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Re: NorthPeak22 post# 45445

Thursday, 06/22/2023 12:36:01 PM

Thursday, June 22, 2023 12:36:01 PM

Post# of 59536
Good points, and with $TELLs issues, especially with recent article about CEO's personal debt seemingly connected to TELLs debt, there are so many questions that TELL needs to answer before they can have leverage in any deal. To your point, Delfin has the flexibility and options for companies to be attracted to these FLNG projects. I would not be surprised if Delfin is on the short-list of US companies that is mentioned for GAIL. Time will tell, and yes, this is more speculation, but things would get interesting fast if Delfin landed GAIL over TELL: https://www.thehindu.com/news/national/as-india-seeks-new-lng-supplies-speculation-over-possibilities-of-reviving-deal-made-during-pm-modi-visit-to-us/article66994500.ece
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