Conoco’s bid for Origin
Coal seam gas in Australia is hot. Conoco just trumphed an earlier bid from BG for (50% of) Origin, sitting on some very big coal seam gas reserves. The following […]
When Liquidity and Market Protections Clash
Some more stuff on naked short selling from investigatethesec.com, the emphasis is ours. The (nakedly) shorting hedge funds are planning various routes out of the upcoming legislation to require them […]
E-paper grows up
Do you take too many books on holiday (we’re guilty)? We’re technology buffs, really, although we don’t show too much of this. But this thing, you gotta see, it’s the […]
Companies fight back at shorting hedgefunds
The Black Hole When things get bad enough, a single company can bring down a sector or even the entire market. Cramer called this his “black hole” theory and said […]
Synthesis Energy Systems (SYMX)
Sometimes, you do a lot of research on a company, and the more you do, the less you like it. This is a little bit the case with the company […]
The US is losing economic power
For decades, the US has ran a trade deficit, which means it’s spending beyond it means, buying more abroad than the rest of the world buys in the US. The […]
Time to buy solars?
We mainly follow Trina Solar (TSL) here, and the sell-off has been so brutal on the back of the energy correction, but we think at the minimum, a trading opportunity […]
China is moving up the value chain
It’s a natural process. Most of the Asian ‘tiger’ economies started out as cheap assembly places for foreign companies and/or textile producers, and moved on from there as economic growth […]
Oil supply issues will remain
We see a rather big selloff in oil (although, to put that in perspective, prices are back to where they were half a year ago or so, when they were […]
The (brutal) week in solar
It’s been a particularly brutal week in solar stocks, with a massive sell-off on the back of faltering energy prices. Some of these stocks are now getting very cheap, and […]