Solar sell-off
There is quite a sell-off going on in the solar sector, and as always, the companies move more or less in lockstep. When there is selling, it is usually so […]
Iceland attacked by hedgefunds
Hedge funds are in the news lately, mostly in a negative way. They are almost completely unregulated, and with their enormous amount of leverage, they can wreck havoc on innocent […]
How to play IOC the smart way part two
Although May or June options seem to be the most optimal for playing IOC, there is something to be said for September options in case Elk4 will be a success, […]
How to play IOC the smart way
The Elk4 appraisal well is coming to a conclusion, the results will either give the share price a tremendous boost, or sink it. We think the chances of an explosion […]
Another sunny day for the solars
So far so good. Our thesis has lately been that as long as the general markets are accomodating, the solars would shine. The fundamental and earnings news coming out of […]
A couple of crucial days for Trina Solar
The coming days will be a clash between two opposing forces for our favourite solar play Trina Solar (TSL). On the one hand, we have very favourable company forces at […]
The US markets, what can we expect?
It looks like it’s going to be another up day. We have good news from Johnson & Johnson (profits up 40%, more than expected) and manufacturing in the New York […]
Solars up again
The solar sector is continuing to rebound from those very steep losses in January. We’re not surprised. Those falls were, in most cases, not warranted, although there was a need […]
IOC’s financing problems are not likely to be serious
InterOil (Amex: IOC) has sold off on the year end results while the figures were actually surprisingly good. There are two possible reasons, both of which seem to hold little […]
TSL scraps plans to produce it’s own silicon and rallies again.
Trina Solar (TSL) scraps polysilicon plant and the market comes to their senses