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Opinions on viability of TELL going forward?
Posted on 7/9/20 at 8:28 am
Posted on 7/9/20 at 8:28 am
What's the latest vibe from you local guys out there? I don't think Souki would've gotten involved with this if it is a dead dog. I've got some more disposable funds coming my way, but thinking that tech stock valuations are getting out of hand so hesitant to plow a lot more into AMZN, FSLY, NVDA, etc... Seems like with TELL, probably 70% it's bankrupt within 1-2 years, 30% chance it's a $10-20 stock if they can get a Driftwood contract signed. So 70% * $0/share plus 30% * $10/share = ~$3/share expected price compared to ~$1/share right now.
This post was edited on 7/9/20 at 9:38 am
5
Posted on 7/9/20 at 9:10 am to GeneralLee
I'm not local/insider but I thought it was a value when it was $6.50 in January; I've been averaging down and I'm planning on riding this to bankruptcy or early retirement.
This post was edited on 7/9/20 at 9:13 am
Posted on 7/9/20 at 9:22 am to GeneralLee
I am heavy on this stock! When it opened on the market it was around $10. If the Driftwood project happens I think $10 is on the low end. BTW IamBatman will be here shortly to tell you about your thread title. Hes a total douche!
Posted on 7/9/20 at 9:25 am to GeneralLee
Nice thread title 
This post was edited on 7/9/20 at 10:54 am
Posted on 7/9/20 at 9:38 am to BayouBengals21
quote:
BTW IamBatman will be here shortly to tell you about your thread title. Hes a total douche!
You called it!
Posted on 7/9/20 at 9:42 am to GeneralLee
I am on the TELL train, mainly because I don't want to take a loss to get off of it. I do think it will rebound back up to at least $6.
Posted on 7/9/20 at 10:32 am to amusedmuse
They’re in major trouble. Domestic gas prices look to be rising into 2021-2022 while worldwide lng prices are still very soft due to lower demand and the full Europeans gas storage from last winter. I would be worrying about survival. The ceo recently listed his Colorado ranch and that can’t be a good sign.
Posted on 7/9/20 at 10:53 am to BayouBengals21
quote:
IamBatman will be here shortly to tell you about your thread title. Hes a total douche!
Don't be angry with me when the owner of this site wants this board to be held to high standards
Douche!
Posted on 7/9/20 at 11:25 am to amusedmuse
quote:
I do think it will rebound back up to at least $6.
Debating whether very OTM calls or just buying shares would be the best play here, may jump back in if this drops to $0.60 again.
Posted on 7/9/20 at 1:50 pm to GeneralLee
I posted this one month ago and it seems to be holding true
Export economics are big in the negative, as of last week feedgas spread were still hovering around -$0.10. 90 cargoes are expected to be cancelled between July/Aug which would make the lowest level in 2020
quote:
Word is Tellurian is having serious troubles lining up commitments for FID especially with their Petronet deal falling through (for now). I know someone working on Driftwood that's being moved to a different project. That being said i would not be surprised for FID to still happen
2020 looking to be rough for LNG, some predicting demand may even shrink year to year. ~30 cargoes have already been cancelled for June and hearing July could be over 40 cancellations. Spreads staying negative and feedgas rates falling for some. Could be a good time to pickup some established players
Export economics are big in the negative, as of last week feedgas spread were still hovering around -$0.10. 90 cargoes are expected to be cancelled between July/Aug which would make the lowest level in 2020
Posted on 7/9/20 at 1:52 pm to TigerDog83
quote:
Domestic gas prices look to be rising into 2021-2022 while worldwide lng prices are still very soft due to lower demand and the full Europeans gas storage from last winter.
This, we are expecting >$3 for Summer 2021.
Europe is full of gas and demand is way down, already hard enough hard to compete with the Qatar's of the world
Posted on 7/9/20 at 2:00 pm to iAmBatman
Are you getting paid to monitor people's thread title? I didnt think so, if you dont like the title scroll on through, and let "the owner" of this site worry about that. DOUCHE.
Posted on 7/9/20 at 2:22 pm to BayouBengals21
quote:
Are you getting paid to monitor people's thread title? I didnt think so, if you dont like the title scroll on through, and let "the owner" of this site worry about that. DOUCHE.
I don't need to get paid...knowing that it upsets you this much is all the payment I need
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