Protected: The Week in Solar 18/8
There is no excerpt because this is a protected post.
Short legal with RegSHO.com
Interesting, a company is launched to help shorts to short legally, it also contains a useful summary of what’s been going on.
Oil fundamentals still very good, according to Goldman Sachs
It’s a little bit of a tug of war between falling demand from rich countries and rising demand from developing countries. However, the first is temporary, while the latter is […]
Another good quarter for Trina Solar (TSL)
Some of the main points from earnings:
Time to buy eFuture
We think the Chinese supply-chain management and services play eFuture (EFUT) has bottomed, and Chinese shares in general will soon bottom out. It’s about time to get in as the […]
Boone Pickens energy plan gains some traction
We reported on the T Boone Pickens plan for energy before. He’s the legendary Texas oil man (who holds 3M shares in InterOil) and he’s so disgusted with US energy […]
A strategic LNG party soon? The misleading UCLA professor could bite the dust again..
InterOil, Daily Distortions no.16. UCLA professor Eric Sussman came up with a PR from May 2007 which was supposed to show IOC management is highly misleading. That PR announced a […]
More background on the markets and LNG
A couple of articles with some interesting titbits.
Fighting windmills and then there is that UCLA professor
In Daily Distortions no.15, we admit that we have overestimated the importance of the worst offender in this series, there came some wisdom from another board where they have more […]
Scramble for LNG in Asia
An article from Bloomberg, which we reprint here, with some interesting conclusions at the end…