A difficult market for our puppies
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 […]
The US natural gas cycle, from gas glut to gas shortage and back
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 […]
US natural gas glut?
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 […]
Chesapeake Energy
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 […]