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Mr. C

11/17/25 8:47 AM

#57056 RE: Dallas-Cowboys #57055

I’ve asked the question myself before on the board. Hopefully it happens quick, but I think reality lies somewhere in the middle and it could take a couple months after FID. Just bracing everyone, so we don’t see quick dumps.

With that said, we could see some nice price movement and trading opportunity, so it might not be completely stagnant while we wait.
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Zardiw

11/17/25 1:44 PM

#57067 RE: Dallas-Cowboys #57055

Delfin Midstream LLC merges with $TGLO, it will hit $20 within short 3 months.

Let me give you the REAL story:

THE SETUP:
- Delfin Midstream LLC (Leading Developer of LNG Export Projects) owns 71% of $TGLO, that they bought in 2017
- They have been keeping the shell warm for 7 years now
- They have a $4.3B LNG project with all permits APPROVED (March 2025)
- FID (Final Investment Decision) expected November 2025
- $18B in customer contracts already signed
- Construction deals locked with Siemens, Samsung, Black & Veatch

PRICE TARGETS:
- Conservative: $4.50-$7 (18X-28X) - NextDecade ($NEXT) valuation
- Moderate: $10-$15 (40X-60X) - Tellurian ($TELL) peak
- Aggressive: $20+ (80X+) - ($LNG) Full industry multiple

Full research report: https://ddamanda.com/AiBookTGLOReport.php


Z
Bullish
Bullish