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TenLittleIndians
LSU Fan
Member since Feb 2020
68 posts

re: Tellurian: A Potential Hundred Bagger?
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


ChasinTails
USA Fan
USA
Member since Oct 2017
112 posts

re: Tellurian: A Potential Hundred Bagger?
quote:

1 month update, up 83.80% and still holding


frick yeah. Diamond hands.


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20
Clint Torres
New Orleans Pelicans Fan
Member since Oct 2011
2206 posts

re: Tellurian: A Potential Hundred Bagger?
quote:

1 month update, up 83.80% and still holding


Ha.. I've been wondering when you'd drop back by this thread


METAL
Member since Nov 2020
533 posts

re: Tellurian: A Potential Hundred Bagger?
166.24%.

Not selling. Just gonna roll the strike price up.


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40
TenLittleIndians
LSU Fan
Member since Feb 2020
68 posts

re: Tellurian: A Potential Hundred Bagger?
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


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30
GeneralLee
LSU Fan
Member since Aug 2004
11921 posts

re: Tellurian: A Potential Hundred Bagger?
Just hit $4.19, blew past the $4.13 high from yesterday.


SkinnyTestaverde
Miami (FL) Fan
Fort Lauderdale
Member since Dec 2009
314 posts
 Online 

re: Tellurian: A Potential Hundred Bagger?
So do they ever actually build a plant?


PhiTiger1764
LSU Fan
Lurker since Aug 2003
Member since Oct 2009
12508 posts

re: Tellurian: A Potential Hundred Bagger?
Holy shite what a finish!


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60
GeneralLee
LSU Fan
Member since Aug 2004
11921 posts

re: Tellurian: A Potential Hundred Bagger?
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...


Delacroix22
LSU Fan
Member since Aug 2013
2727 posts

re: Tellurian: A Potential Hundred Bagger?
Bought 50 shares of TELL for $3.92

Thanks for the advice. In on this one!


GeneralLee
LSU Fan
Member since Aug 2004
11921 posts

re: Tellurian: A Potential Hundred Bagger?
I’m in for 50K shares now. Sold some July $8 covered calls and starting to get worried they might get exercised!


Clint Torres
New Orleans Pelicans Fan
Member since Oct 2011
2206 posts

re: Tellurian: A Potential Hundred Bagger?
quote:

I’m in for 50K shares now.


Damn.. wish i was holding that.


GeneralLee
LSU Fan
Member since Aug 2004
11921 posts

re: Tellurian: A Potential Hundred Bagger?
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 at 3:24 pm


ChasinTails
USA Fan
USA
Member since Oct 2017
112 posts

re: Tellurian: A Potential Hundred Bagger?
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.


GeneralLee
LSU Fan
Member since Aug 2004
11921 posts

re: Tellurian: A Potential Hundred Bagger?
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.


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20
bayoubengals88
Wisconsin Fan
LA
Member since Sep 2007
16068 posts
 Online 

re: Tellurian: A Potential Hundred Bagger?
quote:

Interesting.. can you elaborate? Genuinely curious.
I don’t know you nor do I know how much you know about the market.

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.


GeneralLee
LSU Fan
Member since Aug 2004
11921 posts

re: Tellurian: A Potential Hundred Bagger?
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.


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00
ChasinTails
USA Fan
USA
Member since Oct 2017
112 posts

re: Tellurian: A Potential Hundred Bagger?
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.


SkinnyTestaverde
Miami (FL) Fan
Fort Lauderdale
Member since Dec 2009
314 posts
 Online 

re: Tellurian: A Potential Hundred Bagger?
And the first time I actually sell the news it doesn’t go down. Never god dam fails LOL



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30
GeneralLee
LSU Fan
Member since Aug 2004
11921 posts

re: Tellurian: A Potential Hundred Bagger?
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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