Sunday, May 05, 2024 1:39:55 PM
Because they don’t want to end up like Tellurian.
The upside right now for Delfin being private is that they’re not required to satisfy public shareholders. They won’t RM until they FID imo.
They won’t FID until they have all licenses/approvals in hand or at least a private conversation stating they’re getting what they need. Right now it’s hinging on DOE & MARAD from what I have gleaned from the board
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