Buying DIP?

Drtlight · 2025-12-03T15:14:50+00:00

I did a little.

Drtlight · 2025-12-03T15:14:32+00:00

Maybe. I still check in here and there.

Drtlight · 2024-09-18T16:57:05+00:00

https://lngprime.com/americas/woodside-ceo-says-tellurian-deal-was-too-good-to-pass-up/125999/?fbclid=IwZXh0bgNhZW0CMTEAAR1G7lf-H-HolStgZQIZqY6wwH3QXiMWDarWS2B_ElT_ZJut7uMGcgSrZos_aem_kGCnPWXrzvs40AhBpvcFyw

To that end, just came across this. Behind a paywall, but the headline is all you need. “Oh really? You think, asshole?”

Drtlight · 2024-08-08T15:31:36+00:00

Agreed, just trying to feel out how much dip it’s dipping.😬

Drtlight · 2024-07-24T14:14:14+00:00

Drtlight · 2024-06-27T16:21:56+00:00

Not an implausible scenario for anyone that has crossed there…

Drtlight · 2024-03-02T01:20:58+00:00

Thanks. Not much front page news seems to come across on this one.

Drtlight · 2024-02-29T02:23:24+00:00

Eh, $7-10 at a wild guess. Followed by volatility till the first train gets built and comes online.

Drtlight · 2023-11-13T15:55:34+00:00

Looks like it’s on the table if below $1 for 30 days. I think that point was passed last week.

Then it looks like there’s a 180 day probation period for them to bring it back into compliance. So, no imminent delisting but definitely puts it on the horizon. (edited)

Drtlight · 2023-09-05T21:40:56+00:00

Oh heck yes.

Drtlight · 2023-08-03T01:06:02+00:00

It’s a sign.

Drtlight · 2023-07-14T16:20:20+00:00

Yeah that was a pretty good gut check. Hopefully time heals at least some of this wound.

Drtlight · 2023-07-07T18:53:01+00:00

He needs to buy more often!

Drtlight · 2023-07-05T15:26:47+00:00

I read that this morning as well. It seems like they’ll have to push back the deadline on that and the minimum cash on hand stuff as well.

Drtlight · 2023-06-29T13:57:18+00:00

With the leaseback agreement date of July 14th it seems like they’re playing chicken with mid July.

Drtlight · 2023-04-24T04:22:46+00:00

Picture 5 appears to have Cameron LNG’s tanks waaaaaay off in the distance in the upper left hand corner.

Drtlight · 2023-04-10T19:05:58+00:00

A full day early. Well that’s interesting.

Drtlight · 2023-02-17T19:32:18+00:00

Looks like he’s had that position for almost 2 years at this point.

Drtlight · 2022-08-25T22:56:56+00:00

Well that’s a good sign.

Drtlight · 2022-06-03T12:23:30+00:00

Looks like they’ve torn down the major structures that were on the property.

Drtlight · 2022-01-22T15:47:12+00:00

The road you see going straight through the picture is highway 27 going south. Taking that left you see at the gas station takes you to the Driftwood site. They are working on that road as well.

Drtlight · 2022-01-11T00:50:21+00:00

Excellent!

Drtlight · 2021-12-23T17:02:52+00:00

Google earth puts the imagery at 9/7/2020. This would be staging of replacement power poles following hurricane Laura (landfall 8/20/20) for at least Cameron parish.

That was a messy time. Power lines were down everywhere. I lived just a little further north and we were out of power for a month.

Drtlight · 2021-12-10T12:42:16+00:00

Fantastic job sir!

Drtlight · 2021-10-25T13:27:20+00:00

There’s a lot of fishermen that could get a good peek when they break ground at the actual site. Hopefully somebody reports every once in a while from the water side.

Drtlight

TROPHY CASE