nymarkettell
In Driftwood as a derivatives position we gave a primer on why Tellurian Inc (NYMARKET:TELL) has to reset the negative MTM that they have on their LNG contracts. Tellurian Cannot FID DriftwoodTellurian cannot admit that it cannot FID Driftwood. Its chairman finesses the marketplace by now saying that they build Driftwood LNG without announcing the financing and FID (final investment decision)!?… Q4 2021 hedge fund letters, conferences and more He says that “6 months ago this would have been impossible” referring to the bank debt ! Then why was he proposing Driftwood more than 6 months ago as i...
ValueWalk
In 2020, the Trump admin approved construction of a massive Alaska LNG project that would open up stranded North Slope gas reserves for domestic use and export to Asia. Q4 2021 hedge fund letters, conferences and more In July 2021, a new review was ordered to consider climate change risks. The U.S. Department of Energy will conduct a supplemental environmental review of the $38 billion Alaska LNG project, analyzing the project’s greenhouse gas emissions as the Biden administration prioritizes concerns about climate change. The Trump administration approved the project last year for constructio...
ValueWalk
From the onset Tellurian Inc (NYMARKET:TELL) tactic has been delaying a FID (final investment decision) as late as possible taking cash deposits from the investors without having the financial capacity to construct a such project. Q4 2021 hedge fund letters, conferences and more Tellurian IR's PromiseFor example, Tellurian IR has promised to deliver lng cargoes baked at a $3.5/mmbtu FOB U.S Gulf to the investors but completely omitting the upstream segment cost. In parallel, the suits have executed a $201.3M bonus shares plan off-balance sheets diluting the company and have never stopped plund...
ValueWalk
In truth, Tellurian Inc (NYMARKET:TELL) was flimflam and Driftwood LNG has never been a commercial grade project. Q3 2021 hedge fund letters, conferences and more The investors who have trust and have put thousands of their life savings in Tellurian will get emotionally abused and hurt financially. In Tellurian Missing LNG Cargo? We have explained to you that Tellurian inc has contracted an obligation of $105M under the carpet. It’s because Tellurian is under a long term SPA contract which obligates the company to buy one cargo each quarter (delivered on ship) based on then-prevailing JKM pric...
ValueWalk
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