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METAL
Member since Nov 2020
496 posts

re: Tellurian: A Potential Hundred Bagger?
Hopefully it continues. Doubled down on my position.


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roadkill
Alabama Fan
East Coast, FL
Member since Oct 2008
1172 posts

re: Tellurian: A Potential Hundred Bagger?
sigh

Link says Qatar will undercut global market, effectively killing LA projects....e.g., TELL


BZ504
LSU Fan
Texas
Member since Oct 2005
5084 posts

re: Tellurian: A Potential Hundred Bagger?
Should we sell?


GeneralLee
LSU Fan
Member since Aug 2004
11533 posts

re: Tellurian: A Potential Hundred Bagger?
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.


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Lightning
LSU Fan
Texas
Member since May 2014
585 posts

re: Tellurian: A Potential Hundred Bagger?
Oddly the share price has gone up since this article was released.


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roadkill
Alabama Fan
East Coast, FL
Member since Oct 2008
1172 posts

re: Tellurian: A Potential Hundred Bagger?
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.



thejudge
USA Fan
Westlake, LA
Member since Sep 2009
11611 posts

re: Tellurian: A Potential Hundred Bagger?
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).


ChasinTails
USA Fan
USA
Member since Oct 2017
112 posts

re: Tellurian: A Potential Hundred Bagger?
Looks like TELL is starting the day up 10% ... interesting.


MrLSU
Harvard Fan
Paris, Lake Como, Monaco, Marrero
Member since Jan 2004
19141 posts

re: Tellurian: A Potential Hundred Bagger?
I cashed out of TELL today. Took my 33% profit


Clint Torres
New Orleans Pelicans Fan
Member since Oct 2011
2186 posts

re: Tellurian: A Potential Hundred Bagger?
quote:

I cashed out of TELL today. Took my 33% profit


Hopefully this is just the beginning!


thejudge
USA Fan
Westlake, LA
Member since Sep 2009
11611 posts

re: Tellurian: A Potential Hundred Bagger?
They ran it from up 10 to down 6 to finish up 6.

They are doing their best running it down.

We shall see.


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bayoubengals88
Wisconsin Fan
LA
Member since Sep 2007
15904 posts

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


thejudge
USA Fan
Westlake, LA
Member since Sep 2009
11611 posts

re: Tellurian: A Potential Hundred Bagger?
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.


AU_RX
Auburn Fan
City of St George
Member since May 2005
3691 posts

re: Tellurian: A Potential Hundred Bagger?
quote:

be sold out soon for gas.


As in, funding for Driftwood and an FID?


thejudge
USA Fan
Westlake, LA
Member since Sep 2009
11611 posts

re: Tellurian: A Potential Hundred Bagger?
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


BayouBengals21
Member since Mar 2020
65 posts

re: Tellurian: A Potential Hundred Bagger?
Looks like TELL got a sales and purchase agreement that was announced this morning.. Hold on boys! We bout to make some money.


GeneralLee
LSU Fan
Member since Aug 2004
11533 posts

re: Tellurian: A Potential Hundred Bagger?
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.


METAL
Member since Nov 2020
496 posts

re: Tellurian: A Potential Hundred Bagger?
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.


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PhiTiger1764
LSU Fan
Lurker since Aug 2003
Member since Oct 2009
12483 posts

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


GeneralLee
LSU Fan
Member since Aug 2004
11533 posts

re: Tellurian: A Potential Hundred Bagger?
LOL you're joking right? It just broke $4. Closed yesterday at $3.17.


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