$Tellurian (TELL.US)$ I think in this situation with high in...
$Tellurian (TELL.US)$I think in this situation with high inflation and QT by Fed, free money in market will be very low, thus financing will be very hard for Tellurian to continue with Driftwood project. Wonder how many times of such senior notes will be offered again? Just some thoughts to share. Having said that, I still added some shares yesterday
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ReStart Hope
OPambitious Unicorn_63
:
I read the announcement, no units have been confirmed, thus adding some shares during the dip. However, I worry about the quantity, normally they did the announcement with the quantity, but this time round they didn’t. My hunch is that this senior notes funding will be huge…
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Jan 23 16:54
MicroStrategy Q4 2024 earnings conference call
Reassessing Chinese Assets
Following the introduction of China's groundbreaking DeepSeek technology, Wall Street giants have revised their investment outlooks for the Chinese market.
ambitious Unicorn_63 : Did you see/read the lender call?
ReStart Hope OP ambitious Unicorn_63 : I read the announcement, no units have been confirmed, thus adding some shares during the dip. However, I worry about the quantity, normally they did the announcement with the quantity, but this time round they didn’t. My hunch is that this senior notes funding will be huge…
ambitious Unicorn_63 ReStart Hope OP : Yea I agree, potentially huge enough to cover their portion of an equity deal and banks possibly