Oil still possible and some back of the envelope valuation for InterOil
Turns out they couldn’t isolate the oilzone…
InterOil’s reversal
It’s not based on any new fundamental news but nice nevertheless. How to play this?
Can InterOil flow oil?
The chances of this have been reduced, for now..
InterOil’s sell-off part III
Yes, it hurts, no, this is no time to panic..
Sell-off in InterOil part II
We think an oil disappointment is probable, but already priced in by now. It was never going to be the main value play for InterOil anyway.
InterOil valuation tables
Handy stuff for getting the Tcf’s and the valuation squared..
Sell-off at InterOil
What’s going on?
InterOil’s new LNG guy: Henry Aldorf
Very experienced guy with interesting ideas and memorable quotes..
Wayne Andrews at the IPAA conference
Interesting notes!
Did Morgan Stanley raise its price target for InterOil to $165?
Nope. Not yet at least..