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Re: dave79 post# 39166

Monday, 05/16/2022 9:34:43 AM

Monday, May 16, 2022 9:34:43 AM

Post# of 50058
I have no idea whether Delfin has signed deals in their hip pocket. It's possible. However, if you were looking to secure gas contracts, needed it badly NOW knowing that the supply wont meet the demand in the short term because of world events and you had a choice between an already established supplier or even one from a major player that still has to FID on an expansion etc....what would you do? Go with a company who has stepped in it and been at it since before 2015 with nothing to show but fancy presentations and the need to re-cert every permit signed years ago? And what does Delfin do? Promise and convey to a potential client that they have a plan, that financing is all set and just trust us???? BS

As the price of LNG goes higher and demand increases, Delfin starts to lose some of its pricing advantage as the majors have the margins to meet Delfin's price if they want the deal badly enough. So, it goes back to my position that Delfin has gained nothing by being so tight lipped. NADA.
They could care less what I think but I would start heralding the day of a new dawn immediately if I was Fast Fingered Freddie.