Yup, Tellurian is going to be gone soon. Where can people invest, correct Delfin!!! Or TGLO. This would be the 3rd alternative way to cash in on the LNG boom...... Of course in due time.
Nice article read below:

https://finance.yahoo.com/news/tellurian-verge-disappearing-2-alternative-101700217.html?guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAABx6Bd0pxjkOx-qa_xuocSIstinKe_VcXNOM9ncLTfMnKdXGFHWbEzEwFE-hgqYbgVPPOH_HE6a7ffzhbcNeKUQJW8Z-xlMkwfopmmV8JzJ5kr0Fknc7qZRSO_rCFPMjR9IR_taiUr4Jn-AdTsxe2UdLWo_pdzb3mrz-vMFoDPIT

DOE starting up again and issuing permits! Let's go Delfin. Get Marad & DOE on board...

https://www.bloomberg.com/news/articles/2024-09-03/biden-grants-first-new-lng-approval-since-freezing-permits?srnd=homepage-americas

Even Golden Pass (owned by Qatar & Exxon) is asking regulators for more time to finish their build, until 2029. That seems to be on par with Delfin and everyone else. And obviously Golden Pass is much further ahead in the process then Delfin, but they too (along it seems with every LNG company!!) has had setbacks. Exxon & Qatar have more $$ then god, so this just proves no matter how much $$ a company has, the regulatory nonsense can be devastating.

As Mr. C and JAB have eluded to, Delfin needs to take FID or a partial etc, now! They must start the ship build and give limited notice to Samsung to start, or they will lose their ship build spot. Time is running out, they have invested > $100MM and we all now they will get this project off the ground. Now just dealing with regulatory nonsense. It makes perfect sense to go public, raise equity and place some risk on shareholders.

Wouter/Oscar/Fred/Dudley wake up boys!!!!

https://www.upstreamonline.com/lng/us-lng-project-asks-for-three-year-extension-to-finish-construction/2-1-1700912

Great article and good read. These tree huggers and environmental whackos need to find something better to do with their free time.

https://www.eenews.net/articles/trumps-plan-to-unleash-lng-exports-runs-through-china/

JAB- I would concur. I too feel like Delfin is going to have to take some risk and finally pull the trigger here and move forward with the project/ship build etc. Even while they wait for the DOE & Marad, they have to know they will eventually receive re-approval. With their high powered lawyers etc, it will certainly get done.

If you look back @ the 5/31 tolling notice from DOE, it's like they know Delfin is going to proceed (without their re-approval), or why else would they have made the following comment:

Jab - Hope all is well. When time permits, check your email.

https://www.eenews.net/articles/doe-pressed-to-advance-major-lng-project-after-pause-reversal/
Let's hope Delfin's lawyer have or will immediately follow suit of Lake Charles' attorneys.

It's funny, Delfin can advise Cedar and get them to FID, but can't seem to advise themselves in the past 7 years!!!!! Granted we are dealing with US politics, and Cedar is Canada. Come on Delfin lad's, let's go!

Cedar LNG announces positive FID.

https://www.pembina.com/media-centre/news/details/1ef316a9-bdaa-44cc-93f0-06f6e4583a5a

At one point (if I recall) Delfin was involved or an advisor or something like that. Now Cedar has taken FID before Delfin.

Let’s go Dudley and team! Get this political
BS behind us and have L & W use their powers. Cedar shouldn’t be ahead of Delfin.

They are a joke and crooked. I'm with you, it's time Delfin puts on their big boy pants, and moves forward. With L & W, $19Billion in contracts and 1/2 of the Golar Exec team in place, let's go!

DOE & Marad will approve at some point (hope to god sooner than later), but they need to move now and get the ball (aka ships) rolling.

I particularly like the following comment

New filing just added to Energy.gov. DOE has tolled their request until DOE completes their final review. They will certainly get approved, and all will be fine. The politics are just total bs!
https://www.energy.gov/sites/default/files/2024-05/Delfin%20LNG%20-%20Notice%20Tolling%20Expiration%20of%20nFTA%20Order_05.31.24.pdf

Agreed JAB. Another dept. run by our current president, who has no idea what they are doing!

We are certainly close JAB!

Huge find, thank you! This explicitly details the life story of Delfin and the struggles. It's amazing, but not surprising, they have spent > $100MM dollars on their project to date. So many positive details, R/M & FID is imminent! We now know the hold up this whole time is MARAD, otherwise Delfin would have taken FID a long time ago. They clearly state they expect approval/licensing from them very shortly. They are so confident, which we all know, they have stated to just give them 9 months, and if they aren't prepared by then, the license can be revoked.... Huge!

https://fossil.energy.gov/ng_regulation/delfin-lng-llc-fe-dkt-13-147-lng-nfta

Interesting "newer" hire for Delfin on their linkedin page:
https://www.linkedin.com/in/jasonrkearns/
Nice bio, and interesting to note Jason is a board member (as of December 2023...hmmm)

Interesting read:https://pemedianetwork.com/petroleum-economist/articles/gas-lng/2024/outlook-2024-us-lng-the-next-wave/

Let's go Delfin! Just take FID on the 1st 3 ships and let's go! You're ready..

Delfin Midstream Signs Long-Term LNG Supply Agreement with Gunvor

News release 31 min ago on LinkedIn!

Thanks Tweed! Link below:

https://www.enverus.com/blog/gulf-coast-lng-offtake-boom-slows-significantly-in-2023/#:~:text=In%20the%20first%20nine%20months,supplies%20not%20shipped%20from%20Moscow.

If the spread (.08+) isn't indicative of the micro float, then I don't know what is. TGLO has always moved on air (to both sides), but the recent minimal buying pressure keeps sending it higher. No doubt over the last 5+ years, Delfin and insiders have accumulated well over 90-95% of the O/S...... Just a matter of time folks, and let's hope that time is October.

I would agree. Just formalities and political whatever.... But this too is now a done deal...

Everything is lining or lined up for hopefully October FID!!! Nothing stopping them now from finally (after all these years) moving forward with their final plans...

Let's go DLFN/TGLO!

LA Permit Re-Approved, just pending signature (link below). FERC re-approved for 4 years, Permits re-approved. Last step FID & R/M!! I love the recent trading and price movement. As always, the float is locked and their is no resistance. The smallest amount of shares moves this very quickly. Touched .45 the other day on air!! When news drops and real vol comes in, $$'s easy!

https://sonlite.dnr.state.la.us/pls/apex/f?p=129:301:::::P301_CUP_NUM:P20210429

Amen JAB!!! It's happening and very very soon!

Showtime indeed! Beautiful JAB, just posted yesterday on FERC's website. Now we don't need any Sunshine meeting. Let's rock n'roll Delfin. FID & R/M here we come!!

https://elibrary.ferc.gov/eLibrary/search

Thanks X. https://www.energy.gov/sites/default/files/2023-10/Delfin%209_29_2023%20DOE%20Progress%20Report%20%28092923%20FINAL%29.pdf

The following comments are of interest:

Senor - Another lovely post! I would concur with your thoughts/sentiment. My estimates have always been conservative and on the very low end. There is just too much potential with Delfin/TGLO and their business model/revenue stream. The one thing I have always stated and agree with is the Delfin team certainly knows what they are doing. They are methodical and everyone of them are well-tenured industry veterans in the LNG segments. While it's taken soooo many additional years for them to get to this point, the time is rapidly approaching. Delfin's market cap could easily exceed $20Billion+ easy.

Thanks Thirdcoast! I have always felt Delfin is the next major player, market disruptor in the FLNG market. In theory, they are and will be the 1st FLNG in the United States. All huge things, that clearly have taken a lot of time, and a lot longer then we all thought and especially I'm sure what the Delfin lad's thought.

We're finally very close, and I do feel like everyone will happen this month. Let's hope we're on the Sunshine meeting notice next week. If so, game on!

That's a great question. All we can base things on right now is contracts. They have $18Billion in contracts signed (if I remember), more HOA's ready to convert to SPA's and then once they FID etc they will bring on more buyers. Looking @ contracts and assets (i.e ships, the pipelines etc), market valuation should be $10-$20Billion easy! If not more. Let's assume a very conservative $10Billion valuation, based upon current share structure, what would be our share price @ $22! So no telling how high TGLO could go, but $5- $10 is a very low conservative estimate. This could (years from now) be trading @ Cheniere numbers.

I agree! Just started with the obvious and what we knew...71% which was also from December 2017. No doubt they own a heck of a lot more....

$25 perhaps down the road. Initially I would say $5 - $10. The O/S is nothing, especially when Delfin owns at least 71% of them..... The market cap for a company of their size, once they are live, would easily justify a multi multi billion dollar evaluation.

I agree! With the lawyers backing Delfin etc, they have everything lined up. I think it's all going to happen in rapid fire succession.

Well their permit is in the final stages of re-approval (link below). We are in October, and they have mentioned countless times October FID. Let's hope FERC gets them on the Sunshine meeting this month, permit re-approval comes shortly along with FID & R/M. I think everything is going to happen very very quickly, as we are 5+ years in the making here.

https://sonlite.dnr.state.la.us/pls/apex/f?p=129:301:::::P301_CUP_NUM:P20210429

JAB- Delfin is C-3!!! Look back to the sunshine notice in November 2022, and what do you know, C-3 is Delfin! (See link below and screenshot)!! Delfin should be on the agenda for next week, and it's certainly very interesting that they "omitted" their name? Why, so secretive, although with FID and R/M looming perhaps they don't want too many people to know :) We know FERC will re-approve and hopefully this time for the 4 years requested. I will be listening in next week, and can't wait for the fireworks to happen after FERC re-approval.... Boom!

C-3CP15-490-003Delfin LNG LLC

https://ferc.gov/news-events/news/sunshine-notice-november-commission-meeting

Delfin Accelerates the Development of FLNG Vessels in Partnership with Wison Offshore & Marine.

Delfinmidstream.com

News from 1hr ago on their LinkedIn page and website. More good things a’coming. Get FERC re-approved, take FID on two ships and of course R/M!!

T@LL just lost their final contract/customer w/Gunvor and yet that POS is still trading @ $1.50. TGLO/Delfin should be trading at a multiple of T@LL based solely on signed contracts/HOA/assets and speculation/future potential. It's a massive joke we continue to trade @ these prices. Then factor in the miniscule float and......

https://www.houstonchronicle.com/business/energy/article/tellurian-souki-driftwood-lng-project-18285678.php

That is the weakest objection to date by the "tree huggers" (Sierra). They have ZERO grounds to intervene, and FERC will shoot them down (as they always have) this time even quicker then in the past. Quite honestly these folks need to find some better to occupy their time, as reading their request I felt silly and stupid.

Also of importance, today Centrica filed with FERC a motion of support for Delfin (link below). We are 10000% fine, as always. Just need FERC to re-approve (this time I do suspect they will grant Delfin their full request). Get FERC out of the way, then FID on 1 to 2 FLNGV's and R/M. It's all coming shortly.

https://elibrary.ferc.gov/eLibrary/search

https://finance.yahoo.com/news/lng-terminal-developer-crown-public-083000598.html

TGLO/Delfin next, but with a much higher valuation.

I'm here. Haven't gone anywhere, just been sitting on the sidelines waiting for our Super 8k and R/M. It's coming! As we all know Delfin and timelines don't go hand in hand.

With that being said, there was plenty of positive information to pull from the FERC extension. It will be granted, as we all know, just a formality. Of particular interest is the following (quoted from the ext request): FID is all but a given for the 1st ship and yet again, they are telling everyone they will have FID on the 2nd ship shortly thereafter. $18Billion of future contracts @ yet we trade @ .23?? So stupid. Wall Street is about speculation, and based upon speculation and FACTS we should be trading in $$'s...