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Hotel California? Nah, it is a far more classic trope than that. I am leaning towards a classic like Homer’s vacation. Lots of moving parts here, always have been. Gonna be a long ride maybe even longer with some tolling. All of the letter holders have seen this go from .02 to .80 and I would venture to say we aren’t worried. Delfin and Delfin Midstream are professional and have a very competent well seasoned staff of (F)LNG executives on board.
Zegnaj
My guess is Waha hub. Timing is everything.
Hell, a trip to the big easy sounds nice. Why not? If it happens it’s Pappy if it doesn’t it’s Makers. We can either laugh or cry into the whisky.
We will not know when FID is made, as a private company Delfin doesn’t have to go public with anything. The super 8k is what we will wait for for. The “FID” talk is naive.
Is that what we are doing now? Asking Dino? GodSpeed TGLO.
Oh XL, you are quite the mascalzone. But you are right, your DD is unfiltered and spot- on. This hits and I too will make sure you never buy a meal or cocktail in NOLA. As for Jerry I extend the offer to you too as well, but I’ll need a couple tangential stories after the first shindig.
Ciao
That’s funny, pretty solid lane. Even if he forgot about a bunch of us.
Dang that hurts… hehehehehheeheehehe
You’re sitting on a load (maybe) of this like lots of us are. We jumped in early, most have .05*.07 cost of shares. It’s a shell company with a MC of 300m plus. It’s tapped as a “ride or die”; most aren’t buying more. The MC is 10x anything practical for a flipper or PnD as a shell is limited in value. . The share price is irreverent compared to the float. It’ll take merger news to get any of the OGs to sell.
Ciao
Xl
Long time lurker, infrequent poster here. But that breakdown was a very nice reminder of why we hold our positions so dear. That’s not speculation.
Mighta typed that two Manhattans down, but he still won’t answer..With anyrhing cogent.
ARE YOU A SHill? Equity obviously coming” is the line that made me question the whole thing. That’s make believe, of course new money is essential. If it ain’t ,not the Tglo , - SEC filings iit isn’t real. Not sure why your are posting this now. Never proffer a question to the the rest us us, to see what the letter holders thought. We had hold letters
You SHILLING?
Really not that complicated, LLCs are what they are. They limit or more actually (seperate) exposure. Very few ships that sail the seas fly US flags. Taxes for one reason, lialibity two. All this “new” info is very complimentary to a FID, as opposed to not going public. Delfin can’t fund non-public LLC’s ~Any LLC’s are just a vehicle for insurance and Lloyds. Capital investment (LLCS) in the commodity world is as common as green on grass. Not news, or maybe just some poop thrown at the wall after a week of MM.
Yep, that’s how it will be structured. All international shipping companies do the same, including offshore flagging for vessels. The funding for the LLC’s is where we come in as the potential merge opportunity, Delfin can’t fund (invest) in those without significant capital. A R/M with a publicly trade stock , would allow for an influx of liquid capital ( and also satisfy the PIPE). Both funding and liquidity are the backbones of any commodity services.
Love ya Jerry! But was expecting a more esoteric reply. Those of us heavy holders that have been here for 5 years expected a cogent Star Wars reference, or a WW2 shout out. Maybe even a Churchill quote, or Jefferson musing. When I check the board I ignore anyone that isn’t a letter holder. You’re better than a pedestrian response, step it up. ??
You are pro MK, and know in this hyper sensitive world of regulation throw up an 1/20, as a reference. It’s not the roaring 2007’s. A dilution of that size is brutal, it would would require Delfin having to take the equivalent of twenty privately owned shares (easy math) into 440 million publicly owned shares. Tough if not impossible sell to any PIPE.
And if you think this happens without PIPE, ( if it happens) you’re mistaken. The PIPE will be silent but contractual, as you know that happens all the time. If this goes it’ll go at top 1/4. Look at the industry standard of shares outstanding in the previous long mergers.
Again “if it goes”.
Come on now, 1/20. Dilute the amount of available shares that much? I understand it’s a “vehicle” but it is also an entity with at present a 100M market cap. I call Silly talk, that would also dilute the unregistered authorized shares. They need shares to trade, a 1/4 is the most they could do for liquidity.
If they wipe the TGLO shareholders from the jump the only shares are theirs, they can swing that if no new shares are gonna be asked for. Can’t legitimately dilute shares, and beg the SEC to allow you to make new ones. And like the original TGLO (90s) scarcity is a great way to pump, and this company has too much time and infrastructure invested for being that short sided.
There is no public float tops maybe 10 percent, I lean towards 7,8%; they would only be diluting themselves and limiting their ability to use shares. As for the institutional investors, I remember and a few others here remember “MORNINGSTAR”.
You are not wrong, if/when it goes it’ll be faster and bigger then “Tell”.
Thanks for that. It certainly isn’t a coincidence that the organic volume spiked. Makes a person wonder what was in the “package “? Any forward statements that they wished to keep private were surely read to establish justification for confidentiality by how many people? Sketchy to say the least. This is true DD, and I thank you.
How bout me? ?????
Good luck Jerry, my Tunisian flag speedos have been back~ordered for three months.
I’m holding my shares but not my breath. This your first Dec with TGLO MWM?
I wonder how many the Toxic Avenger is still holding? ??
I have my letter……
I don’t post much, but lurk every so often. I also buy when it’s appropriate. I’d say that the volume is based on two words and three letters of the latest bill signed by the president. But since I appreciate Jabs DD, I will lay it out
Lease Sale 257.
For those without google*
The gulf has been opened up and fuck the enviros. Not by executive decree, but by law.
HADET
Come on Jerry, some of have been here for half a decade because Jason Talisman inherited his grandfathers business acumen. Don’t talk down to your audience we are savvy investors.
Dang,
Agreeing to “this weeks” XL is sorta painful. However his take on the Supreme Court case is pretty spot on. It is not about present regulations, but about future regulations. If the EPA prevails in June, the hurdles for new projects will be very difficult to overcome. The newly emboldened EPA~ bought and paid for by the eco*freaks~ will unilaterally suffocate projects in the pipeline. New regulations will be instituted weekly. And make no mistake Delfin (and hopefully tglo) will face multiple delays to what has been a very slow process making it much harder/longer to come to FID. This is already being seen in other projects.
Ciao, and happy New Year
Sorry Jab,
Saw this a little late. I was referring to a Morningstar report. It was briefly posted up on their data base and detailed the institutional investors of TGLO. As you know institutions are not required to report their share interest in TGLO. The report that was on their website for less than 6 hours listed many of the institutional investors and their holdings. It was a major glitch in their algorithm. Once the data was shared on this site, a dude or dudette with the handle WSB showed up at 2 in the morning with a debunking pushback and the data disappeared forever ( except for screenshots). That dude or dudette created a handle, posted a very detailed “fact check” that would have required a day for a laymen to conjure, and faded away. I believe that report was a snapshot detail of the millions in dark pool trades that occurred and are unaccounted for in the overall volume of stocks that have changed hands since the announcement. The number of shares listed in the Morningstar report have never been absorbed in regular trading since the glitch.
??
Every time the MM takes a vacation to the Bahamas and volume drops for days, I get hopeful. Then I’ll see a 200k day with 85% of shares being naked short sales. Can’t figure this out, but I like the - drop the news on the anniversary idea.
It’s not patience, it’s a remembrance of MorningStar, and that elusive WSB guy. I have the screen shot printed out and I pray tell; this is a ride or die.
Cheers to all
Happy Thanksgiving..
Damn XL good to see you are back on your meds, and cogent again.
Tick Tock
Tick Tock
It’s all a waiting game and a gamble. Ignore Xl , Xl is just looking for cheap shares.; 2.2 million isn’t enough for him. When the govt extension occurred this stock went 4x trading value and has been held there. That’s DD, the rest is just pedestrian speculation.
PS, While I’m waiting I’m well into THCB as are a few of the regulars on here.
Relax X,
Nothing has changed here in a couple years. This play has been the same since we all got on the what/if bandwagon. I check periodically to read the comments and was happy to see that Delfin has added some more execs. I do get a giggle out of a guy calling this a pump and dump~ I believe the terminology he wanted to use is they are “painting the tape”. X you are correct with your assertion that this is being traded MM to MM, there are many days when the MM’s have executed “naked shorts” in excess of 90% of total volume. It’s a tried and true way to “ cross trade” without having to worry about SEC scrutiny after the fact because it’s being done at “market price”. A true cross trade isn’t reported and the influx of shares through the “naked shorts” are being reported to the exchange; if this pops they need to be on the up and up with transparency ( a true cross trade provides none)
Let’s go 524 (hehe~that’s the number) ; just saying to be contrary ( and correct) I remember getting my letter and so do my buddies.
X,
I remember that 2019 post, a new account, a very specific response, all in the middle of the night. I have screenshots of the Morningstar report, they inspired me to make additional investments and to hold looooooong.
I don’t believe that Morningstar confused companies, and I am sure that the register of shares to those institutions were executed and recorded properly. Morningstar never responded to my inquiries, and I made several trying different information requests. My final request they stated they didn’t archive anything. I have a Morningstar premium account, so they were responsive within what they could divulge
If not for the screenshots there would be no proof it ever happened. We know that institutions do not have an obligation to report holdings inTGlO; and we know that the Morningstar report was within Talismans fundraising time period. It was most probably not supposed to be reported, it was found and quickly deleted. And for the record WSB250 or what handle you are using now, glitches are corrected not disappeared.
To the 524; Merry Christmas. To the MM’s that have naked shorted this entire 3 million move “Bah Humbug!”
Bring it down, we wait to accumulate again.........
Same story, no “new” news. After going into the third quarter each year or just about, we get these statements in a lot of investment vehicles. I believe (or my confirmation bias is clouding my judgement) that they will FID and use TGLO. These teases are made periodically to keep the PIPE investors happy with public comments. These public comments are only needed to put forward/confirm statements made to investors privately. They serve no purpose for a privately held company with no intention to list on an exchange.
The constantly shrinking, and now shrunk NOLOs has made this vehicle less desirable as each year passes, but accountants are sorcerers, what pedestrian investor knows the machinations of the tax code that could carve back some value? I’ve got enough to withstand a RM and subsequent split I approximate a dilution in the (1\4~1\8) range so I guess this is a ride or die.
Because this forum gets political at times, I will add: having a physical plant moving out of planning into construction by early next year will ensure that a “green new deal” president can not derail it.
And for yesterdays news, 39% of the trades were naked short shares being swapped for volume. XL you’ve made your point. I’m in my long position here, I only hold two OTC longs this being the absolute longest. I believe this one is a stock to “ride or die” with. It will one day make use of the 120m(adjusted) NOLO’s. As for the lurkers? Hard to figure out how someone stumbles onto this board with money being made easily on the high volume other stock shares available. Of course their lack of being one of the 524 makes me too Question motive.
Funny, unsolicited and misleading post. For your example Mister “hey just throwing my two cents around” 66% of this stock was traded naked on July 24th that’s on a 125k volume day. No retail investor can “afford” to short this stock and in that I agree. As for an MM that can cover; and that’s obviously what that guy XL was alluding to. That shows the volume requirement of the contract is being filled with cross trades because the true “asks” are in short supply. As for the price manipulation? I assume there is a bonus for a strike price of the possible RM,RS* if a run is kept from happening prior to announcement. Mister “hey just my two cents” what do you think it costs to play cat and mouse on legitimate bids in real time? Jane Street, Bluefin, Tower,et al don’t work for free. So begging the question, why pay to keep a 50k daily volume? Why pay to push accumulation down? Since you are a self proclaimed reader and commenter of stocks/boards you don’t have a financial interest in I’d appreciate your take on that activity. Or will you adopt another moniker and chime in again with an opinion that doesn’t border on actionable misinformation as per contract