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Started By
Message
Tellurian: A Potential Hundred Bagger?
Posted on 4/28/21 at 9:07 am
Posted on 4/28/21 at 9:07 am
LINK
"If Driftwood is successful, there will be many Tellionaires. (I’m in a Discord group of 800 fellow TELL investors, many of them with enormous percentage allocations to TELL: retail has noticed this stock!) After commencing full operations, Tellurian should be returning significant value to shareholders in the form of either dividends or share buybacks. It could even be the dream stock, the Holy Grail of investing: a multi-bagger returning more in dividends/buybacks annually than we actually paid for the shares!"
"If Driftwood is successful, there will be many Tellionaires. (I’m in a Discord group of 800 fellow TELL investors, many of them with enormous percentage allocations to TELL: retail has noticed this stock!) After commencing full operations, Tellurian should be returning significant value to shareholders in the form of either dividends or share buybacks. It could even be the dream stock, the Holy Grail of investing: a multi-bagger returning more in dividends/buybacks annually than we actually paid for the shares!"
18
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
Posted on 4/28/21 at 9:19 am to GeneralLee
souki has already been hinting at late this year, early next year possibly
Posted on 4/28/21 at 10:39 am to Clint Torres
Okay I just put some money down on this speculative play. If it doesn't pan out I'll just yell at the two of you for costing me a couple hundred bucks.
Posted on 4/28/21 at 11:06 am to MrLSU
i'm riding this one to early retirement or $0.
Posted on 4/28/21 at 11:45 am to Clint Torres
quote:
i'm riding this one to early retirement or $0.
Grabbed 15k shares this morning. I will be back later to thank you or shun you like AntiqueTiger
Posted on 4/28/21 at 12:11 pm to TenLittleIndians
I think this summer will give you a much better entry than right now.
Posted on 4/28/21 at 12:19 pm to Clint Torres
I think ultimately international nat gas prices will be a problem. They're up now but pre-covid were down to $5/M.
Posted on 4/28/21 at 12:30 pm to Clint Torres
Company announced they are spudding a well in Haynesville Shale yesterday.
So far have they met setbacks as a call to develop a bigger business plan. Appear to be headed toward goal of complete vertical producer, from ground to ship for LNG. And creating some interesting brokering options.
As previous poster said, would be an excellent achievement for La. And of course investors.
Global Platts news
So far have they met setbacks as a call to develop a bigger business plan. Appear to be headed toward goal of complete vertical producer, from ground to ship for LNG. And creating some interesting brokering options.
As previous poster said, would be an excellent achievement for La. And of course investors.
Global Platts news
Posted on 4/28/21 at 12:38 pm to GeneralLee
quote:
I think this summer will give you a much better entry than right now.
I'm wanting to get in, but don't like the entry point right now. What are you seeing that points to summer as and entry timing? Natgas market? project details? other?
Posted on 4/28/21 at 12:41 pm to Dock Holiday
People will want the FID and wont be getting it. So they will dump and move on
Posted on 4/28/21 at 12:46 pm to Dock Holiday
quote:
I'm wanting to get in, but don't like the entry point right now. What are you seeing that points to summer as and entry timing? Natgas market? project details? other?
My thought process is by July or August that it's clear there's no "FID by summer" and this stock will sell off massively. You also have the risk of Total pulling out at the end of June. If Total pulls outs, I don't think they ever hit FID. If Total stays in and no FID by summer, I think you can still load the boat here somewhere between $1-$1.50 per share and get a 5-10 bagger on your money IF they hit FID in late 2021 or early 2022.
Posted on 4/28/21 at 1:34 pm to GeneralLee
quote:
GeneralLee
Thanks. I know a coupe people that work for Total and they have been in a spending halt and budget crunch for a little while now. Would not surprise me if Total does pull out... OR maybe the budget crunch is so the CAN invest... hhhmmmm...
Posted on 4/28/21 at 2:36 pm to Clint Torres
Thanks for the heads up. In for some.
Posted on 4/28/21 at 8:25 pm to Clint Torres
FYI- insider at TELL purchased 100K, form reported today. Pretty bullish sign...
Posted on 4/28/21 at 11:27 pm to Dock Holiday
quote:
Would not surprise me if Total does pull out..
Speaking of Total/Tell
This week Total had to declared force majeure on its LNG development in Mozambique. Total had ~$15bn in loans attached to the LNG project.
So on the one hand, def a cash crunch for Total.
On the other hand, Total said almost 90% of the projected Mozambique production had already been sold through long-term contracts in Asia and in Europe.
NS Energy News article
Those orders will be filled somewhere, maybe Total steps up greenlighting the Tell/Driftwood project?
Posted on 4/29/21 at 5:23 am to GeneralLee
I disagree with waiting for a cheaper entry point. The pot odds are still great at this price and you can always average down.
Posted on 4/29/21 at 7:24 am to Clint Torres
Mind sharing the Discord link?
Posted on 4/29/21 at 8:02 am to DeepDivinCrankbait
quote:
Mind sharing the Discord link?
The discord group was referenced in the link i posted in the OP.
Posted on 5/17/21 at 12:19 pm to Clint Torres
TELL is on a run today
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