Jul. 18 at 2:35 PM
$TGLO Did anyone pay attention to Senor C's posting of the newly created LLC's, specifically the two with TOLL in the name? You dont create those LLC's if you arent working with companies who would rather have a tolling arrangement with Delfin vs a SPA. Devon, who has been MIA for quite some time referenced TOLLs in their September 2022 HOA......... "The HOA provides the framework for finalizing a definitive long-term tolling agreement representing 1.0 million tons per annum (MTPA) of liquefaction capacity in Delfin’s first Floating LNG vessel, with the ability to add an additional 1.0 MTPA in Delfin’s first or a future Floating LNG vessel. In addition to providing Devon up to 2.0 MTPA of total liquefaction capacity on a long-term basis" ........Could be for Devon, Expand Energy or new players. Tic Toc