05-24-2021, 05:33 AM
I believe TELL (Tellurian) will triple by EOY, here’s why
<!-- SC_OFF --><div class="md"><p>Liquified natural gas, LNG, is one of the world's fastest growing fuel sources. Low cost natural gas supplies in the US have already made the US one of the world's largest LNG exporters with Cheniere Energy (Ticker: LNG) being the largest US one. Cheniere's founder is the founder of Tellurian (Ticker: TELL).</p> <p>Charif Souki (former CEO of Cheniere) was ousted from there by activist shareholder, Carl Icahn, and started TELL.</p> <p>I believe he and the team at TELL - he is Executive Chairman - will do better. Unlike Cheniere, TELL has its own natgas production source and will have its own pipeline network to supply from there to its planned liquefaction plant at Lake Charles plus that network will connect with other natgas supply sources available also, as shown below...</p> <p>Pipeline network: <a href="https://ibb.co/2KCHnnj">https://ibb.co/2KCHnnj</a></p> <p>That owned Haynesville source means their pricing will be lower than Henry Hub prices that dictate Cheniere's and most other US LNG exporters prices. This from the slide show I linked in above shows TELL's price calculation...</p> <p>LNG pricing: <a href="https://ibb.co/yFNbD4B">https://ibb.co/yFNbD4B</a></p> <p>TELL's opportunity:</p> <p>Spot LNG prices in Asia are usually double to triple the price of US LNG. Since such commodities win on price TELL has an enormous price advantage as an exporter at a time when demand is likely to exceed supply for a long time.</p> <p>Recently the company became debt free and is in the process of finalizing commercial deals with buyers. These deals will be announced within a few weeks according to their CEO. </p> <p>Position: 20,000 shares @$2.40 <a href="https://ibb.co/Y7GybRy">https://ibb.co/Y7GybRy</a></p> </div><!-- SC_ON --> submitted by <a href="https://www.reddit.com/user/EmperorElonMusk"> /u/EmperorElonMusk </a> <br/> <span><a href="https://www.reddit.com/r/investing/comments/njpgvs/i_believe_tell_tellurian_will_triple_by_eoy_heres/">[link]</a></span> <span><a href="https://www.reddit.com/r/investing/comments/njpgvs/i_believe_tell_tellurian_will_triple_by_eoy_heres/">[comments]</a></span>Kind Regards R
<!-- SC_OFF --><div class="md"><p>Liquified natural gas, LNG, is one of the world's fastest growing fuel sources. Low cost natural gas supplies in the US have already made the US one of the world's largest LNG exporters with Cheniere Energy (Ticker: LNG) being the largest US one. Cheniere's founder is the founder of Tellurian (Ticker: TELL).</p> <p>Charif Souki (former CEO of Cheniere) was ousted from there by activist shareholder, Carl Icahn, and started TELL.</p> <p>I believe he and the team at TELL - he is Executive Chairman - will do better. Unlike Cheniere, TELL has its own natgas production source and will have its own pipeline network to supply from there to its planned liquefaction plant at Lake Charles plus that network will connect with other natgas supply sources available also, as shown below...</p> <p>Pipeline network: <a href="https://ibb.co/2KCHnnj">https://ibb.co/2KCHnnj</a></p> <p>That owned Haynesville source means their pricing will be lower than Henry Hub prices that dictate Cheniere's and most other US LNG exporters prices. This from the slide show I linked in above shows TELL's price calculation...</p> <p>LNG pricing: <a href="https://ibb.co/yFNbD4B">https://ibb.co/yFNbD4B</a></p> <p>TELL's opportunity:</p> <p>Spot LNG prices in Asia are usually double to triple the price of US LNG. Since such commodities win on price TELL has an enormous price advantage as an exporter at a time when demand is likely to exceed supply for a long time.</p> <p>Recently the company became debt free and is in the process of finalizing commercial deals with buyers. These deals will be announced within a few weeks according to their CEO. </p> <p>Position: 20,000 shares @$2.40 <a href="https://ibb.co/Y7GybRy">https://ibb.co/Y7GybRy</a></p> </div><!-- SC_ON --> submitted by <a href="https://www.reddit.com/user/EmperorElonMusk"> /u/EmperorElonMusk </a> <br/> <span><a href="https://www.reddit.com/r/investing/comments/njpgvs/i_believe_tell_tellurian_will_triple_by_eoy_heres/">[link]</a></span> <span><a href="https://www.reddit.com/r/investing/comments/njpgvs/i_believe_tell_tellurian_will_triple_by_eoy_heres/">[comments]</a></span>Kind Regards R