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

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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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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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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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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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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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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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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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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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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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