u/BigCamp8238 · 8h agono track record yet
Long 2200 shares of VG
The Most Hated LNG Stock Nobody Wants To Touch ($VG)
VG is a heavily levered but misvalued LNG play with ~70 MTPA of capacity coming online (Plaquemines and CP2). The market is overpricing legal/debt risk while ignoring 2026 EBITDA ramp to $8.2B-$8.5B. Waha gas cost edge and long-term contracts from major buyers suggest significant re-rating once Plaquemines reaches commercial ops.
Now $11.021m ago
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