Haven"t sold mine yet, but highly considering selling half. The carbon tax does not bother me at all, 200 mil will be nothing for this company. The only way a carbon tax happens is to have a democrat president ,house and senate. They will have over a billion dollar tax break over five years. Although export permits slowed in the Trump administration is true, Charif should have just not said anything. Doubled my shares a month ago when ferc commissioner Chatterjee said they have the framework to approve lng terminals expeditiously . Watched the ferc open meeting thursday and the democrats say thats not true.
looks like we will need a fifth commissioner to get this done. Tellurian was supposed to take fid mid 2018
but looking like late 2019. When all said and done ferc will be over a year late on the final order . These guys that sold their shares will likely get a much better price . The market won't like may delays. it will also be much harder on tellurian to get investors with delays. Trump will get the right guy in there , but looking like june. With a couple months to get him up to speed, we are looking at august final order. Trump had picked David hill after two months, but Rick perry from DOE didn't like the pick and rightfully so. Now Trump is looking for someone else. Anyone interested in watching the ferc open meeting from last Thursday , its on their website. ferc.gov
