Sell-off in InterOil.
This is a market ruled by fear and indiscriminate selling. It now seems to have arrived at InterOil. We are not aware of anything changing in the fundamental picture, the […]
Shame on the SEC: InterOil’s huge share delivery problems
These figures come from buyins.net. We have been granted permission to publish them (many thanks Buyins.net!) Buyins get their figures directly from the SEC. It is a figure of shame. […]
Coal Seam Gas doesn’t seem so hot anymore
Coal Seam Gas (CSG) has always been something of a nuisance, as it made the winning of coal more risky (because of dangers of explosions). However, when energy prices were […]
LNG Market set to grow
Plus, some more options for “stranded gas.” Capacity to handle LNG, that is, regassify it is growing much faster than the facilities to turn it into liquid gas (which reduces […]
PNG government will offer cash for stake in LNG plans
If the deal the PNG government has in mind for the other LNG project, that of Exxon and OilSearch, is anything to go by (and why wouldn’t it?), things look […]
It’s getting ever more difficult to borrow shares for shorting..
Shorting shares is becoming more difficult with the SEC waking up from a long stupor and lending shares being hampered. From the WSJ.
Research update InterOil from Monness Crespi Hardt & Co. Inc
Another analyst bullish on InterOil. It’s not hard to understand why…
Short positions, even intra-day, have to be disclosed
The plot thickens. We could soon know which funds are short in InterOil. They are likely to be the same that have sold 3.6M shares nakedly short. We might not […]
“LNG is a sellers market for at least the next decade”
LNG is scarce, especially in Asia. We have argued this here more than once. There are people who think the world will soon be flodded with natural gas. They might […]
Protected: InterOil, valuation update. “Things can only get better..”
There is no excerpt because this is a protected post.