TheGlobe.com Inc (TGLO)

[S2focus]

The thing with delfin is they’ve been doing everything the right way, unlike their competitors putting the cart before the horse.

Delfin has been working on this since their inception in 2015. They’re putting all the puzzle pieces together before pulling the trigger, and for good reason. The convention is on Thursday. Delfin has the only time slot to review a company’s project.

http://www.oilgas.cc/col.jsp?id=127

Also, per Golars conference call they were having their Feed/FID sit down this month.

Golar LNG's (GLNG) CEO Iain Ross on Q4 2017 Results - Earnings Call Transcript $GLNGhttp://www.seekingalpha.com/article/4152000

Delfin has already secured a loan from South Korea for essentially the cost of one ship.

https://fairplay.ihs.com/commerce/article/4270061/kdb-provides-usd1-5-billion-financing-to-delfin-flng-project

Delfin has also said they would be trying to secure a loan from China. That is what I believe the premise of attending this particular convention is vs the cwc convention. Here is the attendance list for the cwc convention.

https://www.chinalngsummit.com/wp-content/uploads/2018/04/CLNG-comps-attending-9-April.pdf

At the last convention Delfin’s attendance wasn’t updated until a week prior. I expect another update to this attendance list the weekend prior.

The article listed below refers to the challenges that delfin faces in light of going public.

https://www.reuters.com/article/us-china-usa-lng-delfin/delfin-signs-china-gas-deal-taps-chinese-banks-to-fund-1st-u-s-floating-lng-plant-ceo-idUSKBN1D90SL

All of those things that Rusty referred to are in play right now. Oil prices are up, rig count is rising, infrastructure is being built. All the conditions needed for this to come to fruition are right there in front of us.

With Allllll of this said my point is it’s been a long road for all of us, but the puzzle is almost complete. These dips/manipulation/etc will not matter soon enough. Everyone’s patience here will be handsomely rewarded.