Nov. 10 at 4:41 PM
For those who are not the day-trading penny flipping type of investors, consider the following.
$VG guidance calls for it to ship between 130-134 cargos in 4Q25. The industry leader, Cheniere (
$LNG), shipped 163 in 3Q25. Yet,
$VG trades at a significantly greater discount than volumes alone would justify.
When you look at equivalent metrics (see below),
$VG trades at a 30%-50% discount to
$LNG. When you factor in the potential for
$VG to exceed
$LNG in total LNG cargos in the next couple of years, you are getting growth stock at value multiples.
While the arbitration claims
$VG faces represent a real overhang, do they justify a 30%-50% discount?
