TELZ News and Press, Tellurian Inc. 8.25% Senior Notes due 2028 From 03/01/23

Summary John Paulson’s 13F portfolio value decreased from $1.37B to $1.11B this quarter. Paulson & Company decreased AngloGold Ashanti while increasing Agnico Eagle Mines. The top three positions are at 47% of the portfolio. For further details see: ...

Summary Tellurian failed to lock down Driftwood during peak LNG mania. Now, it faces lower international prices, tighter financing markets, and weaker cash generation. A key deadline with Gunvor approaches. Despite the prognostications of many, the outlook for Tellurian ( TE...

Summary Gunvor extends SPA another month in a row. Tellurian targets $6 billion in equity from strategic partners. High equity or sponsored deals will define next LNG wave to meet LNG shortfall. Tellurian Inc., (TELL) the LNG disruptor led by Charif Souki, Martin Houston a...

Summary The science behind stratospheric warming. Video on January 13th why stratospheric warming will produce a cold-snowy mid-winter. Why natural gas prices are not reacting more strongly to cold weather forecasts. The picture of the Arctic circle is one in which sea ice...

Summary The NG industry expects growth primarily from LNG going forward. The Permian and Haynesville basins might be the locations providing sources for this coming growth. Companies such as MPLX, Kinder Morgan or Tellurian might offer lucrative investment opportunities. M...

Summary Tellurian Inc. reported Q3 results that on the surface saw operating profits jump 10x. But when we dig into some detail, the bulk of those profits were taken away through negative hedges. Does this meaningfully change the Tellurian story? Not one iota. Invest...

Summary Hedging losses and gains are generally valued as nonrecurring by the market. Hedging is also seen as a "zero-sum" situation. Therefore, hedged companies are as likely to follow the unhedged companies higher just as they followed them lower in fiscal year 2020. Mana...

Summary The market is due for a bounce, but 31% downside to equities is possible. Inflation could take 10 years to fully revert. Tech stocks, growth stocks, long bonds and 60-40 are over. Energy, green minerals, MLPs, high income, emerging market and precious metals are th...

Summary John Paulson’s 13F portfolio value decreased from $3.25B to $2.03B this quarter. Paulson & Company dropped SPDR Gold ETF and Exxon Mobil while increasing Horizon Therapeutics. The top three positions are at 43% of the portfolio. This article is part of...

Tellurian's Driftwood LNG project financing is imminent. Tellurian's integrated model is more lucrative than tolling. LNG is a leading transition fuel and critical to Europe. Full Notice To Proceed is as important as FID. If successful, Tellurian could provide exceptional ...