Aug. 31 at 5:16 PM
$VG Rare. It’s a VALUE stock with massive GROWTH. It’s a commodity with undeniable efficiencies- own ships, bolt-on’s, and WAHA. Price fell from IPO
$25 to
$6 b/c 7 lawsuits. Settling 6 of 7 lawsuits should get stock back closer to
$18. Beating 2026 EBITDA by 4.6 bil (guide 5.2 - ACTUAL closer to 9.8) should get stock closer to
$25 IPO price. Elevated spreads though early 2027, increasing margins on short and long term contracts, favorable refi’s saving 800 mil, adding supply in 2027 and 2028 all support this is a
$30 stock in the next 12-18 months. How many stocks will double in the next year? In the 30bil - 60bil MC range? Not many.
