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In the words of Jim Cramer, a lot of broken stock prices, but not necessarily broken companies. We think that the main companies we write about here, InterOil (IOC), eFuture (EFUT), Trina Solar (TSL), and more recently Chesapeake (CHK), and Sequenom (SQNM) all fall in this category.

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There is someting of a gas cycle emerging in the US. This is due to some characteristics of the new unconventional gas sources, which need lots of capital and the wells peter out rather quickly, cutting supply, increase prices and incentives to start drilling again.

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There is little doubt that Chesapeake is putting on the brakes in terms of capex spending, due to their debt position (and related credit market conditions), but more importantly because the supply of natural gas is growing at a faster pace than demand at the moment. This is a very wise reaction. Proactive management.

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These didn’t have a good time of late, and neither had it’s CEO Aubrey McClendon. What’s going on? Most of it is not hard to guess, but there are a few surprises..

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