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Essentially was already a given; permit officially issued today. https://sonlite.dnr.state.la.us/pls/apex/f?p=129:301:::::P301_CUP_NUM:P20210429:
Things are still in motion behind the scenes. https://sonlite.dnr.state.la.us/pls/apex/f?p=129:301:::::P301_CUP_NUM:P20210429:
Interesting, it was working just 30 minutes ago. I agree with your assessment
Last night I emailed Delfin that their website was not working. First thing this morning it is back up. Maybe they didn’t know? Looks the same.
Delfin website down last 2 days. Update coming?
Great job on updates Senor C. Much appreciated! My only suggestion would be an updated “Project Overview” image which not only shows and discusses UTOS but also Avocet as I did not notice that anywhere unless I missed it. Just my 2 cents.
I believe Delfin website has that image along with bullet points on UTOS and Avocet capacity.
A good article.
https://www.yahoo.com/finance/news/natural-gas-soars-700-becoming-040106114.html
Delfin must have offtake agreements.
Wonder how this fits into the grand scheme of things. https://www.amplepwr.com/
I would have to think that Delfin must have been given some assurances from the White House at this point, and waiting for June for WV ruling is an unnecessary formality. Democrats need some success stories and this would be a feather in their cap if this LNG went to Europe. I am clearly missing the point on November elections as I don’t clearly see the impact here since both Dems and Republicans should both be pushing for LNG at this point.
Now is the perfect Go Time! I think (and hope) this plays out the way we all hope it does.
Germany to construct two liquefied natural gas terminals as it looks to reduce Russian gas dependence.
Just saw on CNN
Perhaps this time they don’t want to say anything until after hours
New Tweets out
You are from Lake Geneva? Big money lives there
Yes MKE for Milwaukee
Based on the map half way down in this article, they only spotted one near Delfin’s operations, which is near the Louisiana and Texas border if I recall correctly. Probably a really dumb whale that just got lost ??. Heck, their main area is by Florida’s panhandle.
https://www.nola.com/news/environment/article_3444b600-996d-11eb-a5ff-7317d66208a6.html
Should be singing this song instead
Hopefully IR didn’t die of a heart attack from seeing this news ??
Nice post Jab. I feel this article ties into the post I made last month. In other words, this is “cleaner energy” article we have been needing to get the stamp of approval from the Biden administration. I think it is almost GO time.
Funny, but I think the lower the r/s the higher the stock will go. I’m sure a 2:1 r/s would drive the stock much higher than a 15:1, which is different than TDS’s initial line of thinking. Would be a blessing if they can realize this.
Looks like 1st half 2021 based on this article from November.
According to Poston, the Delfin LNG project, which is targeting FID in H1 ‘21 and the start of commercial operations in H1 ‘25, capitalises on the two biggest innovations seen in the natural gas business in the past two decades: the shale gas revolution in North America and floating LNG – the latter encompassing floating storage and regasification units (FSRUs) and FLNG.
https://www.gasstrategies.com/information-services/lng-business-review/make-difference-you-have-stand-out-pack-delfin-midstream
I love it!,
Cache, thank you for chiming in. Your feedback is always welcome. You are part of a very small group that always spoke honestly, and that I followed. I was actually worried when I saw you stop posting all together a ways back. Glad you are fine. Hope to meet you at the TGLO celebration party in Vegas if all goes well.
To quote this article “ “complete ban” on methane leaks from gas operations and a nationwide price on carbon, like that in Europe.”. This would be a win/win with Biden claiming a cleaner environment while limiting Russia reliance in Europe, and a win for the continued expansion of LNG. Look who Biden’s climate advisor is after all (former board member of Cheniere).
https://www.ft.com/content/881610dd-e7fc-4db1-8511-71e1dc2e0ce4
Just my 2 cents
560k shares here
I am not sure your statement regarding Egan is accurate. While Egan was shown on previous filings; they now just show a row for 5:00% shareholders and since Egan is a 4.99% shareholder they are not obligated to list him.
Hello everyone,
I've been adding to a new position here over the last 2 weeks. I am finally where I want to be. Let's get the party started.
Also, I really like the honest posts here. I think we have a winner.
Make that 4.
I heard a promo about “theglobe.com” coming up in the program...and I have to head out right now so I’ll miss it.
"theglobe.com" to be talked about on Countdown to the Closing Bell with Liz Claman in the next few minutes.
Well that is interesting. If you search LinkedIn for just Delfin LNG, his name does not come up for me. Just says 'LinkedIn Member' located in Greater NY, which is the same location as Matthew Weil.
If I go to LinkedIn and search on Delfin LNG, a "LinkedIn Member" with the title of CFO comes up. Clicking on the Member just says limited information as member is out of network. Not sure if another piece to the puzzle coming together or just BS.
nice try. Similar to many here, this is a "hold until the very end" for me too.
Actually, it's Dave. The MKE is for Milwaukee. At this point I'm done buying and ready for lift off.
I helped take it down last week. Sorry
Great recap.
It sure would be a nice coincidence for those of us in the '524 Club' if May 24th turned out to be the day we are all hoping for.
This is one of the best posts of all time on this board. Great summary!
Thank you for that. Great summary
Me too! I'm thinking any announcement would happen Thursday AH or next week. I am thinking since this Friday is a Friday the 13th....they might shy away from that omen.