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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

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.
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

Looks 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

quote:
I cashed out of TELL today. Took my 33% profit
Hopefully this is just the beginning!
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re: Tellurian: A Potential Hundred Bagger?
Posted by thejudge
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.
re: Tellurian: A Potential Hundred Bagger?
Posted by bayoubengals88
on 5/26/21 at 1:01 pm to Clint Torres

Thanks, picked up 100 shares yesterday.
re: Tellurian: A Potential Hundred Bagger?
Posted by thejudge
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.
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

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.
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

Not much movement in premarket..
re: Tellurian: A Potential Hundred Bagger?
Posted by GeneralLee
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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