Vermilion Energy (vs A.I.)
Oil & Gas -Vs- Semiconductors & A.I.
Before we start talking about energy-related investment opportunities, let’s get up to speed with the AI/Semiconductor complex and the AI-induced craze in the markets currently.
The two pieces below will give you great situational awareness about where we are in the cycles of:
Passive & Index investing
Big Tech
AI & Semiconductors
Further Reading
For those of you interested in the offshore sector, I wrote a piece on Transocean last year — the stock is down 34% since then and I decided to open it for all readers.
Now let’s look at Vermilion Energy — printing free cash flow, repurchasing shares, paying down debt and increasing its dividend payout slowly, slowly.
I have previously written about Vermilion Energy here:
DOWN 62%
Since its August 2022 peak, Vermilion Energy is down 62% and currently selling for ~$2.4bln (Canadian $). Vermilion has a double listing, trading on the NYSE and in Toronto. The former trades in USD and the latter in CAD, don’t get confused when you search for the stock!