Tellurian Inc (TELL) Quote

The US became the largest LNG exporter in the world in 2023. It has long been the largest natural gas producer in the world.


Annual natural gas marketed production in the US rose by 4.7% to a record 41.3 trillion cubic feet in 2023, according to EIA data. Natural gas production has surged by 113% since 2006, and by 41% since 2017, as a result of the massive US fracking boom that reshaped the energy landscape and pricing in the US and globally.



Some milestones:

In 2009, the price of US natural gas collapsed amid overproduction from fracking, and no LNG export terminals in the lower 48 states.
In 2011, the US became the largest natural gas producer in the world, with prices wobbling along collapsed levels.
In 2016, natural gas became the dominant fuel for power generation in the US, beating coal.
In 2016, the first LNG export terminal in the lower 48 states came on line, and large-scale LNG exports began.
In 2023, the share of natural gas rose to another record of 42.7% of total power generated in the US.
In 2023, the US became the largest exporter of liquefied natural gas (LNG) in the world for the first time, beating Qatar and Australia.

Charif Souki receives a cash severance amount equal to $6,428,000, payable in substantially equal installments over 12 months following the Termination Date with the first payment commencing on the sixtieth (60th) day after the Termination Date.

Interesting. Charif Souki did get $7.4 million for his forced resignation.
Souki may be able to do it, but why announce it in advance and risk paying a higher price???

Souki planning to buy a stake in Tellurian.

Charif Souki said he plans to raise $100 million from investors to buy a stake in Tellurian Inc. - https://t.co/4W3ssPepaA— LNG Global (@lngglobal) July 2, 2024

Hedge funds are killing us.IMO

Both TELL and TELZ are up on big volume with no news?

Shorties tentative on Martin Houston's warning of good news.

Leaving the Russell 3000 hurt us

Grabbed 200k today will see up to 750k

But I also liked them at 44 cents

Thank you for 75 cent shares

Old news but anything "new" on the Woodside Energy and Saudi Aramco in talks about Driftwood LNG plant will have shorts covering at ever higher price. TELL and TELZ are both good investments.

Let’s go every day positive

looking nice this morning

I think all eyes are on 2025

But it does look like India are the eyes.

I’m taking 15% a day all day haven’t made the hyper warp jump yet. Scotty beam me up

Modi and Trump got along famously.
With Modi being re-elected so now no pressure, perhaps India will make a commitment???

Shorties will cover soon and institutions will lay down there bets

Modi got reelected so it's going to be business as usual from India.

The pick up in volume says it all.
A Trump win

Aramco placed a sale for raising 68 billion and still had demand to sell more shares to sell. Tell is a little guy that needs a few bucks. They should be funded no problem

123 million shorties will be paying attention

Both TELL and TELZ a little higher today with above average volume.

Covid was the first issue and then they started losing SPA customers and they were using the wrong business model. It appears they are moving in the right direction now. Several people here have been around a lot longer than me so they may have a more complete response.Oh I forgot, shorts have us by the ba$$s

Im looking at the 5 year and it looks like this was once over $8 then a massive drop. Was that just because of covid killing the oil industry for a while? PPS seems cheap right now, but I havent dug into this one yet.

Did well with that drop this morning anticipating a pullback. All of the offtake considerations may cause others to move toward TELL. Should be some big deals coming. Maybe a huge weekend.

The drop in am is buying all the stop losses. Market is crooked. India already has connections with tell with that one share holder buying a ton already.

India in talks with Tellurian
https://x.com/Justin_McD01/status/1798653814893121937/photo/1

Over 40% institutional owned now

68 after hours

I will take 10 to 18 % a day

Martin Houston definitely targeted the "shorties" with his letter.
Noticed at 11:37 AM there was a 3500 share purchase of TELZ for $15.32

Bye bye shorties

Laser focused
https://d1io3yog0oux5.cloudfront.net/_74a79a10fa455add7cc29269e4d1effb/tellurianinc/db/353/3058/pdf/Shareholder+Letter+June+2024+-+FInal+and+Approved.pdf

Everything getting more positive sit back and enjoy ride first stop 2.50$

SO Aramco and Woodside both raised money to purchase LNG facility to supply Asia, Japan and elsewhere with NG. They raised a ton of cash.

$TELL and ARAMCO should be a done deal…Saudi interests have spent over $142 million on lobbying and influence operations on Congress members s both Democrats and Republicans but a little more to Texas Senate members as the Saudi owned Motiva refinery based in Port Arthur, Texas is the largest refinery in the United States supplying the majority of Crude oil derivatives such as gasoline, jet fuel and diesel to most US consumers.

https://www.opensecrets.org/news/2022/10/saudi-arabia-ramped-up-foreign-influence-operations-in-the-us-during-bidens-presidency/

Japan usage is in the mix

Japan provides 1 billion dollars to Woodside
https://www.bloomberg.com/news/articles/2024-05-30/japan-provides-1-billion-loan-to-develop-australian-gas-project

Saudi’s own most of royal Caribbean stock that why the stock price over 100$

I would love to see a trading halt for financing and then another for the FID, but I digress.

These talks are likely in progress because there has been recent news of Saudi Aramco stock expanding its horizons
https://www.bloomberg.com/news/articles/2024-06-02/saudi-aramco-s-12-billion-stock-offer-sells-out-in-hours

Saudi's see the LNG potential for Asia and Europe and India

In this case I like the Saudi's

Saudi’s to the rescue

Writing is on the wall LNG is going to be YUGE

Aramco, Woodside Said in Talks to Invest in Tellurian LNG Plant

https://www.bloomberg.com/news/articles/2024-06-04/aramco-woodside-said-in-talks-to-invest-in-tellurian-lng-plant?utm_source=google&utm_medium=bd&cmpId=google&embedded-checkout=true

Something good today

Borrow rates shot to the roof will go up

Some speculation the cash may be used to buyout TELZ bonds.

Apparently the market thinks selling near 15 year lows was a foolish idea. Dilution machine