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Started By
Message
re: Tellurian: A Potential Hundred Bagger?
Posted on 5/28/21 at 10:51 am to TenLittleIndians
Posted on 5/28/21 at 10:51 am to TenLittleIndians
quote:
quote:
i'm riding this one to early retirement or $0.
Grabbed 15k shares this morning. I will be back later to thank you or shun you like AntiqueTiger
1 month update, up 83.80% and still holding
3
Posted on 5/28/21 at 11:20 am to TenLittleIndians
quote:
1 month update, up 83.80% and still holding
frick yeah. Diamond hands.
Posted on 5/28/21 at 11:42 am to TenLittleIndians
quote:
1 month update, up 83.80% and still holding
Ha.. I've been wondering when you'd drop back by this thread
Posted on 5/28/21 at 11:56 am to TenLittleIndians
166.24%.
Not selling. Just gonna roll the strike price up.
Not selling. Just gonna roll the strike price up.
Posted on 5/28/21 at 12:08 pm to Clint Torres
quote:
Ha.. I've been wondering when you'd drop back by this thread
I owe you a beer or 10 or some Pappy Van Winkle
Posted on 5/28/21 at 12:54 pm to Clint Torres
Just hit $4.19, blew past the $4.13 high from yesterday.
Posted on 5/28/21 at 1:58 pm to GeneralLee
So do they ever actually build a plant?
Posted on 5/28/21 at 2:55 pm to SkinnyTestaverde
Holy shite what a finish!
Posted on 5/28/21 at 3:11 pm to SkinnyTestaverde
Huh we talking TELL or STLHF? Haha. I actually think TELL might be the lower risk option right now. Driftwood is gonna be built boys, no way they just did that one deal in isolation. Damn that STLHF JV needs to get done...
Posted on 5/28/21 at 3:13 pm to GeneralLee
Bought 50 shares of TELL for $3.92
Thanks for the advice. In on this one!
Thanks for the advice. In on this one!
Posted on 5/28/21 at 3:14 pm to Delacroix22
I’m in for 50K shares now. Sold some July $8 covered calls and starting to get worried they might get exercised!
Posted on 5/28/21 at 3:18 pm to GeneralLee
quote:
I’m in for 50K shares now.
Damn.. wish i was holding that.
Posted on 5/28/21 at 3:22 pm to Clint Torres
Honestly I think in 10 years TELL will have a higher market cap than Cheniere. My main concern is management killing the momentum too soon by doing a big offering.
This post was edited on 5/28/21 at 3:24 pm
Posted on 5/28/21 at 3:49 pm to GeneralLee
quote:
Honestly I think in 10 years TELL will have a higher market cap than Cheniere. My main concern is management killing the momentum too soon by doing a big offering.
Interesting.. can you elaborate? Genuinely curious.
Posted on 5/28/21 at 4:36 pm to ChasinTails
It’s going to be a much newer, more ESG friendly, and larger capacity facility than Cheniere’s. And with their vertically integrated model they are going to control their own gas supply from the Haynesville wells all the way to the Driftwood terminal.
Posted on 5/28/21 at 4:40 pm to ChasinTails
quote:I don’t know you nor do I know how much you know about the market.
Interesting.. can you elaborate? Genuinely curious.
With that said, if you’re asking him to elaborate on the “offering” he’s worried that the company, in order to raise money, will issue new shares of stock.
The downside of this is that you and everyone who already owned shares would then own a smaller portion of the company.
In a word, your shares are being “diluted.”
So when the market cap increases, your shares won’t increase as much as they would have before the offering.
Posted on 5/28/21 at 4:43 pm to bayoubengals88
Yeah they have a $200M shelf offering that they can start using at any time. So that’s about 10% dilution at current market cap. Hopefully they are smart enough not to use it until all the deals are announced and price is much higher.
Posted on 5/28/21 at 4:50 pm to bayoubengals88
Ok, yes the offering is exactly what i was worried about and it’s something I’ve never thought about. Hopefully they will not have to fire the bullet of another offering unless it’s necessary.
Does Charif have a history of doing this? He’s the reason why I bought in early and will continue to buy.
Does Charif have a history of doing this? He’s the reason why I bought in early and will continue to buy.
Posted on 5/28/21 at 5:09 pm to ChasinTails
And the first time I actually sell the news it doesn’t go down. Never god dam fails LOL
Posted on 5/28/21 at 5:26 pm to ChasinTails
Yes and no. Outstanding shares were roughly 250m pre COVID and are now roughly 400M. They had do to most of that to survive. Charif and his family are massive shareholders so alignment is good there. But Driftwood is gonna cost $17B to build and not all of that can be financed with debt. They will probably use most of $200M offering to expedite pre FID construction and acquire more Haynesville assets if I had to guess.
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