Some things are worth waiting for..
Entries Tagged as 'IOC'
Some preliminary conclusions from InterOil’s Antelope1 well
January 2nd, 2009 · 6 Comments
Tags: IOC
Energy stocks offer an enormous bargain
December 3rd, 2008 · 1 Comment
We have argued it before, long-term, as a result of the fundamental growth story of populous nations whose inhabitants want, and can increasingly afford, a middle-class life which is MUCH more energy intensive, demand for energy is structurally rising, and supply is struggling to keep up. The results are quite predictable…
Tags: IOC
Pickens plan mark II
November 15th, 2008 · No Comments
We wrote about the Pickens plan before, it’s a bridging plan to wean the US off (foreign) oil by using wind energy for electricity production and natural gas for driving vehicles. Just as Boone’s investments, it has hit some snags, but that’s not stopping the 80 year old billionaire..
Oil billionaire revises plan to reduce foreign […]
Tags: Natural Gas
Raymond James update on InterOil Nov.12 2008
November 12th, 2008 · 12 Comments
Here it is, highlights are from us.
Tags: Research Reports
Low energy prices won’t last
November 6th, 2008 · 1 Comment
If you think low energy prices are here to stay, think again..
Tags: IOC · Natural Gas
InterOil and OilSearch, some really interesting calculations
November 5th, 2008 · 2 Comments
There is another article on the AGL sale of its stake in the Exxon/OilSearch LNG project and fields, with very interesting valuation implications for InterOil.
Tags: IOC
InterOil versus Oilsearch
November 4th, 2008 · No Comments
If you ever wondered why Merrill Lynch is fighting to stay into InterOil’s LNG plans, read the following below, with some VERY interesting valuation implications.
Tags: IOC
Supply of oil in worse shape than demand
November 3rd, 2008 · No Comments
Oil prices might be down a lot, but they will rise again soon, the supply problem is far more structural and worse than the much more temporal demand ‘problem’..
Tags: Natural Gas
Oil market
November 1st, 2008 · 2 Comments
Here is a good article about the oil market. As we argued quite a few times before, no matter how big the demand problems seem to be at the moment, supply has bigger and, especially, more permanent problems.
Tags: Commodities · Natural Gas
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.
Tags: Daily Distortions