Vermilion Energy Inc VET

FFO says it all - based on Q3 Numbers - Its a Steal

[MyHoneyPot]

FFO is a good measure because it represents a good measure of the companies ability to generate cash from operations. 

In Q3 VET FFO was 272.8 million  (anualize) that it roughly 1.091 billion dollars. 

Vet current market cap is approxmatly 2.2 billion dollars

VET is trading at approximately 50% FFO for every dollar you invest in VET

Compare that to ARX

In Q3 ARX FFO was 586.08 million anualized roughly 2.344 billion dollars.

Arc current market cap is roughly 15.11 billion dollars.

ARX is trading at approximately 15.5% FFO for every dollar you invest in ARX

So for every dollar invested VET is throwing off significanly more FFO than ARX resources and industry darling. Pretty well 3X the FFO per dollar invested when compared to ARX. Using Q3 numbers. 

VET is not just a bargin, its a steal. 

IMHO
MHP

[MyHoneyPot]

FFO is also a good measure regarding the value of your share buybacks.  Essentiall for every dollar that VET spends in Share Buybacks it gett 100% of in back in two years in the form of  (FFO)  that drives a thesis for a compelling share buyback. So if they buyback 160 million dollars of Vet stock in 2024, you would have increased funds flow on a pershare basis in 2025 of 80

[Quintessential1]

Actions speak louder than words poo pot.  ;-) (244) ••• Post by MyHoneyPoton Nov 18, 2024 2:08pm 138 Views  Post# 36318373 The cup is full, where do we sprinkle the Water.   Before we go any futher i am loading up here on POU https://stockhouse.com/companies/bullboard?symbol=t.pou&postid

[MyHoneyPot]

I am loading up here as well....

[Quintessential1]

Well good for you poo pot.  I hope you're using your ARX profits for that as YTD ARX is outperforming both of them put together even with POU's recent large core asset sale.  ;-) GLTA  

[MyHoneyPot]

You must like my investments, you keep following me around. Pretty soon i will start charging you.  VET is on the right side of the LNG trade, no one in Europe shuts in gas, and its currently trading for 17 dollars. Guess what no emissions cap and no production cap and no carbon tax, all good things for VET. Like we saw last quarter it really doesn't matter how  many boe's you

[Quintessential1]

Uh huh...matters to who? Like we saw last quarter it really doesn't matter how  many boe's you produce. What matters is your gas marketing strategy, ARX YTD share price +30% VET YTD share price  -11% TOU YTD share price  +5% POU YTD share price +18%  KEL YTD share price +17% Not mr market Mr market doesn't care about marketing strategy he just cares about how

[MyHoneyPot]

Gas Market Strategy, really sets the coporate price for gas futures, the price gas companies sell for. That why when they release their earning they alway include the corporate realized price for their Natural gas.  ARX Price  $1.78 mcf TOU Price  $3.19 mcf NVA Price  $1.92 mcf VET Price  $6.57 mcf The price you sell your production for directly impacts FFO, and that is

[Quintessential1]

I never ARX is what you should be buying. You should buy VET and lots if it.   Buy more VET and less POU and KEL. But if you're going to say ARX management has done a lousy job I', going to point out that you don't know what you're talking about and just maybe made a lucky pick with VET. Maybe you don't know what you're talking about but followed me here

[MyHoneyPot]

How you evaluate a corporation is doing a good job, is that you have to look at the assets they have to work with. Arc has Kakwa that produced 70% of its CF last quarter, and that is a great asset. However the gas assets are postage stamp in my opinion. In any case the ability to get proper market pricing is a corporate responsibility and key to the business strategy. (Not Operational) If they

[Quintessential1]

How you evaluate a corparation is doing a good job is by looking at how much money they have made for their investors,  period.  That is their sole job. ARX YTD share price +30% VET YTD share price  -11% TOU YTD share price  +5% POU YTD share price +18%  KEL YTD share price +17% This year ARX made more money for their investors (me ;-) ) than any other. GLTA longs

[MyHoneyPot]

la la la la la Fundamentals and key metrics don't matter... Follow the Herd? MHP IMHP

[Quintessential1]

Follow the money...honey ;-) Should be easy for you to remember poo! GLTA Longs

[Quintessential1]

Why do you really need to come to the VET board and tell us ARX is what we should be buying, i can tell you why i would not buy it    Come to the VET board, like it isn't a mouse click away. Anyway I never said you should buy ARX.  I mouse clicked over to the POU board and told them THEY should buy ARX because POU just sold about evry flowing barrel of production they have to

[MyHoneyPot]

Looking at the metrics, and fundementals for the stock, is usually what drives share pricing and the companies evalualtion. It should be a reflection of FCF, Profit, and share holder returns.  Looking at fundementals some people don't like to "La La La", however it really does make the case to invest in VET even more compelling because you can only make money when the

[Quintessential1]

So ARX's fundamentals must have been really really good for them to outperform these: ARX YTD share price +30% VET YTD share price  -11% TOU YTD share price  +5% POU YTD share price +18%  KEL YTD share price +17%  Buy VET... good fundamentals...lousy share price.  ;-) GLTA Longs