TheGlobe.com Inc (TGLO)

[dewmoore]

Here is what i'm watching! let's go #TGLO!
WATCHLIST: We're past the 45 days (9-22-23) FERC says they will respond to DELFIN's extension request from August.
https://www.federalregister.gov/documents/2023/08/01/2023-16237/delfin-lng-llc-notice-of-request-for-extension-of-time
The last extension came last NOVEMBER 2022.
https://www.reuters.com/business/energy/delfin-gets-more-time-build-us-gulf-mexico-lng-export-plant-2022-11-18/

WATCHLIST: Delfin Midstream said it expects to take FID in October 2023.

WATCHLIST: next FERC meeting is OCT. 19th!
https://www.ferc.gov/news-events/media/commission-meetings

$ WATCHLIST: Delfin states that the four LNG agreements will provide revenue of about 18 billion over the contracted terms.

WATCHLIST: last September 2022, Devon Energy agreed to a non-binding HOA with Delfin to purchase 1 mtpa LNG through a long-term contract, with the possibility of increasing its purchase to 2 mtpa through Delfin FLNG Terminal or a future. Any day DEVON could announce next step project https://www.globenewswire.com/news-release/2022/09/05/2509537/0/en/Delfin-Midstream-and-Devon-Energy-Enter-into-LNG-Export-Partnership.html

WATCHLIST: India’s largest utility/gas supply ---billion dollar company--- ((GAIL))) is considering a stake acquisition in US LNG projects (from Feb. 2023) The Indian firm set March 10, 2023 as the last day for submission of potential bids for the LNG supply. https://www.offshore-technology.com/news/indias-gail-stake-us-lng/ and guess who is cool with GAIL+ building a joint ship with them????? Yep our own billion dollar partner MITSUI OSK! https://www.reuters.com/business/energy/japans-mitsui-osk-signs-charter-with-indias-gail-lng-carrier-2022-12-21/

WATCH LIST: BERKSHIRE is NOW in the game too! Toldya that earlier this week! https://www.cnbc.com/2023/07/11/berkshire-hathaway-takes-control-of-lng-facility-as-buffett-ups-bet-on-energy-infrastructure.html