r/stocks
NEXT vs VG, Which is Better Long Term?
Author discusses long-term growth of LNG companies NEXT and VG, favoring NEXT's longer runway despite its later production start.
- LNG is expected to be a huge market in the upcoming years.
- Both NEXT and VG are well-positioned to capitalize on the LNG demand.
Which of these liquid natural gas companies do you think will experience more growth in the long term? Besides nuclear energy, I think LNG could be a huge market in the upcoming years. Both of these companies are positioned to do well. That said, NEXT is still not producing anything with plans to start producing in early/mid 2027, while VG is already producing. Personally, I feel like NEXT has a longer run way and can grow more then VG can in the same time period. Looking to see what others think about the LNG space as a whole and which of these companies you think will be the biggest winner in the next 5-10 years.
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
VG easily, it actually produces. If I wanted to straight gamble NEXT, but it’s purely a moonshot
Could you explain why you think NEXT is a moonshot? I understand it's not producing yet but is their something else that makes you think they will fail at doing so?
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
exe