Added to YB: 2026-01-19
Pitch date: 2025-11-16
VG [bullish]
Venture Global, Inc.
+58.93%
current return
Author Info
No bio for this author
Company Info
Venture Global, Inc., a liquefied natural gas (LNG) company, engages in the ownership, development, construction, and operation of LNG production facilities and associated infrastructure in the United States, Germany, France, Netherlands, the United Kingdom, and internationally.
Market Cap
N/A
Pitch Price
$7.97
Price Target
19.50 (+54%)
Dividend
N/A
EV/EBITDA
11.60
P/E
N/A
EV/Sales
4.75
Sector
Oil, Gas and Consumable Fuels
Category
turnaround
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.
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