- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
re: Anyone holding Tellurian?
Posted on 3/23/23 at 10:19 am to Crescent Connection
Posted on 3/23/23 at 10:19 am to Crescent Connection
Any news or upcoming news on tell? Or is this bitch dead man walking?
0
Posted on 4/6/23 at 9:41 am to lesserof2weevils
April 6 (Reuters) - U.S. liquefied natural gas (LNG) developer Tellurian Inc (TELL.A) has entered into an agreement with an institutional investor to sell 800 acres of land in Louisiana for $1 billion, a regulatory filling by the company showed on Thursday.
Tellurian agreed to sell the land earmarked for its proposed Driftwood liquefied natural gas terminal facility, and then lease back for 40 years at a capitalization rate of 8.75% and a letter of credit equal to 12 months of rent, among other requirements.
Tellurian agreed to sell the land earmarked for its proposed Driftwood liquefied natural gas terminal facility, and then lease back for 40 years at a capitalization rate of 8.75% and a letter of credit equal to 12 months of rent, among other requirements.
Posted on 4/6/23 at 9:46 am to JerseyJohn
this doesnt seem like good news?
Posted on 4/6/23 at 9:56 am to SpeedyNacho
I am not sure it is good news in the long run but it is up over 20% right now.
Posted on 4/6/23 at 10:47 am to SpeedyNacho
If they can’t raise cash, they can’t build the facility… this isn’t enough cash but Souki recently said they will be raising the cash via several methods.
Posted on 4/6/23 at 10:59 am to Clint Torres
This thing is a melting ice cube. If they couldn't get any contracts signed when the arb blew out over the past couple years then they never will. So many other better-positioned LNG companies will build the next export facilities (Cheniere, Venture Global, NextDecade, Energy Transfer, Sempra in the US, Qatar is going to boost export capacity a ton as well)
Posted on 4/6/23 at 11:18 am to Texas Tea 123
In the ESG era and with a hostile government threatening lenders, it’s difficult to get financing for any new non-renewable energy projects..
Posted on 4/6/23 at 11:19 am to Texas Tea 123
Posted on 4/6/23 at 12:03 pm to jerryc436
Even with the ~30% jump in price today, I still don't have any green shares to shed 
Posted on 4/6/23 at 12:49 pm to Lightning
I know right. I’m riding this turd all the way down the toilet.
Posted on 4/6/23 at 4:40 pm to CDUBTX
Energy Or LNG Pioneer Ready To Take Off?
Apr. 04, 2023 9:28 PM ET Tellurian Inc. (TELL)LNG72
Tyson Halsey, CFA
2.01K Followers
Summary
Tellurian has Cheniere like return potential.
LNG is the largest green initiative on earth.
There is an LNG gap exacerbated by Russia's invasion of Ukraine.
TELL stock could be $10 at year end and $42 in 2029.
Charif Souki, the Executive Chairman of Tellurian (TELL) was the cofounder and co-CEO of Cheniere Energy (LNG). Cheniere rose from $1 per share to $175/share between 2010 and 2022.
https://seekingalpha.com/article/4592297-tellurian-stock-cheniere-energy-or-lng-pioneer-ready-take-off
Apr. 04, 2023 9:28 PM ET Tellurian Inc. (TELL)LNG72
Tyson Halsey, CFA
2.01K Followers
Summary
Tellurian has Cheniere like return potential.
LNG is the largest green initiative on earth.
There is an LNG gap exacerbated by Russia's invasion of Ukraine.
TELL stock could be $10 at year end and $42 in 2029.
Charif Souki, the Executive Chairman of Tellurian (TELL) was the cofounder and co-CEO of Cheniere Energy (LNG). Cheniere rose from $1 per share to $175/share between 2010 and 2022.
https://seekingalpha.com/article/4592297-tellurian-stock-cheniere-energy-or-lng-pioneer-ready-take-off
Posted on 4/6/23 at 5:41 pm to CDUBTX
quote:
I’m riding this turd all the way down the toilet.
Right there with ya, pardner. At the very least it's a thrill.
Posted on 4/6/23 at 7:25 pm to Auburn1968
quote:
TELL stock could be $10 at year end and $42 in 2029.
I'll have what he's having.
Posted on 4/6/23 at 8:14 pm to ShootingsBricks4Life
I just bought in today guess I should have done more homework
Basic thesis we dodge bullet with weak either this year, but winter is coming
Basic thesis we dodge bullet with weak either this year, but winter is coming
Posted on 4/13/23 at 12:44 pm to thelawnwranglers
Up 75% since March 24. What to make of this?
Posted on 4/13/23 at 1:09 pm to Crescent Connection
They signed a land lease deal for a billion dollars provided they get funding secured by July 14th I believe it is.
They also leased up a big chunk of land on the ship channel that became available after another company folded.
Not sure if it's going to work but they are confident as shite with these last two moves.
I've been out to the site area. There is quite a bit built and the two tanks got their foundation permits and pylons are being driven for them now as well.
Well find out what they were made of by July it seems.
They also leased up a big chunk of land on the ship channel that became available after another company folded.
Not sure if it's going to work but they are confident as shite with these last two moves.
I've been out to the site area. There is quite a bit built and the two tanks got their foundation permits and pylons are being driven for them now as well.
Well find out what they were made of by July it seems.
Posted on 4/14/23 at 9:54 am to thejudge
Announced yesterday that stockholders will vote June 7th on dilution. Proposing doubling the shares to 1.6 billion shares.
So 800 million additional shares potentially. Stock price today $1.65 equals 1.32 billion.
Reuters Link
So 800 million additional shares potentially. Stock price today $1.65 equals 1.32 billion.
Reuters Link
Posted on 4/14/23 at 12:01 pm to Zissou
I bailed at earlier this week @ $1.61. Still took a loss, but it just felt like there was still too much funding needed to get over the hump. Now we know.
Posted on 4/14/23 at 3:34 pm to Zissou
quote:
Proposing doubling the shares to 1.6 billion shares.
This is correct. The probability is up in the air as to whether they do it.
This gives them the option if they feel they need it.
Posted on 4/14/23 at 11:55 pm to thejudge
quote:
This gives them the option if they feel they need it.
Thanks for the field report from the site and the clarification on increased share numbers being an option, not an immediate certainty. In a high wire financing act like this timing and seemingly small distinctions matter.
Still not sure they are going to make it across the finish line, but even if I didn't hold shares I would be rooting for this to take off. Great for gas producers in Haynesville and what a great Phoenix/ hat trick story for Souki.
Page 2 of 3
Popular
Back to top
Follow TigerDroppings for LSU Football News