业绩总结 - 2021年第四季度的FFO达到3.22亿美元，较2021年第三季度增长23%[6] - 2021年第四季度的自由现金流(FCF)为1.76亿美元，每股1.06美元，主要用于债务减少[5] - 2021年第四季度的净收益为3.45亿美元，较2021年第三季度的净亏损1.47亿美元增长334%[5] - 2021年总产量为85,408桶油当量/天，处于上调后的指导范围高端[21] - 2021年FFO为9.2亿美元，同比增长83%[21] - 2021年净债务减少3.65亿美元至16亿美元，净债务与FFO比率降至1.8倍[21] 用户数据与市场展望 - 预计2022年无对冲的FFO为23亿美元，整体FFO为32亿美元[42] - 预计2022年无对冲的FCF为19亿美元，整体FCF为28亿美元[42] - 2022年每股FCF为11.80美元，相对于25美元的股价，FCF收益率超过40%[42] - 预计2022年净债务为4亿美元，净债务与FFO比率为0.2倍[44] - 预计2022年Brent油价为99.68美元/桶，WTI油价为93.06美元/桶[45] 新产品与技术研发 - 2022年Corrib收购预计将增加约7,700桶油当量/天的产量，预计产生约5亿美元的自由现金流[31] - 2021年2P储量增加3%至481百万桶油当量，主要由于战略收购和经济修正[21] 市场扩张与供应动态 - 欧洲天然气的前期价格在2022年约为62加元/百万英热单位，显著高于北美基准[32] - 欧洲天然气消费约为45-50 Bcf/d，需求因能源转型政策而增加[37] - 预计电力部门天然气使用将在转型期间增长，德国将核能发电关闭时间提前至2030年[37] - 国内天然气供应持续下降，格罗宁根气田将于2022年10月停止生产[37] - 俄罗斯供应约占欧洲天然气消费的40%[37] 负面信息与风险提示 - 自然气体的转换比例为每6000立方英尺气体等于1桶油，可能在单独使用时具有误导性[57] - 投资者应注意，非GAAP指标不应被视为替代IFRS指标的表现指示[56] - 公司的财务表现和运营结果的理解可通过这些非标准化财务指标得到更全面的视角[56]

Vermilion Energy, Inc. (NYSE:VET) Q4 2021 Earnings Conference Call March 7, 2022 11:00 AM ET Company Participants Dion Hatcher - President Lars Glemser - Vice President and CFO Darcy Kerwin - Vice President, International and HSE Bryce Kremnica - Vice President, North America Jenson Tan - Vice President, Business Development Kyle Preston - Vice President of Investor Relations Conference Call Participants Patrick OÂ'Rourke - ATB Capital Markets Greg Pardy - RBC Capital Markets Menno Hulshof - TD Securities J ...

NOVEMBER 10, 2021 | --- | --- | |-------------------------------------------------------------------------|-------| | VERMILION ENERGY | | | | | | 2021-Q3 CONFERENCE CALL | | | INTERNATIONALLY DIVERSIFIED \| FREE CASH FLOW FOCUSED \| ESG LEADERSHIP | | VERMILION ADVISORY 2 This presentation is for information purposes only and is not intended to, and should not be construed to constitute, an offer to sell or the solicitation of an offer to buy, securities of Vermilion. This presentation and its contents sho ...

Vermilion Energy, Inc. (NYSE:VET) Q3 2021 Earnings Conference Call November 10, 2021 11:00 AM ET Company Participants Curtis Hicks - President Dion Hatcher - VP, North America and Incoming President Conference Call Participants Harp Singh - Harp Investments Menno Hulshof - TD Securities Operator Good day, and welcome to the Vermilion Energy Quarter 3 Conference Call. Today's conference is being recorded. At this time, I would like to turn the conference over to President, Curtis Hicks. Please go ahead, sir. ...

AUGUST 2021 VERMILION ENERGY INVESTOR PRESENTATION INTERNATIONALLY DIVERSIFIED | FREE CASH FLOW FOCUSED | ESG LEADERSHIP VERMILION VERMILION'S KEY ATTRIBUTES 2 ► Compelling investment opportunity o Currently trading at one of the highest free cash flow yields amongst our peers (over 30%)*** ► Unique portfolio of internationally diversified assets o Exposure to global commodity price benchmarks reduces cash flow volatility o Will support the return to a dividend capital markets model (over $40/share of divid ...

APRIL 2021 VERMILION ENERGY INVESTOR PRESENTATION INTERNATIONALLY DIVERSIFIED | FREE CASH FLOW FOCUSED | ESG LEADERSHIP VERMILION VERMILION'S KEY ATTRIBUTES 2 ► Unique portfolio of internationally diversified assets o Exposure to global commodity price benchmarks reduces cash flow volatility o Will support the return to a dividend capital markets model (over $40/share of dividends from 2003 to early 2020) ► Long history of strong profitability and free cash flow generation o High margin, low decline assets ...

Vermilion Energy Inc. (NYSE:VET) Q4 2019 Earnings Conference Call March 6, 2020 11:00 AM ET Company Participants Anthony Marino - President & CEO Adam Iwanicki - Risk Manager & Marketing Director Lars Glemser - VP & CFO Conference Call Participants Dennis Fong - Canaccord Genuity Asit Sen - Bank of America Josef Schachter - Schachter Energy Research Jeremy McCrea - Raymond James Greg Pardy - RBC Capital Markets Mike Dunn - Stifel FirstEnergy Chris Varcoe - Calgary Herald Operator Ladies and gentlemen, thank ...

INTERNATIONALLY DIVERSIFIED SUSTAINABLE GROWTH AND INCOME ESG LEADERSHIP FEBRUARY 2020 ► International E&P with leading positions in Europe, North America and Australia ► Self-funded growth-and-income model ► Supported by business units that deliver high margins, low decline rates and strong capital efficiencies ► Each major business unit generates free cash flow with stable-to-growing production ► Record of consistent production growth to maximize free cash flow from high-return, conventional and semi-conv ...

INTERNATIONALLY DIVERSIFIED SUSTAINABLE GROWTH AND INCOME ESG LEADERSHIP DECEMBER 2019 VERMILION'S KEY ATTRIBUTES ► International E&P with leading positions in Europe, North America and Australia ► Self-funded growth-and-income model ► Supported by business units that deliver high margins, low decline rates and strong capital efficiencies ► Each major business unit generates free cash flow with stable-to-growing production ► Record of consistent production growth to maximize free cash flow from high-return, ...

INTERNATIONALLY DIVERSIFIED SUSTAINABLE GROWTH AND INCOME ESG LEADERSHIP Q3 2019 Conference Call OCTOBER 31, 2019 ADVISORY 2 This presentation is for information purposes only and is not intended to, and should not be construed to constitute, an offer to sell or the solicitation of an offer to buy, securities of Vermilion. This presentation and its contents should not be construed, under any circumstances, as investment, tax or legal advice. Any person accepting delivery of this presentation acknowledges th ...