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DDAMANDA EXCLUSIVE ALERT Potential 18X-80X+ Opportunity |
$TGLO - The 7-Year Reverse Merger Play
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After 7+ Years of Waiting... Is This Finally IT? Delfin Midstream LLC (Leading Developer of LNG Export Projects) owns 71% of $TGLO, that they bought in 2017 |
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STOCK PRICE VALUATION SCENARIOS:
THE SETUP:
CURRENT STATUS: Permits are ISSUED. Construction is CONTRACTED. Customers are COMMITTED. FID is IMMINENT. The project is REAL - the only question is: will they use TGLO to go public?
COMPARABLE VALUATIONS: Tellurian peaked at $1B+ market cap | NextDecade currently at $2B+ | Cheniere at $40B+ |
THE FULL STORY BELOW
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The Long Road to Now December 31, 2017: Delfin buys 71% of TGLO (312.8M shares) for $25,000 - less than a penny per share January 11, 2018: S&P Global reports Delfin "may complete a reverse merger" with theglobe.com 2018-2024: Years of waiting. Regulatory delays. Biden administration LNG pause. Endless speculation. January 20, 2025: Trump signs "Unleashing American Energy" Executive Order March 10, 2025: DOE approves LNG export permit extension (previously delayed under Biden) March 21, 2025: MARAD issues first-ever offshore LNG deepwater port license to Delfin July 2025: Delfin signs deals with Siemens, Samsung Heavy, Black & Veatch for construction November 2025 (Expected): Final Investment Decision (FID) on $4.3 billion project |
Why This Could Be THE Moment:
1. ALL Major Permits Finally Secured
March 2025 was the breakthrough month. MARAD issued the deepwater port license (the first EVER for offshore LNG), and DOE granted the export permit extension. After years of regulatory purgatory, all lights are green.
2. FID Expected by November 2025
Bloomberg reported (2 weeks ago) that Delfin is nearing a Final Investment Decision on the $4.3 billion project by November. Citigroup and Moelis are arranging the financing. When FID hits, this becomes REAL.
3. Construction Contracts Already Signed
This isn't vaporware. Delfin has locked in manufacturing capacity with Siemens for turbines, Samsung Heavy Industries for FLNG vessels (delivery 2029), and Black & Veatch for engineering. Money is being spent.
4. Major LNG Offtake Agreements Signed
Delfin has locked in deals with SEFE (Germany), Petrobras (Brazil), Gunvor, Vitol, Centrica, and others. These are REAL customers with REAL money waiting for LNG. Total contract value: ~$18 billion over contract terms.
5. Trump Administration Backing
The MARAD license was issued "in accordance with President Trump's Executive Order 'Unleashing American Energy.'" This project has White House support. Political winds have shifted dramatically in Delfin's favor.
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The $55 Million Question If Delfin needs to raise billions for FID... and they own a publicly-traded shell company... and reverse mergers are how LNG companies have gone public (Tellurian, NextDecade)... Why WOULDN'T they use TGLO to access public markets? |
The Math That Makes You Think:
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Comparable LNG Company Valuations
Delfin owns 71% of TGLO (312.8M shares). With $4.3B project and major offtake deals, what happens to valuation if the merger actually occurs? |
What We Know vs. What We Don't:
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CONFIRMED FACTS:
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SPECULATION:
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The Industry Pattern Tellurian ($TELL): Used reverse merger in 2017 to go public, raising capital for Driftwood LNG project NextDecade ($NEXT): Reverse merger in 2017, now building Rio Grande LNG with $2B+ market cap Cheniere ($LNG): Reverse merger path, now largest LNG exporter with $40B+ market cap The playbook exists. Delfin owns the shell. They've watched peers succeed with this exact strategy. |
Key Resources & Sources:
MARAD License Announcement (March 2025):
Official MARAD Press Release
Bloomberg FID Report (Sept 2025):
Delfin Eyes Investment Decision by November
Recent Project Updates (July 2025):
Delfin Agrees Early Works, Eyes FID in 2025
Original 2018 S&P Article on Potential Merger:
Delfin LNG developer says it may merge into idled company (S&P Global, Jan 1sa1, 2018) - Requires subscription
TGLO Discussion Board:
InvestorsHub TGLO Board
The Risk/Reward Profile:
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Why the Downside is LIMITED Price Stability: TGLO has traded around $0.20-$0.30 for YEARS. It hasn't collapsed because Delfin owns 71% and continues funding it. Shell Value: Even if the merger never happens, TGLO remains a clean public shell controlled by a real company with a $4.3B project. Delfin's Commitment: They've loaned $1.3M+ to keep TGLO alive. They're not letting it die. Asymmetric risk/reward: Limited downside around $0.20-$0.25, massive upside IF merger happens. |
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The Bottom Line After 7 years of waiting, every piece is finally in place except one: the merger announcement. Delfin has permits, customers, contracts, and White House backing. FID is expected by November 2025. They own 71% of a public shell company and keep funding it. Will they FINALLY pull the trigger? Current price: $0.25. Market cap: $110M. Risk: LIMITED (shell has value). Potential: Explosive if it happens. |
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Best Regards,
Hans