tell
The age of irrational exuberance termed by Alan Greenspan has been replaced by the age of Idiocy. Souki could be a case at the HBS and how could investors not see him coming? Q2 2021 hedge fund letters, conferences and more Tellurian Follows The Same Pattern As EnronTellurian Inc (NASDAQ:TELL) is bleeding red but follows the same pattern as Enron: costs, commodity contracts, financing, cash-flows, everything is fake and been falsified on a forward-basis. In the last 3 months Octavio Simoes has been caught and Tellurian has been forced to reveal that they are technically under. The reason is th...
ValueWalk
Recap Tellurian Inc (NASDAQ:TELL) excludes its haynesville upstream investment from the model break even and misrepresents its true $/mmbtu break-even to the investors.Q2 2021 hedge fund letters, conferences and more Tellurian signs 10-year LNG contracts but to value these sales is using a 1 year JKM forward curve presenting the illusion of +$5B annual cash-flows.Tellurian inc. inflates its Driftwood project profitability by a factor of 17X.Based on the contracts signed by Octavio Simoes the company stands to lose $820K per day over the next 10 years.Tellurian has already upstream assets locat...
ValueWalk
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