VG

thewimsey

> Expected returns from the market are lower due to higher valuations. This means returns are statistically likely to be lower. No it doesn't. Stop imagining that "predicted returns" are anything other that witchcraft. In 2013, VG predicted that US returns would be relatively low over the next 10 years, and ex-US returns would be significantly higher than US returns. Obviously that was spectacularly wrong. It was wrong because no one can predict the future. That remains true, and "expected returns" are, again, witchcraft. The only realistic choices you can make are based on risk tolerance and time. If I'm going to retire in 5-10 years, I might move a chunk of my portfolio into bonds or other fixed instruments not because I expect anything bad to happen to my stocks, but because I can't take the risk of anything happening to my stocks and retire when I want to. Because stocks do sometimes go down, sometimes for several years, and I would be screwed if it happened just before I'm planning to retire.

AccordingRub6672

Rklb and VG………

Double_Ad3607

VG

Imaginary-Reveal3184

Mine was quite this bad OP in one day But I went from up 250k overall to down 200k in a matter of months. Now finally got it all back plus some. Stop trading options and quit day trading all together. I learned less is more with the market. The more trades I did the worst I did. Pick solid blue chip companies at a descent valuation and slowly accumulate. For example, UNH was trading at 250, Humana at 170. Nike is at 42-43. Nike is a world wide/global brand. It will rebound in time. Amd was at 75. Buy companies you can see yourself holding for 5 yrs and if they rebound 200% then take some gains and money off the table if you want. I deleted my day-trading app from my phone and switched fully to VG. Didn’t even load the app on my phone for a long time, so it was a hassle to log into (on purpose).

Specialist-Low-6062


happy123z

And you're looking at....??? I like VG still. Good time to get in if it rises during winter.

lordofming-rises

My LUNR and VG would like a word

lordofming-rises

How's my VG not printing

Wild-Astronomer1200

I have gathered a little over 20 K shares of VG via both big dips over the course of the past 16 months or so. I bought nearly 3/4 of my shares for between six dollars and $7.50. Even at the current price per share, I am still up around $40,000. Give or take a little. When ( not if ) VG hits $50 per share I will be sitting on 3/4 of a $1 million. This is a unique opportunity for your average person to capture generational wealth. The company could also a few years from now when they have their debt under control, switched to a pretty hefty dividend as well

zindgiselachar

VG definitely

b0men

VG is solid. I’ve been swing trading it but I am sniping a long entry when I see a price I like

PandaKOST

For the others who clicked the remindme link, VG was around $11 on 6/18, well below OP's $17.5 calls.

JoeyBox1293

Need VG to continue doing a spcx as well

ElkQuiet1541

are US natural gas producers also a good play? think VG is really low now and they had fantastic earnings

pigeon_shit

Good for $VG?

ElkQuiet1541

yes. I would wait a bit before buying energy stocks.. seems bottom is not there yet. VG also seems like a nice buy at this price for natural gas play

Slootonium

where is the regard who told me to buy VG

TheRoamingBandits


lordofming-rises

So i bought VG LUNR at top. What is the point, I keep trading like a retard

version-two

Love it. Similar option port to yours. I think those VG leaps print too. See you and $MU at $1400 soon

BigCamp8238

I think it’s distracting people from the bigger story. At today’s price, VG is roughly a \~$31B market cap company guiding to $8.2B-$8.5B of 2026 EBITDA. That’s before Plaquemines reaches full COD, before CP2 contributes meaningfully, and before CP3 even enters the picture. Over the next few years, the company is targeting capacity growth from roughly \~25 MTPA today to 68.6 MTPA by 2028 (CP1 + Plaquemines + CP2) and potentially \~103.6 MTPA by 2032 with CP3. That’s not a small incremental growth story—it’s one of the largest LNG buildouts globally. The real variables aren’t the share count. They’re Plaquemines hitting Q4 2026 COD, BP arbitration, CP2 execution, and debt management. If BP ultimately settles closer to the $1.5B-$2B range rather than worst-case headlines, that’s manageable against an $8.5B EBITDA run rate. At current guidance, leverage has already compressed from roughly 6.8x to around 4.4x. By the end of 2027, management expects to have 46.7 MTPA under long-term take-or-pay contracts representing roughly $10.94B of annual contracted revenue before assigning value to CP3, spot optionality, or the remaining 4.5 MTPA of uncontracted CP2 capacity that is now being marketed at higher post-crisis pricing. What makes VG different from Cheniere is that it isn’t just a toll-road model. In 2026, roughly 16% of volumes are exposed to spot pricing through the Plaquemines commissioning window, and longer term CP2’s Waha sourcing strategy could create an estimated \~$1.95B annual feedstock advantage versus traditional Henry Hub sourcing if management executes. On the lockup point, more shares becoming tradeable may create volatility, but it doesn’t change the economics of the business. The market already knows there are \~2.46B shares outstanding. What matters is whether those shares represent a company generating $8.5B of EBITDA or one generating $14B-$18B+ EBITDA several years from now. To me, the thesis has always been simple: if Plaquemines reaches COD, BP becomes a manageable financial event rather than a balance-sheet event, CP2 comes online on schedule, and LNG demand continues shifting toward secure U.S. Gulf Coast supply, then the discussion won’t be about the share count. It’ll be about whether the market is properly valuing a company that could control \~11.6% of global LNG capacity by 2028 and \~15.2% by 2032. That’s the part I think many people are missing.

Quantum270

VG are the most traded Eurostoxx futures

Nomynametoday

yea RH offers margin, only for stocks, not options. I’ve never used other brokerage but i heard that VG and Fidelity offer naked options.

Double_Ad3607

VG for me

Ok-Thought-9960

VG!

Ok-Thought-9960

VG is a LNG american based compan 

Double_Ad3607

VG for me

Yee4614

I don't think this is close. VG is a real company. NEXT is an idea. VG, IMO, has a much bigger run way because they're a) a big company b) investing rapidly to grow c) have shown success in growing. They can be in the top LNG producer in the US in a few years

Pitiful_Bedroom_6619

$VG my precious

ValueEquities

already producing vs still pre-revenue is a bigger gap than people price in..... a 2027 start date in LNG infrastructure almost always means 2028 VG has the boring advantage right now..... cash flow, contracts, proof of concept..... NEXT has the upside story but you're paying for a timeline that hasn't been stress tested yet

Takemyfishplease

VG easily, it actually produces. If I wanted to straight gamble NEXT, but it’s purely a moonshot

No_Aerie_2717

You understand VG benefits from these NG spot spreads? Henry Hub vs TTF and Henry Hub vs JKM

divine-nothingness

I like VG a lot but nervous about it's performance being so closely tied to the European NG price.

stolichnaya89

VG

Top_Cranberry_3254

HOOD? I swear they have a millisecond or 1 second delay on prices shown. Hope a lawyer proves it and major class action. I use VG and HOOD sometimes at the same time, and the prices are often off between them. I swear they pinch nickles and dimes off every single transaction by presenting a false price and it adds up to millions with all the trades.

Ok-Grab-8681

VG is going to resume flights this year. BO was charging about 3m per person, 4x that of virgin. There was a market for both, but now BO is out. VG is expected to fly 800 tourists per year once fully ramped up

MickSterling

Your best hope is this year, that retail pumps it during IPO or VG starts to actually launch more rockets 🚀

Wonderful_Feed_2907

Minimum 2 years as they said but could increase because of focus on lunar stuff. Also their peak launch cadence was 9-10 a year, VG will do that in a month.

C0up7

These regards don’t realize that Virgin Galactic often does shares dilution to pay themselves especially when they see the stock going up. There’s a reason why it’s down 99%. These regards are literally paying for VG’s paychecks and bills.

Wonderful_Feed_2907

Blue origin is grounded, VG has a monopoly for the time being

RadioEmbarrassed3667

Yeah i was talking about shares but if going for options then yeah agreed wait for iv to come down a bit. One final thought is that even if this does tank in the short term it's still in a very hot sector. SPACE. We all know fundamentals are crap however VG are making some progress and unlike most people I don't think this company is quite ready to die just yet. 

s30_kidd

I remember being a VG employee, and when they told us the company was going public. I believed they would make money, but to be the laughing stock of modern investing? Never.

Proof-Ad-3473

Do people really bet on accident buy? I thought its Musk pulling space a bit up on IPO + some good news from VG + hype + accident buy (very last reason).

yessiryessirwigga

Is $VG a scam company? Mines in the strait, $LNG up bigly, $VG falling sharply into close

pigeon_shit

$VG Virgin Galactic $VG

Turbulent_Eagle_5965

Because everything VG related is being deleted I’m tempted to say f**k it, let’s go!

LeeS121

I’ll jump in here for a moment… yes, the debt is high (last I looked seems like it was @35-37B) but Cheniere I believe is pushing @28+B but both are covered with long term contracts… Cheniere has more long term contracts (20 yrs) than VG but VG is pretty flush with 20yrs and been jumping on some 5 yrs as well. My biggest concern (actually not much of a concern today as it was when I first put money into VG) are the arbitration cases… VG played with fire and dragged their feet when commissioning CP (1st site) and was selling on the spot market and not fulfilling contracts… whether it was legit or not VG took a hit to their reputation. It’s late and I’m tired so I’m not digging up all of the exacts but there are still 3 remaining. BP won it ruling over “failure to deliver in a timely manner” and the damages will be awarded sometime in 2027 and from what I’ve read, $3B+\-… I believe BP is looking for $6-8B. This was the first this modular system has ever been designed/built and yes, COVID did delay commissioning and the first of a kind so “I” am hopeful that it will come in at less than $3B. $6-8B won’t kill the company but it would sting a bit. The other 2 cases should be settled and the sooner the better! To me, BP is the biggest headwind… that and this fricken conflict in the ME!!! It’s been one big fricken roller coaster ride for VG!!! Getting CP2 pumping gas will be huge… VG is spending the money to receive gas off the Waha (West Texas oil fields/Permian) where the gas is very cheap… it can even go negative but right now, for 2026 Waha gas has averaged @2.35 MMBtu’s where as the Henry Hub has averaged @$3.30 for all of 2026. CP2 will have the capability to pull gas from either Waha or HH… whichever is cheaper. VG has installed $$$ a high efficiency scrubber to remove the nitrogen to have the ability to run Waha gas. This on again off again conflict has been whipsawing the share price… so much so that currently, there is no real stability in the price. Q4, good earnings with a double beat but seems to have been lost with the dust up in the ME 2 days earlier. Q1 was a double beat but was a day before or after (don’t remember) the conflict was supposedly over… followed by rinse and repeat!!! Fricken maddening!!! So I don’t much care about the SP today… Q2 should be a huge quarter but my sights are set on Q3… gas will remain elevated and will come down some once the SoH is officially open as before the war without any fees but Q3 should be really positive regarding CP2 and how soon (if not already) will they be pumping. There’s no telling what the SP will be tomorrow; kind of depends if someone feels like the market needs a pump!!! I’m happy where I’m at so I’ll stick around for 3-5 yrs as long as the financials remain stable. Currently, I own 16+k shares and wanting 20k… my price is 9.90 and I’ve been invested for over a year just so you know the skin I have in VG. I drove down to Louisiana (from NC) just to see for myself what was going on… saw all 3 sites and came away quite impressed. They are going like gang busters on CP2 and the locals that I spoke with said good things about VG’ although the oyster farmers are a bit pissed off over a dredging mishap… ! Anyway, maybe you’ve already made a decision one way or another… either way, wish you the best!

atreidesspirit

That's the joke / phenomenon going on right now. VG is getting a huge boost for a while now based off dummies thinking its SpaceX. Its hilarious.

Double_Ad3607

VG

pigeon_shit

$VG stands for Virgin Galactic, right?

BeaverSack

Richard Bransons assistant: um sir, you’re not going to believe this but VG is actually pumping hard today Richard Branson: what’s VG? ….. Oh yeah! I remember now …..neat!!

BeaverSack

I was referring to the cost to acquire VG just for the ticker

C130J_Darkstar

Get ready for the offering, free money for VG

RegardMillionaire

Someone prove me wrong please. Virgin Galactic is purely based on brand values of "astronaut experience" and luxury tourism, backed by boomer playboy founder. Strip those away, they're nothing. VG doesn't own any groundbreaking tech. You could consider supersonic flights as their "high" tech asset, but they're not even on the top 10 ladder in that domain — Hell, if wanted to, Lockheed could start a space tourism business within a year with better tech. When VG offered tourism, they flew at 90km altitude vs. Blue Origin's 100km+, and we're not even accounting for the fact that VG is just planes flying very high; It's not your typical rocket launch. Happy for fellow WSB regards that made good money from SPCE, but I stand by my opinion that VG is garbage at core.

chargedcapacitor

Hahahahaha I can't believe I bought VG months ago, then sold it after making 20% thinking I was a savvy investor. This is certainly the bad place.

No_Shine_6124

But SPCE is about to IPO Edit: if it were SPCG instead of VG, then we’d be cookin.

happy123z

SNXX, KORU, MUU it's screaming in our faces. SLS calls three months out, sell on the 80th event rally. FIX and VG will probably climb steadily all year. My DRTSW warrants up 175% in a month. AIRJW doing good too.

Separate_Start_3318

VG” not even spelled out makes it sound mysterious

C130J_Darkstar

They will probably announce an offering this week, VG would be smart if they did.

Tzunamitom

Wasn’t there a post a few months ago on this sub where some regard literally predicted exactly this happening and pitching VG as the perfect stock?

Wild-Astronomer1200

I really don’t care about the ups and downs over the next one to two years. All I know is a year from now. The share price is gonna be between 24 and $30 per share with the potential of being higher. Once VG starts putting out its earnings reports for Q2 Q3 and Q4 of this year, the cats out of the bag and everyone’s gonna know what a money printing machine it is and all the shorting or anything else is not going to put a dent in it because you can’t stop a freight train Five years from now, this could be a $75 share price stock possibly 100 and sooner or later they’re gonna start ramping up big dividends as well I am 100% positive. It’s only a matter of a few years before the 15,000 shares I am sitting on hits $1 million worth

lordofming-rises

I guess I am VG and LUNR bagholder :(

lordofming-rises

Yeah then I read VG thesis and I bought and now I am just waiting...

gringovato

Maaaaan I had no idea. I never followed VG , just assumed it must be doing ok with all the glazing that poncey sir salisbury gets.

pigeon_shit

Symbol is not $VG. Ask me how I know.

Double_Ad3607

VG

lordofming-rises

Instead I bought the stuff a other guy shilled VG

imunfair

Lucid had a good product too, same deal as VG. A pump is a pump, unless the business manages absolutely amazing growth it deflates.

pigeon_shit

So $VG leaps?

trothechemist

Any other retards bleeding out on VG calls?

lordofming-rises

Why yF did I buy VG...

lordofming-rises

So VG keeps going down. Why did I only buy 20 shares of LUNR....

kveggie1

Why would you want to back when at VG? (a 401k at employer with higher fees and only a few MF choices)

Pitiful_Bedroom_6619

tried to trade nat gas today and i can say i will not touch it again. will keep buying $VG shares only

Double_Ad3607

VG

Intrepid-Distance-54

Absolutely won’t 2x but it’s a great stock to buy right now. CP2 should deliver first cargo in 2027, construction of CP3 should have FID then, and PLQ should be 100% commissioned with both phases all by Q4 2027. Source - I work for VG.

Wild-Astronomer1200

VG it is going to hit really hard after it’s Q2 earnings report in a couple months and possibly go 2X before the end of 2026

lordofming-rises

I really thought VG would go up with the lng issue

lordofming-rises

What's the next thing. Bought VG recently and its not great

lordofming-rises

So I bought VG following the good DD about it and now it keeps going low. I GUESS I TOOK THE WRONG BET AGAIN

lordofming-rises

Instead I bought VG and I am down a lot

Lower_Skin_3683

puts on VG

Only_Year_2466

I think VG is languishing lately entirely because of an expected imminent “peace” deal which should be just around the corner, running on 6 weeks. People are first waiting to see where the JKM forward curve settles in the days following peace whenever that is. On the one hand, we were staring at a huge surplus of LNG heading into 2026, and now we have a double whammy with both considerable damage at Ras Laffan affecting 20% of Qatar’s total LNG production and up to 7% of global supply. This damage may take as much as 3 years to replace… while at the same time, we keep eating into our inventory stocks globally the longer it takes… which means the price of JKM as an example should by all means remain wide, probably not as wide as it is currently, but wider than the $10-$11/btu it was at pre-war. But until that forward price curve settles down to a level that reflects the new world for the next 3 years where we are both rebuilding offline capacity while also re-building above ground stock… it’s hard to really assign any long term EBItDA projection to VG in the immediate term. I keep waiting for the hopeful peace deal, immediate drop in JKM, and hopeful selloff in VG on that day(s) following with which to build my position 

Mguidr1

It better not stay closed that long. If it does we might be looking at $100 VG

Antilokhos

I feel like the value here is NEXT, not VG. Not that VG is bad, but NEXT has more time to production so there's more profit possible as a long term hold. That said, all LNG stocks have popped off due to the current administration shutting down Hormuz. I wouldn't buy anything right now, but I do have a bunch of NEXT I scored in the $4s

Mguidr1

Very accurate post. Let me add to this from the perspective of an investor in VG and someone who lives in the area and works at a local refinery. I currently own 4800 shares of VG at an average of $8.60 a share. Let me explain why I intend to buy more shares when the share value dips. The construction of the CP2 project that is currently underway is massive and ahead of schedule. They are already moving trains in and are on pace to start production in June of 2027. There are around 4000 contractors working to make this happen. Where I work we have seen a workforce reduction due to hiring from Venture global. These are our best people and I’d be there right along with them if I wasn’t retiring this year. I have also worked with people on the venture global team in the past and can attest to their competence and work ethic. Let’s talk about the pipeline from Sourlake Tx. This is never discussed but is very relevant. I pass this pipeline every week in several places along its route from Texas because I have a house in Texas. This project alone is massive and will have several junctions and will also become a money maker. They are making good progress as well. VG is already expanding CP2 by 4 additional trains from the original plans. They are building ships to transport their LNG to markets as well. Right behind CP2 is CP3. There are few investment opportunities as good as VG and I’m in it for the long term. It is a steal at current value and should be at least $20 per share at current levels.

Vino-Decanto

VG then? It’s been a painful day.

Beneficial_Spot_4661

COIN, CYPH, NKLR, possibly VG

lordofming-rises

So I bought VG as was asked by on member in here. When does it moon?

ElkQuiet1541

Anyone in VG? Should I sell today?

isolated-cat

VG keeps on grinding upwards. lots of upside potential still left. am going to open more bullish positions

Beneficial_Spot_4661

I’d like to give another shoutout to the angel who posted the DD on VG last week. 🫡

jma12b

Venture Global (VG) is where I’m focusing for energy

TajesMahoney

How ya feeling this week, OP? VG had a big spike.

Anymousie

Regarding that $10B debt, what’s your stress test on VG’s debt if the Strait reopens faster than expected? I ask because your case assumes the Strait stays closed long enough for spot prices to stay elevated, storage levels to force buying, and the market to re-rate VG upward. But if a deal gets done in the next 30-60 days and Gulf LNG comes back online, spot prices normalize, VG’s Q2 earnings disappoint relative to the elevated guidance, AND they’re sitting on $10B more debt than their closest comp.

lordofming-rises

I bought VG on Friday. I guess im cooked

version-two

Why no NTR, CF, OXY, ET, VG ?

Humble-Witness6933

used Chatslide for my VG notes. setup was kinda clunky but made a 12-slide deck in 4 min. about your LNG thesis, what's your exit plan?

Dangerous-Retard

Shout-out to the "Calls on $VG" guy. Anything NACHO-trade related is gonna be easy money the next few weeks. That shit ain't opening.

Last-Act-8669

$VG Green rest red. Lol. Thanks anon for the +10%