Added to YB: 2026-01-19
Pitch date: 2025-11-16
VG [bullish]
Venture Global, Inc.
+10.03%
current return
Author Info
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Company Info
Venture Global, Inc. engages in the development, construction, and production of natural gas liquefaction and export projects near the U.
Market Cap
$19.4B
Pitch Price
$8.00
Price Target
19.50 (+122%)
Dividend
0.86%
EV/EBITDA
11.40
P/E
10.08
EV/Sales
5.20
Sector
Oil, Gas and Consumable Fuels
Category
turnaround
Show full summary:
Venture Global, Inc. - $VG
VG: Busted LNG IPO down 70% from $25. Targeting 100+ MTPA capacity by 2030s for potential $11-15B annual EBITDA. Faces $5-6B arbitration claims, 10x leverage peak, EBITDA drop to <$5B by FY27. 50% uncontracted capacity = high risk/reward. Fair value $7-19.50 vs $8 today.
Read full article (12 min)