Broken stocks, companies alive and kicking
This market is a curious beast. There are companies, many companies in fact, that are in better shape than ever and yet they are battered into oblivion. We can come […]
InterOil. Daily Distortions no.22
There is a new distortionist artist on the boards posting an unprecedented amount of nonsense in the most aggressive way. The fact that the shorts have to resort to these […]
RayJay comment on InterOil October 24 2008
Here it is, confirming our earlier readings of the situation.
Credit crisis, what credit crisis?
All around the world small exploration companies are being decimated on credit freeze and energy prices falling of a cliff. While the same has happened to InterOil (IOC) shares, it […]
InterOil versus Merrill Lynch
From Bloomberg, basically confirming what we surmised before, with some observations and conclusions from us at the end. Let us state this clearly. We think the implications are monumental.
InterOil tries to get rid of Merrill Lynch
Merrill’s recently changed status as a part of Banc of America has created some uncertainty as to exactly what status they have in the LNG project (‘Liquid Niugini’), of which […]
InterOil’s third party assessment, some observations
People are getting impatient with regard to the third party assessment of InterOil’s resources. We say, there is no reason to worry.
LNG demand outstrips supply for another decade and a half
We already build this in our thesis on the LNG (liquid natural gas) market and the economics of InterOil’s LNG facility, but it’s nice to have specialist on our side.
A difficult market for our puppies
In the words of Jim Cramer, a lot of broken stock prices, but not necessarily broken companies. We think that the main companies we write about here, InterOil (IOC), eFuture […]
The US natural gas cycle, from gas glut to gas shortage and back
There is someting of a gas cycle emerging in the US. This is due to some characteristics of the new unconventional gas sources, which need lots of capital and the […]