Aug. 28 at 3:46 PM
$VG Probable they raise 2026 EBITDA guide again. From 5.2 Billion to 10 Billion EBITDA!??
IPO’d @
$25. Dropped to
$6 b/c lawsuits. Settled 6 of 7. 1 remaining BP lawsuit might ding us for 1B - 1.5B. Net surprise 3B - 4B. Investor grade credit rating and S&P inclusion possible in 2027. 2X available supply in next 2 years. Thesis intact.