Thanks, Dino, and others. I distanced myself from the board because of some of the negativity. It's just not good for me. I've also been really focused on my trading and other life things lately, but I'm still checking for Delfin news, etc. (even at 2 am!). Made some horrible and embarrassing (gambling) trades in May, but I'm back on track this month. I've been swinging some energy stocks (nuclear mostly), related to AI sector, which I believe will be in huge demand (more below).
As for Delfin's presentation, I appreciate everyone's insights and speculation. I think we're all on the right track. For me, a new June 2024 presentation means that they are still very confident about their plans and have no intentions of closing up shop (almost seemed like a message to LNG world), and they seem to be looking at creative ways to get things moving forward sooner than later, but as JAB and others said, we now wait...again. The MARAD section almost seemed like they are negotiating with MARAD certain aspects of the process. That article that Mr. C posted (thanks btw) with CEO's quote minimized the MARAD issue - which seems optimistic, but regardless, they clearly see a path forward and still have support of all their vessel investors. I'm still adding when I can.
Finally some practical thoughts about future energy needs - not political - just reality: As I mentioned, I've been trading small cap AI and AI energy companies and keeping a close eye on the future needs of the AI industry, and it's no secret that a MASSIVE increase in energy supply will be required for the AI industry to progress to the next phase of development and utilization (and to maintain our current energy needs!). Among other fuels, LNG is absolutely going to be part of the solution. If this country is going to remain great (and it is great regardless of the administration) our leaders will see the value and need and want to maintain our place in the AI race for the sake of power, security, and money. Tech companies and investors like Black Rockinvestors will put tremendous pressure on policy makers to find ways to increase our energy options to keep up with the pace of our AI development (which right now is AI infrastructure - data centers, etc.). I'm not going to post a bunch of articles. It's all out there. I've been planning for this; it's so much bigger than all the small stuff that we think matters. LNG, hydrogen, nuclear, (even solar) etc. will all be needed to take us to the next phase of our technological evolution. Sorry for the rant, but in the end, this will be good for LNG and Delfin and people who want to invest their money to make money regardless of political affiliation. LOL...Good luck to all here! Back to my cave. :)
AI
