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Bull Thesis on $TELL

Tellurian is a LNG play that again has a lot of potential and is one of my favorite stocks this year. They operate out of Louisiana and have already sold out their capacity of their driftwood plants to a number of buyers including Shell $RDS.A over a 10 year period.

What makes it so attractive is that it was absolutely crushed by covid but has yet to recover despite solid company performance. Additionally with nat gas prices reaching 13 year highs I see more growth ahead

sam stribling's avatar
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