I’m posting the article in relations to delfin. Not sure where you get that im left leaning because I am far from that.

https://www.energyintel.com/0000018f-4fb6-d494-a78f-dff62b720003

I added today! This is a buying opportunity!

Not pointing the finger just replying to your notion of a RS. Yes delfin has 71% that we know about. What’s the chances they have more through a hedge fund that we don’t know about?

A reverse split you say. Hmmm are you trying to shake the tree? I would be inclined to believe you but I believe the notion that delfin has the shares locked up via talisman. If they wanted to change the share structure then would have done it years ago instead of tying it to their RM deal. The won’t need a RS to uplist because once this is officially tied to their name and 10b+ deals the market cap of TGLO will reflect a required uplifting share price. Either way we all have our own opinion.

Could u imagine if they already took FID and merged? The stock would tank given this set back. We still might see a pull back but All I will see is more buying opportunity.

Wouldn’t being a publicly traded company put more pressure on the government agencies? This could be a good thing

We are all arguing on here over some bureaucratic BS. It will all play out in delfin favor. I expected a delay. Didn’t know what but expected it.

The didn’t tell them to reapply. They told them to file an amended application. Completely different then a new application

Footnote: Devon Energy and Senator Bill Cassidy sent letters of support asking the US Department of Energy to extend Delfin LNG’s non-FTA permit
 
Devon Energy letter at https://t.co/SyfpxAnyr8
 
Senator Cassidy letter at https://t.co/kIjjXch874
 #LNG #ONGT #NatGas #Shale #OOTT pic.twitter.com/ts3k6OTxTM

— Sergio Chapa (@SergioChapa) April 19, 2024

If they just roll over then this project was not going to work out in the first place

It’s just a way for them to drag their feet some more. It wasn’t a denial but a requirement to file an amended application.

Do I think it’s BS. Absolutely. But the door is not completely shut. What I read between the lines is Delfin hasnt paid their dues and once they do the license will be issued. 10% for the big man

https://www.cassidy.senate.gov/newsroom/press-releases/cassidy-cruz-press-department-of-energy-on-lack-of-movement-on-lng-export-extensions/

https://public-inspection.federalregister.gov/2024-06703.pdf

https://www.rigzone.com/news/glenfarne_inks_deal_to_supply_lng_to_gunvor_singapore_from_texas_project-21-mar-2024-176161-article/

If the already spent 100M on the project then 1M is just a drop in the bucket.

Per the article if the US doesn’t extend their permit they will pivot to Mexico and Canada


Haberberger added that Delfin continues to scout other floating opportunities, including sites in South Texas, Mexico, and Canada

This dude gets cucked by his wife and takes his aggression out on all the OTC boards. I mean just look at all of his post. Nothing but negative comments

Chesapeake has earning tomorrow. I wonder if they will discuss anything related to delfin on the call

Biden gave Gov. Abbott a 1 PM EST deadline to remove his National Guard troops

Abbott refused

So Biden issued punitive sanctions against Texas by pausing liquid natural gas development opportunities, which will directly hurt the Texas economy

That’s not a coincidence

This is how evil Biden is

He is suffocating Texas jobs b/c Gov. Abbott is protecting our border

Not my thoughts posted by DC draino on twitter.

I never thought of this angle

I don’t think they are dumb enough to let the project fail by trying to get 4 ships FID vs 3 ships. The risk to reward is just not there. But hey I’ve been wrong before. If they do let it fail then the project was never going to work out in the first place

Something’s about to pop off. Someone bought 16.2 million dollars worth of VIX 17 dollar calls for February 16th yesterday.

I doesn’t appear to be a hedge to me but hey what do I know I invest in penny stocks

I believe through talisman it is still their shares. If the purchase it on the open market then they would have to file beneficial ownership which would ultimately reveal their hand and the stock price wouldn’t even be close to sitting where it is sitting currently. It’s being artificially deflated for a reason. If they weren’t going to use it all the have to do is put out a vague statement (TGLO is potentially one of the avenue we could use if delfin decided to go public) That would create a huge pump and they can sell into the open market and make millions. The problem with that and why they haven’t is because they need BILLIONS.
As far as a RS and why they haven’t done it is because it’s all about image. The care about their shareholder and once a RS happens it creates investors hesitancy. Which could potentially limit the money delfin will need. And they need billions. I could be completely wrong in my opinion. I’m just a regular Joe Schmo

I wish it would drop that low. Been slowly adding and accumulating shares. Like most longs here, it is a hit or bust for me. The stock shooting up to around .80 cents to me gives me the impression that is was a trial run and a way for delfin to accumulate more shares through Talisman. Just my opinion

First it was 3 rate cuts then 4. Now they are saying 6. Stock market at an all time high. It’s unbelievable

Thanks. All this just reaffirms the need to go public for capital once the need it

Those boats cost about 250M a piece to build. Their strategic investments will only go so far

The IOUs will only take them so far. Someones gotta pay for the ships and compressor facilities. It’s not like these companies they have binding agreements with are paying up front for their gas

https://lngprime.com/europe/gunvor-gets-loan-backed-by-italy/100075/

Of course I am. And you can imagine the amount of shares I’ve accumulated over the years.

So basically they are selling NG for a vessel that isn’t even in the process of being built yet? That shows confidents

in the final phase towards final investment decisions on three vessels. That’s some strong wording right there!

That’s Bidenomics for you. I had a buddy talk to me regarding T3LL and convinced him not to invest and to look into $TGLO. He is happy that he did

If the wait continues it will be an opportunity to pick up more shares!

How am I a bag holder with a cost basis of 7 cents

https://www.cbinsights.com/company/delfin-lng-holdings/financials

Dancing bear is a holding company from Egans time with TGLO

Up 31% on 460k shares traded. Imagine when this actually gets volume

Delfin expects to make FID on its first FLNGV and to lay the foundation for subsequent execution of the following FLNGVs by the end of this year.


Just waiting on FERC then we lift off


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

https://www.hartenergy.com/exclusives/contract-accelerate-delfin-midstream-flng-development-206264