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Exactly. They choose to be evil, bc they are evil.
For we wrestle not against flesh and blood, but against principalities, against powers, against the rulers of the darkness of this world, against spiritual wickedness in high places.
There is no more "doing this on their own time". It's called E.S.G. and it's designed to force unpopular agendas and outright lies that have failed to become law down the throats of the youth through advertising and corporate governance. They are bypassing the parents, who have soundly rejected their evil agenda, and are focused on subverting the youth through their entertainment and electronics. If you've never heard of E.S.G. then you need to do your homework. Just a heads up...
Thank you. I actually don't trade very often, most of my positions are long-term holds. I like to jump into something if I think I can make a quick buck but I don't have that strong of a stomach for day trading risk.
It's going to be a great opportunity for anyone with a massive position that's going to 10x their share count to realize some giant gains with the liquidity wave that's coming post split. Just wondering if anybody else feels like a dump is coming before a monster run? I'd love a gap fill right about now.
Buy before or after the split, asking for a friend? Anybody think it dumps close to or below $100 post split? I missed out on the TSLA forward splits and am intrigued by the post split potential here. Any and all opinions welcome.
In case you didn't know, T+1 settlement is back starting today. https://www.business-standard.com/markets/stock-market-news/wall-street-moves-to-fastest-settlement-of-trades-with-t-1-system-124052801658_1.html
F*** QatarEnergy, get them off U.S. soil...
https://www.expressnews.com/business/article/zachry-industrial-blames-insolvency-golden-pass-19470447.php
I'll admit, that diagram of the hierarchy of unelected overlords is quite sickening. I just exist with the understanding that politics is downstream from culture. We get the govt we ask for. This is why I'm anti voting. Voting within a corporate democracy is not about left or right (both sides have the same donors), it's just giving consent to be ruled by corruption. Both sides are horrifyingly disgusting and are not worthy of any of our time, let alone a vote of confidence or support. I firmly believe nothing in the federal govt will actually change until the voter turnout is less than 25%. The more voting we do, the larger these bureaucracies get.
I knew you'd start unleashing one fallacy argument after another. This reveals your agenda. I'm just making commentary on something that looks like an obvious scheme to offload shares in a conversion and you're frantically trying to attack the person and not the message. People don't have to own shares or have a financial motive to simply point out a joke in full motion.
Yeah, you have confirmation bias. You like people when they agree with you, and don't like them when they don't. You're not objective bc you have an agenda.
No, every major U.S. city has modern plumbing. 48% of Americans are NOT pooping in the streets. My point is that this doesn't pass the "smell" test. India is so far behind when it comes to basic, modern infrastructure that it's hilarious to believe they are going to be involved in anything advanced, especially hydrogen vehicles. The point to using India in a hype narrative for a note conversion is that nothing can be verified, and their population size allows for the reporting of astronomical potential future revenue.
Any guesses as to who might be dumping to chase GME again?
Power Nickel CEO is playing the squeeze game perfectly. He released high grade assays after market close, on a Friday!!! Chatter on CEO.ca points to possibly more, even better holes coming very soon as well. Man, I bought at the right time. https://www.newswire.ca/news-releases/power-nickel-delineates-new-polymetallic-discovery-806886030.html
And I didn't even follow Nvidia until it was in the $500's. $370? Show me the comment date.
How is anything I said even remotely "nasty"? Are you being serious? You're the one that just made it personal. And yes, when mainstream reporters start asking why a company is funding other companies to buy their own product so they can use it as collateral to borrow funds to buy more of the product to prop up an entire market, it's usually a good idea to start realizing some gains. You obviously don't know how to from a logical argument either. If you think an unprecedented and completely unjustified increase in share price is somehow an indicator that a company is not engaged in the reported illegal activity then you're not very smart.
I guess I just find it difficult to believe there are as many people as there are who have spent the amount of time and money here that they have and still fundamentally don't understand the delicate and nuanced process that they invested in. Yes, if you actually believe Delfin management is full of liars you should sell and move on. Who invests in people they believe are repeatedly, and still currently, lying like its going out style? It's clear to those who have read all the documents and filings that Delfin has been waiting for a couple of years to receive a license they genuinely believed was coming at any moment. There's never been one public indication that MARAD was going to say what they did.
You really think Delfin management knew during FERC that their multi year handholding with MARAD would result in MARAD pretending like they don't even know what Delfin is doing? You could claim they knew they would need a DOE extension just based off of the known timeline, but MARAD actually being an obvious, significant "issue" wasn't known until MARAD released that letter. I think it's pretty obvious that the deepwater port license issuance would have resulted in the FID last year, and the extension wouldn't have been a potential problem bc the slots at SHI would have been purchased and construction started.
Bullish sentiment for LNG is good to see...https://www.forbes.com/sites/arielcohen/2024/04/30/lng-is-harm-reduction-for-energy/?sh=5d24ccb970f4
Especially considering these people are pushing the same old, tired "pollution and increased costs for consumers" narrative. The lack of creativity, or even facts, in the narrative is all the proof I personally need to know this isn't a serious argument that any of these talking meat puppets believe. It's just a ploy to further ulterior motives (again, imho). https://www.msn.com/en-us/news/politics/nearly-75-democratic-lawmakers-support-bidens-lng-pause/ar-BB1lYPJJ
Long read but very insightful and interesting to get a glimpse inside a LNG giant like Venture Global. Delfin Midstream mention in the list at the bottom of the article too.
https://www.1012industryreport.com/construction-design/venture-global-kicks-off-louisianas-construction-thrill-ride/
Pitts: US, Qatar Face off in LNG ‘Olympics’
By Pietro D Pitts
Hart Energy
Fri, 05/03/2024 - 03:00 PM
If you believe the numbers published by the U.S. Department of Energy (DOE), the U.S. will easily retain its ranking as the world’s leading exporter of LNG by 2030.
By then, back-of-the-envelope calculations pointed to U.S. LNG export capacity reaching 196 million tonnes per annum (mtpa) or 25.9 Bcf/d versus Qatari LNG export capacity of around 142 mtpa.
The U.S. gets there by adding 87.8 mtpa of capacity from five projects under construction at Corpus Christi, Golden Pass, Port Arthur, Venture Global Plaquemines and Rio Grande LNG. This compares to existing operating capacity of 108.4 mtpa, according to the DOE. This will allow the U.S. to boast an 81% liquefaction growth rate between now and 2030.
Qatar gets there by adding 65 mtpa of capacity to come from its North Field West project. This compares to existing operating capacity of 77 mtpa, or a growth rate just 84%.
Still, one needs to take into account that the average annualized utilization rate in the U.S. was 94% in 2023, compared to around 104% in Qatar, according to data firm Kpler.
In the LNG exporting space, the U.S. will outpace its fiercest competitor, Qatar, and both countries are expected to outpace Australia. As it stands for the LNG export Olympics, the medals would be awarded in 2030 like this: the Americans, gold; the Qataris, silver; and the Aussies, bronze.
And this will be the case despite the infamous “Biden pause” announced in January. And it’s no small feat, considering the U.S. joined the LNG exporter’s club as recently 2016 with the start of the first export train at Sabine Pass.
The DOE said the pause is designed to give the agency time to review applications for permits to export LNG to non-free trade agreement (non-FTA) countries, and for the DOE to update economic and environmental analysis to assess whether the applications were in the public interest.
The temporary nature of the pause was again stressed by Energy Secretary Jennifer Granholm during CERAWeek by S&P Global in late March, when she said that within a year, the pause would “be well in the rearview mirror.”
And the numbers for the U.S. only get better.
Taking into account authorized projects not yet under construction, the U.S. has another 123.6 mtpa of export capacity tied to pending final investment decisions or FIDs.
That said, total U.S. export projects—operating, under construction and authorized—with non-FTA countries is 319.8 mtpa, a massive volume. And that doesn’t include 47.9 mtpa tied to LNG projects located in northwest Mexico that will source feedgas from the Permian Basin and serve LNG demand centers in Asia.
These figures compare similarly to bear and bull estimates from East Daley Analytics, which call for 204.9 mtpa and 262.6 mtpa, respectively, of LNG capacity by year end 2030.
Again, for its part, Qatari LNG export capacity is only expected to reach around 142 mtpa by the end of the decade, according to data from state entity Qatar Energy.
No doubt, the Biden pause has generated strong reactions within and outside the U.S. as future LNG demand estimates are large and mainly tied to Europe, but also Asia, as countries and regions from China, South Asia and Southeast Asia continue to switch from coal to gas. By 2040, LNG demand is expected to reach 625 mtpa to 685 mtpa, Shell revealed in a recent study. That’s up from 404 mtpa in 2023.
Executives from American gas producers and LNG exporting entities continue to argue the benefits of U.S. energy. They say American energy helps allies and other countries lower their greenhouse-gas emissions while providing energy security, especially in the aftermath of Russia’s invasion of Ukraine in 2022, which drastically interrupted the flow of gas to Europe and Asia.
While the Biden pause is real, it’s important to remember its temporary nature and the possibility of outright abandonment during the tribulations of a presidential election year. The U.S. and Qatar liquefaction build-outs are also real and the numbers point to the U.S. winning on that front by 2030 and even by 2050. Maybe it’s not a blowout, but it will still be a U.S. win and the “Star-Spangled Banner”’ will still play during the medal ceremony.
https://www.hartenergy.com/exclusives/pitts-us-qatar-face-lng-olympics-209034
If they needed more than what they currently have they would have acquired it back when they made the $25K deal with Egan (IMHO). All they have to do to dilute minority ownership in TGLO now and increase their control (if needed) is issue more shares in a private placement with Talisman or another controlled entity and then combine it all under one corporate structure when they reverse merge. This would max out the AS at 500,000,000 where it can languish for a couple years and have the price beat up until production is a go. This is why I think DLFN will end up trading on the AMEX exchange where TELL is. The AMEX is a good exchange for this project bc the requirements are much less stringent to stay in compliance and they can get access to large institutions. They could then do a reverse split and setup the share structure how they want a couple of years down the road as the project really ramps up and there are more vessels in the production pipeline. There are many options available to Delfin when it comes to going public through TGLO.
According to the report, natural gas prices could average $4 per million British thermal units during the second half of the decade.
Natural gas prices touched a three-and-a-half-year low in February to $1.61 per mmbtu largely due to mild winter weather, forcing many producers to curtail their production.
The analysts expect pipeline operators such as Kinder Morgan (KMI.N), Williams (WMB.N), and Energy Transfer (ET.N), to be in the best position to take advantage of the growing gas demand, while gas producers such EQT (EQT.N), and Chesapeake Energy (CHK.O), would also benefit.
Considering that natural gas is currently the single-biggest source of power generation in America, this target of the Biden Administration has been questioned and viewed as unattainable even before the surge in power demand, which has reversed years of falling or flat electricity consumption.
How can it be about "climate change" if they are slow walking the cleanest LNG project in North America? If it was about "climate change" then FERC would have never granted TELL a permit to drive heavy machinery in circles for years pushing dirt around for photo ops with no SPA's to finance the project. Nobody in DC gives a shit about "climate change". They care about the power that comes from the narrative. I think this could have been a velvet glove shakedown of Delfin that turned into an iron fist shakedown after the Senate letter. Maybe TGLO becomes a meme stock if enough attention gets brought to all the tens of billions in combined market cap of the companies from the submitted Letters of Support to the DOE. Maybe TGLO becomes world famous again and is seen as a call option on American LNG and it helps to fund the project and we all ride an even crazier wave than anyone could have dreamed of. Unlikely, but possible.
Haha, 31 attachments with their motion. What a bunch of losers.