Raymond James comment on Interoil October 8, 2008
Here is RayJay’s latest comment.
A curious column from the Wall Street Journal
It’s only an opinion piece and we do not agree with everything that it argues, but we find it very curious to have picked it up from the Wall Street […]
Exploration companies take a hit
In this market, all exploration companies face difficult times. The sell-off in the sector has been going on for some time already. InterOil is better placed than most.
Sell-off in InterOil.
This is a market ruled by fear and indiscriminate selling. It now seems to have arrived at InterOil. We are not aware of anything changing in the fundamental picture, the […]
That great churning sound of the money printing press..
The printing presses are doing overtime, just as they should. We argued yesterday that we expect more from money creation and a well-designed fiscal stimulus than from interest rate cuts. […]
Curious, mega-sell-off in solars coincides with boom
And the boom is even better than previously thought. This morning it was LDK who spread the good news, but they are hardly alone. There isn’t any sign of any […]
More fiscal stimuli needed to revive the economy
While everybody is clamouring for another interest rate cut one guy keeps his eye on the ball..
Shame on the SEC: InterOil’s huge share delivery problems
These figures come from buyins.net. We have been granted permission to publish them (many thanks Buyins.net!) Buyins get their figures directly from the SEC. It is a figure of shame. […]
Trina Solar and Goldman’s Solar Shock
We featured an article today discussing Goldman Sachs’ surprising take on the solar stocks. Here we reflect some more, and some update on a solar stock we have been following […]
Solar shock from Goldman Sachs
We were very puzzled that right from the moment the US tax incentives finally (after many tries) were extended last Friday a tremendous sell-off ensued that gripped the whole solar […]