Texas Tea 123

Why? Because no one can do their own research?

They all move on the same factor which is industry agnostic.

Ex. "profitless volatile small caps" is a factor

Google "factor exposure" for more

I have two little kids man. No need to be an a-hole when people are just asking for help.

Causation vs correlation..

At $150/bbl oil the TMS really starts paying out

Pierre Part is the location

It became too cool, too popular. Attracts the worst of the worst.

Denver, Austin, Nashville soon

There is an incredibly large shallow water gas well being drilled right now in the swamp.

TMS / Austin Chalk takes $100+ oil

AI will not have any significant impact on this

Edit: TigerV knows ball

I work in finance and have covered LNG stocks in the past you dunce. When knowledgeable and experienced people are telling you something about a subject you know little about, it's best to listen, take the info, and make your own decisions. But go on and lose more money - that's your prerogative

Google

The big issue is that these freaking guys, for years, said their facilities were not commercially complete. When an LNG export facility reaches completion, the contracts kick in. Before being fully commissioned, it can still produce some LNG and those are all equity volumes for the company (e.g. they own them, they buy the domestic gas and sell it internationally at an international price). Spreads were huge, so they made a ton of money. They essentially stole this money from their customers. The customers' contracts should have kicked in leaving VG with a lot less equity volumes to market.

Hope that helps mr "examples please"


BP (Lost): In October 2025, BP won a significant arbitration, with tribunals finding Venture Global failed to act as a "reasonable and prudent operator" by delaying commercial operations to sell at higher spot prices, potentially costing BP over $1 billion.
Shell (Won): Venture Global won its case against Shell in August 2025, though the reasons for contrasting outcomes with BP are unclear.
Others (Ongoing): Repsol, Galp, and Orlen have similar claims against Venture Global, with arbitration ongoing.

Securities Fraud (IPO): Class actions filed after Venture Global's January 2025 IPO allege false statements about project viability and legal challenges, according to firms like Kessler Topaz Meltzer & Check, LLP and Rosen Legal.
Employee Stock Options: Lawsuits filed by former advisors (Muller, Ruggirello) and former General Counsel (Dillbeck) claim the company blocked them from exercising stock options, reports Bloomberg.com.