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re: Tellurian: A Potential Hundred Bagger?
Posted on 2/11/22 at 3:43 pm to PierPunk
Posted on 2/11/22 at 3:43 pm to PierPunk
quote:
We need this but for the US
Nuclear Power, Natural Gas Secure EU Backing as Green Investments
Meanwhile, our domestic dem econuts aren't that smart and are trying ban natural gas and dismantle nuclear.
CH4 is the cleanest fuel in the world next to pure hydrogen.
1
Posted on 2/13/22 at 8:32 pm to Auburn1968
Driftwood construction starting in April according to Betchel.
I’m thinking there’s a good chance this stock hits 10$ in the next few years. I am personally backing up the truck
I’m thinking there’s a good chance this stock hits 10$ in the next few years. I am personally backing up the truck
Posted on 2/13/22 at 10:28 pm to lsuoilengr
Isn't this supposed to be a 30 billion dollar development?
Posted on 2/14/22 at 6:37 am to lsuoilengr
Do you know how they are doing with their pipeline servitude acquisitions in Calcasieu?
Posted on 2/14/22 at 11:00 am to PhiTiger1764
Giving me some Magnolia LNG flashbacks
Posted on 2/14/22 at 4:43 pm to PappyPops
Insane amount of competition to build the next LNG export plants folks, be careful out there.
Posted on 2/24/22 at 9:54 am to Texas Tea 123
Up 16% this morning. Any news?
Posted on 2/24/22 at 10:03 am to F73ME
War in Europe is bullish for LNG is my guess.
Posted on 2/24/22 at 10:21 am to PhiTiger1764
calls $$$$
Posted on 2/24/22 at 10:49 am to Turftoe
They announced yesterday after close that construction will start in April.
Posted on 2/24/22 at 11:42 am to JerseyJohn
Up bigly. Knew I should have gone all in.
Posted on 2/24/22 at 11:51 am to jimbeam
quote:
Up bigly. Knew I should have gone all in.
It's been stuck in neutral for the two years I've been watching it. Maybe this will be more than a dream now.
Posted on 2/24/22 at 1:21 pm to jimbeam
careful reading too much into the jump today... all LNG stocks are up
Posted on 2/24/22 at 4:09 pm to JerseyJohn
quote:
They announced yesterday after close that construction will start in April.
I completely missed this. Time to start picking up more of these then.
Posted on 2/25/22 at 10:29 am to ShootingsBricks4Life
Once again, be careful... I'm long on TELL but they still don't have financing. Some kind of "construction" will begin in April but the project is not yet funded.
Posted on 2/25/22 at 11:02 am to Clint Torres
Agree, but they are not waiting on financing to begin construction, which is significant. The release says that they are using existing capital and liquidity to fund the construction. I think this is good news.
Posted on 2/25/22 at 11:06 am to JerseyJohn
I think they only have the funds to fund the first ~year of construction or something like that. They may have had a clause in their E&C contract that required a start by a certain date, or a clause with the landowner, who knows.
Bechtel is the best in the business as these facilities, have executed flawlessly for Cheniere, so I guess that's positive.
Bechtel is the best in the business as these facilities, have executed flawlessly for Cheniere, so I guess that's positive.
Posted on 2/25/22 at 11:29 am to Texas Tea 123
I've been involved with the LNG build down in Cameron. That facility is smaller than Driftwood, and took 3 years to go from swamp to producing LNG. So Driftwood may take 4-5 years for construction.
Starting construction in April may mean building access roads, perimeter controls, bush hogging, etc. Those actions show progress and keep permits active, but may not be 100 bulldozers moving dirt. Time will tell.
I'm in though. They are hiring for management positions now. I think it gets built.
Starting construction in April may mean building access roads, perimeter controls, bush hogging, etc. Those actions show progress and keep permits active, but may not be 100 bulldozers moving dirt. Time will tell.
I'm in though. They are hiring for management positions now. I think it gets built.
Posted on 2/25/22 at 5:34 pm to Zissou
I'm just curious, why does everyone on this thread think this will facility will get built with adequate commercial contracts?
I'm not taking either side, I'm just curious why there is so much conviction (other than the obvious bias of owning shares..)
"Because they're starting construction" is not an answer, Charif has done far more reckless things.
I'm not taking either side, I'm just curious why there is so much conviction (other than the obvious bias of owning shares..)
"Because they're starting construction" is not an answer, Charif has done far more reckless things.
This post was edited on 2/25/22 at 5:36 pm
Posted on 2/26/22 at 8:31 am to Texas Tea 123
i think most are generally optimistic due to overall market forces demanding LNG over the next decade or 2 and this team has demonstrated success in the past.
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