VG Venture Global Inc

$VG QatarEnergy negotiations is the strongest LNG catalyst VG has had in months. It directly positively affects CP2 financing and long-term contracted volumes. VG breaking $14 forces shorts to unwind. Short interest is still 8.12%, so covering can fuel a squeeze. The chances of a squeeze are there, and it's something to keep an eye on especially with 80.5% of VG's float is actually sold short. That’s a significant amount of short interest, which definitely raises the potential for a squeeze. Finally some Sunshine...

$VG Dumb luck 2 days ago: Since LNG prices have been down I went looking for a winter position for upcoming cold season. Knowing data centers are also burning this, I compared many and chose 1500 shares VG @ $12.78. What a big surprise! Now that I'm here, Not selling!

$VG The multi-billion dollar agreements with GE Vernova and Baker Hughes are framework agreements, not immediate purchase orders. Venture Global has explicitly stated that future equipment orders will be built in stages and are entirely subject to securing customer commitments first. These guys are smarter than what the headlines read. No cash crunch, No extra spending, No equipment orders delivered until a deal is made.

$VG Wells Fargo upgraded Venture Global, Inc. (NYSE: VG) to Overweight (from a previous Equal Weight / Hold rating) $21

$VG TCW’s Eli Horton gets it. Solid VG understanding and promo on CNBC. Not worth much but at least some ETF’s recognizing VG. Apologies for the poor video quality.

$VG okay now that most of you penny flippers shit your pants during that -4.67 percent low today. What you got to understand is the more we get closer to winter and the war escalations energy sectors are going to be more and more volatile. But the urge for energy control is real. Be ahead of the curve!

$VG• What happened today? IPO Lawsuit Victory: Venture Global permanently defeated a proposed shareholder class action lawsuit. A New York federal judge ruled in the company's favor, dismissing claims that it hid production issues and cost overruns ahead of its $1.75 billion IPO.

$VG VG will use the same pipeline of NG, along the same area of land exporting LNG to the world - this is a great add-on to their current business. They will soon be using company owned pipes (saving transportation fees), on land they purchased years ago. SOUNDS LIKE A LOW COST PRODUCER. GO VENTURE GLOBAL!

$VG My preferred upside scenario is $17–$20 by February 2027. It requires VG to deliver on Plaquemines, maintain strong LNG earnings and improve investor confidence in financing and future cash generation.

$VG Reuters reports that QatarEnergy is in advanced negotiations to purchase at least 3 million metric tons of LNG annually from Venture Global.

$VG if money flowing out of AI stocks, where do you think it will flow to? Energy stocks!

$VG Tanker update… Venture Manatee has left Singapore. and is heading this way. It seems that this is where the handoff takes place and a new crew takes over. Should be Louisiana in just under three weeks +\- to start making some money. It looks like Venture Venice is getting final build out and should complete sea trials “hopefully” in a few weeks. There’s been no reports from her for the past 13 days. 

$VG qatarenergy in advance talk with VG for long term deal to buy at least 3M metric tons annually

$VG I sold all my shares. This was a rollercoaster. Now to sell losses before the end of the year to offset the profit. 😁

$VG Tell me why Qatar (Largest LNG exporter) signed with cheniere and (soon with VG)? SOH will never return to normalcy. They know...

$VG On drops like these , this is exactly when one is supposed to buy. The company announces expansion with Baker Hughes for more power generation so they can produce more power for their LNG business and the stock crashes. Every ape can't wait to sell , but let me tell you one thing that people are missing (among many many things) One needs to understand the core principle of how VG makes money - they buy gas at baker hughes , they liquify it and they sell it to countries that need that the most. And those that need that the most will pay any price, and they ARE! So here is a back of the napkin approximation baker hughes gas future vs European LNG price future, the spread is what makes the company money. Right now its high af. Like multi year high. See exhibit 1:

$VG Wells Fargo upgraded Venture Global to Overweight... The firm said it has increased confidence that Venture Global can execute on at least 2 gigawatts of its artificial intelligence data center strategy. Wells Fargo also noted that rising international prices should materially reduce 2027 leverage. Wells Fargo said Venture Global has secured GE Vernova heavy-duty turbine slots spanning 2029 to 2034, including a meaningful portion of GE Vernova’s remaining capacity in 2029 to 2030. The firm sees a high likelihood of these deliveries converting into firm data center projects given the scarcity of heavy-duty turbine slots in 2029 to 2030. The firm estimates the 2029 to 2030 deliveries alone represent approximately 2 gigawatts of the broader 11-gigawatt framework. Wells Fargo values these deliveries at approximately $5 per share. The firm said this value is not reflected in the current stock price.

$VG pretty big cup and handle on the 1 yr chart. Is that what’s about to pop next week?

$VG Here is a summary from the Baron’s article… Venture Global reserved manufacturing slots for 8 power-generation units, aiming to support up to 10 GW of data-center computing capacity by 2034. Its first order is expected by year-end, with deliveries extending through 2034. Equipment purchases could reach $17.2 billion, but VG hasn’t committed to buying everything, and reservation fees remain undisclosed. VG already operates 4.5 gigawatts of off-grid power for its LNG terminals, giving it relevant experience. However, it has announced no data-center customers. Shares fell roughly 9% last week amid uncertainty and weakening AI sentiment. Citi says investors had hoped for potentially billions in upward revisions to 2027 LNG earnings forecasts. UBS sees upside, believing VG’s expertise could deliver returns well above typical midstream projects. The takeaway: reserving equipment creates an opportunity, but securing paying customers would give investors stronger evidence of its value.

$VG We need to break and hold these resistance levels: Price 3 - $13.10 Price 2 - $13.05 Price 1 - $12.99 Everyday we come close, but it backpedals.