TheGlobe com Inc (PK) (TGLO) Quote

That other one got booted indefinitely.

Got it, i’ll update it right now!


Dino, hadn’t Xl just changed to tlonski? I wonder what happened to him, he was the reason i got into this stock many years ago

They added the indirect ownership, but that's already accounted for with Fairwood Peninsula.

Since Xl175 is no longer with us, Vitamin needs to also confirm this, he is very good with this stuff.

Thanks Kazzy I just updated the information. Seems you have 90.6%, but someone posted 95.43% reported, any idea where the difference is coming from?

Here more finding from today's action since just got home and looking at this. Today was retail, not Talisman. Only 1100 shares sold at 40 cents.

https://ih.advfn.com/stock-market/USOTC/theglobe-com-pk-TGLO/trades?_gl=1*1xfsp3o*_gcl_au*MTA3MjAxMjUyMS4xNzQwMjc2OTk5

Yes, if they saw either a day before or a week before the "Super 8K" before the public did. Today's manipulation and many times before is Talisman or someone with a huge load, anyone with a reasonable amount of shares easily over a million shares can do that all day long. The stock pumps on a good news day, next day everyone is exhausted from buying, of course they read level 2 and see no bid support the next day and all there is on level 2 5000 shares between the quote and 40 cents, they sell themselves 20,000 shares with only 5000 to retail bids between 45 and 55 and the rest at 40 cents they did this when were hitting 40 cents and they dropped it to 20 cents, also Vinnie told me he had a bid in at 44 cents for 10,000 shares, they skipped him (This is pure manipulation). Never forget, Talisman is a hedge fund and they are good at manipulating the stock in either direction and they short at the same time too because they have access to the market makers a privilege that retail traders don't have, especially being that they are a Cayman Island entity, they will play all dirty tricks. Your notion of market makers to pull off the bid and ask before the merger closes is possible, with that excuse, I could also say, they have been manipulating for the longest time and we have never been close. I remember they did that to LUCID the day before, where they dipped and the next morning "Super 8K", but TGLO is rampant manipulation on every spike it gets. One market maker had the lowest bid and lowest ask today, he was waiting on no bid support, they could be colluding with Talisman.

Dino, would you expect the market makers to pull off the bid ask if merger is close?

SEFE have their own fair share in Germany, too.

https://www.presseportal.de/pm/22521/5998651

Translated from German:

- New fossil dependency threatens: SEFE concludes gas supply contract with offshore LNG project in the Gulf of Mexico

- The "Delfin LNG" project is highly controversial and was made possible by US President Trump without full environmental assessments

- DUH calls on the future federal government to reverse this dirty gas deal

Intro looks good. I have updated numbers for the ownership section at the bottom if you're interested.

Effective June 12, 2018, Fairwood Peninsula’s ownership of Delfin Midstream had been reduced from 100% to 30.7%. Two other entities (Talisman Global Alternative Master, L.P. and Talisman Global Capital Master, L.P.) also own or control 10% or more of the voting securities of Delfin Midstream. Delfin Midstream continues to own 100% of Delfin LNG.

Other than Fairwood Peninsula and the Talisman funds, no other entity owns more than 10% of Delfin Midstream. Indeed, only one other entity owns more than 3.5% of Delfin Midstream: Mr. Frederick Jones.


30.7% - Fairwood Peninsula
25.5% - Talisman Global Alternative Master, L.P. (+4.57% indirect via FP)
20.1% - Talisman Global Capital Master, L.P. (+3.60% indirect via FP)
9.3% - Frederick Jones (+1.66% indirect via FP)
5.0% - Enbridge
------
90.6% - Subtotal

Other corporate partners: Bechtel, Genesis Energy, Hoegh LNG.

Tokyo, June 9, 2023 -- Mitsui O.S.K. Lines ("MOL") announced today that it has entered into a strategic investment agreement with Delfin Midstream Inc ("Delfin") that accelerates growth and drives future expansion, enabling Delfin to accelerate clean low-cost LNG exports from North America to customers around the world. As part of the agreement, MOL will make an investment in Delfin and a MOL representative will join Delfin's Board of Directors.

Houston, Sept. 05, 2022 -- Delfin Midstream Inc. (“Delfin”) and Devon Energy Corporation (NYSE: DVN) (together with certain of its operating subsidiaries, collectively, “Devon”) today announced that they have entered into a liquefied natural gas (LNG) export partnership that includes an executed Heads of Agreement (“HOA”) for long-term liquefaction capacity and a pre-Financial Investment Decision (FID) strategic investment by Devon in Delfin.

Chen- I saw this as well. No need for Delfin to respond to these idiot environmental tree huggers!! That guy was a flat out idiot. MARAD has held up Delfin's license for like 5+ years, along with the bs the Biden admin pulled the prior 4 years and the last year of his term with the LNG pause, which was proven to be unjustified and just a political move to appease the environmentalists.

All these jokesters have had 5+ years to complain and push back, and Delfin has answered everything in those prior hearings, Semi-Annual reports etc. It's just a bunch of nonsense, and we are much better off ignoring the garbage. MARAD approved this for a reason, and it should have been approved many many years ago.

Onward and upwards. As the float is so tiny, the trading volatility will surely continue (i.e today's price action) 1MM shares traded the prior 2 days, and today we drop .10-.20 on 80k shares. It's MM manipulation and it's also best we don't overly pay attention to the daily trading patterns. We are now licensed and approved, and have ZERO political or regulatory hurdles to jump through or wait on. We are finally golden to rock n' roll and that's exactly what we are going to do.

When more news is announced, which I would anticipate to be fast and furious, and especially when that Super 8k drops, TGLO will go absolutely parabolic!

I, along with all of us, greatly look forward to that day and honestly every day moving forward. There is no telling when news/RM will drop, it literally could be any day now. But Delfin, Talisman etc know what they are doing, and surely before they drop any Super 8k, they will want TGLO trading in $$'s, prior to that announcement.

Delfin on TV news again yesterday:


https://www.kplctv.com/2025/03/26/environmentalist-raises-concerns-about-license-issued-delfin-lng/?outputType=amp


I’m surprised Delfin doesn’t come out with a statement in response, instead they keep quiet.

Any guesses as to why they prefer to keep in silence?

I see MARAD got around to updating the updated licensing section on their website today
https://www.maritime.dot.gov/ports/deepwater-ports-and-licensing/approved-applications

You are doing a fantastic job and yeah the "Reverse Merger Potential" should help out a lot. Thanks Chen.

Thanks! I’m going to put the “Reverse Merger Potential” up to the front of the intro board as I believe it is the most important reason we are all here. People shouldn’t have to scroll down to read it as well as removed a lot of bloated information to give it a clean and simple look. It gets to the point

Back to the norm

$0.480.00 (0.00%)
Bid x Size
$0.45 x --
Ask x Size
$0.49 x --

Now that is some 'SPICY" work there Chen.....kuddos for an outstanding intro!

$0.480.00 (0.00%)
Bid x Size
This is what I see now. Be prepared, something is brewing possibly for tomorrow.

$0.54 x --
Ask x Size
$0.6299 x --

Good update! Nice highlight of the RM potential and impending FID.
$RMTGLO

Maybe one contract news tomorrow.

I don't care who's playing games. They/It totally bl_w(s)!

This has always been the case with TGLO, we had one a few weeks ago, from 40 cents down to 20 cents, today from 60 cents down to 40 cents, on the next contract news we will hit 80 cents, then it will likely drop to 50-60 cents, FID news will be between $1-1.20, then it will fizzle until the actual merger. Talisman is playing a game of chicken. Those who believe, each and every single one of you reinforce the bid at 50 cents until the next news. Talisman is testing your conviction, if you believe stick with it and if you don't and wear out, be gone.

We are in the early stages of reversing a quarter of a century downtrend! 45/50 cents is a great point of support, which I think will hold, on the weekly chart. The .73 peak will be taken out soon in my opinion. Good luck to all.

No volume either, but it’ll bounce back.

This thing can be dropped pretty quick on a few shares. We see it every day.

Once another contract comes then this breaks $0.80

Me too

no bid support...

I really prefer my $.73 screenshots...

wtf

Back to earth we come

Like to see a 'shorts' face when the RM is announced...

Too bad J. Dick couldn't update his map.

Delfin LNG Agrees to Supply Germany’s SEFE Following Key Permitting Decision
By Jacob Dick an hour ago

Germany’s state-owned LNG trading firm has signed on as a tentative customer for Delfin LNG LLC’s offshore export project in the wake of its approval by the U.S. Maritime Administration (MARAD).

Map showing Delfin LNG project.
Expand
Securing Energy for Europe GmbH (SEFE) disclosed a heads of agreement for 1.5 million tons/year (Mt/y) from Delfin LNG for 15 years starting in 2027.

Designed to consist of four floating LNG units connected to existing onshore pipeline infrastructure through a deepwater port 50 miles south of the Louisiana coast, Delfin LNG could add 13 Mt/y of export capacity.
https://naturalgasintel.com/news/delfin-lng-agrees-to-supply-germanys-sefe-following-key-permitting-decision/

I guess LNG is getting hot if TELL's guy is trying to put his "team back together" again; FOMO?
https://www.hartenergy.com/exclusives/charif-souki-plans-third-us-natgas-venture-including-ep-team-212401
TGLO!

And short interest is up as of the 3/14/25 report date. :)

The OTC site has been updated; a minor change to Held at DTC count: 12,872 more shares since last update in Feb

Threshold is still "Abt. 3 MTPA per FLNG Vessel with full commercial flexibility".

with the new 3 bigger- instead of 4 ships, is it now more than 3MTPA per ship?
yes, it looks like they are in the 2 ship zone now, even if a little higher capacity.
maybe they want to do all 3 at once if they see have the contracts lined up?

it is crazy that in none of the "reporting"- errr regurgitating- stories that no reporter asks how it will be financed, or investigates to see that Delfin owns the $TGLO shell that they bought explicitly as a way to potentially come public, like other big gas companies have in the past and given that even the WSJ formerly wrote about the Delfin TGLO purchase.

Correct Kazzy, I forgot to add Chesapeake for whatever reason, though I did double check and Gunvor has their SPA for 0.5-1.0 MTPA. Odd though on the Chesapeake SPA, it claims the 0.5 MTPA is part of the Gunvor deal that is up to 2 MTPA.

It brings the total to up to 6.3-6.8 (rounded) MTPA based on the estimates on the Delfin website. Regardless, this is 2 FID territory. With other contracts to come soon as well, they are pushing to get these 3 ships done!

Here is my tally w/ sources:

0.510 (26,500,000 MMBtu) Vitol Inc.
0.595 (30,950,000 MMBtu) Hartree Partners Power & Gas Company (UK) Limited
1 (52,000,000 MMBtu) Centrica LNG Company Limited
0.6 (31,000,000 MMBtu) Gunvor Singapore Pte Ltd - SPA 1
0.6 (31,000,000 MMBtu) Chesapeake Energy Corporation
-----
3.305 MPTA (posted to https://www.energy.gov/fecm/articles/delfin-lng-llc)

1.5 Securing Energy for Europe (SEFE)
1-2 Devon Energy Corporation
-----
5.805 - 6.805 MPTA

My conversion rate is likely off. I've seen 51.7 - 53.57, so I split the difference and used 52.

Counted up and Delfin has signed 5.1-6.6 MTPA between the HOA & SPA contracts. Assuming each vessel only needs 3 MTPA to FID, it's very well a real possibility they try to FID on 2 vessels, even more so if there are pending contracts to be signed

Tag and tag.

No, in the span of between 8-15 years, so give or take 2 billion yearly, by the time they work on the other contracts, assuming total contracts moving forward totals 60-80 billion, one can assume 5 billion annually, now I don't know what the profit is and the PE ratio runs between 20-25.

Total, but it’s probably closer to $25 billion now

Dave, is that 20 billion in contracts total or 20 billion yearly? thanks

5 new followers this week on this board. Only 2 on Stocktwits. DD is too hard for most folks. Just give ‘em meme’s, ai and leveraged crypto

I haven’t really done the math, but $11 billion on 1.5 MTPA between Vitol and Centrica is a little more than 1/3 of the total volume (pre-SEFE), but more than half of the total contract value

I post about it nearly every day lately. It’s just the same crew usually.

Not a lot of new blood

I've been here at $0.11 since 2018.
I sold enough today to buy a jetski.
I have a ton of shares to hold until we go to New Orleans!

Over 15 years, my number was definitely closer to yours than what others have been saying, but I have not done the math like you did. I was estimating based on the other contracts (where Vitol was $3 billion at .5 and Centrica $8 at 1 mtpa, but the pricing was different then but can't be off by $4 billion over 15 years).