Eric Nuttall now is the 2nd largest shareholder in VermilionJust reviewed the BNN Marketcall show. At the 8 minute mark Eric discusses Vermilion Energy and that is underpriced and oversold as people can't wrap their heads around the Windfall tax. He mentions he (ninepoints) are now the 2nd largest shareholder in the company.
He states Vermilion has a 45% free cash flow at $100 WTI and currently has around a 37% free cash flow yield at $80 WTI.
He also talks about the natural gas in Europe being in high need until 2024 and beyond.
I believe he also gave Vermilion a 3x multiple
https://www.bnnbloomberg.ca/market-call/full-episode-market-call-for-friday-november-25-2022~2566073