Mar. 12 at 1:16 AM
$VG $LNG $XOM $UMAC $VG will appreciate through this entire Iran War. DEMAND and PRICES will peak over the next 1-4 months while Qatar LNG comes back online. The plant sustained multiple hits from Iranian drones and will be down for at least a few weeks. Considering that these LNG trains are prefabbed, this could be much longer. 60 MILLION shorts will exit their positions over the next couple of weeks. IMO,
$VG sees an massive appreciation when these shorts cover. With already good earnings, growth, and revenue with old prices, this quarter will be blockbuster since
$VG has the most unsold/contracted LNG. This ride is just getting started. PANIC WILL HIT SOON!