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re: Tellurian: A Potential Hundred Bagger?
Posted on 4/28/21 at 9:10 am to Clint Torres
Posted on 4/28/21 at 9:10 am to Clint Torres
5-10 bagger on FID... maybe 40-50 bagger on full development in 4-5 years. 100 bagger is nonsense.
Not expecting FID until later this year though, so company management will have huge eggs on their face from basically promising construction starting this summer. The abundance of Qatari LNG deals being made is a concern as well. But I'll take a super speculative position here if it drops under $1 again this summer from trading disappointment over FID delays. Cheering for these guys to pull it off as it'll be a good job creator for Louisiana, but not sure it's gonna happen. If it does, probably late 2021 or early 2022.
Not expecting FID until later this year though, so company management will have huge eggs on their face from basically promising construction starting this summer. The abundance of Qatari LNG deals being made is a concern as well. But I'll take a super speculative position here if it drops under $1 again this summer from trading disappointment over FID delays. Cheering for these guys to pull it off as it'll be a good job creator for Louisiana, but not sure it's gonna happen. If it does, probably late 2021 or early 2022.
This post was edited on 4/28/21 at 9:16 am
1
Posted on 4/28/21 at 9:19 am to GeneralLee
souki has already been hinting at late this year, early next year possibly
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