Solar sector scare?
We just came across an article in which a certain Mark Congloff from the Wall Street Journal warns about investing in Solar stocks. He likens it to the ethanol industry, […]
Update
Our puppies doing well.
InterOil update 22/5: Two LNG facilities in PNG?
The Exxon Mobile (Oilsearch, Santos) venture has signed an agreement with the PNG government containing details on their proposed LNG venture. Here are the most relevant parts of the newspaper […]
Managing the Asset Markets part V
It looks like we were right on topic with this one, as a discussion about whether central banks have to stop bubbles in their tracks seems to have started in […]
Protected: Our battery play shows signs of life
There is no excerpt because this is a protected post.
The solar’s quest for grid parity
Give or take a couple of years, solar energy is expected to achieve ‘grid parity’, the holy grail of solar energy, around 2011. This is when solar will become as […]
A Wall of Money
We have been mulling about why Soros (as we reported) expects the credit crisis to have real bad effects on the economy, and in his view, house prices have much […]
DRYS; unstoppable cannon against unmovable wall?
We have written quite a bit about our favourite dry-bulk shipper DRYS, they had earnings out after the close, and they were rather good.
InterOil update
We can give you some highlights from the conference call and a take from a well known analyst from Raymond James.
Protected: The Investment Thesis for our Battery Play
There is no excerpt because this is a protected post.