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Entries from October 2009

LNG demand is set to increase significantly

October 31st, 2009 · Comments Off on LNG demand is set to increase significantly

We keep on saying. The advantages are there, it’s available, it’s cheaper than oil and  and much cleaner…

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Tags: IOC · Natural Gas

InterOil from the boards 31/10

October 31st, 2009 · Comments Off on InterOil from the boards 31/10

Things are quieting down on the boards, but nevertheless a few fine posts..

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Tags: IOC · The best from the boards

InterOil from the boards 30/10

October 30th, 2009 · Comments Off on InterOil from the boards 30/10

More quality than quantity, this time..

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Tags: IOC · The best from the boards

Chinese growth might be unsustainable

October 30th, 2009 · Comments Off on Chinese growth might be unsustainable

It’s the mirror image of that in the US, but equally awkward…

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Tags: China · Reform Capitalism

Morgan Stanley update on InterOil, October 26

October 30th, 2009 · Comments Off on Morgan Stanley update on InterOil, October 26

We now have the full report…

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Tags: IOC · Research Reports

The US alternative energy market set to grow

October 29th, 2009 · Comments Off on The US alternative energy market set to grow

On the heels of Germany’s market, which has developed much further..

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Tags: Alternative energy · Solar sector

InterOil from the boards

October 29th, 2009 · 1 Comment

Another fine crop..

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Tags: IOC · The best from the boards

InterOil; The October 14 Morgan Stanley update

October 29th, 2009 · Comments Off on InterOil; The October 14 Morgan Stanley update

For the sake of completeness, here is the whole report in pdf. It is two weeks old (there is already a new update with a higher, $73 target) but still contains a world of interesting data on the wells..

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Tags: IOC · Research Reports

We did say the sell-off in FUQI was overdone…

October 29th, 2009 · Comments Off on We did say the sell-off in FUQI was overdone…

What a difference a day makes..

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Tags: FUQI

Haircut in First Solar seems a bit silly + Notes from the conference call

October 29th, 2009 · Comments Off on Haircut in First Solar seems a bit silly + Notes from the conference call

More of a timing issue..

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Tags: Alternative energy · FSLR · Solar sector