May. 9 at 4:02 PM
$VG people cannot fathom the amount of torque this company has to LNG spot
Every
$1 swing per MMBtu = about
$550 mm in additional EBITDA
We’ve seen about
$5-
$6 swing from the baseline forecast for LNG prices so we’re talking an additional
$2-
$2.5 billion in EBITDA this year and likely next year too - so about
$5 BILLION of incremental upside (not very incremental 😂 )
Slap a conservative 6x multiple to
$5 billion of additional EBITDA and now we’re talking
$30 billion of additional market cap - if you want to be stupid conservative with that calc then make it only
$24 billion in added market cap
That’s a double folks
Buckle up
