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Searched SEC.GOV several ways. Nothing appears?
Received a Tellurian phone call today soliciting my vote. She said there was no record that I voted, did I want to vote or change my vote?
No, I said, my vote is already recorded. So then she probed how I voted. I voted NO across the Board because I'm really upset with the Merger Agreement.
So, I'm thinking Tellurian is getting a significant number of NO votes or people just not voting.
It's been a downhill slide. Bluebird has a noble objective, but management is out to lunch on page 26 of the Annual Report:
"We believe Diversity, Equity, Inclusion and Belonging ("DEIB") are the cornerstone to an engaged, successful, and innovative organization. We are committed
to taking action to help address racial injustice and inequality. We established our DEIB steering committee that includes employees at all levels to provide oversight and guidance to establishing meaningful measures and actions to continue to increase DEIB at all levels and experiences. With significant input from employees and leaders at bluebird, we have adopted corporate goals to increase diversity and representation across our employee population."
Andy Marsh is still at the helm which is a major negative.
Likewise. all votes for Board Recommendations.
Trump had been opposed to TikTok in 2020, but changed this year to support TikTok. Only my opinion, while Trump claims he's not a politician he must be quietly boiling about Red China's Covid virus ruining his Presidency.
In 2025, with a Republican House and Senate, I suspect TikTok is history in the United States.
Government incentives?
Maybe Andy Marsh needs more "Incentives" to make Plug Power profitable -- such as termination if not profitable within 2 years.
As it stands, Plug Power may terminate itself.
It likely would take a very large investor such as Pernendu Chatterjee to vote NO and contend for a higher fair market value.
Nevertheless, my small percentage voted NO across the board.
All present oil production is due to permits issued under former President Trump.
Joe Biden has blocked all new permits.
Plug Power may go bankrupt in the next few years unless Andy Marsh divests all the losing business lines.
Hydrogen? The prospective 47th President promises to "Drill, Drill, Drill" for the liquid gold under our feet.
Plug Power must downsize, spin-off, to be competitive.
Any product or investment recommended by Gerald Commissiong is a non-starter.
JFB, having praised Gerald Commissiong in the past while losing money and then advising that we should take GC's opinion on another company or two is strongly suspect.
GC is a false prophet which some of us recognized a little too late.
For GC to blame creditors for not having enough faith is Forest Gump economics.
Domino's is a competitive business making a profit.
Gerald Commission thought he was a Covid-fighting prophet.
The worst of Covid is gone and so is Todos Medical.
Gerald Commissiong blamed "creditors" for not having faith that GC could make Todos Medical profitable.
The nerve of those creditors expecting a timely return on their investment.
Merger??? After paying stockholders $1 for each share and telling us to get lost, then Tellurian survives the merger as a wholly owned subsidiary of Woodside Energy. That makes it easier for Woodside to spin off Tellurian for a bigger profit.
Damn it, we should have gotten some shares in Woodside Energy (WDS). I'm voting NO.
Complicated plan by Caprino Management. All it takes is time and money.
Okay, a 10 cent gain on 90 cents before year end is well over 11% return on a yearly basis.
Any chance this company has its' real estate business revive under President Trump in 2025?
Above Average Volume, nearly double.
EPS of -$0.06 beats by $0.00 | Revenue of $13.12M (42.62% Y/Y) beats by $50.33K.
ASSETS = $70 million. Hardly anyone knows CREX exists.
Excerpts from the Transcript: Brian Kinstlinger asks, "Assuming it's unchanged, can you remind us your revenue guidance? And then talk about any insights to seasonality or things management knows about timing of deliveries over the next two quarters, so how we could think about maybe you're thinking about the ramp?"
CEO Rick Mills answers, "Yes, Brian, I would tell you, as we have stated previously, we believe on a quarter-to-quarter basis, we're going to exceed the prior year 20% to 40% every quarter. We expect to continue that throughout the year. So, very comfortable with that."
Later Rick Mills talks about stadiums, "...We've been in this market for several years now with a real enhanced presence. And so we, again, are being introduced at the highest levels. So, we're really dealing with now the larger tier stadiums. We were dealing with the 10,000-seat arenas and then we moved into 15,000, now we're in the full 20,000, 25,000 and up stadiums. So, we've climbed up the food chain in the stadium world, okay. Number two, around the monetization of that, whenever we typically take over or win a stadium it typically comes with all of the food screens. Typical stadium will have about 600 food screens. Again, think of it as 10 different food concepts and about between 400 and 600 food screens. So, we always start there.
We do expect the balance of the screens over the next two to five years to migrate to an OpEx model and come on to some of our different SaaS platforms. So, that's why we're investing heavily in this market because we think two to five years from now, there's tens of thousands of screens that will migrate to SaaS platforms."
And several minutes later Rick Mills says, "I'm just going to add one more thing. When we go into the stadium and arena our competition talk about menu boards. They put screens up and put pictures of hot dogs. We sit down with them and we go through an in-depth screen analysis and in a much more complex level than our competitors do, and it resonates because they see true lift in their stadium food operations brought on -- brought about by the expertise of the CRI team being involved. So, I think it's a combination of all of those."
CEO Rick Mills at one point talks about stadium business with numerous restaurants wanting to catch eyeballs quickly.
Growth is fantastic. Would not be surprised to see some big buyout offers.
Qtrly Report was yesterday, August 14. Link to 48 minute results and Q&A https://edge.media-server.com/mmc/p/wjbuyiai/.
Bought more shares at this low price.
Not many people know about this company.
OCT. 31, TELZ pays $0.52 per share.
Some folks are selling since there will NOT be a better offer. Chatterjee Pernendu NOT HAPPY.
Reuters August 9, 2024 Woodside Energy which agreed last month to buy Tellurian, the developer of a fully-permitted U.S. liquefied natural gas (LNG) project, for $1.2 billion including debt is unlikely to face a rival bid, people close the deal said.
While taking over the troubled Driftwood project would help Woodside's ambition to become one of the world's largest independent LNG producers, the Australian company had no competition, the people said, despite Tellurian's eight-year-long effort to recruit investors to the project that it had claimed to have invested $1.5 billion.
Woodside's offer came with a bridging loan of up to $230 million that allows construction of the 27.6 million metric ton per annum facility in Louisiana to proceed.
A Tellurian spokesperson said the LNG developer has not yet scheduled a shareholder vote on the Woodside deal, which is not expected to close until late this year. Its board has endorsed the deal, agreed to not solicit other offers, and to pay a $36 million termination fee in the event a higher bid upends the current offer.
The transaction includes the $900 million cash purchase of outstanding Tellurian common stock at $1 per share, which Woodside said represented more than a 75% premium to Tellurian's last closing price before the deal.
Tellurian's second largest shareholder, Chatterjee Management Company, which owns 5.3% of Tellurian, is not happy with the sale price, but expects to support the Woodside deal barring a better offer. "If there is a better offer for the company, they can and will show up, before the deal is presented to the shareholders," said Chairman Purnendu Chatterjee.
Chaterjee Management bought most of its shares in Tellurian between Dec. 13 and Dec. 22 when the stock traded between 65 and 84 cents per share.
Hedge fund Magnetar Capital Partners this week disclosed it had bought 46.1 million shares of Tellurian in Julyat weighted average prices between 91 cents and 94 cents apiece. The company, which holds a 5.16% stake in Tellurian, did not comment on the purchases. But in a securities filing, it described the stock purchases in the days after Woodside's bid as designed to profit from the spread between the share price and Woodside's $1 share offer.
Tellurian shares last traded at under 91 cents on Thursday.
Former Tellurian Chairman Charif Souki this year had floated putting together an offer for the company after his departure at the end of 2023. None has materialized and he did not reply to requests for comment through his attorney or the company.
Prior to Woodside's offer, there was no serious interest expressed in an equity investment in the Driftwood project or Tellurian, two people familiar with the process told Reuters.
"We could not get anyone to commit to take volumes out of Driftwood. The closest we got was the Heads of Agreement( HOA) with Aethon Energy, one of the people told Reuters. Aethon is a natural gas producer that acquired Tellurian drilling assets.
"If they could have gotten a few commercial arrangements it would have convinced people the project could be built," the person said.
Tellurian had reduced its liquefaction fees to closer to the market's average $2.25 per million British thermal unit processing fee, but potential customers wanted even lower fees, the source said.
Low Volume. No one wants to sell at a low price.
Quarterly Report scheduled for Wednesday, August 14, before the market opens.
Quarterly Report scheduled for Wednesday, August 14, before the market opens.
No update or feedback, I dumped all shares
Quarterly Report scheduled for Friday, August 9, before market opens.
CREX in Mexico https://investors.cri.com/news-releases/news-release-details/creative-realities-expands-latam-accelerate-booming-digital
People have died from the Flu every year long before Covid.
In the last 2 weeks several relatives have tested positive for Covid. Cold-like symptoms.
Only took a small position not knowing anyone who uses Triller.
Logically I can see Triller might replace TicTok if Trump protests TicTok again
Magnetar Financial LLC now owns 5.15% taking advantage of those willing to sell a little cheaper.
After Hours (late) some idiot sold at 87.4 cents
Woodside Energy (WDS) is an Australian company listed on the NYSE.
Annual Dividend is $1.40 which is 7.8% return.
WDS might be worth an investment since they're stealing TELL.
TELL executives agreed to a reduced Bonus, but I wonder if that's the price to keep their jobs with Woodside Energy.
Being a contrarian, I will vote NO.
If the majority wants to sell for $1 so be it.
Why no deal for shares in Woodside Energy (WDS)?
The message is: "Here's One Dollar, now get lost."
Anyone understand the strategic planning behind the dilutive prospectus?
ITRM wants to raise cash now in the event the NDA Hearing is not good?
Or ITRM wants to raise cash now to hit the ground running with advertising after the successful NDA Hearing(s) in Sept and Oct.?
One indicator will be after subscription rights end 5 PM on August 6. Did investors jump on this or luke-warm maybe?
Wondering what the big investors like BlackRock and Purnendu Chatterjee are thinking?
It sure seems that TELL is hoping for a better offer. Yet at the same time Martin Houston's letter wreaks of desperation.
But, what to make of this interim deal with 12% interest? "As part of the agreement, Woodside is providing Tellurian with a bridging loan of up to $230 million at a 12% interest rate to secure uninterrupted operations and continue the construction of the Driftwood LNG plant, the U.S. company said in a separate filing."
It sounds like Woodside doesn't trust TELL to take down the "For Sale" sign so charging 12% interest just in case.
Some stockholders bought TELL over $1 and hopefully averaged down. Any company making a better offer and Woodside can keep fishing.
You maybe right because TELL and TELZ holding at lower price.
Purnendu Chatterjee owns 7.3% at approximately average price 65 cents.
Still hoping India will make an offer.
Instead of the Green New Scam, it's all green lights for Tellurian (TELL)