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re: Tellurian: A Potential Hundred Bagger?

Posted on 7/14/21 at 10:48 pm to
Posted by LSU8144
Member since Sep 2007
161 posts
Posted on 7/14/21 at 10:48 pm to
Anyone else noticed TELL has been quiet lately after announcing those deals, and there were supposed to be more… Bullish/bearish?
Posted by CajunTiger78
Member since Aug 2017
2528 posts
Posted on 7/15/21 at 6:23 am to
This is a hold. The driftwood project is just getting tge green light, if and when it is finished it will be the biggest LNG plant in North America
Posted by Clint Torres
Member since Oct 2011
2659 posts
Posted on 7/15/21 at 8:40 am to
There was speculation of another deal coming today but looks like that isn't happening.
Posted by LSU8144
Member since Sep 2007
161 posts
Posted on 7/15/21 at 8:48 am to
Definitely a long hold for me. I was just referencing the silence in the last few weeks.
Posted by thejudge
Westlake, LA
Member since Sep 2009
14036 posts
Posted on 7/15/21 at 8:02 pm to
They are doing soil samples and road surveys now. You can drive down and see the crews out there.
Posted by LSU8144
Member since Sep 2007
161 posts
Posted on 7/15/21 at 8:37 pm to
Good to know! Thanks!

BTW- I’m not doubting the company right now. They just haven’t tweeted in weeks, and Souki didn’t do his YouTube video. Just seemed odd.
Posted by thejudge
Westlake, LA
Member since Sep 2009
14036 posts
Posted on 7/15/21 at 9:25 pm to
He did one last week and not this week.

He skipped one a few weeks ago and came back dropping the hammer. Rumor was he was out cutting another deal.

We shall see. End of summer ought to be nice.
Posted by DeCat ODahouse
Premium Member
Member since Jan 2017
1371 posts
Posted on 7/16/21 at 5:08 am to
The currently posted chat on upstream production mentions a two week 4th of July holiday break.

I second the Judge, the last time Charif went below the radar he re-emerged with vey productive news.
Posted by Hogwallop
Member since Jul 2021
413 posts
Posted on 7/16/21 at 9:03 am to
Finally jumping in.

2500 @3.83

!500 more for a swing
This post was edited on 7/16/21 at 9:04 am
Posted by DeCat ODahouse
Premium Member
Member since Jan 2017
1371 posts
Posted on 7/20/21 at 7:55 pm to
New chat with CEO Charif Souki posted today. States they are heading toward the goal of orders to proceed given to Bechtel by the end of Q1 next year, outlines milestones to look for along the way.

One new tangible number: production in the leases they own in Haynesville are headed toward 100 million/day up from 30 last year. (2:50 into video)
New Chat with Tell
Posted by jimjackandjose
Member since Jun 2011
6496 posts
Posted on 7/20/21 at 7:59 pm to
Should have time to get in then I assume

I want to roll some sLI earnings into Tell if the timing works out
Posted by thejudge
Westlake, LA
Member since Sep 2009
14036 posts
Posted on 7/20/21 at 9:04 pm to
Article on moving forward with 2 smaller phase one.

quote:

Tellurian appears to be proceeding with the smaller of two possibilities for the size of the first phase of its proposed Driftwood LNG export terminal in Louisiana, based on comments Executive Chairman Charif Souki made during a podcast posted on the company's website July 20.
Posted by PierPunk
#BugaNation
Member since Apr 2013
3291 posts
Posted on 7/21/21 at 7:58 am to
Love how open this guy is with the plans and progress

I may buy more
Posted by Saintsisit
Member since Jan 2013
3912 posts
Posted on 7/21/21 at 8:07 am to
I bought a few $7 Jan '23 calls in May for .65. You think they're worth hanging on to?
This post was edited on 7/21/21 at 8:28 am
Posted by thejudge
Westlake, LA
Member since Sep 2009
14036 posts
Posted on 7/21/21 at 8:49 am to
I dont mess with calls but I would say it wont go over 7-8 until the approval to go ahead i would think in early 2021.

They did say they may partner up with the gas supply. If that happens you may see a bump from that.
Posted by Samso
nyc
Member since Jun 2013
4726 posts
Posted on 7/23/21 at 10:19 am to
Can someone in the know provide some cliffs on where everything currently stands with the Driftwood project? What are the key milestones in the near future that would cause this stock to move significantly?

This post was edited on 7/23/21 at 10:21 am
Posted by LChama
Member since May 2020
1645 posts
Posted on 7/24/21 at 6:03 am to
Is it common for a stock to get 2-3 upgrades and then go down by 30% after those upgrades. Both TELL and NEXT had PT upgraded last month and then got hammered. I know it was after a big bump, however wondering is that a common phenomenon? Feels like a trap now looking back.
This post was edited on 7/24/21 at 6:41 am
Posted by jimbeam
University of LSU
Member since Oct 2011
75703 posts
Posted on 7/29/21 at 12:28 pm to
Pop
Posted by itsbigmikey
NASHVILLE
Member since Aug 2018
363 posts
Posted on 7/29/21 at 12:29 pm to
quote:

HOUSTON--( BUSINESS WIRE )--Tellurian Inc. (Tellurian) (NASDAQ: TELL) announced today it has finalized liquefied natural gas (LNG) sale and purchase agreements (SPAs) with Shell NA LNG. The SPAs are on a free on board (FOB) basis at Driftwood LNG for a combination of three million tonnes per annum (mtpa) for a ten-year period, indexed to a combination of two indices: the Japan Korea Marker (JKM) and the Dutch Title Transfer Facility (TTF), each netted back for transportation charges.
Posted by BallsEleven
Member since Mar 2019
6163 posts
Posted on 7/29/21 at 12:30 pm to
I was wondering what just happened
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