Tellurian Inc (TELL)

[ThunderUpOK]

Hey guys – new to the board here. I work in the manufacturing sector and started buying some of this stock ever since my company started tracking the Driftwood project. I’m thinking about rolling the dice and taking large position in the stock. If I’m wrong, then we lose a decent amount of money (however I don’t feel this will ever go to zero). But if I’m right, we’re millionaires. I wanted to bounce some ideas off of you guys before I jumped in. At this point, we are basically buying stock in Souki and his track record.

My concerns are;

P/E ratios are high which indicates a large correction may be coming. I know no one knows when and where but it the tariffs go through coupled with the Fed raising interest rates – now it will cost more to finance and build more expensive buildings. Does that cause a big slowdown in construction and start the ball rolling for the correction? I’m in it for at least 2-4 years but I still wonder if I should wait for a massive pull back. How do you approach this?

Another concern is if the project doesn’t get approval. Does anyone think that the project won’t move forward? Anything that you guys feel would put the brakes on this project?

Do you think Souki and his team can really be that far ahead of everyone else in the LNG game?

The positives;

The fact that Bechtel has made a $50M equity investment and that GE is partnered on the project as well gives me some reassurance that this will move forward.

Thoughts? Please tell me if I’m an idiot or if I’m on the right path.

Thx!