TheGlobe com Inc (PK) (TGLO) Quote

You ARE posting. No more Viagra for you. It's sucking too much blood from your head.

Am I not allowed to Post? CAYO

Your comments are posting to the board just fine.

I am attempting to post but I believe I am not able too. CAYO

Trying to figure how to post. CAYO

Thank you for your dilegence and I still believe TGLO will thrive. CAYO

Jab - Hope all is well. When time permits, check your email.

We have 30 days plus or minus for MARAD amended application, provided that Delfin is still standing by that end of the year FID.

288 followers don't mean jack, all it means that people watching and waiting to see how this self inflicted fiasco is going to go and can you explain how using this platform is free advertising for IHUB with 288 board members watching and only a hand full including myself is a paid subscriber.

Furthermore, can you also explain how is a political opinion, whether Republican or Democrat is intelligent in the slightest?

https://www.law.cornell.edu/cfr/text/46/298.3

Yes impossible, AEM*D has better odds running 500% than DJ*T hitting 120 dollars, much less 1000 dollars. AEM*D can do 500% in one day alone with news or even without news, just squeeze alone will take it up.

World doesn’t work the way you want it to.

The company has to do what they are being asked and will have to reapply no matter the admin at this point.

No one likes it, but stop crying that they shouldn’t have to all the time.

We get it, but that’s not the reality and you don’t always get what you want

Are you talking to me? Where and when have I ever said they should participate in this whole reapplication process? I haven't. You keep talking about Delfin needing to go through the approval process and that all this is justified bc of it as if they didn't DO ALL OF IT ALREADY EXACTLY AS THEY WERE TOLD TO DO. This is why I have you on ignore. It's my fault for coming down to your level. My bad, carry on.

288 followers on this ticker. Admin doesn't realize that we've been here for 6 plus years and there is absolutely nothing going on for a few more months so we have discussions amongst ourselves that are interesting and informative. We are free advertising for ihub.

I follow a few more boards and God they are boring as hell with very little intelligent input whatsoever

Realize the world doesn’t work the way you think it should

This coming from someone who said the app just needed to have the answers redone like it was homework and here we are 3 months later with nothing.

Even if the red tape is reduced with a new admin, it will not be eliminated and there will be a process of implementing new standards, but there will still be a process of approval that needs to be gone through.

Will it be reduced? Yes, like it was. Will it be nothing? No, like it was also.

There will still be an approval process. My point is at this late stage in the game they might as well wait because if they get it done now or later this will still probably not happen until into 2025 and all balance out to be the same anyways, but if they wait for a new admin they remove the risk of maybe getting an early judgement and final screw from MARAD and the current admin.

I would rather wait at this point, because timewise it'll likely be the same (or maybe less) with a new admin and with less risk of being rejected by the current one

NP - I agree that it’s ridiculous. At the same point the guys need to move forward and I agree with Mr C. The app is still something that needs to be completed to simply check a box/jump through another hoop.

Will it matter if DJT gets elected? I don’t believe it will for the reason you stated - DJT will clean house and appoint new leadership. But for now it seems Delfin has to play the game so they can FID.

My god I sure hope it’s before Christmas lmao realistically I believe this will all come to fruition (FID) in March 2025 if DJT is elected.

Are any of the positions at MARAD elected positions? If not, then the hope IS that a simple house cleaning would be a flip of the switch. The notion that Delfin needs to refile and update MARAD is still just as ridiculous today as it was when MARAD first said it. Simply remove the people who are the problem day one. The point of a bureaucracy is to easily install your own unelected, agenda driven goon squad to make things how you want them to be without public input.

Probably, and I don’t disagree that we get lost in the political argument sometimes, but it’s all just conversation amongst us and the stock is highly dependent on the current state of politics. The fate of the stock is very much dependent on the fate of the election

I love Keanu Reeves. Great individual. Thanks Shelly. I freaking love that last quote. He is Da man.

Enough with political posts - take them to a political board or start your own board to discuss. This board is to talk about TGLO.

They’ve been putting out expectations for a long time now about when it’s starting.

Delfin probably can’t wait longer than that though. Depending on constrictions with slot yard space and contract delivery timelines, they will likely have to proceed on a limited FID construction before MARAD replies.

I def don’t expect a quick turnaround from MARAD, especially if the app takes another month/two or even longer.

They still have to go through all of the public and lateral agency reviews that are required for a new application.

The company saying they are confident they can clear up MARAD by end of year in their DOE filing was the same confidence they had when they thought they could clear it up over the past two years prior, so I wouldn’t trust that, since it is entirely dependent on an unfriendly government and the timelines just don’t work.

Odds are we get the ship building before we get MARAD, but since we are already in July and November/January are not far off, Delfin may be thinking it’s better to just wait on the application for a new admin because the timelines will likely be the same and they still risk a quick rejection from this current admin if they decide to play shady games before leaving office.

That’s not what they indicated recently with Dudley’s comments about clearing the MARAD and DOE issues up over the “next few months”, but when has he ever given a correct timeline?

Halfway through the year now, so might as well keep on waiting for everything to play out and for a friendly admin in my opinion (If the election goes the way it is looking).

Just a theory that they could be waiting and buying time for the politics to change, but never know. Likely just waiting for the environmental assessment to be complete by the consulting group, but a lot has changed recently this far into the year with the politics and LNG/Chevron decisions

I found a brief mention in a Korean article re Samsung Heavy expecting Delfin order in 2nd half.

https://www.eenews.net/articles/doe-pressed-to-advance-major-lng-project-after-pause-reversal/
Let's hope Delfin's lawyer have or will immediately follow suit of Lake Charles' attorneys.

Back on topic though, where is that redlined MARAD application you said was going to be a quick turnaround 3 months ago?

Impossible?

Impossible for that number to be reached, 120 tops and it will swift and brief.

The other video I posted is an interview with a guy who said just that.

I cannot believe what I just read: Apparently some spectators outside the rally watched this nutcase with his rifle crawl up the backsloped roof of that building (and below the line of sight of Secret Service agents). They warned some nearby police about him, but the cops dawdled, seemingly unsure of what to do.
This was a few minutes before the actual shooting.

Were those cops previously employed at Uvalde?

Looks like the shooter is down on a rooftop at the Trump rally https://t.co/zxsAUJ4DdX— Ragıp Soylu (@ragipsoylu) July 13, 2024

Awesome interview!
this BBC interview with a guy outside the security perimeter who claims he saw the shooter before he fired is absolutely wild pic.twitter.com/vJpKZTxSAe— Warren Sharp (@SharpFootball) July 13, 2024

Well, that's your "election" right there.

Exactly! I wasn’t alive during the 1981 Reagan Assassination attempt, but he won in a landslide in 1984. I’m sure some of you were here to see that. It reminded me a lot of that

Craziest election ever. I thought 2016 and 2020 were nuts, but this is on another level

Teddy Roosevelt did something of the same. He was shot while giving a speech, and was lightly wounded in the chest if I recall right.
Then he finished his speech. :)

You ever seen the Matrix!!!!!

the AI energy needs are through the freakin roof- they were talking on CNBC yesterday about talk of the mega cos buying up lng cos- to own their power production complete cycle given their needs and resources- if delfin can get this project going and they use our TGLO shell, we will all be sitting pretty

"Peak oil demand" is misleading imo. Gasoline consumption might drop as you electrify transportation, but how are you going to generate the electricity to charge the EV's? Natural gas. What is going to be used to power AI? Natural gas. What's going to power the next generation shipping fleets of the world? Natural gas. "Oil" will NEVER fall out of demand bc it simply has too many byproducts that are needed to create the very things the future will depend on.

https://www.goldmansachs.com/intelligence/pages/peak-oil-demand-is-still-a-decade-away.html

How about hands up for this too? Enjoy it.

(hands up)

Anyone up for Chelo Kebab in Texas?

Brian Tienzo, Delfin’s CFO, was Chief Executive Officer and Group Financing Advisor of Golar LNG Partners and Golar LNG from 2017 to 2020.

Oscar Spieler was CEO of Golar and came over in 2020 after those quotes from Golar in 2019.

Everyone else left in 2018. Sounds like bad blood somewhere, but yes a lot of people jumped ship.

Golar looking better for now, but their valuation is only $3 billion and on only a few hundred million revenue.

Delfin in the long run

Thanks

Golar knew or assumed back in 2019 that Delfin would not be a viable partnership for them, to me timing isn't the issue (when) but why is the issue. The only thing I can think of is meddling with their employees and partnership turned into sour competitor. Both Golar and Tellurian lost major contracts to Delfin as time went by and I don't know why Delfin still slow walking this amended MARAD application, one would have thought by now based on their new corporate presentation which laid out the blue prints, where they are currently and where they plan on going.

Maybe Golar saw something nobody else did. They certainly are coming out looking better than ever losing the ones who left for Delfin. Would be interesting to look at the timeline and see if they jumped ship before or after the decision to cancel. I'd assume afterwards, but how long after could provide a clue.

No there is no involvement, they (Golar) cancelled their involvement with Delfin, maybe because Delfin meddled with their employees, they are in direct competition against each other.

https://naturalgasintel.com/news/delfin-lng-loses-key-partner-as-golar-backs-out-of-gom-project/

Nope. Persona non grata......
To the best of my knowledge,

Does Golar still have involvement? They helped initiate everything, but is there any official relationship? They haven't been mentioned together in a long time

https://delfinmidstream.com/news/golar-lng-announces-joint-development-agreement-with-delfin-lng/

https://www.reuters.com/article/markets/commodities/golar-lng-delfin-midstream-to-jointly-develop-delfin-lng-project-in-us-gulf-o-idUSFWN1JI0I9/

Thx man

That’s a good question I know this board thought it was good