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TheGlobe com Inc (PK)

TheGlobe com Inc (PK) (TGLO)

0.3125
-0.0874
(-21.86%)
Closed April 03 4:00PM

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TGLO Discussion

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vinnie1965 vinnie1965 2 hours ago
We all want the same outcome....Merger...then we all can relax. Yw
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chen1992 chen1992 2 hours ago
Any help is always appreciated on here Vinnie. Thanks!
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vinnie1965 vinnie1965 3 hours ago
Best Guess: If Delfin hits FID in July 2025, the reverse merger could follow in October-December 2025, aligning with year-end financial moves and LNG market buzz. Delays to FID (e.g., into Q4 2025) might push it to early 2026 (January-March). Without a smoking-gun filing, this hinges on Delfin’s pace and market conditions. Want me to monitor for newer filings or X updates past today?
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chen1992 chen1992 5 hours ago
Q3 falls between July through September, so still Mid 2025 like they said in their presentation. I feel bullish on this FID, they only needed the permits and they now have them. DO IT DELFIN
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senor_c senor_c 7 hours ago
Right - it could be September...I hope not, but as much as I've heard them say end of (fill in the last 7 years for me), I really think this has to be it.
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senor_c senor_c 7 hours ago
LOL I hate to agree with you....
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JAB65 JAB65 7 hours ago
Yes, all of those scenarios are plausible. FID simply means that they committed to the project and here's how they are moving forward. Even after FID they can pivot so who cares if they FID one with two right behind it. Have people forgotten how to walk and chew gum at the same time?

Yes the HOAs and Devon supply need completion and the equity components to the individual vessels need to be finalized but it's not like they haven't had a lot of time to think about it. The short-term market disruption might have an impact but nothing that can't be surmounted in short order.

I do think that given the timeline, the RM needs to follow pretty close on the heels of FID.
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Mr. C Mr. C 7 hours ago
Maybe they just want to have two ships lined up (One constructed and one to be announced post-merger) with a minimum MTPA settled before pulling the trigger and going public.

I wonder if the bankers want to see more before willing to fund it all.

Either that or shipyard space/preparation
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Cavemanug Cavemanug 7 hours ago
I also read about LNG being used as bargaining chip for tariff relief. South Korea is negotiating with US regarding tariffs so the ships should be fine. FID might not happen in July as Q3 would run through September 
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Mr. C Mr. C 7 hours ago
I don’t think the broader market is a non-factor, but I’m not convinced it’s going to affect their major decision making
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Mr. C Mr. C 7 hours ago
Yeah, I don’t think they’ll do it too far into the future or delaying a bit will insult a politician to do what they have to do, but they have made declarations plenty in the past.

Something tells it won’t be July like everyone thinks, but we’ll see if they stick to 3rd quarter at least
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JAB65 JAB65 8 hours ago
They know exactly what they want to do. I'm just shocked that it takes them so long to move their butts. Q3 are you freaking kidding me? We'll be talking about a FERC extension at this rate! 🀯

It's time for them to pull up their big boy pants, pull the trigger and boldly go...

$RMTGLO
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dinogreeves dinogreeves 8 hours ago
All depends on how quickly and how big the remaining contract start to flow in. The ball is on Delfin's court now, since necessary hurdles is no longer relevant.
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chen1992 chen1992 8 hours ago
And the President should have waited until April 4th to announce these tariffs. This is looking like it might bleed into tomorrow. The weekend would have given people time to process
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senor_c senor_c 8 hours ago
I'm not worried about tariffs in this space because US LNG will be used as a bargaining chip with countries looking for tariff relief. Again - my opinion based on what I'm reading.
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senor_c senor_c 8 hours ago
No. That just feels too risky AND disrespectful to those who stuck their necks out (US senators, representatives, major energy companies, doe and dot secretaries, president, etc....). They need to follow through with this or they will look like absolute, incompetent fools, and there's someone who hates losers. There's no reason to think they won't get the extension with the current people in charge, and I feel they can move forward with partners, FID, project work, knowing that it's just a matter of putting in the request. JMO.
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chen1992 chen1992 8 hours ago
I see this extension more so as a continuation of what they had asked for in 2024. Because a year had passed before their approval, they probably will request an extension for one more year to 2030.


In addition, these tariffs make this whole economy uncertain. Private investors may not want to take any more risk, maybe even putting pressure for Delfin to R/M to fund their projects. In addition, there is now a 25% tariff on South Korea, how will this affect the price of constructing the Vessels?

Mr. C was right though, there are ZERO regulatory hurdles at this point. Now all is needed is FID. They already have enough for the 1st ship, will they try to FID on 2 at the same time?

I personally don’t see them going past Q3 for FID, biggest difference being they no longer are waiting for permit approvals compared to the previous years. However, if a recession were to hit from the tariffs, then that might be one of the few, if any reason, this project gets delayed once more.

We are currently in uncharted territory. How will tariffs affect IPO’s? R/M’s? Will companies have to scale back on their opening price?


Lot’s of questions unanswered
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Fizziks Fizziks 8 hours ago
Liberation Day indeed.

Roughly $1.7 trillion was erased from the S&P 500 at the start of US trading on Thursday amid worries that President Donald Trump’s sweeping new round of tariffs could plunge the economy into a recession.

Now that's effective governance. :(

Time will tell how it affects TGLO.
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Mr. C Mr. C 8 hours ago
With them asking for another extension, anyone think they might slow roll this again and push it out even further past what they stated of 3rd quarter as they have in the past?
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Mr. C Mr. C 1 day ago
Yeah, probably the timing on the ship build is the hang up somewhere
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Mr. C Mr. C 1 day ago
That allows them to ask, but seems risky since a new admin could be around then.

They would have to ask prior to 2028
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kazzy kazzy 1 day ago
Isn't that what yesterday's rescission addressed?
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JAB65 JAB65 1 day ago
It was until this semi-annual report.
I think the report mentioned they're going in for an amendment to the number of years extension for the NFTA so the in-service date you reference goes hand in hand.

Personally, I think they need to hedge on the time allocated for shipbuilding. Yards are currently tight and we don't know if they have any additional reservations beyond the one with Samsung. But we do know one flng is quite a project.
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Mr. C Mr. C 1 day ago
Isn’t deadline for in-service by date in 2029?
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dinogreeves dinogreeves 1 day ago
You called for July and beer is on me.
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wiwineguy wiwineguy 1 day ago
As always Dave, great job!
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dinogreeves dinogreeves 1 day ago
Wow is right, what a drop again, hey at least Vinnie got his 5000 share fill at 0.28. Wasn't home, looks like 20 minutes I took off, it dropped. Ummm, this is very interesting.
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senor_c senor_c 1 day ago
Ha - I'm well aware of the vitriol I'd be receiving had that been the case, but I respect the will of the people. Ultimately, I'm pro America, including energy, especially when it comes to the AI race - all hands on deck, and the Boys better take advantage of this massive gift they've been given. Good thing they didn't prove you right, too (He who hesitates is lost)! I suppose there's still a chance for that, but I'm confident at this point they will cross the finish line and beyond.
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JAB65 JAB65 1 day ago
Amen to that! Hell, they have been touting FID since 2018, so I agree with all your points, "including third quarter in December"

You've heard me too many times reference my belief in the saying "He who hesitates is lost"

It's true. Have the facts, the conviction and act decisively. To dilly-dally invites the unforeseen and unexpected. That has been the case with the Boys since day 1. They ultimately had to rely on the will of the people (elections) to get to the finish line! (but not yet across!)

Imagine if your good ol' boys had won Senor!
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senor_c senor_c 1 day ago
More like third quarter in December LOL...what's different this time around is that they have been given a golden ticket by many people in power, and I'm sure that is not lost on them one bit (e.g., Gulf of America), so I'm thinking that if there is any timeframe that means anything, it's this most recent one that they've quoted. They admit that they have enough for FID, and they are not noting anything about tariffs, global market, blah blah blah to use as a possible excuse to kick that FID can down road. Yes, more news and more volatility. Hopefully, we start to see some behind the scenes work in preparation for the RM. Double Joy!
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Vitamin310 Vitamin310 1 day ago
Statement in there calling for FID in third quarter 2025.
Dates & Delfin just don't seem to mix very well lol 
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JAB65 JAB65 1 day ago
One would hope July!
Until then, news will be new SPA's, HOA conversions and supply agreements from Devon and the like....which equals continued daily volatility!
Joy.
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senor_c senor_c 1 day ago
Thank you, Dave!
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Cavemanug Cavemanug 1 day ago
Well we have a time-frame for FID now. Third quarter of 2025. I'm assuming that would be July 
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dave79 dave79 1 day ago
No issues there. I'm sure Lee Zeldin will rubber stamp that issue, hopefully sooner then later.
They mention FID during Q3 on ship 1 and most likely 2 ships and perhaps (at this point) all 3. The daily trading is volatile to say the least, but not surprising or unexpected. The float is miniscule and this trades (both directions) as such. When we get FID and RM, this will pop like nothing we have seen. Until then, we continue to wait and wait and wait and wait.... but there are NO regulatory hurdles ahead of us. Delfin is permitted, licensed and ready to rock n' roll.
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chen1992 chen1992 1 day ago
Air permit is pending with the EPA
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JAB65 JAB65 1 day ago
Thanks to that end of day ask slapper if for no other reason, my mental state.

Thanks Dave.
Delfin is on-track for FID on its first FLNGV
during the third quarter of 2025, with FID for the second FLNGV likely to follow soon after that.
With that expectation, Delfin expects to start of commercial operations of its first FLNGV in
2030.
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dave79 dave79 1 day ago
https://www.energy.gov/sites/default/files/2025-04/Delfin%20April%202025%20DOE%20Progress%20Report%20%28final%29_13-129-LNG%20%26%2013-147-LNG_0.pdf
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Haon79 Haon79 1 day ago
I need to remove TGLO from my main portfolio view. These 100k red/green days are wild!
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Mr. C Mr. C 1 day ago
Wow
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dinogreeves dinogreeves 1 day ago
Just give us that "Super 8K" and you will see the power of media what it will do to stocks like Delfin and TGLO

https://finance.yahoo.com/quote/AREB/
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wiwineguy wiwineguy 1 day ago
Agreed!
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Brapp Brapp 1 day ago
I agree with all you old heads. This action is exactly how TGLO has traded on pumps. Very few retail know or are involved here. A handful of flippers exit for a grand or two and the price rolls over. Maybe they had some "encouragement" too. The ihub board is back to the skeleton crew and Stocktwits is quiet.
Higher floors for the next liftoff.
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wiwineguy wiwineguy 1 day ago
Thanks Dino. But am nowhere near the level of you and the other regular posters here. Just my thoughts.   I really don't know Sh@t
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dinogreeves dinogreeves 1 day ago
Awesome post. Now I am like a guy that says, when this guy speaks, he knows what his talking about. Kudos.
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Uncleteddy Uncleteddy 2 days ago
If newmax can do what it did for IPO then I can't imagine what this will do
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chen1992 chen1992 2 days ago
Liberation day today!
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JAB65 JAB65 2 days ago
Agreed.

There could be many reasons for the obvious manipulation but at the end of the day I believe it's our buddy XL doing what he does best.

How many people have been on the ground floor of companies like Amazon, Facebook, Apple? We lucky few. We Band of Brothers!

Keep an eye out today. Every one of the previous semi-annual reports have been logged into the docket on or before the first of the semiannual due date.
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senor_c senor_c 2 days ago
Agreed, wiwineguy. The recent selling is not concerning at all, especially considering the relative volume. It may be market jitters for a few people (or folks who were hoping for a better flip), but it's not connected at all to the fundamentals of Delfin or the strong possibility of a reverse merger. We can connect dots to pretty much anything to make ourselves feel better or worse, but in the end, we're all here to see what happens with FID and a reverse merger. Contracts, licenses are exciting and clearly attract attention (and I'm disappointed that important and recent news has not moved this more), but clearly the market is still not ready to commit to investing in TGLO until there is something more concrete about Delfin's plans to merge. So we wait, and historically with this stock, while we wait, people sell. That's just how it's been.
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wiwineguy wiwineguy 2 days ago
In my humble opinion, I do not feel the tarrifs have anything to do with recent selling.
These buyers are from coutries that need to keep the lights and heat on.  They are long term take or pay contracts with prices bourne by the overseas customer with an index priced to the seller. First shipments and prices to be determined 4 or 5 years from any tarrifs set today. 
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