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re: Anybody bought Tellurian stock?
Posted on 4/19/21 at 3:40 pm to Byrdybyrd05
Posted on 4/19/21 at 3:40 pm to Byrdybyrd05
I just don't see how their business model can work in a market flush with LNG
Posted on 4/20/21 at 8:48 am to barry
quote:
I just don't see how their business model can work in a market flush with LNG
Good point.
Tellurian's position on it is that they are going to be the unique and lost cost provider as an integrated LNG. They will own/control the product from upstream thru pipelines all the way to liquefaction. This interview questioned them on it pretty comprehensively:
Platts Capitol Crude podcast
To me the principle players at Tell make the metric as credible as a start up can be-- for speculative investment money.
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