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Entries from August 2009

Solar approaching grid parity

August 14th, 2009 · Comments Off on Solar approaching grid parity

It’s good for the environment, but actually not so good for investors, as the price falls have gone a bit too rapid..

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Tags: Solar sector

Daily Distortions 31: the shorts attack InterOil again

August 12th, 2009 · 5 Comments

Is there anything to it? Not really..

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Tags: Daily Distortions · IOC

The Reuters Report on IOC

August 8th, 2009 · Comments Off on The Reuters Report on IOC

It’s here..

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Tags: IOC · Research Reports

Fuel Systems Solutions is moving up

August 7th, 2009 · Comments Off on Fuel Systems Solutions is moving up

We’ve advised a position at $22.5 on June 2, 2009. The returns are already significant, with the stock breaching $30 on high volume after earnings came in much better than expected…

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Tags: FSYS

Ramond James on InterOil August 6, 2009

August 6th, 2009 · 2 Comments

After the earnings surprise..

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Tags: IOC · Research Reports

How much oil do Opec countries really have?

August 5th, 2009 · 2 Comments

There are incentives for OPEC countries to lie about their production and reserves. Combined with some strange figures published by OPEC countries, and the fact that there isn’t any third party vetting of these, there is a lot less oil in the ground than what they claim..

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Tags: Oil

Warning: Oil supplies are running out fast

August 5th, 2009 · 1 Comment

Now even the International Energy Agency (IAE) is on the peak-oil side, putting it a decade earlier at 2020, but problems will start much sooner than that..

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Tags: Oil