Research update InterOil from Monness Crespi Hardt & Co. Inc
Another analyst bullish on InterOil. It’s not hard to understand why…
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 […]
Another fast grower nearing its IPO price of years ago
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 […]
Some market irrationalities: eFuture’s back to IPO price
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 […]
Short positions, even intra-day, have to be disclosed
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 […]
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, […]
“LNG is a sellers market for at least the next decade”
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 […]
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 […]
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 […]
If you ever wanted to buy First Solar (FSLR), now might be the time
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 […]