Tellurian Inc

Tellurian is developing a portfolio of natural gas production, liquefied natural gas (LNG) marketing, and infrastructure assets that includes an LNG terminal facility (the Driftwood terminal), and three related pipelines (the Pipeline Network). The proposed Pipeline Network will consist of three pipelines, the Driftwood pipeline, the Haynesville Global Access Pipeline and the Permian Global Access Pipeline. The Driftwood pipeline interconnect with existing interstate pipelines throughout southwest Louisiana to secure adequate natural gas feedstock for the Driftwood terminal. The Driftwood pipeline will be comprised of pipeline segments and compressor stations.
  • TickerTELL
  • ISINUS87968A1043
  • ExchangeNASDAQ Stock Market
  • SectorOil & Gas Producers
  • CountryUnited States

Analysts

ValuEngine Rating and Forecast Report for TELL

ValuEngine Rating and Forecast Report for TELL

ValuEngine Rating and Forecast Report for TELL

ValuEngine Rating and Forecast Report for TELL

ValuEngine Rating and Forecast Report for TELL

ValuEngine Rating and Forecast Report for TELL

ValuEngine Rating and Forecast Report for TELL

ValuEngine Rating and Forecast Report for TELL

ValuEngine Rating and Forecast Report for TELL

ValuEngine Rating and Forecast Report for TELL

Nicolay Dyvik

SHIPPING: Phase 1 could increase tanker demand by more than 2%

In its Phase 1 trade document, China pledges to increase US exports of energy products by a total amount of USD18.5bn in 2020, then USD33.9bn, reaching USD52.4bn by 2021. Energy is defined as LNG, crude oil, refined products (including LPG) and coal. The value of US exports of crude, LNG and LPG in 2017 was USD6.7bn, of which two-thirds was crude. Assuming crude will account for 50% of the increment, US exports to China by 2021 could rise to 1.3mbpd. The pure substitution effect should see additional demand for ~30 VLCCs, or more than a 2% increase in crude tankers demand. Similar effects shou...

Nicolay Dyvik

Shipping Summary (DNB Markets) - Decarbonisation could extend cycle (49 pages)

Wallenius Wilhelmsen, Stolt-Nielsen and Flex LNG are our top picks for 2020, as our LPG and Tankers stocks have upside potential of only 4–7%. For further upside potential there, you need to discount a cycle extension.

Nicolay Dyvik

Tellurian (Buy, TP: USD13.70) - Clock ticking

There were no large surprises in the Q3 results and limited new information on customer commercial activity. The cash position per end-Q3 was USD91.1m, positively affected by the sale of Magellan Petroleum UK, while still down USD88.2m since the start of the year. The company expects to have completed the capital raise process (both debt and equity) by Q1 2020.

Nicolay Dyvik

Tellurian (Buy, TP: USD13.70) - Petronet taking 5mtpa

On Saturday, Tellurian said it had signed an MOU with Petronet (India’s largest LNG importer) for “up to 5mtpa” in a transaction that could significantly de-risk the investment case in our view. 8mtpa of the required 12mtpa has now been invested. The FID now looks to have been pushed from 2019 to 2020, but first LNG is still expected by Tellurian in 2023. We believe the share price could move 10–20% today on the news.

Nicolay Dyvik

Tellurian (Buy, TP: USD13.70) - All eyes on offtake agreements

In its Q2 report Tellurian maintained its guidance of first gas in 2023 and a final investment decision in 2019. We see the main risk to the investment case as low gas prices, which could push the FID into 2020, as Tellurian would not be in a strong negotiating position with offtakers. We reiterate our BUY recommendation and USD13.7 target price.

1 director bought

A director at Tellurian Inc bought 50,000 shares at 7.290USD and the significance rating of the trade was 56/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board...

Håkon Astrup ...
  • Jesper Ingildsen
  • Joachim Gunell
  • Mats Bye
  • Nicolay Dyvik
  • Ole Martin Westgaard
  • Ole-Andreas Krohn
  • Patrik Ling
  • Rune Majlund Dahl
  • Simen Mortensen
  • Stefan Gauffin

Northern Lights

Mattias Holmberg ...
  • Nicolay Dyvik
  • Niklas Wetterling
  • Ole-Andreas Krohn

Northern Lights

Eivind Sars Veddeng ...
  • Håkon Astrup
  • Nicolay Dyvik
  • Ole-Andreas Krohn
  • Rune Majlund Dahl
  • Tomi Railo

Northern Lights

Christer Magnergård ...
  • Christoffer Wang Bjørnsen
  • Joachim Gunell
  • Mattias Holmberg
  • Nicolas McBeath
  • Nicolay Dyvik
  • Ole Martin Westgaard
  • Ole-Andreas Krohn
  • Rune Majlund Dahl
  • Tomi Railo

Northern Lights

Alexander Aukner ...
  • Christer Magnergård
  • Eivind Sars Veddeng
  • Håkon Astrup
  • Jesper Ingildsen
  • Karl-Johan Bonnevier
  • Nicolay Dyvik
  • Ole Martin Westgaard
  • Ole-Andreas Krohn
  • Stefan Gauffin

Northern Lights

ValuEngine Rating and Forecast Report for TELL

ValuEngine Rating and Forecast Report for TELL

ValuEngine Rating and Forecast Report for TELL

ValuEngine Rating and Forecast Report for TELL

ValuEngine Rating and Forecast Report for TELL

ValuEngine Rating and Forecast Report for TELL

ValuEngine Rating and Forecast Report for TELL

ValuEngine Rating and Forecast Report for TELL

ValuEngine Rating and Forecast Report for TELL

ValuEngine Rating and Forecast Report for TELL

Dave Nicoski ...
  • Ross LaDuke

Vermilion Short Shots: Technically Vulnerable Stocks

Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.

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