VG
Market read
VG accounts for 1.6% of the group's measured movement across 7.0 effective names. raw member direction is mixed; 10 of 12 SPY-adjusted paths align to the downside. Capital-flow agreement is 9%, so confirmation is not yet clean. No verified headline preceded the measured group move.
No material onset for VG could be timestamped inside the aligned 5-minute window.
4 of 14 members in Oil & Gas are active. 0 of 6 disclosed connections are confirming.
Invalidation: The live read weakens if participation falls to 4 of 14 members or fewer.
Research brief
VG accounts for 1.6% of the group's measured movement across 7.0 effective names. raw member direction is mixed; 10 of 12 SPY-adjusted paths align to the downside. Capital-flow agreement is 9%, so confirmation is not yet clean. No verified headline preceded the measured group move.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“The increase of $2.6 billion in cash paid for feed gas was due to: ◦ higher LNG sales volumes from the Plaquemines Project as commissioning activities progressed and LNG production ramped up; and ◦ higher cost of feed gas due to increases in Henry Hub natural…”10-Q · Aug 11, 2026 ↗
“These were partially offset by a $13 million favorable change on the Blackfin Credit Facility interest rate swaps, which were entered into in the fourth quarter of 2025.”10-K · Mar 2, 2026 ↗
“Further, slower-than-expected inventory withdrawal due to mild weather can decrease the demand for LNG.”10-K · Mar 2, 2026 ↗
“Excess Capacity Sales Our facilities are designed to produce LNG in excess of their guaranteed nameplate capacity—by as much as 40% annually—reflecting the annualized expected production capacity under normal ambient weather conditions.”10-K · Mar 2, 2026 ↗
Valuation discipline
Price/sales 3.0× · EV/sales 5.2×. Comparisons use only industry-matched filing peers.
Fewer than 4 annual revenue periods; too little history to scaffold scenarios.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for VG. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
Jodie has not yet found a suitable current-versus-prior filing comparison for VG. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Baker Hughes, UOP and CB&I are each providing and constructing the mid-scale, factory-built liquefaction trains and power island systems, the pre-treatment system, and storage tanks, respectively.”
“With respect to our projects, our current and potential competitors include, but are not limited to, (1) national energy companies, such as QatarEnergy, (2) major multinational energy companies, including BP, Chevron, ConocoPhillips, ExxonMobil, Shell and Tot…”
“With respect to our projects, our current and potential competitors include, but are not limited to, (1) national energy companies, such as QatarEnergy, (2) major multinational energy companies, including BP, Chevron, ConocoPhillips, ExxonMobil, Shell and Tot…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 3 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
VG is currently a Participant in the organic co-movement group Oil & Gas. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.