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VET · Vermilion Energy $12.51 -0.14 (-1.11%) 2026-SEP-18 12:48 EST

My allocationNot heldas of 2026-SEP-03 · allocation page ↗
Research: QT · SA · STK · FA1 mention
2025-JUN-12 · Cole Smead · In the Money with Amber Kanwar (YouTube podcast) · Neutralmention · ▶ 51:36 · source page ↗$7.92

In short: Not owned — consolidation reference. Just sold some assets; has a green-field heavy-oil opportunity that could be bought as heavy-oil consolidation accelerates (cash is flowing toward heavy oil). Named as the kind of asset a Strathcona could pick off.

51:36" Um, let me throw out some, you know, Vermillion just sold some assets. Okay. Um, I thought that was very interesting. Um, I think Vermillion has some assets sitting out there that could be bought, for example, that are I think if if I remember correctly in their case that they are uh they're it's a green field opportunity.

SOD $7.92

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