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Started By
Message
re: Tellurian: A Potential Hundred Bagger?
Posted on 5/17/21 at 12:22 pm to Clint Torres
Posted on 5/17/21 at 12:22 pm to Clint Torres
Hopefully it continues. Doubled down on my position.
0
Posted on 5/20/21 at 4:47 pm to Clint Torres
Posted on 5/20/21 at 5:24 pm to roadkill
Should we sell?
Posted on 5/20/21 at 5:49 pm to BZ504
The whole story just seems too good to be true. I think the only way they can get to FID is through massive dilution of existing shareholders.
Posted on 5/20/21 at 7:00 pm to roadkill
Oddly the share price has gone up since this article was released.
Posted on 5/20/21 at 7:39 pm to BZ504
quote:
Should we sell?
Great question - no sarcasm intended - if I knew the answer, I wouldn't be posting on TD Money Talk on a Thursday evening.
Per capita, Qatar is one of the richest countries on Earth - if they decide to sell LNG at a loss (subsidize) in order to eliminate long-term competition, they can do it.
There are a lot of moving parts, including:
- Biden and his unhinged base want to eliminate fossil fuels
- demand for LNG is increasing
- Qatar probably can't satisfy all LNG demand
- Qatar and others (non-USA) probably can satisfy all demand
- Tellurian may have to "adjust" their business model - what that means, who knows? Less free cash flow per share? Slower date for full production? Lower revenue per unit of LNG? Cash out and fold?
Financing either disappears or dramatic increase in cost? Some satanic combo of the above, plus other obstacles?
I invested in TELL with the understanding it was binary - grand slam, walk-off home run or called 3rd strike, down 3 runs w/bases loaded.
Charif Souki and his team ain't novice rookies and I will be listening closely to him the next week or so with the understanding he cannot be completely transparent. Also won't be surprised if stock craters (<$1) tomorrow - in which case, I may roll the dice and load up - why not?
Hang on - no guts, no glory.
Posted on 5/21/21 at 6:16 am to roadkill
quote:
Charif Souki and his team ain't novice rookies and I will be listening closely to him the next week or so with the understanding he cannot be completely transparent.
If anything this speeds up negotiating.
India hates China and they need gas. Qatar can't supply everyone and they areninna very unstable region. Gas contracts at great but orders can't be filled with shite blown up. People are going to commit their countries future on gas supply.
Not taken lightly. We are much more stable even with Biden in control (for now anyway).
Posted on 5/24/21 at 8:47 am to thejudge
Looks like TELL is starting the day up 10% ... interesting.
Posted on 5/24/21 at 2:36 pm to ChasinTails
I cashed out of TELL today. Took my 33% profit
Posted on 5/24/21 at 2:50 pm to MrLSU
quote:
I cashed out of TELL today. Took my 33% profit
Hopefully this is just the beginning!
Posted on 5/24/21 at 8:28 pm to Clint Torres
They ran it from up 10 to down 6 to finish up 6.
They are doing their best running it down.
We shall see.
They are doing their best running it down.
We shall see.
Posted on 5/26/21 at 1:01 pm to Clint Torres
Thanks, picked up 100 shares yesterday.
Posted on 5/26/21 at 9:15 pm to bayoubengals88
Word on the street is CEO said they'll be sold out soon for gas.
Rerated to $4.40
Short interest is dropping quickly. They may be bailing knowing its going to continue to climb.
GL. I'm increasing my holding by 25%. That'll be what's left of my holdback.
Rerated to $4.40
Short interest is dropping quickly. They may be bailing knowing its going to continue to climb.
GL. I'm increasing my holding by 25%. That'll be what's left of my holdback.
Posted on 5/26/21 at 9:18 pm to thejudge
quote:
be sold out soon for gas.
As in, funding for Driftwood and an FID?
Posted on 5/26/21 at 9:20 pm to AU_RX
quote:
As in, funding for Driftwood and an FID?
That is my understanding. Looking for his transcript from him staying that. Couple news articles mentioned it.
LINK
quote:
Tellurian expects to complete commercial agreements within the next few weeks sufficient to support the first phase of its Driftwood LNG export project in Louisiana, Executive Chairman Charif Souki said May 12.
he uploads videos personally every week
This post was edited on 5/26/21 at 9:28 pm
Posted on 5/27/21 at 6:12 am to thejudge
Looks like TELL got a sales and purchase agreement that was announced this morning.. Hold on boys! We bout to make some money.
Posted on 5/27/21 at 6:15 am to BayouBengals21
Man I wish I had gone for more than a small 15K share position now.... Souki said 4-5 deals like this were coming in the next few weeks.
Posted on 5/27/21 at 6:55 am to GeneralLee
Glad I am still sitting on a bunch of three dollar and 50 Cent calls but damn it would’ve been nice if this happened last week.
Posted on 5/27/21 at 7:25 am to BayouBengals21
Not much movement in premarket..
Posted on 5/27/21 at 7:29 am to PhiTiger1764
LOL you're joking right? It just broke $4. Closed yesterday at $3.17.
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