Vermilion Energy: A Superb Undervalued Natural Gas Play
2026-02-06 03:35:35 ET
Investment Thesis
The basic investment thesis is that natural gas is a globalizing commodity thanks to more and more LNG exports with growing demand. The demand is in part because of the AI boom. Producers in Western Canada are used to extremely low AECO gas pricing, even compared to US producers who receive Henry Hub pricing. On the other hand, European gas prices (based on TTF ) are much higher. Currently between three and four times US pricing....
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Vermilion Energy: A Superb Undervalued Natural Gas PlayNASDAQ: VET
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