TheGlobe.com Inc (TGLO)

[NorthPeak22]

First, I don't know if the post and comments about the Centrica deal are written as sarcasm or not. If not, that article is from August 2022, not recently. Second, the news that Gunvor is hooking up with Chesapeake I think is secretly great news for Delfin. It's the exact kind of setup that Delfin needs to lock in FIDs and hammer out deals with banks/equity partners. It's similar to the dynamics of the Devon to Delfin, Delfin to Centrica/Vitol arrangements, they contain all three components of supplier, liquefier, and end-user/broker. If they could secure a Chesapeake to Delfin, Delfin to Gunvor SPA and flip the previous HOAs to SPAs in the Devon/Delfin/Centrica setup I mentioned above, plus the deal with Hartree and whoever else they're talking to, that would secure their FID and begin to overlap into a second FLNG vessel. The new website does mention announcing a "second deepwater project in the Gulf of Mexico in the first half of 2023". (I added the red circle and arrow in the Chesapeake map)