Vermilion Energy Inc T.VET

Perspective

[PipelessPauper]

The S&P O&G sector $895 B value & sales of $720 B.
$FB valued at $990 B & sales of $86 B.
$AAPL valued at $2.4 TR & sales of $246 B. $TSLA valued at $700 B & sales of $31 B. $AMZN valued at $1.7 TR & sales of $386 B.

[mnztr]

Without margins and trends this is not useful perspective. For example. TSLA, today only abour 2-3M evs sold a year globally out of 100M cars. What does that tell you about the potential. Oil consumption is not gonna double or grow siginificantly, maybe 15-25% in the next 10 years but it may also fall. Margins are another thing, what are the margins?

[Tommy123]

This post has been removed in accordance with Community Policy

[mnztr]

Even if the the Libs win EVERY SEAT that is not gonna happen. There is no way to supply these vehicles in the near term, the industry is still ramping up. Also Canada is a tiny portion of global oil consumption. Cars last a loooooooong time so there will be gas cars on the road for quite a while.

[Tommy123]

This post has been removed in accordance with Community Policy

[Tommy123]

This post has been removed in accordance with Community Policy

[stockmarket1]

By 2030? I highly disagree with that lol. Too bad you won't be around here so we can prove you wrong. 

[mnztr]

I would not rule it out, but at this point is not 100% clear the supply and tech will advance enough.

[stockmarket1]

The infrastructure for electric vehicle across Canada is still in it's infant stage. More than a decade away tbh.  And what? People who buy new cars --- lets say --  2025. You actually think that they will just give back a new car that's just 5 years old? Gas stations will all of the sudden vanich in 2030 lol. Get real! Don't believe everything you read.  Also, who'

[Tommy123]

This post has been removed in accordance with Community Policy

[Pandora]

What I am surprised at is this far into the Tesla world is that nobody has come out with a noise maker to attach that will make a Tesla have that deepthroated 4 barrel rumble as it accelerates down the street like a Shelby GT500 Mustang. All the young guys just love that noise and having complete silence when you push the pedal to the metal just doesn't make the grade. Used to spend a fortune

[stockmarket1]

And for the record.....my next vehicle purchase will be electric because that'll be last well into my retirement which is still a few years away.  I think, Electic Cars take almost zero money to maintain? Yes or no? No gas, no visits to a mechanic etc. ?   

[Tommy123]

This post has been removed in accordance with Community Policy

[mnztr]

Not true, all the suspension and brakes are there, although u can use the brakes less, but if you use them too little they rust. Also you still have a differential, and half shaft. Newer EVs will also have a 2 speed transmission (10% more efficiency). While there are fewer moving parts, there are some VERY expensive non moving parts that handle high current loads. There are rectifers charging

[stockmarket1]

its not 2030 ....2035 - 2040.  https://www.nrcan.gc.ca/energy-efficiency/transportation-alternative-fuels/zero-emission-vehicle-infrastructure-program/21876

[Tommy123]

This post has been removed in accordance with Community Policy