Tellurian intends to create value for shareholders by building a low-cost, global natural gas business, profitably delivering natural gas to customers worldwide. Tellurian is developing a portfolio of natural gas production and has nearly 100 drillable locations with an estimated one trillion cubic feet of net resource. It is also developing an LNG trading operation and infrastructure that includes an ~ 27.6 mtpa LNG export facility and an associated pipeline. Tellurian is based in Houston, Texas, and its common stock is listed on the Nasdaq Capital Market under the symbol "TELL".

Company profile
Ticker
TELL, TELZ
Exchange
Website
CEO
Meg Gentle
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
MAGELLAN PETROLEUM CORP /DE/
SEC CIK
Corporate docs
Subsidiaries
Tellurian Investments LLC • Driftwood LNG Holdings LLC • Tellurian Production Holdings LLC • Delhi Connector LLC • Tellurian Corporate & Shared Services LLC • Tellurian Marketing & Trading LLC • Driftwood Capital Holdings I LLC • Driftwood Capital Holdings LLC • Driftwood Holdco I LLC • Driftwood Holdco LLC ...
IRS number
60842255
TELL stock data
Latest filings (excl ownership)
DEFA14A
Additional proxy soliciting materials
24 May 23
8-K
Departure of Directors or Certain Officers
10 May 23
8-K
Tellurian Inc. Corporate presentation May 2023
3 May 23
8-K
Tellurian reports first quarter 2023 results
3 May 23
10-Q
2023 Q1
Quarterly report
3 May 23
ARS
2022 FY
Annual report to shareholders
27 Apr 23
DEF 14A
Definitive proxy
27 Apr 23
PRE 14A
Preliminary proxy
13 Apr 23
8-K
Entry into a Material Definitive Agreement
6 Apr 23
8-K
Other Events
31 Mar 23
Financial summary
Quarter (USD) | Mar 23 | Dec 22 | Sep 22 | Jun 22 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 184.03 mm | 184.03 mm | 184.03 mm | 184.03 mm | 184.03 mm | 184.03 mm |
Cash burn (monthly) | 108.15 mm | 11.54 mm | 11.00 mm | 651.67 k | 3.39 mm | (no burn) |
Cash used (since last report) | 209.87 mm | 22.39 mm | 21.35 mm | 1.26 mm | 6.57 mm | n/a |
Cash remaining | -25.84 mm | 161.64 mm | 162.68 mm | 182.77 mm | 177.46 mm | n/a |
Runway (months of cash) | -0.2 | 14.0 | 14.8 | 280.5 | 52.4 | n/a |
Institutional ownership, Q1 2023
44.4% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 225 |
Opened positions | 34 |
Closed positions | 53 |
Increased positions | 68 |
Reduced positions | 66 |
13F shares | Current |
---|---|
Total value | 250.29 bn |
Total shares | 250.05 mm |
Total puts | 1.29 mm |
Total calls | 3.47 mm |
Total put/call ratio | 0.4 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 40.35 mm | $49.64 bn |
STT State Street | 38.22 mm | $47.01 bn |
BLK Blackrock | 34.62 mm | $42.59 bn |
Souki Charif | 26.00 mm | $201.50 mm |
TTE TotalEnergies SE | 20.29 mm | $44.03 mm |
Geode Capital Management | 9.70 mm | $11.93 bn |
D. E. Shaw & Co. | 9.61 mm | $11.83 bn |
Paulson & Co. | 5.34 mm | $6.57 bn |
NTRS Northern Trust | 4.71 mm | $5.80 bn |
Two Sigma Investments | 4.38 mm | $5.39 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
5 Apr 23 | Souki Charif | Common Stock | Sell | Dispose S | No | No | 1.21 | 195,220 | 236.22 k | 1,659,639 |
4 Apr 23 | Souki Charif | Common Stock | Sell | Dispose S | No | No | 1.26 | 187,257 | 235.94 k | 1,854,859 |
3 Apr 23 | Souki Charif | Common Stock | Sell | Dispose S | No | No | 1.25 | 630,405 | 788.01 k | 2,042,116 |
31 Mar 23 | Souki Charif | Common Stock | Sell | Dispose S | No | No | 1.2 | 404,400 | 485.28 k | 2,672,521 |
30 Mar 23 | Souki Charif | Common Stock | Sell | Dispose S | No | No | 1.19 | 351,937 | 418.81 k | 3,076,921 |
29 Mar 23 | Souki Charif | Common Stock | Sell | Dispose S | No | No | 1.15 | 371,145 | 426.82 k | 3,428,858 |
28 Mar 23 | Souki Charif | Common Stock | Sell | Dispose S | No | No | 1.15 | 442,678 | 509.08 k | 3,800,003 |
27 Mar 23 | Souki Charif | Common Stock | Sell | Dispose S | No | No | 1.05 | 571,994 | 600.59 k | 4,242,681 |
24 Mar 23 | Souki Charif | Common Stock | Sell | Dispose S | No | No | 1 | 778,700 | 778.70 k | 4,814,675 |
23 Mar 23 | Souki Charif | Common Stock | Sell | Dispose S | No | No | 1.01 | 750,674 | 758.18 k | 5,593,375 |
News
Tellurian's Return On Capital Employed Insights
11 May 23
Tellurian Taps Investment Banker Simon Oxley As New CFO
10 May 23
Tellurian: Q1 Earnings Insights
3 May 23
Tellurian's Driftwood Natural Gas Transmission Pipeline Project Receives FERC Certificate For An Approximate $1.4B Natural Gas Transmission Project Proposed To Be Located In Beauregard And Calcasieu Parishes, Louisiana
24 Apr 23
Short Interest Sector Focus: Energy Sector
24 Apr 23