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Since I don’t have much experience in the LNG industry listening to the conference call was a bit difficult for me. Most of the chatter was about the company completing current projects and the risks that come with that. One thing that was concerning is the threat of China massively increasing their production of LNG thus making VG uncompetitive.
But overall LNG market is growing! VG is projecting a 5.5% CAGR over the next 5 years. VG is well positioned to grow into this market and deliver LNG energy across the global. Below are some screenshots of the presentation.
Disclaimer I own shares in VG