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Entries from October 2008

InterOil Daily Distortions no.24

October 31st, 2008 · 1 Comment

InterOil’s share price collapse from the mid twenties to ten was, although bad in itself, not worse than most other small energy companies with a need for funding, and the whole market was terrible in these few weeks. However, there seem to have been special forces at work.

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Tags: Daily Distortions

A come-uppance of sorts. The mother of all short squeezes

October 31st, 2008 · Comments Off on A come-uppance of sorts. The mother of all short squeezes

The tables are turned, for once. Could be the mother of all short-squeezes. The crying wolf of the victims is especially noteworthy. Shorting, by legal or illegal means, can really create havoc on companies, some examples: AIG (according to Jim Cramer) Morgan Stanley (according to Mark Mitchell) STT (according to Jim Cramer) InterOil (figures from […]

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Tags: Short Selling

Petronet sniffing around PNG LNG projects in earnest

October 31st, 2008 · 2 Comments

When discussing possible partners for InterOil’s LNG project, we invariably thought of Korea and Japan (the regio’s big LNG importers), sometimes China (for its rapidly growing energy needs and pollution problem), but there is a new kid on the block. We already mentioned it, here some more.

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Tags: IOC

Tee off with Tiger..

October 30th, 2008 · Comments Off on Tee off with Tiger..

A virtual one, that is, because virtual golf is the next big thing. Apart from that, the company behind it seems to offer an interesting opportunity.

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Tags: Fun and Games

Just as you thought you could relax a bit, there he is again..

October 30th, 2008 · Comments Off on Just as you thought you could relax a bit, there he is again..

Dr. Doom, aka Noriel Roubini. Unfortunately, he speaks with some authority, as he predicted all this mess years ago. He’s become a bit too gloomy, we think. Lessons from the deflationary period in Japan, on which Bernanke (Fed chairman) is a leading expert, do provide some weapons to fight the mechanisms that are described by […]

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Tags: Credit Crisis · DRYS

Solar still very much in it

October 30th, 2008 · Comments Off on Solar still very much in it

Despite the absolute slaughter in the solar sector, those in the know remain fairly optimistic, and companies keep posting stellar result and confirming a good outlook.

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Tags: Solar sector

ALG sells stake in PNG energy project for record price

October 30th, 2008 · Comments Off on ALG sells stake in PNG energy project for record price

This is setting new benchmarks for valuation in energy (especially LNG projects) in PNG and shows that despite the dim market conditions (to say the least), PNG’s LNG projects generate very good buyer interest and prices.

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Tags: IOC

InterOil announces PNG government participation

October 30th, 2008 · 1 Comment

Apparently, negotiations do not have to be that long, there seems to be a preliminary understanding and commitment of funds dependent on certain conditions to be met this month by Petromin, the PNG state entity for participating in resource projects.

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Tags: IOC

Protected: Some InterOil rumors

October 29th, 2008 · Comments Off on Protected: Some InterOil rumors

There is no excerpt because this is a protected post.

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Tags: Rumors

Interesting idea on saving people’s homes

October 29th, 2008 · Comments Off on Interesting idea on saving people’s homes

A clever idea that shares the losses and the spoils for those responsible for the housing mess, and helps in keeping family in their houses and props up the market. What more can one ask for?

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Tags: Credit Crisis