View in: Desktop
Copyright @2021 TigerDroppings.com. All rights reserved.
- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Posted by
Message
re: Tellurian: A Potential Hundred Bagger?
Posted by METAL on 5/17/21 at 12:22 pm to Clint Torres
Hopefully it continues. Doubled down on my position.
re: Tellurian: A Potential Hundred Bagger?
Posted by GeneralLee 
on 5/20/21 at 5:49 pm to BZ504
on 5/20/21 at 5:49 pm to BZ504The 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.
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.
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).
re: Tellurian: A Potential Hundred Bagger?
Posted by ChasinTails 
on 5/24/21 at 8:47 am to thejudge
on 5/24/21 at 8:47 am to thejudgeLooks like TELL is starting the day up 10% ... interesting.
re: Tellurian: A Potential Hundred Bagger?
Posted by MrLSU on 5/24/21 at 2:36 pm to ChasinTails
I cashed out of TELL today. Took my 33% profit
re: Tellurian: A Potential Hundred Bagger?
Posted by Clint Torres 
on 5/24/21 at 2:50 pm to MrLSU
on 5/24/21 at 2:50 pm to MrLSUquote:
I cashed out of TELL today. Took my 33% profit
Hopefully this is just the beginning!
re: Tellurian: A Potential Hundred Bagger?
Posted by thejudge on 5/24/21 at 8:28 pm to Clint Torres
on 5/24/21 at 8:28 pm to Clint TorresThey 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.
re: Tellurian: A Potential Hundred Bagger?
Posted by bayoubengals88 
on 5/26/21 at 1:01 pm to Clint Torres
on 5/26/21 at 1:01 pm to Clint TorresThanks, picked up 100 shares yesterday.
re: Tellurian: A Potential Hundred Bagger?
Posted by thejudge on 5/26/21 at 9:15 pm to bayoubengals88
on 5/26/21 at 9:15 pm to bayoubengals88Word 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.
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 at 9:28 pm
re: Tellurian: A Potential Hundred Bagger?
Posted by BayouBengals21 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.
re: Tellurian: A Potential Hundred Bagger?
Posted by GeneralLee on 5/27/21 at 6:15 am to BayouBengals21
on 5/27/21 at 6:15 am to BayouBengals21Man 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.
re: Tellurian: A Potential Hundred Bagger?
Posted by METAL 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.
re: Tellurian: A Potential Hundred Bagger?
Posted by PhiTiger1764 on 5/27/21 at 7:25 am to BayouBengals21
on 5/27/21 at 7:25 am to BayouBengals21Not much movement in premarket..
re: Tellurian: A Potential Hundred Bagger?
Posted by GeneralLee on 5/27/21 at 7:29 am to PhiTiger1764
on 5/27/21 at 7:29 am to PhiTiger1764LOL you're joking right? It just broke $4. Closed yesterday at $3.17.
Page 2 of 13
Brennan broke his non throwing arm right before fall practice started.
Popular
Back to top
Follow TigerDroppings for LSU Football News