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Venture Global running again…

Posted on 7/17/26 at 8:01 pm
Posted by DiamondDog
Louisiana
Member since Nov 2019
13633 posts
Posted on 7/17/26 at 8:01 pm
Might be able to catch this one on the upswing. I have been caught holding a bag at $14.40. It closed $13.80 today. Almost up $3 for the week.

Give you some info, they released the weighted cargo average. For Q2 their average was $6.45 mmbtu vs $3.82 for Q1. Exported same amount of cargoes.

NG markets have swung high the past week, which means high profits should extend to Q3. VG feasts on the spot market.

CP2 first gas will be mid 2027. Lots of momentum to get back to $20 by end of year. Maybe earlier if market likes the Q2 earnings.
This post was edited on 7/17/26 at 8:06 pm
Posted by bayoubengals88
LA
Member since Sep 2007
26207 posts
Posted on 7/17/26 at 8:23 pm to
I wouldn’t mind it for diversification.
Good info
Posted by evil cockroach
27.98N // 86.92E
Member since Nov 2007
9460 posts
Posted on 7/18/26 at 11:00 am to
quote:

Lots of momentum to get back to $20 by end of year.
been hearing that for a while :-/

It just can’t seem to get there. Cause man, those Jan 2027 $20 VG calls do look tasty.
This post was edited on 7/18/26 at 2:04 pm
Posted by rowbear1922
Houston, TX
Member since Oct 2008
15826 posts
Posted on 7/18/26 at 11:51 am to
quote:

CP2 first gas will be mid 2027.


might want to speed up that thinking
Posted by Upperdecker
St. George, LA
Member since Nov 2014
34020 posts
Posted on 7/18/26 at 2:05 pm to
I hate this one it just because it moves so wildly. I need another good move down to catch it again. Been using it as an Iran hedge but I like it long term
Posted by SulphursFinest
Lafayette
Member since Jan 2015
12169 posts
Posted on 7/19/26 at 9:02 am to
Been going up and down strictly off of Iran news. I sold at $16.09 and have been waiting to get back in
Posted by iPad
Find Me At An Apple Store Near You
Member since Nov 2025
1527 posts
Posted on 7/22/26 at 1:34 am to
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Lends some credence to holding VG over the next couple years
Posted by DiamondDog
Louisiana
Member since Nov 2019
13633 posts
Posted on 8/8/26 at 7:41 pm to
Earning blow out will be Tuesday. They have most uncontracted cargoes and Europe is headed for a hard winter, combined with LNG shortage.

If it dips on Monday anywhere near 13, I’d get in. It’s due for $15 later this week on pending strong guidance through end of year.

Could be easy 15-20%.

If they announce arbitration settlement, it will go to $20.
Posted by lsuconnman
Baton rouge
Member since Feb 2007
5708 posts
Posted on 8/9/26 at 5:17 pm to
My experience has been that whenever it breaks $14 it’s time to start selling and whenever it dips below $12 it’s time to start buying.

They’re still waiting for penalty amount from the first arbitration, with two more that remain unresolved. It’s still a coin toss predicting the share price in a year. Could be $20, might be $7.
Posted by DiamondDog
Louisiana
Member since Nov 2019
13633 posts
Posted on 8/9/26 at 6:54 pm to
Yes but with as much premium as they are making on the spot market, they could pay that all cash and settle out pretty easily.

Debt scares the market but its assets are worth more than its debt.
Posted by TDFreak
Coast to Coast - L.A. to Chicago
Member since Dec 2009
9455 posts
Posted on 8/9/26 at 7:25 pm to
Iron Condor candidate?
Posted by rowbear1922
Houston, TX
Member since Oct 2008
15826 posts
Posted on 8/10/26 at 8:05 am to
Need it to get back to $25
This post was edited on 8/10/26 at 8:06 am
Posted by DiamondDog
Louisiana
Member since Nov 2019
13633 posts
Posted on 8/10/26 at 8:36 am to
And there it goes. Run is starting
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