedging statements, lots learned and lots more to learn. Realized the myriad of factors that can contribute to just the gross revenue side of the business, given fluctuating market price and hedging, and in this case oil and gas sales in multiple markets. Tons of variables here, I did roll back forecasted EU pricing on the assumption that either NS2 opens up (could push prices much lower) or just the winter demand panic abates. Bottom line, a bit of bump to revenue if the delta can hold for a year, but overall not as much as I think people are giving weight to, and it could disappear the second NS2 comes on line.