Jul. 23 at 5:54 PM
$VG this company is undervalued. Interesting to see how Wall Street and traders are playing with this because of the war. To be sure, the forward curve is mispriced because of manipulation. You could see that before the war so it is independent of the war. The forecasts are bullshit and the risk being discounted is disproportionate. Just my opinion, of course, but I have invested very heavily here and have for a while now.
The reality is that this company has a superior capital allocation plan and cost structure relative to competitors in a very strategic industry.
Their proven modular approach and track record of long dated planning , procurement and steady growth is not being valued properly in my opinion. Superior returns here for the foreseeable future.
