Vermilion Energy Inc T.VET

Eric Nuttall now is the 2nd largest shareholder in Vermilion

[galaxyr]

Just 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

[Quintessential1]

He also deals quite neatly with the effect  of the windfalltax which he says he has conservatavely allowed for.   No mention of cap-ex offsets or reinvestment capital negotiations which could reduce the windfall tax further but all in all a good analysis. GLTA

[McRambus]

Who listens to that fool Nuttal anyway?  He is now championing VET, after hating it for years, simply because he got sucked into the cheap valuatiuon and took a large position at much higher prices and now is trapped like a rat, like many shareholders of this turd. So of course his position is now positive, even with a windfall tax lol sucking away most of the FCF. Total joke. Trapped like a

[Quintessential1]

Yeah we should listen to you instead.  A know nothing underwater idiot.   GLTA...even you moron. 

[McRambus]

Hahaha...Your insults to me fall on deaf ears. I know you are angry, if it makes you feel better keep up your insults. loollllllllllllll You have invested in a turd. So has Nuttall. Not my fault!! Are you trapped like a cockroach like Eric the fool? He's hated VET for years, never anything pleasant to say, then he gets in just in time for the collapse. Now it's a 'great buy' and

[Quintessential1]

Just like your financial advice falls on deaf ears. The only one losing here (everywhere I am sure) is you, McRambum. GLTA even the underwater tool.

[Goldziggy]

When he says buy its time to get out haha. never fails

[Paray99]

I believe Nuttal in this one and can see huge upside for VET, starting next week. I am not much concerned on this temporary local dips, as it will gain momentum to go much higher. Looks like the windfall tax is bit misleading investors, that is nothing with current cash flow.

[stockmarket1]

I wasn't able to watch Eric live on BNN but I viewed to recorded segment. Yes, finally nice for him to be on the good side on VET, however, he did mention that he's in it for a " tactical trade ". Of course, that may change as time goes on given the events he mentioned. But, again, its good he's the 2nd largest shareholder. 2 thumbs up on that.