Mar. 27 at 3:31 PM
$VG Let me start by saying I hold a substantial position in VG and long-term I think this company is a winner.
That being said, there seems to be a lot of unbridled enthusiasm in posts lately - basically acting like the current price doesn't already include all known information plus a premium for what could still happen with the war.
My point is that you should assume if/when a peace deal is reached, the stock is going to go down, at least in the short-term as the premium related to the uncertainty disappears.
I understand that Qatar will be offline for a long time, etc - again these are known things that already priced in.
Right now TTF and VG are pricing in bad things that may still happen - if those things don't happen and a deal is reached then the stock will go lower.
This stock was trading in the single digits only one month ago and is up 150% YTD so its already gone up quite a bit.
