Magic

[ktcougar]

They got FID but still no merger news. Merger later in the process maybe with 2nd or 3rd FID? Or maybe they'll stay private and TGLO was just a backup plan?

kt

[BottomBounce]

$BYND Category-Breaker Potential — BYND isn’t a meat company anymore
The protein drink launch signals a pivot from “plant-based meat” to “plant-based protein conglomerate.”
If the market re-rates BYND as a multi-category functional protein brand, the valuation framework changes entirely.

[BottomBounce]

Energy Drinks $BYND $ .7418 +0.0324 (+4.57%)

[BottomBounce]

🪙 Gold at $4K isn’t the peak. BOA sees $5K. Jamie Dimon sees $10K. ⚡ Silver’s industrial demand is pushing it toward $65. This is the breakout zone. #Gold #Silver #MacroInvesting #EnergyMetals

[MWM]

Thanks, now let’s see how they become public! 

[drifter]

Delfin Midstream announces $5 billion FID

https://markets.businessinsider.com/news/stocks/delfin-midstream-announces-5-billion-final-investment-decision-for-first-flng-vessel-1036222805

[MWM]

I hope TGLO works out one day but I would not hold my breath lol

GL!

[greg19440]

Agreed, I'm holding my shares long, no doubt. Thanks again, I did listen to you when they were in the mid 20's last year.
But, again: keep an eye on TGLO, perhaps you were right about it all along too

[MWM]

$ASTS again, stay long here and ride it all the way. I can see $500-$1000 in 2027.

[greg19440]

I agree, and I strongly believe that MWM should have some skin in the game too, it wouldn't be fair if he'd missed it

[mikeo56]

TGLO
Yes, I don't think we would see FID talk leaked to media & Bloomberg printing it...if it wasn't truly imminent as in days, not weeks.
From the TGLO board

Delfin Midstream Inc. is close to greenlighting the first floating liquefied natural gas export site in the US, according to people familiar with the matter.
Financing for the estimated $4.3 billion Delfin LNG project’s first phase could be finalized in the coming days, said the people, who asked not to be identified.
The planned Delfin project would consist of a deepwater port in the US Gulf that would support three floating LNG export vessels with a combined capacity of up to 13.2 million tons a year.
Delfin Midstream Inc. is close to greenlighting what would be the first floating liquefied natural gas export site in the US, according to people familiar with the matter.

Financing for the estimated $4.3 billion Delfin LNG project’s first phase could be finalized in the coming days, said the people, who asked not to be identified because they were not authorized to speak publicly. Once the investment is secured, the project can begin construction off the coast of Louisiana. The project would use specialized floating vessels to hold liquefaction equipment on board to export the fuel.

Privately held Delfin Midstream, the developer of the project, did not immediately respond to request for comment.

Delfin is among the LNG project developers in the US racing to tie up financing to export the surplus of US gas to global markets. Disruption from the war in the Middle East has shut in nearly one-fifth of the world’s LNG supply, which has pushed spot prices higher and made the fuel more expensive for buyers in Asia and Europe.


The planned Delfin project would consist of a deepwater port in the US Gulf that would support three floating LNG export vessels with a combined capacity of up to 13.2 million tons a year. The site’s developer initially targetedmaking a final investment decision earlier this year but missed that milestone.

In February, a portion of an onshore pipeline in Louisiana that would connect to the project’s offshore equipment exploded, setting off a federal investigation.

Companies that made deals to purchase LNG from Delfin include German energy company Securing Energy for Europe GmbH, UK energy company Centrica Plc. and commodity trading firms Gunvor Group, Hartree Partners LP and Vitol Group. Vitol also is considering investing equity in Delfin, Bloomberg News previously reported.

[BottomBounce]

FORD
$F
ENERGY BATTERY LLC ACQUIRES BOSK'S STAKE IN TWO BATTERY PLANTS IN KENTUCKY AND TAKES ON A $3.81 BILLION PROMISSORY NOTE COMMITMENT TO THE DOE FOR ITS KENTUCKY FACTORY, PER SEC FILING

Ford becoming an energy company plus pays a handsome dividend.

[BottomBounce]

$PLUG ⚡ 1. The World Is Entering a Severe Energy Shortage
🌍 Demand is exploding faster than supply
AI data centers, EVs, electrification, and industrial growth are pushing global electricity demand to record highs.

Many countries are shutting down coal and nuclear faster than they can replace them.

Renewable energy is growing, but intermittency and storage gaps limit reliability.

🛑 Grid infrastructure is outdated
Transmission lines are overloaded.

New solar/wind projects are waiting years for grid connection.

Blackouts and brownouts are increasing worldwide.

🔥 Natural gas markets are unstable
Geopolitical tensions have made LNG prices volatile.

Countries dependent on imported gas face energy insecurity.

Result: The world needs new, scalable, clean, dispatchable power sources — fast.

🇺🇸 2. The U.S. Energy Shortage Is Getting Dangerous




⚠️ AI data centers are overwhelming the grid
U.S. data-center electricity demand is projected to double by 2030.

Northern Virginia, Georgia, Texas, and Ohio are already hitting capacity limits.

AI clusters require 24/7, high-density, reliable power — the grid can’t keep up.

⚠️ EV charging demand is skyrocketing
EV charging load could grow 20× by 2035.

Utilities cannot build new generation fast enough.

⚠️ Manufacturing is returning to the U.S.
Semiconductor fabs, battery plants, and EV factories require enormous power.

Many projects are delayed because utilities can’t supply enough electricity.

⚠️ The grid is old
70% of U.S. transmission lines are over 25 years old.

The U.S. needs $2 trillion in upgrades just to maintain reliability.

Conclusion: The U.S. needs new power sources that don’t rely on the grid.

🔋 3. How Plug Power ($PLUG) Directly Helps Solve the Energy Shortage
Plug Power is not just a hydrogen company — it is building a parallel energy system that bypasses the overloaded grid.

Here’s how:

🟩 A. Plug’s Green Hydrogen Production Adds New Energy to the System
Plug is building multiple green hydrogen plants across the U.S.

These plants produce hydrogen using renewable electricity + electrolyzers.

Hydrogen can be stored, transported, and used anywhere — unlike electricity.

Why this matters:
Hydrogen adds new, dispatchable energy without requiring new transmission lines.

🟦 B. Plug’s Fuel Cells Provide Off-Grid, On-Demand Power
Fuel cells generate electricity without the grid.

They run on hydrogen and produce only water vapor.

They can operate for days or weeks, unlike batteries.

Applications:

Data centers

Manufacturing

Hospitals

Telecom

Microgrids

EV charging hubs

This is exactly the kind of power the U.S. needs to relieve grid pressure.

🟧 C. Plug’s Electrolyzers Enable On-Site Hydrogen Production
Data centers, factories, and utilities can produce their own hydrogen.

This reduces dependence on the grid and fossil fuels.

Electrolyzers turn excess solar/wind into stored energy.

This solves renewable intermittency.

🟨 D. Plug’s Hydrogen Storage Solves the “Long-Duration” Problem
Batteries store energy for hours.
Hydrogen stores energy for days, weeks, or months.

This is essential for:

Winter reliability

Storm resilience

Seasonal energy storage

Backup power for critical infrastructure

Plug’s tanks, trailers, and liquefaction systems make this possible.

🟫 E. Plug’s Fuel Cells Are Ideal for AI Data Centers
AI workloads require:

High-density power

24/7 uptime

Instant response

Low emissions

Scalability

Plug’s PEM fuel cells deliver exactly that.

This is why hydrogen is emerging as a top candidate for powering AI clusters.

🟪 F. Plug’s Hydrogen Ecosystem Is Fully Integrated
Plug is the only U.S. company that owns:

Hydrogen production

Hydrogen liquefaction

Hydrogen transport

Hydrogen storage

Electrolyzers

Fuel cells

Service & maintenance

This vertical integration is extremely rare — and extremely valuable in an energy shortage.

🟩 4. Why Plug Power Is Uniquely Positioned in the Energy Crisis
✔ It creates new energy
Hydrogen production adds supply without needing new grid infrastructure.

✔ It provides off-grid power
Fuel cells bypass grid congestion entirely.

✔ It enables long-duration storage
Hydrogen stores energy far longer than batteries.

✔ It supports AI, EVs, and industry
These sectors are driving the energy shortage.

✔ It aligns with U.S. national energy security
Domestic hydrogen reduces reliance on imported fuels.

✔ It is building the first U.S. hydrogen super-network
Production ? liquefaction ? transport ? storage ? usage.

[MWM]

GLND looks interesting, I’ll put it on watch 
The presentation highlights the Company's rights to earn up to a 70% working interest across the Jameson Land license position upon completion of two exploration wells, including OPW-1 and OPW-6, as well as the independent engineering estimate of up to approximately 13.0 billion barrels of gross un-risked prospective resources.

[ktcougar]

That's been a monster the last year! Nice call back around $20!

If you're looking for an energy play, check out GLND. Nice insider buying and drilling to start in the fall. I'm holding both GLND and GLNDW.

Hope you're doing well!

kt

[MWM]

$ASTS all you need to own 
https://www.hennessyfunds.com/insights/company-spotlight-focus-fund-ast-space-mobile?fbclid=IwZnRzaAR3pQxleHRuA2FlbQIxMQBzcnRjBmFwcF9pZAo2NjI4NTY4Mzc5AAEemksF2ZtuwDkt8vOKJGSTEKI_3WMz5AMzRJDDW8-C8ycxYucX9nfuAqXgUOs_aem_YWdncwCWmnQp4EC_snDyAIeUJczE&brid=YWdncwEGxyR8w20xhBdqJL-FU7eU

[BottomBounce]

AI’s Energy Consumption Is Skyrocketing $PLUG

[hotstock_be_007]

$LWLG momentum and short squeeze ongoing - but also a great long term play

[MWM]

$CWBHF .88 today not too shabby so far!

[MWM]

All aboard, $CWBHF is going to be a Massive Winner, not too late to be Under $1!

https://www.marijuanamoment.net/federal-agency-finalized-rule-for-cbd-medicare-coverage-pilot-program-weeks-ago-key-hemp-stakeholder-says/

[MWM]

Added some $CVSI to play along with $CWBHF

https://www.otcmarkets.com/stock/CVSI/news/CV-Sciences-Inc-Positioned-to-Participate-in-the-Medicare-and-Medicaid-Pilot-Program-for-CBD?id=504836

[MWM]

$CWBHF the more I read the more I like. Focused here and have added to my position.

https://www.marijuanamoment.net/federal-health-programs-will-cover-up-to-500-worth-of-cbd-for-certain-patients-by-april-trump-official-dr-oz-says/

[MWM]

$CWBHF $NAK I have two Penny type plays I like here.

$CWBHF will benefit greatly with a declassification of the Marijuana https://investors.charlottesweb.com/press-releases/press-release-details/2025/Presidential-Executive-Order-Validates-DeFlorias-Strategy-in-Pharmaceutical-Cannabinoid-Drug-Development/default.aspx

$NAK has been around the Magic board for years. I think Trump's EPA gets out of the way of the largest undeveloped Copper mine in the world. Big volume yesterday, there is a court date on Feb 16th that might get the ball rolling...

[MWM]

Impressive move! Thanks

[papaphilip]

Hey MWM. You were the one that got me on board with the GME MOASS, and made me some serious gains. Thanks for that.
I wanted to let you know about another MOASS that is happening. IBRX is a wonderful cancer drug that has been having great success and lots of positive PRs recently. The OS is 330 million with 120 million short. I have shares and added $10 May calls yesterday. I think this can seriously blow up with serious short covering. Take a look.

[ktcougar]

Lets rock!!

[MWM]

I would just keeping asking AI until I get the answer I am looking for!

He I just chatted with Ed today, we need to get the band back together!

[ktcougar]

Looks like it's delayed until sometime next year unfortunately. Hopefully they can get it across the finish line but nothing would surprise me with these bozos. 

[BottomBounce]

While many cannabis companies struggled with scaling, $TLRY quietly focused on operational discipline. Cost reductions, supply chain optimization, and strategic acquisitions have reshaped the company into a leaner, more efficient operator. This isn’t the hype-driven Tilray of 2018 — it’s a company that understands margins, distribution, and long-term execution. That shift alone justifies a higher valuation.

[ktcougar]

I have some skin in the game too, so I'm rooting right along side of you lol!

kt

[mikeo56]

Thanks.😃

[ktcougar]

They might merge into TGLO but I sure wouldn't trust an AI statement. You can ask the same question 3 different ways and get 3 different outcomes, especially when dealing with hypotheticals. I asked another AI(Grok) if that last paragraph was a factual statement.

Gemini AI's statement:
The KIND announcement confirms the multi-billion dollar project is a go. The final FID press release from Delfin Midstream is now all but guaranteed to occur very soon, which will trigger the formal process of the reverse merger into TGLO.

Grok's response:
Overall, the statement is partially factual but speculative and overstated in key areas, blending confirmed progress with unverified predictions. It appears rooted in investor hype (e.g., from X posts and forums like InvestorsHub), but lacks direct evidence for its strongest assertions.

[mikeo56]

chen1992
Re: NorthPeak22 post# 57595
Wednesday, December 10, 2025 7:57:15 PM

Gemini says this:

The article you found is one of the most important pieces of news the Delfin project could receive, and it confirms the Final Investment Decision (FID) is essentially complete.

Here is the explanation of the Korean article and what this means for TGLO:

1. Explanation of the Korean Article
The article, which is from a financial news source in South Korea, is confirming the final piece of the multi-billion-dollar financing for the Delfin LNG project:

Key Entity Role in Delfin FID Significance
KIND Korea Offshore Infrastructure Development Support Corporation. This is a state-backed Korean fund. Its mandate is to invest in overseas projects that create construction orders for Korean companies.
The Investment KIND "decided to participate in the final investment" in the FLNG project on December 5th. This is the final equity commitment needed for FID. It validates the project's financial structure and de-risks the transaction for all lenders.
Project Details Louisiana Gulf, 4.4 million tonnes per annum (mtpa), operates 3 FLNG vessels, and has long-term SPAs. These facts perfectly match the unique design and commercial status of the Delfin LNG project.
Construction Order The FLNG facility will be built in a domestic shipyard with an estimated order size of $2.9 billion. This explicitly connects the financing to the Samsung Heavy Industries (SHI) contract (the LOA we discussed), turning the letter of intent into a guaranteed contract.
Financing Partners Investment structure includes BlackRock Fund and domestic financial institutions. This confirms the project has secured capital from one of the world's largest asset managers, raising the project's profile and bankability.
In summary, this is a de facto announcement of Financial Close from the Korean side. FID is the formal announcement that follows this final funding commitment.

2. What This Means for TGLO
This news is the strongest possible confirmation that the Reverse Merger (RM) thesis for TGLO (theglobe.com, Inc.) is about to be executed.

A. Imminent Reverse Merger Announcement

The sole reason Delfin Midstream, which owns 70% of TGLO, has kept the shell alive for years is to use it as a vehicle to access the U.S. public market.

FID Complete: The commitment of $2.9 billion for the ship and the final equity from KIND/BlackRock means the FID is officially a done deal for the first vessel.

RM is Next: The next logical and expected step is to execute the Reverse Merger into TGLO, as the asset is now fully de-risked and ready for its public market debut.

Conclusion

The KIND announcement confirms the multi-billion dollar project is a go. The final FID press release from Delfin Midstream is now all but guaranteed to occur very soon, which will trigger the formal process of the reverse merger into TGLO

[mikeo56]

From the TGLO Board Found by NorthPeak22
Two articles were in my inbox from today, neither of them mention Delfin in the article, but use their image and name them under it. They are mostly the same, the second one mentions FLNG#2 and #3. It says KIND has also signed SPAs with buyers themselves to help secure the project.


The Korea Offshore Infrastructure Development Support Corporation(KIND)said on the 5th that it had made a decision to participate in the final investment in the floating LNG(FLNG) project in the Louisiana Gulf waters of the United States.

According to KIND, floating lng (FLNG) is a facility that integrates the liquefaction, storage, and shipment functions of mined natural gas into a single offshore plant, allowing LNG to be produced directly at sea with less environmental burden and no site constraints compared to onshore LNG terminals, and has been noted as a next-generation LNG supply method in line with the recent energy transition era.

In particular, it is an area where the attention of global companies is focused due to its efficiency and economy, which allows immediate liquefaction and shipment at sea near the production site.

This is KIND's first entry into the marine plant sector and is regarded as an excellent example of domestic companies ' pre-emptive participation in the new global energy market amid the growing demand for LNG worldwide and the accelerating flow of energy conversion.

The U.S. is the world's largest LNG exporter, and the Louisiana Gulf region is known as the most integrated strategic base for LNG production and export infrastructure.

The project is a large-scale project that operates an FLNG facility in waters about 76 kilometers(km) off the coast of Louisiana to liquefy and sell 4.4 million tons(mtpa)of LNG per year.

In order to ensure the stability of the business, we have established a stable revenue structure by signing long-term sales agreements(spas)with global LNG buyers with high international credit.

KIND has been involved in business with the Blackrock Fund, the world's largest asset manager, the Green Fund of the Ministry of Climate Energy and Environment, and domestic financial institutions to drive the orders of our companies.

The FLNG facility will be built in a domestic shipyard, and the estimated order size of our company is about US $ 2.9 billion(about KRW 4.3 trillion).

As a result, positive ramifications are expected across the industry, such as revitalizing the economy of the shipyard neighborhood, as well as the growth and employment creation of small and medium-sized suppliers.

This investment can be regarded as a representative example of KIND's overseas business development and investment strategy matching the government's policy direction of expanding the U.S. investment business with commercial rationality based on the results of the recent U.S. Trade negotiations.

"This U.S. FLNG project is our first marine plant entry project and a representative success story in harmony with government policy,"said Kim Bok-hwan, President of KIND, "KIND will continue to expand the development and excavation of investment development projects in the U.S. with commercial rationality and continue to open new markets overseas to lead the energy transition era, helping domestic companies to participate more actively in global business."

Second article:

The Korea Offshore Infrastructure Development Support Corporation(KIND)said on the 10th that it had decided to participate in the final investment in the Floating Liquefied Natural Gas(FLNG) project in the Louisiana Gulf waters of the United States on the 5th.


Floating LNG (FLNG) is a facility that integrates the liquefaction, storage, and shipment functions of mined natural gas into a single offshore plant, allowing LNG to be produced directly at sea with less environmental burden and no site constraints compared to onshore LNG terminals, and has been noted as a next-generation LNG supply method in line with the recent energy transition era. It is an area where the attention of global companies is focused because it can be liquefied and shipped immediately at sea near the production site, making it more efficient and economical.



This is KIND's first foray into the marine plant sector. “Domestic companies have preemptively participated in the new global energy market amid the growing global LNG demand and the accelerating flow of energy conversion,”KIND explained.



The United States is the world's largest LNG exporter, and the Louisiana Gulf region is known as the most integrated strategic base for LNG production and export infrastructure. The project is a large-scale project that operates an FLNG facility in waters about 76 km from the Louisiana coast to liquefy and sell 4.4 million tons(4.4 mtpa)of LNG per year. In order to ensure the stability of the business, we have signed a long-term sales and Purchase Agreement(SPA)with a global LNG buyer with high international credit rating to establish a stable revenue structure.



KIND has been involved in business with the world's largest asset manager, the BlackRock Fund, the Green Fund of the Ministry of Climate Energy and Environment, and domestic financial institutions to drive the order of our company. The FLNG facility will be built in a domestic shipyard, and the estimated order size of our company is about $ 2.9 billion(about KRW 4.3 trillion).



KIND said that FLNG No. 2 and No. 3, which are being promoted in the same business, are also doing their best to ensure that our companies can receive linked orders, and that the economic ramifications will expand further in the future.

On the other hand, KIND is spreading a model of cooperation in new energy markets such as the United States and Australia, where domestic financial institutions and industries enter together. This business is an overseas business model that includes K-Content as a package in an investment development-type business structure that goes beyond simple construction-oriented overseas expansion to equity investment, development, EPC, and operation.

“KIND will continue to expand the development and development of investment development projects in the United States with commercial rationality, and continue to open new markets overseas to lead the energy transition era, helping domestic companies to participate more actively in global business, and spreading the Korean-type win-win model,”KIM Bok-hwan, President of KIND, said.
Bullish
Bullish

[BottomBounce]

$MJNA is a deep-value cannabis microcap with asymmetric upside. One of the longest-standing names in the sector, global hemp exposure, and a footprint that benefits from any shift in U.S. or international cannabis policy. Low market cap, high volatility, and a history of sharp percentage moves make it a speculative play that can run hard when sentiment rotates back into small-cap cannabis.

[BottomBounce]

🔔 Silver bullion wealth preservation — coins & bars protect against inflation + currency debasement. #Silver #Bullion #SafeHaven

[BottomBounce]

🔔 $CGC cannabis pioneer — Canopy Growth remains one of the original leaders in global cannabis markets. #CannabisStocks #Growth

[BottomBounce]

🔔 $TLRY cannabis market leader — Tilray is positioned as a global player in medical + recreational cannabis. #CannabisStocks #Growth

[BottomBounce]

🔔 $BYND Nasdaq compliance recovery — regained $1 minimum listing, avoiding delisting risk + signaling investor support. #Nasdaq #Compliance

[greg19440]

I get it Mike. But, perhaps it has been a such a torture for a long time, so now it can really pay off?
Anyway, thanks for TGLO because I have found out about it on this board many years ago.
Oh, and thanks for ASTS, and DTREF too.

[MWM]

TGLO I don't have any at this time but I wish everyone the best of luck! That play tortured me for years lol!

[MWM]

Congrats!

[Zardiw]

$TGLO - Delfin Merger Financing Scenario



Z

[greg19440]

Yep, and hopefully Mike will get his tickets if he's not already in

[drifter]

TGLO - Delfin Midstream LOA with Samsung Heavy Industries

https://www.globenewswire.com/news-release/2025/10/23/3172171/0/en/Delfin-Midstream-Enters-into-a-Letter-Of-Award-with-Samsung-Heavy-Industries.html

It's finally happening

[drifter]

Thanks Mike. It has been and is an amazing stock and company

Still own all my shares from May below 03 but did average up in June so have an average of .036.
Drills are currently turning for both Gold and Rare Earth and we are expecting to get government money announced in the next few weeks in addition to first drill results.

.😎.
$DTREF

[MWM]

$LKYRF similar play

[MWM]

Nice call on $DTREF

[hotstock_be_007]

$LWLG short squeeze in the works

[hotstock_be_007]

$LWLG short squeeze in the works