Golar LNG Ltd. (GLNG)

[S2focus]

I have a strong feeling that Glng and delfin (tglo) will be the only two surviving entities when the smoke clears in a few years.

I agree with tell being pushed out of business. If anything they’ll acquire all these gas fields and be forced to turn into a midstream company to survive. It doesn’t matter how cheap you can produce gas if you don’t have the funding and infrastructure to execute the business plan.

Tell missed the boat and with his (the ceos) latest excuse of rising costs because of the steel tariff that company is only a slippery slope that I doubt you see them come back from.

They hit a 52w low today with no real end in sight. No one is going to want to fund their projects when you have glng and delfin doing it the right way.