Jul. 9 at 3:53 PM
$VG
Q2 guesstimates based on vastly higher liquefaction fees announced yesterday:
Revenue ~
$5 Billion, EBITDA ~2.55 B, Net Income
$1.55 B
Annualized that's
$20 B,
$10.2 B and
$6.2 B
Q1 was lower obviously, but with Qatar still out looks like we may well reach the
$10+ Billion EBITDA number this year with strong Q3 and Q4.
Current Mkt Cap is 3x that EBITDA estimate. That's a steal.
We'll see IPO price this year 🚀
