Vermilion Energy Inc. Reports Strong Q3 2025 Results, Lowers 2025 Cost Guidance, Releases 2026 Budget and Announces Planned 4% Dividend Increase
Q3 2025 Financial Performance: Vermilion Energy reported strong Q3 2025 results with $254 million in fund flows from operations and a free cash flow of $108 million, while reducing net debt by over $650 million since Q1 2025.
Operational Highlights: The company averaged production of 119,062 boe/d, with significant contributions from both North American and International assets, and successfully executed a drilling program in the Deep Basin and the Netherlands.
2026 Budget and Guidance: Vermilion's Board approved a capital budget of $600 to $630 million for 2026, focusing on gas assets, with expectations of annual production between 118,000 to 122,000 boe/d and a planned 4% increase in quarterly dividends.
Outlook and Strategic Focus: The company aims to optimize its operations amid fluctuating gas prices, with a focus on maintaining financial discipline and enhancing capital efficiencies, positioning itself for long-term success in the global gas market.
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Vermilion Energy Sells 26M Coelacanth Shares for $19.76M to Reduce Debt
- Share Sale: On December 17, 2025, Vermilion Energy sold 26 million common shares of Coelacanth through privately negotiated transactions at $0.76 per share, raising $19.76 million and triggering the requirement for an Early Warning Report.
- Ownership Change: Prior to the transactions, Vermilion held approximately 15% of Coelacanth's shares, which decreased to 10.2% post-sale, reflecting the company's commitment to its debt reduction strategy.
- Debt Management: This share sale is part of Vermilion's priority to reduce debt, aimed at enhancing business resilience, with potential future adjustments to its investment in Coelacanth based on market and economic conditions.
- Compliance Reporting: The news release complies with National Instrument 62-103 requirements, with the Early Warning Report filed on SEDAR+, ensuring transparency and regulatory compliance.
Vermilion Energy Sells 26M Shares of Coelacanth for $19.76M
- Share Sale: On December 17, 2025, Vermilion Energy sold 26 million shares of Coelacanth through privately negotiated transactions at $0.76 per share, raising $19.76 million to reduce debt and enhance business resilience.
- Ownership Change: Prior to the sale, Vermilion held approximately 15% of Coelacanth's shares, which decreased to 10.2% post-transaction, indicating a strategic shift in the company's investment portfolio to mitigate market volatility.
- Future Investment Plans: Vermilion will continue to review its holdings in Coelacanth and may adjust its investment based on market and industry conditions, demonstrating the company's adaptability to changing market dynamics.
- Compliance Reporting: This transaction complies with National Instrument 62-103's early warning system requirements, with Vermilion filing the necessary report on SEDAR+ to ensure transparency and regulatory compliance.
Vermilion Energy Offloads More Common Shares of Coelacanth Energy
Vermilion Energy's Share Sale: Vermilion Energy Inc. sold 26 million common shares of Coelacanth Energy Inc. for $0.76 per share, totaling $19.76 million, which required disclosure due to the sale exceeding 2% of Coelacanth's shares.
Post-Sale Shareholding: After the sale, Vermilion's stake in Coelacanth decreased from approximately 15.0% to 10.2%, holding 54.18 million shares.
Sale Restrictions: Vermilion is restricted from selling more than 4 million of its remaining shares without Coelacanth's consent, as per the terms of the amendment.
Disclaimer: The views expressed in the article are those of the author and do not necessarily reflect the opinions of Nasdaq, Inc.
Zacks Industry Forecast for Vermilion, VAALCO, and Genel Energy
Industry Challenges: The Zacks Oil and Gas - International E&P industry is facing significant challenges due to volatile commodity prices, geopolitical risks, and declining earnings expectations, resulting in a low industry rank and underperformance compared to the broader energy sector.
Capital Discipline: Many international E&P operators are focusing on cash flow stability and disciplined capital spending, which enhances resilience against market volatility and improves financial health, despite delayed project timelines affecting growth.
Stock Recommendations: Investors may consider Vermilion Energy, VAALCO Energy, and Genel Energy for their focused strategies and improving fundamentals, even as the industry outlook remains cautious.
Valuation Metrics: The industry is currently trading at a lower EV/EBITDA ratio compared to the S&P 500, indicating modest valuations, but risks remain high due to the debt-laden nature of these companies and the uncertain macroeconomic environment.
Vermilion Energy Hosts Investor Day to Showcase Global Gas Portfolio
- Investor Day Event: Vermilion Energy is hosting an Investor Day on December 10, 2025, starting at 9:00 AM MT, showcasing the company's repositioned global gas portfolio and outlook, aimed at enhancing investor confidence and attracting more attention.
- Management Presentations: The event will feature presentations by senior management, providing in-depth insights into the company's strategy, helping investors understand its positioning and future growth potential in the global gas market.
- Live Webcast Available: The Investor Day will be conducted via live webcast, accessible to all interested participants, which enhances information transparency and broadens participation, reflecting the company's commitment to investor communication.
- Recording Replay Service: After the event, participants can access a recording by calling designated numbers, ensuring that investors who could not attend live can still obtain key information, further improving interaction between the company and its investors.
Vermilion Energy Hosts Investor Day Today, Showcasing Global Gas Portfolio
- Investor Day Event: Vermilion Energy is hosting its Investor Day today, December 10, 2025, at 9:00 AM MT (11:00 AM ET), showcasing its repositioned global gas portfolio to enhance investor confidence in the company's future direction.
- Management Presentations: Senior management will provide insights into the company's outlook, helping investors understand its strategic focus on liquids-rich natural gas and conventional natural gas operations in Europe.
- Live Webcast Availability: The event will be accessible via a live webcast, ensuring transparency and broad participation from interested stakeholders, which is crucial for maintaining investor relations.
- Replay Arrangements: After the event, participants can access a replay by calling designated numbers, ensuring that those unable to attend live can still receive key information, thereby improving communication efficiency between the company and its investors.
Vermilion Energy Sells 26M Coelacanth Shares for $19.76M to Reduce Debt
- Share Sale: On December 17, 2025, Vermilion Energy sold 26 million common shares of Coelacanth through privately negotiated transactions at $0.76 per share, raising $19.76 million and triggering the requirement for an Early Warning Report.
- Ownership Change: Prior to the transactions, Vermilion held approximately 15% of Coelacanth's shares, which decreased to 10.2% post-sale, reflecting the company's commitment to its debt reduction strategy.
- Debt Management: This share sale is part of Vermilion's priority to reduce debt, aimed at enhancing business resilience, with potential future adjustments to its investment in Coelacanth based on market and economic conditions.
- Compliance Reporting: The news release complies with National Instrument 62-103 requirements, with the Early Warning Report filed on SEDAR+, ensuring transparency and regulatory compliance.
Vermilion Energy Sells 26M Shares of Coelacanth for $19.76M
- Share Sale: On December 17, 2025, Vermilion Energy sold 26 million shares of Coelacanth through privately negotiated transactions at $0.76 per share, raising $19.76 million to reduce debt and enhance business resilience.
- Ownership Change: Prior to the sale, Vermilion held approximately 15% of Coelacanth's shares, which decreased to 10.2% post-transaction, indicating a strategic shift in the company's investment portfolio to mitigate market volatility.
- Future Investment Plans: Vermilion will continue to review its holdings in Coelacanth and may adjust its investment based on market and industry conditions, demonstrating the company's adaptability to changing market dynamics.
- Compliance Reporting: This transaction complies with National Instrument 62-103's early warning system requirements, with Vermilion filing the necessary report on SEDAR+ to ensure transparency and regulatory compliance.
Vermilion Energy Offloads More Common Shares of Coelacanth Energy
Vermilion Energy's Share Sale: Vermilion Energy Inc. sold 26 million common shares of Coelacanth Energy Inc. for $0.76 per share, totaling $19.76 million, which required disclosure due to the sale exceeding 2% of Coelacanth's shares.
Post-Sale Shareholding: After the sale, Vermilion's stake in Coelacanth decreased from approximately 15.0% to 10.2%, holding 54.18 million shares.
Sale Restrictions: Vermilion is restricted from selling more than 4 million of its remaining shares without Coelacanth's consent, as per the terms of the amendment.
Disclaimer: The views expressed in the article are those of the author and do not necessarily reflect the opinions of Nasdaq, Inc.
Zacks Industry Forecast for Vermilion, VAALCO, and Genel Energy
Industry Challenges: The Zacks Oil and Gas - International E&P industry is facing significant challenges due to volatile commodity prices, geopolitical risks, and declining earnings expectations, resulting in a low industry rank and underperformance compared to the broader energy sector.
Capital Discipline: Many international E&P operators are focusing on cash flow stability and disciplined capital spending, which enhances resilience against market volatility and improves financial health, despite delayed project timelines affecting growth.
Stock Recommendations: Investors may consider Vermilion Energy, VAALCO Energy, and Genel Energy for their focused strategies and improving fundamentals, even as the industry outlook remains cautious.
Valuation Metrics: The industry is currently trading at a lower EV/EBITDA ratio compared to the S&P 500, indicating modest valuations, but risks remain high due to the debt-laden nature of these companies and the uncertain macroeconomic environment.
Vermilion Energy Hosts Investor Day to Showcase Global Gas Portfolio
- Investor Day Event: Vermilion Energy is hosting an Investor Day on December 10, 2025, starting at 9:00 AM MT, showcasing the company's repositioned global gas portfolio and outlook, aimed at enhancing investor confidence and attracting more attention.
- Management Presentations: The event will feature presentations by senior management, providing in-depth insights into the company's strategy, helping investors understand its positioning and future growth potential in the global gas market.
- Live Webcast Available: The Investor Day will be conducted via live webcast, accessible to all interested participants, which enhances information transparency and broadens participation, reflecting the company's commitment to investor communication.
- Recording Replay Service: After the event, participants can access a recording by calling designated numbers, ensuring that investors who could not attend live can still obtain key information, further improving interaction between the company and its investors.
Vermilion Energy Hosts Investor Day Today, Showcasing Global Gas Portfolio
- Investor Day Event: Vermilion Energy is hosting its Investor Day today, December 10, 2025, at 9:00 AM MT (11:00 AM ET), showcasing its repositioned global gas portfolio to enhance investor confidence in the company's future direction.
- Management Presentations: Senior management will provide insights into the company's outlook, helping investors understand its strategic focus on liquids-rich natural gas and conventional natural gas operations in Europe.
- Live Webcast Availability: The event will be accessible via a live webcast, ensuring transparency and broad participation from interested stakeholders, which is crucial for maintaining investor relations.
- Replay Arrangements: After the event, participants can access a replay by calling designated numbers, ensuring that those unable to attend live can still receive key information, thereby improving communication efficiency between the company and its investors.
