nasdaqtell
The Soukis and their executives have always view Tellurian Inc (NASDAQ:TELL)’s share as an inexhaustible currency; Tellurian’s total cash burn has been more the $500M since 17′ and we have no reasons to believe that their equity holders will not absorb the coming leak: Q2 2021 hedge fund letters, conferences and more Tellurian books large contracts at a loss for their Driftwood LNG project, Shell being their latest one. As they are forced to match the new contractswith the financing the concrete dam will crack and the valves will completely eject them. Tellurian Finalizes Offtake Agreements fo...
ValueWalk
Tellurian Inc (NASDAQ:TELL) schedules things; one, two, three pipelines make the news then de-schedule them. Q2 2021 hedge fund letters, conferences and more Tellurian Wants To Move A Rock PileTellurian has been selling Driftwood FID since 2017, promising billions of dollars in future free cash-flows. Yet Tellurian inc has experienced losses and the equity partners have quit one by one and Driftwood. Now the Tellurian wants to move a rock pile, asks the State of Lousiana to enlarge an highway to possibly “accomodate more than 5000 workers”. Tellurian can’taddress any of our questions on Driftw...
ValueWalk
In our first 3 installments we have debunked Driftwood LNG Economics, break-even costs. We have laso scrutinized its netback formula deficits with Gunvor and Vitol and Total S.A’s motives to totally write-down their equity investment. We feel that you are now ready for more. Q1 2021 hedge fund letters, conferences and more Tellurian (NASDAQ:TELL) promoters talk month after month about optionality. The narrative is diversity of supply or increased level of volatility. As a matter of fact is the pricing of a real option and we have the model to price this energy option. If Driftwood is an option...
ValueWalk
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