$VG

2 theses

bullish 100%neutral 0%bearish 0%

Avg return (1y)

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Win rate (1y)

— (0 resolved)

1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Jul 24, 4:59 PM ET

$VGDDbullish

u/BigCamp8238 · 37d 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.

At post $11.26Now $14.31+27.1% since postedas of Jul 24, 4:59 PM ET

1d—

3d—

1w-2.8%

1m+22.6%

3m—

6m—

1y—

original post →

$VGDDbullish

u/JafarFromAfar2 · 73d agono track record yet

VENTURE GLOBAL ($VG): THE EASIEST ENERGY PLAY OF 2026?

Venture Global is poised to benefit from sustained LNG demand as Asia pivots away from Persian Gulf suppliers due to the Strait closure. VG has existing production capacity and is aggressively expanding to capture long-term supply growth that cannot be quickly replicated by competitors due to expensive, slow-to-build infrastructure.

At post $13.01Now $14.31+10.0% since postedas of Jul 24, 4:59 PM ET

1d+9.4%

3d+9.4%

1w+4.2%

1m+0.5%

3m—

6m—

1y—

original post →

End of results.