LM Asset Management, Inc. increased its stake in Vermilion Energy by 830,600 shares in the fourth quarter; the estimated trade size was $6.86 million based on quarterly average pricing. The quarter-end value of the position rose by $8.46 million, reflecting both trading activity and stock price movement.
Vermilion is a global gas producer exposed to strengthening European and Canadian gas prices, but the share price has not yet responded to these drivers. The company is undervalued relative to its peers on a cash flow and reserve value basis. Substantial cost savings are expected in 2026 from operational efficiencies arising from integrating a recent acquisition.
Vermilion Energy is rated a Strong Buy, trading at a significant discount to intrinsic and book value with solid asset quality and an improving balance sheet. VET's portfolio rebalancing, US exit, and focus on Montney, Deep Basin and European assets support long-term free cash flow and debt reduction. The company maintains a ~4.5% dividend yield, with plans to increase it by 4% early in 2026, prioritizing balance sheet strength and opportunistic buybacks.
Increased holding by 350,000 shares, adding $3.01 million in position value Change equals 1.03% of 13F reportable assets under management (AUM) (rounded from 1.0348%) New stake: 870,492 shares valued at $6.80 million Represents 2.6% of fund AUM, which places it outside the fund's top five holdings These 10 Stocks Could Mint the Next Wave of Millionaires ›
CALGARY, AB , Dec. 17, 2025 /PRNewswire/ - Vermilion Energy Inc. ("Vermilion" or the "Company") (TSX: VET) (NYSE: VET) announces that it has filed an early warning report (the "Early Warning Report") in respect of its holdings in Coelacanth Energy Inc. ("Coelacanth"). On December 17, 2025, Vermilion sold 26,000,000 common shares ("Common Shares") of Coelacanth through privately negotiated transactions with various sellers, at a price of $0.76 per Common Share for a purchase price of $19,760,000 (the "Transactions"), representing an amount equal to more than 2% of the issued and outstanding Common Shares thereby triggering the requirement to file the Early Warning Report.
Vermilion, VAALCO and Genel Energy have been highlighted in this Industry Outlook article.
VET, EGY and GEGYY stand out with focused strategies and improving fundamentals amid a bearish Zacks Oil and Gas - International E&P industry backdrop.
Vermilion Energy Inc. (VET:CA) Analyst/Investor Day Prepared Remarks Transcript
CALGARY, AB , Dec. 10, 2025 /PRNewswire/ - Vermilion Energy Inc. ("Vermilion", "We", "Our", or the "Company") (TSX: VET) (NYSE: VET) is hosting an Investor Day at 9:00 AM MT (11:00 AM ET) today, December 10, 2025. The event will feature presentations by senior management, providing insight into our repositioned global gas portfolio and our outlook for the Company.
CALGARY, AB , Dec. 8, 2025 /PRNewswire/ - Vermilion Energy Inc. ("Vermilion" or the "Company") (TSX: VET) (NYSE: VET) announces that it has filed an early warning report (the "Early Warning Report") in respect of its holdings in Coelacanth Energy Inc. ("Coelacanth"). On December 8, 2025, Vermilion sold 30,000,000 common shares ("Common Shares") of Coelacanth through a privately negotiated transaction with a group of purchasers, acting jointly and in concert, at a price of $0.76 per Common Share for a purchase price of $22,800,000 (the "Transaction"), representing an amount equal to more than 2% of the issued and outstanding Common Shares thereby triggering the requirement to file the Early Warning Report.
