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Venture Global (stock symbol VG)

Posted on 6/30/25 at 1:08 pm
Posted by Longer Tail Tiger
Member since Dec 2019
292 posts
Posted on 6/30/25 at 1:08 pm
It seems like it might be a good investment for patient investors willing to hold the shares long-term (possibly 2 or more years into the future).

I noticed some posts about VG in another thread but didn't notice a thread devoted solely to VG, which led me to beginning one.

Here's a link to the Company's website for anyone not already familiar with VG. LINK
This post was edited on 6/30/25 at 1:17 pm
Posted by rowbear1922
Houston, TX
Member since Oct 2008
15742 posts
Posted on 6/30/25 at 1:35 pm to
quote:

I noticed some posts about VG in another thread but didn't notice a thread devoted solely to VG


You didn’t look very hard then

3 page thread on page 2
Posted by dstone12
Texan
Member since Jan 2007
38166 posts
Posted on 6/30/25 at 3:13 pm to
If it goes down to 12 then I am buying again.
Posted by DiamondDog
Louisiana
Member since Nov 2019
12645 posts
Posted on 6/30/25 at 3:46 pm to
I've got 300 shares at $16.75. Not my finest position.

This thing will be up and down until CP2 comes online and then it'll find a rhythm.

Might be higher. Might be lower.
Posted by SulphursFinest
Lafayette
Member since Jan 2015
11111 posts
Posted on 7/1/25 at 4:39 am to
1500 shares at $8.92
Posted by Mariner
Mandeville, LA
Member since Jul 2009
2501 posts
Posted on 7/1/25 at 7:03 am to
I bought a ton of shares, then it dropped and lost half its value. Now its back to being down 20%-$30%. I got it as a long term hold.

I am making good money on nuclear stocks. Consider that as well.
Posted by LSURoss
Dragon Believer
Member since Dec 2007
16389 posts
Posted on 7/1/25 at 9:04 am to
Im looking again at that range. Have settled cash just a waiting!
Posted by Shankopotomus
Social Distanced
Member since Feb 2009
21071 posts
Posted on 7/1/25 at 11:51 am to
This should be a good one over the long term - they have more versatility in pricing with exposure to TTM (Europe) etc and they are a darling of this administration to show off American export power
Posted by Longer Tail Tiger
Member since Dec 2019
292 posts
Posted on 7/7/25 at 8:55 pm to
For anyone who missed the filing or anyone else who might find it of interest, VG's preannouncement of liquefaction fees per SEC Form 8-K filed today for 2025 Q2 ending June 30, 2025 are as follows:

On July 7, 2025, Venture Global, Inc. (“Venture Global” or the “Company”) announced the volume of LNG cargos exported from its facilities and the weighted average fixed liquefaction fee realized by the Company from such exports for the quarter ended June 30, 2025. During the commissioning or operations phases of one or more of the Company’s facilities, the Company may disclose after the end of the calendar quarter, but before the Company’s quarterly earnings report, certain key performance metrics.

Calcasieu Pass

For the quarter ended June 30, 2025, Venture Global exported 38 cargos totaling approximately 140.2 TBtu from its Calcasieu Pass facility, realizing a weighted average fixed liquefaction fee of approximately $2.66/MMBtu.

Plaquemines LNG

For the quarter ended June 30, 2025, Venture Global exported 51 cargos totaling approximately 190.5 TBtu from its Plaquemines LNG facility, realizing a weighted average fixed liquefaction fee of $7.09/MMBtu.

Revenue Recognition

The Company recognizes revenue when it transfers control of promised goods or services to its customers in an amount that reflects the consideration the Company expects to be entitled to receive in exchange for those goods or services. Revenue from the sale of LNG is recognized by the Company at the point in time when the LNG is delivered to the customer at the agreed upon LNG terminal which is the point when legal title, physical possession and the risks and rewards of ownership transfer to the customer. Each individual molecule of LNG is viewed as a separate performance obligation.

Revenue associated with cargos exported on a Free on Board (“FOB”) basis is generally recognized when the LNG vessel is loaded and unmoors from one of our facilities. Revenue associated with cargos exported on a Delivered Ex-Ship (“DES”), Delivered Place Unloaded (“DPU”) or other delivered basis is generally recognized upon delivery of the LNG at the vessel destination. Occasionally, revenue associated with a cargo we export from our LNG terminals in a reporting period under such DES, DPU or other delivery terms will be recognized by the Company in a subsequent reporting period due to the time required for the vessel to successfully travel to its destination and unload its cargo.

For the quarter ended June 30, 2025, we exported two DES cargos from our Plaquemines LNG facility on our owned or chartered LNG vessels that will be recognized in the following quarter.

Second Quarter 2025 Results

The Company’s net income, cash flow and other results will be announced along with the rest of its financial performance when the Company announces second quarter earnings. The volume of LNG cargos exported and weighted averaged fixed liquefaction fee realized by the Company represent only a few measures of the Company’s operating performance for the quarter ended June 30, 2025, and should not be relied on as sole indicators of quarterly financial results, which depend on a variety of factors.
LINK
Posted by Longer Tail Tiger
Member since Dec 2019
292 posts
Posted on 7/17/25 at 4:23 pm to
For anyone who might find it of interest...

Today's announcements of the date and time of the Q2 earnings report, along with a link to the webcast of the ER as follows:

Venture Global LNG, Inc. - Venture Global, Inc. Announces Timing of Second Quarter 2025 Earnings Release and Conference Call
LINK

Venture Global LNG, Inc. - Venture Global Inc. - Second Quarter 2025 Earnings Conference Call (webcast)
LINK
Posted by NOFOX
New Orleans
Member since Jan 2014
10115 posts
Posted on 7/17/25 at 7:04 pm to
The lockup period ends on the 23rd.
Posted by Longer Tail Tiger
Member since Dec 2019
292 posts
Posted on 7/19/25 at 10:18 am to
quote:

The lockup period ends on the 23rd.


Thanks for the reminder that the lock-up period is set to expire on July 23, 2025.

LINK
Posted by Longer Tail Tiger
Member since Dec 2019
292 posts
Posted on 8/8/25 at 4:07 pm to
quote:


The lockup period ends on the 23rd.


In regard to the steady decline in VG's share price for each of the last four trading days (from $14.93 on Monday to $12.35 today), is it perhaps in large part a result of the expiration of the lockup on July 23rd?

I'm guessing, it might be.

Any thoughts or insights are appreciated.
Posted by lsuconnman
Baton rouge
Member since Feb 2007
4366 posts
Posted on 8/8/25 at 4:11 pm to
Are you obstinate or a contrarian?
Posted by Longer Tail Tiger
Member since Dec 2019
292 posts
Posted on 8/8/25 at 6:50 pm to
I also wonder whether the billions of outstanding shares issued and outstanding, which are likely to increase substantially going forward might be having the effect of contributing to the steady share price decline we've seen this week.

Also, with the release of the 2025 Q2 ER pre-market and the 9:00 am (ET) CC next Wednesday, needless to say, shorting is likely playing a role in the price decline during the interim prior to the foregoing.

I do like the Company and believe it's likely to grow to twice the LNG productive capacity that Cheniere Energy will be in a few years.
This post was edited on 8/8/25 at 9:00 pm
Posted by Longer Tail Tiger
Member since Dec 2019
292 posts
Posted on 8/8/25 at 8:30 pm to
quote:

Are you obstinate or a contrarian?


Why post this. It's directed at me personally.

If you don't like anything I choose to post, why not simply ignore my posts.

But please do not attack me personally.

I never have and never will do that to you or anyone else who posts anything on this site.

Posted by lsuconnman
Baton rouge
Member since Feb 2007
4366 posts
Posted on 8/8/25 at 8:58 pm to
It’s not an attack, it’s just an observation. When you created this thread it was noted another identical one was on the first page. …Then you magically revived this one three months later while the other thread was still on the first page.

…that’s cognitive dissonance
Posted by Longer Tail Tiger
Member since Dec 2019
292 posts
Posted on 8/8/25 at 11:18 pm to
quote:

It’s not an attack, it’s just an observation. When you created this thread it was noted another identical one was on the first page. …Then you magically revived this one three months later while the other thread was still on the first page.

…that’s cognitive dissonance


There's no magic involved.

Here's my observation.

There are two threads pertaining to Venture Global. Both still exist.

Just like anyone else, I can respond to either one or both, if I choose to; and my freedom to do so is reality and not "cognitive dissonance" whether you agree or disagree.
This post was edited on 8/9/25 at 12:53 am
Posted by Longer Tail Tiger
Member since Dec 2019
292 posts
Posted on 8/11/25 at 12:15 pm to
I took a chance this morning and bought shares @ an average cost of about $12.02.

The five consecutive trading days of lower share prices begining last Tuesday was my motivation to buy, along with taking notice that these shares haven't traded near the $12 level since June 2, 2025 when it traded slightly below $12.

Hopefully, it'll be a good decision that I made.
This post was edited on 8/11/25 at 12:41 pm
Posted by Longer Tail Tiger
Member since Dec 2019
292 posts
Posted on 8/11/25 at 6:27 pm to
For purposes of full diclosure, I'm not sure whether or not I'll continue to hold the shares I bought today beyond tomorrow, with the pre-market Q2 earnings release and conference call scheduled on Wednesday.

All the best to all shareholders regardless of what I might decide to do!
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