executive summary:
Forget hype—Venture Global makes cash, not noise.
It’s the LNG builder everyone dismissed that now exports record cargoes and prints profits.
Nanalyze calls it a compounding cash machine.
Alan calls it disciplined asymmetry.
Both agree: Mike Sabel’s $15 B CP2 deal and an $80 B backlog prove execution is real.
Analysts see $16–$18—a clean 30 % upside.
Hold your five shares; grab one $16 call for smart leverage.
Cap it at 3 % NAV.
No hype. No gamble.
Just a company turning gas into gold—and investors who understand the difference.
(Approx. 450 words)
Venture Global (VG) is the rare public energy company that combines fast execution, transparent cash flow, and disciplined valuation. With Q3 earnings set for November 11, 2025, the company is entering what could be its next rerating phase. While the market remains fixated on debt, the facts are clear: operational momentum, backlog certainty, and cost leadership justify Nanalyze’s “buy on dips” posture. The story is simple — cash is fact, hype is noise.