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Entries from September 2008

Research update InterOil from Monness Crespi Hardt & Co. Inc

September 30th, 2008 · 3 Comments

Another analyst bullish on InterOil. It’s not hard to understand why…

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Tags: IOC · Research Reports

Bail-out failure no reason to panick

September 30th, 2008 · Comments Off on Bail-out failure no reason to panick

Not everybody agrees that the bail-out plan was about ‘price discovery’ (as Paul Krugman argued) and it’s failure is a disaster. We don’t agree, but the article makes a few interesting points.

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Tags: The Markets

Another fast grower nearing its IPO price of years ago

September 30th, 2008 · 1 Comment

Trina Solar (TSL) went to market for $18.50 a share in December 2006. Since, the company has grown way in the triple digits and shows good profitability. Yet, we’re really not that far off from it’s IPO price. If you missed it the first time, now you get a second chance, but you get MUCH […]

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Tags: TSL

Some market irrationalities: eFuture’s back to IPO price

September 30th, 2008 · 1 Comment

Stockmarkets can be cruel and irrational. Here is a company that is profitable, has lots of cash on its books and has grow at near triple rate. Yet it’s shares were back in IPO territory yesterday, although they’re recovering a little bit today. If you missed it the first time around, now is a second […]

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Tags: EFUT

Short positions, even intra-day, have to be disclosed

September 30th, 2008 · 1 Comment

The plot thickens. We could soon know which funds are short in InterOil. They are likely to be the same that have sold 3.6M shares nakedly short. We might not get an end to that soon, but at least we’ll know who they are.

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Tags: IOC · Short Selling

Bleak times for Solars. Blame the usual suspects..

September 30th, 2008 · Comments Off on Bleak times for Solars. Blame the usual suspects..

Yea, there was big drama yesterday when the US House of Representatives shot down the rescue package, sending the markets into a tail spin. But there was also smaller drama, House and Senate cannot agree on how to finance the extension of the tax credits for alternative energy. That send the solars in an even […]

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Tags: Solar sector

“LNG is a sellers market for at least the next decade”

September 30th, 2008 · 2 Comments

LNG is scarce, especially in Asia. We have argued this here more than once. There are people who think the world will soon be flodded with natural gas. They might want to take note of the article below:

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Tags: IOC · Natural Gas

Wise words on the bail-out

September 29th, 2008 · Comments Off on Wise words on the bail-out

Chris Whalen, the co-founder of Institutional Risk Analytics, argues that the Treasury should only pay for the losses on dodgy securities, not buy them up. That seems a good idea to us..

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Tags: The Markets

Here is the latest on the US tax incentives for alternative energy

September 29th, 2008 · Comments Off on Here is the latest on the US tax incentives for alternative energy

What a mock-up this is. Only excuse, US lawmakers had other things on their minds (and agenda’s). However, this is far from the first attempt to get the incentives extended though..

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Tags: Solar sector

If you ever wanted to buy First Solar (FSLR), now might be the time

September 29th, 2008 · 1 Comment

Little doubt First Solar is the king of the solar stocks. It’s growth and profitability are simply unmatched, and the next five years of production has already been booked. We never really wrote about it because it’s so ridiculously expensive. That might change..

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Tags: Solar sector