8 Comments
Jul 29, 2023Liked by Six Bravo

Thank you for the concise and intriguing analysis.

Any thoughts on Tellurian/Souki Part 2?

Best

TC

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Jul 31, 2023Liked by Six Bravo

Einhorn’s wasteland company analogy is very apt to describe these businesses.

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author

Here's an interesting piece by a fellow substacker who seems to know a thing or two about LNG.

https://digitaloilgas.substack.com/p/eight-things-you-didnt-know-about

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