Tellurian - enorme Zukunftsaussichten?

steigen seit Monaten und setzt der Chart sein Muster fort gibts wohl bald wieder einen Ausbruch nach oben. Was meint ihr?  

Könnte sein, dass es einen Angriff auf die 5$ Marke gibt. Weiss jemand, wieviele Aktien geshortet sind?  

Laut Finra: Dark Pool Short Volume: 1,340,633 shares und  Dark Pool Short Volume Ratio:39.84%.

Tellurian Coming Collaps - The Driftwood 22 Disclosure Project: Tellurian 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.
https://driftwood22disclosureproject.wordpress.com/%C2%A0

Könnte jetzt los gehen.  Der Driftwood Deal mit Gunvor wir gerade sauer:
https://www.zerohedge.com/energy/...ushing-secretive-commodity-trader
https://jacquessimon506.wordpress.com/2021/10/08/35243/
The margin calls are between $3.6B and $6.1B in the coming months for a company with a $2.5B net equity. Two weeks ago Gunvor was in the debt market for the 1st time since 2013.
https://pbs.twimg.com/media/E_gQeWgXEAQX-Wq?format=jpg&name=medium
https://www.bloomberg.com/news/articles/...-for-first-time-since-2013  

Despite Hype, Tellurian’s LNG Plans  Face an Uphill Battle Is Tellurian’s Driftwood LNG Plant Making Real Progress, or Blowing Smoke?

Despite the confidence expressed by Tellurian’s management, there are serious questions about how lenders will view the company’s new LNG contracts. The contracts that anchored the first round of U.S. LNG plant construction all provided guaranteed liquefaction fees for 20-year terms. Tellurian’s contracts, in contrast, push a multitude of risks onto the company’s books that they cannot manage and cannot afford.  We should know within the year whether Tellurian will be able to obtain project financing, ramp up natural gas production, and finally let investors off their roller coaster ride.  

https://ieefa.org/wp-content/uploads/2021/08/...attle_August-2021.pdf  

Gunvor Margin Call
https://pbs.twimg.com/media/...pyVUAQhm44?format=jpg&name=900x900
https://pbs.twimg.com/media/FBQqQpuUYAE0RGk?format=jpg&name=medium  

Global gas price volatility 'terribly destabilizing' for market, Tellurian's Souki says
https://www.spglobal.com/platts/en/...or-market-tellurians-souki-says  

https://twitter.com/hcanercan/status/1129953667908550656  

Ein schöner Troll. Alles nur Panikmache. Wird gerne eingesetzt von Shorties.

Aber die Realität sieht anders aus.

Hier mal die offizielle Übersicht, wer hier alles Anteilseigner ist:

https://money.cnn.com/quote/quote.html?symb=TELL

So große Investoren wie BlackRock und Vanguard sind hier ja nicht aus Langeweile beteiligt…  

und alles muss raus im Winterschlussverkauf: Why Are Private Equity Firms Dumping U.S. Shale Gas Assets? Private equity firms are selling their assets and operations in U.S. shale
https://oilprice.com/Energy/Natural-Gas/...g-US-Shale-Gas-Assets.html  

geht Deine Rechnung nicht auf ? ;-)  

Tellurian Is a Very Risky and Pricey Bet on Natural Gas: it carries too many risks from its history of weak fundamentals.  Analyzing its 10-K form for 2020  the first conclusion to draw is that Tellurian has been unprofitable for the past three years. It has not been able to generate a positive operating income, and has engaged in stock dilution to fund its operations. Driftwood project is currently in the early stages of the construction process. This adds a lot of risk and uncertainty about the timing of its completion. A further stock offering may be needed to fund its development. That will harm the intrinsic value of Tellurian shares — and poor performance is not a strong argument in its favor.
https://investorplace.com/2021/11/...y-and-pricey-bet-on-natural-gas/

A gambit or a new way to finance US LNG projects? Tellurian is about to find out
https://www.spglobal.com/platts/en/...-tellurian-is-about-to-find-out  

U.S. Natural Gas Producers Face Billions In Hedging Losses In 2022. US gas producers are set to book billions of dollars in hedging losses next year. Most producers hedged 2022 production well before the recent energy crunch.
https://oilprice.com/Energy/Natural-Gas/...edging-Losses-In-2022.html
Die 52 Billionen US-Dollar schweren Schattenbanken, die den Rohstoffboom beschleunigten: Die Wall Street hat Anleihen von US-Energieunternehmen ohne Investment-Grade gekauft und im ersten Halbjahr 2021 neue Schulden in Höhe von 34 Milliarden US-Dollar geliehen. Das ist doppelt so viel, wie die Branche mehr aufgenommen hat im gleichen Zeitraum des Vorjahres.
https://oilprice.com/Energy/Crude-Oil/...rged-The-Commodity-Boom.html

Ob dieses Zockerspiel mit dem Feuer wohl gut ausgeht? Who knows
https://stockhead.com.au/wp-content/uploads/2021/09/zoolander-gas.gif  

10-jährige Bewertung von -6,85 Mrd. USD für das Driftwood LNG von Tellurian Inc unter Verwendung von TTF/JKM- und Frachtkurven
https://pbs.twimg.com/media/FEmV2mNXIA0tjdc?format=jpg&name=medium
https://pbs.twimg.com/media/FEmV2mJWQAQeHHl?format=jpg&name=medium
Driftwood LNG total break-even is ~$9/MMBTU. The probability of sanctioning the FID depends on JKM-HH spread curve and the IRR based on the contracts signed
https://pbs.twimg.com/media/FEl_bn8XoA0bPGU?format=jpg&name=medium
https://pbs.twimg.com/media/FEl_boRXIAcH6UK?format=png&name=medium  

Tellurian Missing LNG Cargo ?
https://...ject.wordpress.com/2021/11/19/tellurian-missing-lng-cargo/  

Bis zu 30 LNG-Tanker haben ihre Schiffsortungsgeräte in China ausgeschaltet, was Angebots- und Nachfragetrends verzerren könnte, sagten Marktteilnehmer am Donnerstag. „Das ist ein Problem für alle und ein großes Gesprächsthema“
https://www.montelnews.com/de/news/1273854/...ortung--marktteilnehmer  

Cost inflation will hit the US oil and gas supply chain in coming years, starting with a surge in EPCI

Supply chain costs are set to increase for oil and gas projects in the US in coming years, with the engineering, procurement, construction and installation (EPCI) segment being the first to record a double-digit percentage hike in costs, a Rystad Energy report forecasts. EPCI costs, mostly driven by climbing wages and material costs, are set to gain about 10% in 2023 from current levels.

https://www.hellenicshippingnews.com/...tarting-with-a-surge-in-epci/  

U.S. Senator Warren raises concerns over natural gas prices to energy companies

U.S. Senator Elizabeth Warren has called on energy companies to explain the rationale for “their decisions to export record amounts of natural gas while imposing massive price increases” on the public.

https://www.reuters.com/article/usa-energy-warren/...es-idUSL4N2SE345

Arbitrage Handel
https://pbs.twimg.com/media/FEUn-CSXIAMgD-4?format=jpg&name=large  

"The cause of rapidly rising energy prices for consumers and manufacturers is clear: some of the nation's largest and most profitable oil and gas companies are putting their massive profits, share prices and dividends for investors, and millions of dollars in CEO pay and bonuses ahead of the needs of American consumers and the nation’s recovery from the pandemic"
https://www.warren.senate.gov/newsroom/...ile-americans-foot-the-bill

Auf die Antwort von Souki bin ich echt gespannt, denn das gesamte Zockermarkt-Geschäftsmodell beruht ja nur darauf, die Preise in den Märkten hoch zu zocken und die Abritragen dann abzufischen.  

Die Öl- und Gasindustrie steht vor einem Albtraum mit gestrandeten Vermögenswerten im Wert von 3,3 Billionen US-Dollar
https://oilprice.com/Energy/Energy-General/...ed-Asset-Nightmare.html

Das schwimmt ein Schwarzer Schwan von 52 Billionen US-Dollar schweren Schattenbanken rum, der wie die Suprime-Krise jederzeit das Ponzi-Kartenhaus der FED zusammenstürzen lassen kann: "Welcome to the world of shadow lendig"
https://www.ariva.de/forum/...unftsaussichten-569055?page=1#jumppos37

https://www.youtube.com/watch?v=O1hCLBTD5RM  

The short sale volume percent (not short interest) for stock ticker TELL is 47%. The short sale volume is 1,118,168. The total volume is 2,402,410.
http://shortvolumes.com/?t=TELL  

Gas Mogul Says the Retail Investors He Courts Are Sophisticated. Tellurian Chair Souki has posted dozens of videos on YouTube. Natural gas tycoon Charif Souki says the retail investors he aims to reach with a series of YouTube videos are “extremely important and extremely sophisticated.”
https://www.bloomberg.com/news/articles/...e-courts-are-sophisticated

YOLO ;-)

https://wolfstreet.com/wp-content/uploads/2021/11/...-11-18-short.png
https://wolfstreet.com/wp-content/uploads/2021/11/...t-2021-17-18.png
https://wolfstreet.com/wp-content/uploads/2021/11/...Y-2021-11-18.png
 

Das Innenministeriums (DOI) rät im neuen Bericht über Öl- und Gasleasing die Lizenzgebühren, Mietpreise und andere Gebühren für Öl- und Gasunternehmen drastisch zu erhöhen
https://www.doi.gov/sites/doi.gov/files/...g-program-doi-eo-14008.pdf  

Das Kartenhaus der Arbitragezockerei bricht zusammen: Freight rate surge driving LNG market pricing: “Charter rates have more than tripled across the last 2 months”
https://timera-energy.com/...t-rate-surge-driving-lng-market-pricing/  

Die Reinvestitionsraten in den USA erreichten im dritten Quartal historische Tiefststände - oh shit
https://pbs.twimg.com/media/...HKXEAUOZXT?format=jpg&name=900x900

"It’s not the end of the reinvestment slide.”
--Alisa Lukash, Rystad Energy

https://t.co/qE74XYQJUw  

NatGas 'Widowmaker' Spread Collapses, European Arb Explodes
https://www.zerohedge.com/commodities/...-collapses-hits-20-month-low
Bin gespannt, wann es hier auch soweit ist:
https://www.youtube.com/watch?v=LI395YShGRQ&t=553s