u/BigCamp8238 · 82d agono track record yet
Long 2,200 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.
At post $11.26Now $14.73+30.8% since postedas of Sep 8, 4:31 PM ET
1d—
3d—
1w-2.8%
1m+22.6%
3m—
6m—
1y—