Feb. 6 at 7:08 PM
$VG
VG was worth mid teens at this point assuming the earlier, lower TTF projections. Now with TTF expected to be
$6-7 higher aver for the year (Goldman Sachs analysis) its close to
$20. Goldman still assumes
$13.5 if ALL arbitration lost, and we now know that's not the case. And Middle East/Qatar supply disruptions increasingly likely, which is an X factor that could propel this exponentially.