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TheGlobe com Inc (PK)

TheGlobe com Inc (PK) (TGLO)

0.3503
-0.0397
(-10.18%)
Closed February 18 3:00PM

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chen1992 chen1992 1 hour ago
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senor_c senor_c 2 hours ago
Forget the quotes; that's some pretty damn good verified DD, which equals more conviction for all! Good to know JAB's intel (and others who have been digging around on this issue finding nice nuggets) is legit. Not that I ever doubted it, JAB. It all just confirms that the Delfin boys have not just been twiddling their thumbs the last 10 months and that they have every intention of moving forward full speed ahead on these ships (pun intended). Not to mention that they even adjusted their plan from Wison to a Chinese company (via Samsung). That's impressive action considering how long everything takes in this industry.

If they are in serious talks about ships 2-4, that only means all the speculation about pending contracts, etc., is our future reality once DOE gives the green light (or maybe sooner). It's impressive that we're in a pretty solid holding pattern on price. I'm surprised people have not become impatient, wanting to take some profits, but most know that if you sell at these levels, the chances of getting the same lot size at a lower price are slim (unless you get another person who puts in a market order at the open!). I've got some orders between .25 and .30 just in case, but I'm ready to smack that ask if we move on permits. Volume and maintained price with this shell company tells the story on long-term holder sentiment!

Great DD from everyone lately while we all wait. Nice work!
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Vitamin310 Vitamin310 3 hours ago

I can't do the quotes that you can, but here's an article that I received from a Google Alert with regard to the shipbuilding.



https://biz.chosun.com/en/en-industry/2025/02/18/3ORANGQYVNFKNFQLGTDV55LGT4/
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JAB65 JAB65 3 hours ago
Gator Guidry, Ragin Cajun, Louisiana lightning. 160 lb when wet with a four seam fastball that was hard to catch up to. Didn't play long enough to make the Hall of Fame but was a total stud for the Yankees 1970s dynasty.

Definitely would love to meet him. Better yet, if you know him tell him about Delfin!
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NOLA1961 NOLA1961 3 hours ago
people know how to party down here.
you want to meet gator guidry?
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JAB65 JAB65 6 hours ago
Why thank you kindly!
Let's get this party started. I'm thirsty and hungry for some fine NOLA cuisine!
$RMTGLO

Maybe you can arrange for us to meet my all-time favorite Yankee?!
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NOLA1961 NOLA1961 7 hours ago
this is why we love you JAB
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dewmoore dewmoore 10 hours ago
JAB what does all this mean --- ?
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JAB65 JAB65 10 hours ago
I have never researched production capacity for the construction of vessels. I know many have expressed concern that the available slots are filling fast, but it seems like there is growing production capacity even with the pent-up backlog of orders that have and will be ordered. Outsourcing basic vessels leaves SHI with the ability to construct more complicated and profitable FLNGs

Samsung Heavy Industries has decided to entrust the construction of four Suezmax tankers (crude oil tankers), for which it has recently received orders, to Chinese shipyards. Due to a three-year order backlog and a shortage of shipyards, Samsung Heavy Industries has developed a strategy to utilize Chinese shipyards. The company plans to gradually expand this form of production and construction to other ship types such as container ships in the future.Published 12/30/24
https://www.imarinenews.com/18249.html

$RMTGLO
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kazzy kazzy 10 hours ago
Again, nothing new... but a quick mention in a Vitol article with some insight from the CEO, Russell Hardy.

https://www.rivieramm.com/news-content-hub/news-content-hub/vitols-lng-chartering-adapting-to-a-volatile-market-83867



Vitol’s involvement in US LNG trade extends beyond recent contracts. Under the previous Trump administration, the company positioned itself as an early mover in US LNG exports. In 2018, it signed a 15-year deal with Delfin Midstream for three million tonnes per annum from the proposed Delfin LNG project in the Gulf of Mexico (also referred to as Gulf of America). The following year, it agreed to purchase 1.5M tonnes per annum from Tellurian Inc.’s Driftwood LNG terminal in Louisiana. These agreements were part of the broader push to expand US LNG exports during that administration.

Despite regulatory uncertainty in the US, Mr Hardy has stated that he does not expect new policies to materially alter the global LNG supply balance before 2030. “I don’t think the new US [LNG] policies are going to dramatically change that balance out to 2030, but they may have an impact in the next decade,” he said in February 2025 at India Energy Week 2025. With approximately 200M tonnes of new LNG supply set to enter the market between 2028 and 2031, Vitol is positioning itself to play a role in this expansion, balancing long-term contracts with opportunistic trading in the spot market.
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Brapp Brapp 11 hours ago
Great work JAB. I wonder how SHI was assured payment for the construction of these expensive boats.
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Dallas-Cowboys Dallas-Cowboys 11 hours ago
Good news thanks 
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senor_c senor_c 12 hours ago
Nice work, JAB! Thanks for sharing.
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JAB65 JAB65 12 hours ago
I reached out via LinkedIn to an Energy Consultant who recently did a podcast that referenced SHI. I asked the following a couple of weeks ago and received his response last night.

It doesn't say all that much and is somewhat ambiguous, but it does at least validate what we think we know to be true.

Good Day,
I saw your podcast with Mr. Turley. Can you confirm if SHI has actually commenced construction of FLNG #1 or is it still in a holding pattern with a preferred slot reservation?
Response from yesterday
I know they've approved. I'd think they're in the queue as one of my firms is working with Delfin on one of the slots that have started.
$RMTGLO
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Brapp Brapp 22 hours ago
The DOT has had a lot to handle over the past couple weeks.
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chen1992 chen1992 2 days ago
In addition, after these 3 weeks, no one dare defy Trump. If he wrote an executive order giving MARAD 30 days, you better give that decision within that timeframe.
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dinogreeves dinogreeves 2 days ago
This week should be our week for the permits. I just don't see Delfin on the back burner, after Cruz, Cassidy and the Congressional Hearing with Duffy, after that the ball is in Delfin's court what they do with it.
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thirdcoast thirdcoast 4 days ago
and more from the oval office today........https://www.ttnews.com/articles/trump-energy-council
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thirdcoast thirdcoast 4 days ago
https://www.ttnews.com/articles/texas-gulflink-oil-port
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thirdcoast thirdcoast 4 days ago
Duffy has started.......Delfin not 1st, but sure to follow
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eskayes eskayes 4 days ago
Commonwealth approved…. Tick tock
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eskayes eskayes 4 days ago
Commonwealth approved…. Tick tock
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Dallas-Cowboys Dallas-Cowboys 4 days ago
Let's hope it would probably already be $5.00 plus if the two were linked together, come on reporters do your job.
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rstar rstar 4 days ago
delfin and TGLO about to get the most exposure they have ever had with coming approvals- so no- i do not think it is priced in except w old folks from here-
but when Delfin is in mainstream media , speculators will put together the shell they own w the news
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JAB65 JAB65 4 days ago
If MARAD rules that there are no additional environmental issues they will obviously tell the boys next week.

While they have been mum for quite some time, it serves absolutely no one, particularly Delfin, to keep quiet. They should let it be known that the license is coming in 30 days with the DOE to follow in short order.

I can see no adverse consequences for letting the world know that things will move forward and if they don't they're crazy for a whole host of obvious reasons.

Also, there is no sitting Chief administrator at the moment. That person has to be nominated by the president and I think he's been a bit busy to turn his attention to MARAD to date. I would assume that the chief executive of MARAD would be able to move things forward however.

$RMTGLO
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Mr. C Mr. C 4 days ago
Oh yeah, it’s “30 additional days” after the Administrator updates the DOT Secretary and President first.

Don’t know if it will happen concurrently, but likely if a positive review they won’t sit on it too long.
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chen1992 chen1992 4 days ago
Correct, but this is just for MARAD to decide whether Delfin’s project refinements cause a significant environmental impact different to the original plan. If not, then MARAD has 30 days from the decision to issue a license. So this can stretch into March, though I do see MARAD issuing the statement and license concurrently.
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Mr. C Mr. C 4 days ago
I would give it until next Friday just in case they do it last minute and there is any lag by a day or two.
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JAB65 JAB65 5 days ago
The 19th is just around the corner. Monday Markets closed. Tic, Tok.
Does the current PPS have the anticipated license and pending DOE approval baked in?
It's Valentine's Day, a perfect day to slap that ask.

$RMTGLO
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kazzy kazzy 5 days ago
Lifting Biden’s LNG pause will boost American energy jobs and the economy.

More of the same, but with further insight into the politics.

In January 2024, the Biden administration announced an indefinite pause on new LNG export permits. House Energy and Commerce Committee Chair Cathy McMorris Rodgers criticized the move as a “gift to Putin.” This decision limited the vital role of the U.S. in supplying LNG to Europe and Ukraine, a nation at war, ultimately discouraging our allies’ independence from Russian energy. As a result of the Biden administration’s LNG pause, capital-intensive projects, such as Calcasieu Pass 2, Delfin LNG, Lake Charles LNG and Commonwealth LNG, were halted despite commercial progress, leaving our allies overseas vulnerable and American jobs uncertain.

With Mr. Trump back in office, American natural gas companies can have confidence that their projects will receive proper consideration. This allows the U.S. to follow through on its commitments to its allies overseas, which were routinely qualified under the Biden administration.

...

After the de facto pause, the Department of Energy stated that it would complete a study on the projects to examine whether more LNG exports were in the public’s best interest. After delays, congressional letters and a lengthy court battle in Louisiana, the department released its long-anticipated study.

However, former Energy Secretary Jennifer Granholm’s summary of the study politicized the issue. Ms. Granholm concluded the report by emphasizing that the business-as-usual approach is “neither sustainable nor advisable.” Although this was likely the summary regardless of the study’s merits, some aspects of Ms. Granholm’s assumptions are particularly concerning. She correctly wrote that U.S. LNG “has proven critical” for Europe as it weans off Russian gas. However, in the Department of Energy’s study scenarios and analysis, “Russian pipeline exports” to the EU “increase slightly through 2035.” In other words, the study accounts for Russian pipelines that are not currently online.

The Department of Energy, under Mr. Trump, extended the study to March 20 to ensure such public interest determinations receive appropriate stakeholder input.

...

A comprehensive study by S&P Global projects that the export capacity of U.S. LNG will double over the next five years. It found that exports of U.S. LNG would support roughly a half-million domestic jobs annually over the next 15 years. On its current growth trajectory, exports would contribute about $1.3 trillion to the nation’s gross domestic product through 2040 while barely impacting gas prices at home.

https://www.washingtontimes.com/news/2025/feb/13/lifting-biden-lng-pause-boost-american-energy-jobs/

Anyone planning on seeing this through to 2040?
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NorthPeak22 NorthPeak22 5 days ago
Sorry, deleted my response after I got fully caught up on the convo.
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fintradingt fintradingt 5 days ago
My friend, I know that with the new administration, the normal checks and balances do not apply. Anything goes now. It's every man for himself.

I was referring to those people that looted the burnt out homes in the LA fires and to the people that scammed the homeowners there. That is a special kind of evil that I pray results in some kind of extraordinary damnation.
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Mr. C Mr. C 5 days ago
All I want to see. I’m sick of these stupid permits
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JAB65 JAB65 5 days ago
At this stage of the game if you've been here as long as most/many of us, there is only one remaining item of interest.


$RMTGLO
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Mr. C Mr. C 5 days ago
Well, who knows what their equity investment got them in terms of a financial stake in Delfin and any future stock. This could simply be an investment for them with some secondary benefits.

Either they want to also reserve the right to invest in and operate the ships directly, partake in the design and construction as you said, middleman deals like Hartree was supposed to, or maybe use a ship for their own Asia/Japan LNG efforts internally or for external partners they sell to.

I’m sure they didn’t do it for nothing and no one knows how much they invested
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sirhamsalot sirhamsalot 5 days ago
Yeah, I get all that, but Samsung Heavy is building ships 1 and 2. I'm assuming they are part of the design team that is supposed to help gain efficiencies with the new ships. That wouldn't require an equity investment though. What's left for them to do other than operate the ships post construction that would warrant them making the equity investment and obtaining a board seat?
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Mr. C Mr. C 5 days ago
I mentioned that, but Suryan Wirya-Simunovic from MOL was the person who joined or was joining. Pretty certain it happened though
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sirhamsalot sirhamsalot 5 days ago
They received a board seat as part of their investment.
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Dallas-Cowboys Dallas-Cowboys 5 days ago
They also requested a BOD seat, not sure if that is still in the works 
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Mr. C Mr. C 5 days ago
They directly invested into the company part of the $100 million spent by Delfin so far and joined the board.

“The agreement also provides MOL with the opportunity to make additional investments directly in Delfin's Floating Liquefied Natural Gas ("FLNG") vessels and establishes a framework for MOL to assist in the construction and operation of these vessels. This collaboration ensures a mutually beneficial partnership that maximizes the potential of the FLNG vessels and further enhances Delfin's capabilities.”

Future Japan deals might flow through them too
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sirhamsalot sirhamsalot 5 days ago
Where does MOL fit into this? Didn't they buy into Delfin and are one of the largest transporters of LNG? Will they just be operating the ships upon construction, or will they be chartered to transport LNG exports until Delfin's ships are built?
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mitcheroo mitcheroo 5 days ago
Food for thought.
More like nightmare fuel.
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chen1992 chen1992 5 days ago
Food for thought. Where would we all be with TGLO had cackles won? LOL
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Mr. C Mr. C 5 days ago
Yup, it’s for the onshore component, but those are the timelines.

I’m thinking selling out two is their goal as recently stated, but it depends on how this changes the market for them.

They’ve been getting a bunch of these little 0.5-1.0 MTPA buys, but maybe that changes quick.

Financing just the two ships though is likely not possible without doing a RM, but I’m not them or their bank, so I couldn’t say
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JAB65 JAB65 5 days ago
I believe FERC only applies to the onshore train facility. Not sure anymore but I think that's the case.

The timelines are tight but they will all work out in the end.

If you are thinking four flng's in short order there is no way they can do that without public access to funding. And that needs to be in place well before three and four are even started. Just look at the dollars involved.

If they RM after FIDs on one and two then the rest will come easily.
$TGLO/RM
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Mr. C Mr. C 5 days ago
FERC ends September 28, 2027. That’s exactly 31.5 months from today, so they might be able to do it if they shave a couple months.

Delfin requested in their filings with MARAD and DOE to extend the NFTA deadline to June 1st, 2029.

Donald Trump is in there still when FERC expires, so we should be good.

They might have to extend it anyways because the 4th boat likely won’t be built as the same time as the 1st, unless they sell out quick.

Not sure how the permits work in that regard. Does one boat need to be in the water or all, since they are separate FIDs?
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wiwineguy wiwineguy 5 days ago
Where in Wisco C?
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JAB65 JAB65 5 days ago
Nice snag!

My biggest takeaway was the following. The timeline to construct indicates that they are already late in commencing construction if they want to start delivering per their amended schedules. Timelines can change of course but they really do need to hit the ground running in short order.

Completion in the yard does not translate to immediate production in the field. Just be grateful it's not our DOD contracting the FLNG! He who hesitates is lost.....

$TGLO

based on Samsung Heavy Industries, the construction period for general commercial vessels is approximately 15 months, while FLNGs take approximately 32 months
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kazzy kazzy 5 days ago
I corrected it, but then put it back for all the sanctioned chicom cheeseheads on the board.
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senor_c senor_c 6 days ago
Always good to have more confirmation. It's nice to see my home state of Wisconsin finally getting recognition for their work in FLNGs despite all the sanctions. On Wisconsin! ;)
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