Thursday, January 18, 2018 11:06:33 AM
TELL's CEO suggested infrastructure wasn't there last night on CNBC, even though he was bullish. He conveniently avoided talking about his competitors and TGLO/Delfin's existing pipeline, and Cramer let him off the hook with a freebie. Seriously, how do you interview somebody, and not ask about competition in the space!? He just insisted he'd be the low cost provider. Right... How's he going to do that with no infrastructure? He persuaded me that Delfin has a better business model.
So, if I'm Delfin/TGLO, I'm walking into that Houston LNG show holding all the cards.
Folks, I'm long here with 328K, up 78K from last weekend.
Do your own due diligence.
Recent TGLO News
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- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 08/14/2023 04:16:21 PM
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