Here2helpplp
Oct 12, 6:33 PM
$VG One investors take…For new investors.
Once VG is judged by its financials it should double.
Revenue 2024 - 5.34 Billion
Revenue 2026 - 18.81 Billion (low estimate)
EPS Q3 2025 - .23
EPS Q3 2026 - .54 (estimate)
Stock price 2024
$25
Stock price 2026
$13
Growing from the 3rd to 1st largest producer soon. Spreads elevated for longer. Qatar supply issues - 20% 3-5 years, Leverage negotiating highly profitable 5yr and 20 yr deals. China interest. Increased 2026 surprise EBITDA means less borrowing…More paying down debt. Financing locked in before rates increased. Expediting projects (bolt-ons included). New ships being delivered. More supply in 2027 and 2028 = more spot market sales, Favorable lawsuit outcomes. Many more catalysts.
If war ended today this is still
$10 -
$12 undervalued. War doesn’t appear to be ending. Compare it to Chenier - LNG after Q3 earnings. What you’ll notice is how undervalued VG is to its peer. Deserves at a minimum a
$6 rerating.
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