Jan. 19 at 5:03 PM
$VG
Relax guys these spreads to TTF are still sensational and gravy territory.
Goldman Sachs has
$17.5 target for VG and
$13.5 if they lose ALL arbitration. And Goldman has modeled narrowing spreads -26 and -27 and STILL have these targets. TTF is great for upside, but doesn't affect the floor. SPAs, hybrid deals and JKM deals coming still there as well.
GS estimates were pre efficiency gains and Plaq 32+
This thing is a monster.