Vermilion Energy Inc T.VET

September presentation

[Abedim15]

https://www.vermilionenergy.com/files/Vermilion_Energy_-_Corporate_Presentation_-_September_2022.pdf

[galaxyr]

I see that the analyst consensus for 2023 has increased from FCF of $1.8 Billion to $1.9 Billion when comparing Aug to Sept presentations. I also noted the share buybacks have increased since the last presentation Aug 1.5 million shares repurchased to 1.8 million in Sep presentation. Lastly Europe Gas/oil account for 69% of FCF up from 67% in Aug presentation Anyone else see anything else worth

[Oldnagger]

Sometimes , it is what is not stressed which is the most important. That thing is of course the fall off in Euro gas hedges over time. We are looking at potentially another 1.5 to 2.0 million dollars per day in extra FCF later in 2023 https://www.vermilionenergy.com/files/1._July_2022_Hedge_Disclosure.pdf

[stockmarket1]

And, according the to figures shown, $30 seems to be the average / base price for share repurchase. So far, that is. $30 would be an ideal new base line share creation imo.