Jerry touched on a very important detail - a fact that is hard to spin. The other strange shift with Delfin lately is that they are becoming more communicative publicly. If you're reading the board and watching the updates, I'm sure you've noticed that Delfin is making public updates (Response to Golar's decision to terminate relationship; recent PR posted on recently updated website that promotes their FID timeline and strategy). If this is a pure PE deal, all of these actions/points/arguments can be made between attorneys or through board room meeting presentations. There's no need to be letting the rest of us know what's happening. That said, all of us here know that what you have hypothesized is possible. You've posted nothing new for us to consider in terms of where this story may end/begin. But thanks for the reminder. If I were you, I'd be more concerned about those EOD 100k share orders slapping the Ask - on a Friday with no apparent catalyst. That just makes no sense, right? Just like those little bid hits of under 100 shares.
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