A very transparent post presenting TLN’s debt with an overwhelming upside. You got me at “Power is becoming the new oil” and TLN is positioned at the center of that shift - w/ its “scalability, reliability, and control over its energy-to-compute chain.” I’m sold! 😊
Rock solid assets that take billions and years to build. Debt situation got out of hand due to relentless expansion, but I believe Wes pulls it off. He has to. He's put 2B into it. All he needs is some extra time. They have a 4B 7 year deal with Puerto Rico that should be approved soon. I mean it has to be approved, right? Otherwise PR won't have any LNG. Their Brazil plant is getting off the ground soon which will bring in some revenue. Wes wanted to take over the world. Too much too quickly. The stock is priced for bankruptcy and I am betting Wes pulls this off. The recovery will be glorious. Max port size I'd go is 5%. My average cost is $1.80. DYODD.
Author, although I comment you for the idea, if you would like to attract readers, please cut the amount of words for the same content by at least half and preferably more. This feels like 100% AI written, like ChatGPT. And virtually no usable numbers
Hi Johan, Thanks for your honest and constructive feedback. My analyses focus mainly on qualitative aspects but your point about the article’s length is fair, and I’ll think about how to improve that going forward.
Great mgmt, and phenomenal tailwinds. Quality business, been long since $120. Still think it’s worth a look!
A very transparent post presenting TLN’s debt with an overwhelming upside. You got me at “Power is becoming the new oil” and TLN is positioned at the center of that shift - w/ its “scalability, reliability, and control over its energy-to-compute chain.” I’m sold! 😊
LOL. I first bought this <100. You are terribly late. I'm take a bet on NFE now with 5% of portfolio.
From the outside looking in it seems there is some nice asymmetry there. Care to give me the quick pitch why you like it?
Rock solid assets that take billions and years to build. Debt situation got out of hand due to relentless expansion, but I believe Wes pulls it off. He has to. He's put 2B into it. All he needs is some extra time. They have a 4B 7 year deal with Puerto Rico that should be approved soon. I mean it has to be approved, right? Otherwise PR won't have any LNG. Their Brazil plant is getting off the ground soon which will bring in some revenue. Wes wanted to take over the world. Too much too quickly. The stock is priced for bankruptcy and I am betting Wes pulls this off. The recovery will be glorious. Max port size I'd go is 5%. My average cost is $1.80. DYODD.
Appreciate the response. I will look into it. I like the assets and that really no capex is required to get revenue flowing.
Author, although I comment you for the idea, if you would like to attract readers, please cut the amount of words for the same content by at least half and preferably more. This feels like 100% AI written, like ChatGPT. And virtually no usable numbers
Hi Johan, Thanks for your honest and constructive feedback. My analyses focus mainly on qualitative aspects but your point about the article’s length is fair, and I’ll think about how to improve that going forward.