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Posted on 10/19/23 at 1:14 pm to SwampBooty
These past two week suck terribly, no doubt about it. Their market cap is currently lower than what their assets are worth, makes no sense to me. These daily falls seem fishy but
Whether Charif pull it off is one thing but something has to happen with their production company either way. This is mainly what's keeping me from dumping. It's a solid business in the heart of the Haynesville shale producing ~200k/day.

Whether Charif pull it off is one thing but something has to happen with their production company either way. This is mainly what's keeping me from dumping. It's a solid business in the heart of the Haynesville shale producing ~200k/day.
Posted on 10/19/23 at 1:24 pm to PierPunk
Wouldn’t make a substantial difference but it would be nice to see the C suite forego their multi million dollar comp packages until FID
Posted on 10/19/23 at 1:31 pm to SulphursFinest
quote:
I haven’t lost any on TELL
Unpossible
Posted on 10/19/23 at 1:41 pm to Clint Torres
quote:
Wouldn’t make a substantial difference but it would be nice to see the C suite forego their multi million dollar comp packages until FID
This. Especially Souki and his son along with Houston
They just brought in a new CFO that came from Barclay's who seems like the real deal. Left a Managing Director job in London (14 yrs) to come to Houston and get it together. Hopefully he can straighten the ship, why else would you leave such a high job..
Posted on 10/19/23 at 2:58 pm to PierPunk
Just bought a few thousand shares. Might as well see what happens while I’m working on a different LNG project
Posted on 10/20/23 at 3:46 pm to rowbear1922
quote:
Just bought a few thousand shares. Might as well see what happens while I’m working on a different LNG project
Great! How bout you tell us about this project and why you decided to buy a few thousand shares of TELL?
Posted on 10/25/23 at 11:15 am to lsuoilengr
Well…. Where is the FID at?? Looks like I’m going down with the ship
Posted on 10/25/23 at 3:53 pm to rowbear1922
quote:
Just bought a few thousand shares
quote:
Might as well see what happens while I’m working on a different LNG project
Lol! 1 outta 10
Posted on 11/2/23 at 3:53 pm to GeauxGutsy
A Generational Opportunity For Tellurian
Just trying to pump some sunshine here
quote:
Tellurian's model differs from its competitors by capturing the spread between cheap US natural gas $2.971/mmBTU and international prices -- TTF (Euro Benchmark) $15.293/mmBTU and JKM (Asia Benchmark) $17.840/mmBTU -- versus a tolling model which limits profitability to a few dollars per mmcf of LNG produced. See HH, TTF and JKM benchmark prices on 10/24/2023 listed below. Tellurian will share this attractive spread with its shareholders and equity partners. By funding its Driftwood liquefaction facility with equity partners, Tellurian shareholders should benefit from its potential $4-5 billion in annual cashflow once Driftwood is operating.
Just trying to pump some sunshine here

Posted on 11/2/23 at 8:41 pm to Cuz413
I’ve got a few shares, but when Seeking Alpha writes an an article, it’s usually not good.
Posted on 11/3/23 at 8:39 am to BZ504
Down another 20% today. This is my “one stock that made you only buy funds”
Posted on 11/3/23 at 11:01 am to nugget
Im headed downtown right now to go to the Tellurian offices and bitch them out. FU Souki you bum!
Posted on 11/22/23 at 7:45 am to lsuoilengr
So this is going to $0 right?
Posted on 11/23/23 at 6:52 am to yellowex
quote:
Care to elaborate?
Tellurian Q3 GAAP EPS $(0.12) Misses $(0.06) Estimate, Sales $43.20M Miss $53.28M Estimate
Benzinga 2023-11-02T07:43:00-04:00
Tellurian (AMEX:TELL) reported quarterly losses of $(0.12) per share which missed the analyst consensus estimate of $(0.06) by 100 percent. This is a 300 percent decrease over losses of $(0.03) per share from the same period last year. The company reported quarterly sales of $43.20 million which missed the analyst consensus estimate of $53.28 million by 18.92 percent. This is a 46.73 percent decrease over sales of $81.10 million the same period last year.
Not much more elaboration needed. Buy some $0.50 puts next up day. This is toast.
This post was edited on 11/23/23 at 6:53 am
Posted on 12/8/23 at 8:06 pm to Clint Torres
quote:
it would be nice to see the C suite forego their multi million dollar comp packages
Apparently Souki is forgoing his....
Souki Booted
Good news? Or re-arranging Titanic deck chairs?
Posted on 12/9/23 at 6:52 am to roadkill
This is a snip from a Dec 1, SA post, quoting the WSJ just prior to Souki's apparent ouster...
"EIG Global Energy Partners expects to announce soon a deal of several billion U.S. dollars to buy an LNG asset...
EIG owns Aethon, a large natural gas producer in the Haynesville. Who there could profit from a relationship with $TELL in that basin? Aethon. "
So I'm thinking the shares may be worth something due to a buyout, but current shareholders will not participate in the rest of the ride?
Not great but not the most expensive lesson ever learned...
"EIG Global Energy Partners expects to announce soon a deal of several billion U.S. dollars to buy an LNG asset...
EIG owns Aethon, a large natural gas producer in the Haynesville. Who there could profit from a relationship with $TELL in that basin? Aethon. "
So I'm thinking the shares may be worth something due to a buyout, but current shareholders will not participate in the rest of the ride?
Not great but not the most expensive lesson ever learned...

Posted on 12/10/23 at 8:46 am to DeCat ODahouse
quote:
So I'm thinking the shares may be worth something due to a buyout, but current shareholders will not participate in the rest of the ride?
So what will happen to my shares if Aethon buys them?
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