Vitesse Energy: OPEC+ And Trump Pressure Hitting Oil Prices

Mar. 14, 2025 7:30 AM ETVitesse Energy, Inc. (VTS) StockVTS6 Comments
(6min)

Summary

  • Vitesse Energy's acquisition of Lucero Energy adds operational control, reduces net debt, and supports a 10% dividend increase, though the shareholder base is shared 20% with Lucero.
  • OPEC+ supply cut phaseouts and economic nationalism, particularly affecting China, pose risks to oil spot prices.
  • VTS does a lot of hedging, however, which protects them for the medium term.
  • While the Company offers a great dividend, it's not the best value. Moreover, while the hedges advantage them, we have concerns that the oil decline could be protracted.
  • Looking for a helping hand in the market? Members of The Value Lab get exclusive ideas and guidance to navigate any climate. Learn More »

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Vitesse Energy (NYSE:VTS) recently announced the acquisition of Lucero Energy which is adding an operating component to its strategy, doing so in an all stock transaction that settles down leverage but also allows for a reasonable

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