Now is the time to be happy for what we do know. Delfin is developing an lng export project and they are the majority owner of the public shell tglo. I have reason to believe that Delfin owns north of 97% of this shell. We disagree about a fine point as to weather or not Delfin should make public strategic information. I say that they won’t disclose anything unless they have to or it’s in their best interest. I refuse to disclose my ideas as to why I believe this. This is due to concerns that said reasons could have a negative impact on this developing company. But I will ask you, why would they disclose strategic information such as off take agreements? Remember they are still a private company.
Also consider this: Delfin is up for sale. Is a major going to buy the project? Will a group like Citi, JP M, Blackrock etc... finance and facilitate the merger into a public entity? On a positive note their has been zero indications that Delfin is going to be financed with private money, no additional form D money since 2018 via Talisman. So here we are.... 10K due soon, Semi annual DOE report due soon. I just don’t expect earth shattering news from either of these. In June the SCOTUS is going to hand Brandon his behind and rule by the Administrative State will be gone. The regulatory issues will be in the rear view and banks will be able to finance. Remember as it is now banks will not lend on risky projects with enormous regulatory uncertainty. If you question this, I recommend that you read Enbridge’s last 10K.
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