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    • Tue Nov 18th 10:03 AM
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      Rating: +4 0
      Commented on:
      Four Chinese Solar Stocks Under Threat from Pollution
      I have to agree with gebby. China is not an important market for any of these, so this guy basically doesn't know what he's talking about.

      Even if China would be an important market, 3-4% reduction in solar light a decade is bad, but solars will still work. And in fact, they're part of the solution, switching to solar instead of coal for electricity generation will clear the skies.

      First price in category most senseless article
      View article »
    • Wed Nov 12th 10:51 AM
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      Rating: +1 -1
      Commented on:
      Paul Krugman + Al Gore = The Way Forward
      Anyone saying that Paul Krugman is a socialist is deliberately distorting the truth.

      Those (in the political spectrum to the right of Atila the Hun) also deny climate change and the role their ideology played in creating the financial mess in the first place. Markets cannot function without proper regulation, if anything, that should be the lesson learned. Some, like Krugman, have said so way before the mess happened. Proper regulation reinforces the power of markets, it has nothing to do with socialism.

      But some prefer to look the other way, sticking to stick to their fixed beliefs and textbook notions of how markets function. We largely thank them for the mess we're in. It's not time for them to point fingers and having cheap shots at people who actually foresaw what was going to happen
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    • Thu Oct 30th 21:46 PM
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      Rating: 0 0
      Commented on:
      Volkswagen Saga: Major Short Squeeze
      And their biggest problem they seem to have is that Porsche didn't have to disclose it's position. These hedgefunds NEVER had to disclose anything, and only now do they have to disclose to the SEC (but what good that will do remains to be seen, not the most effective institution, the SEC..)
      View article »
    • Fri Oct 10th 09:48 AM
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      Rating: 0 0
      Commented on:
      Panic Selling in InterOil: What Now?
      Click the link. It will show you data from buyins.net. They get their data directly from the SEC. It shows millions of undelivered shares. IOC is also 530 consecutive trading days on the reg.SHO list. (also see the same website). IOC has it's DST test performed by outside parties. They have two wells flowing at 100+Mmcf/d. That is already enough to supply 40% of the proposed LNG project. With just two wells. Compare that to coal seam gas projects in Australia, where they have to drill, treat (the gas doesn't flow by itself), and man thousands, even up to 20.000, as in the case of Conoco/Origin wells). And why were these shorts covering, you think? Covering in this kind of market??
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    • Tue Sep 23rd 21:38 PM
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      Rating: 0 0
      Commented on:
      Another Knee-Jerk Proposal From Christopher Cox
      "Free markets" as curbs-in calls them don't exist. These are a myth from economic textbooks (and rather old ones) and is one of the most important reason we got in this mess in the first place. No market exists without any kind of regulation, and complex markets like most financial markets need regulation to provide at least some modicum of safeguards against opportunistic exploitation of information asymmetries. This is well known since Akerlof wrote about that in 1970 (which got him a Nobel), bar the market fundamentalists that got us in this mess. Yes markets work, but not without some regulation, which must be assessed on a case by case basis.

      shareholdersunite.com/...
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    • Sat Sep 20th 23:12 PM
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      Rating: 0 0
      Commented on:
      Preserving U.S. Economy Over Free Markets (Short Sellers)
      What they should have done is outlaw NAKED short selling, by requiring funds to pre-borrow shares they're going to sell short. There is no argument in support of naked shorting that makes sense. Not 'market liquidity', and certainly not 'price discovery' (more like 'price destruction')
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    • Sun Aug 24th 22:30 PM
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      Rating: 0 0
      Commented on:
      41 Stocks Returning 10% or More Last Week
      InterOil found two very big natural gas resources in Asia (where LNG trades at a huge premium) plus they might very well have ability for a liquids stripping plant and their refinery has turned around. Half the float is short, but the case for shorting seems weaker by the week (we might get a push from the new SEC rules as well). The upside is still very large as the gas has not been priced in and they have many more drilling prospects.

      We follow it almost on a daily basis at shareholdersunite.com where you can also find many background articles.
      View article »
    • Sun Aug 24th 21:36 PM
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      Rating: 0 0
      Commented on:
      Shanghai's Own Stock Market Rules
      Interesting stuff. We're not entirely agree though. The authorities are very well aware of what a slowdown could bring (many of these rapidly growing Asian economies are like 'bicycles', if they slow down they'll fall over), and they have already switched gears, as we argue in a comment too long to post here, but you can read it here:
      shareholdersunite.com/...
      View article »
    • Thu Aug 21st 15:38 PM
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      Rating: 0 0
      Commented on:
      InterOil: Uncertainty Fading
      Well, Paul, it's a little bit of an exaggeration of our position, but:

      1) The three analyst covering it are all bullish to very bullish (Raymond James ($65), Nataxis Bleichroeder ($45) and Monness Crespi Hardt & Co. Inc (no price target, but you should read their reports...)
      2) IOC has been on the regSHO list for almost 500 consecutive days, clearly this is not your garden variety delivery problem..
      3) What do you think would happen to the stock price if 11M shares had to cover (it's roughly half the float)? Add to that a little extra squeeze from other funds and traders jumping on the bandwagon... That's all I argued. Covering is very expensive. Until all doubt is removed, they hang on.
      4) They have two big gas/liquids finds in less than 2 years, even if not enough for LNG facility (which doesn't look the case anyway), there is another one in the making on PNG and a liquids stripping plant is a lot cheaper and faster to build..
      5) The refinery is now profitable (at just over half capacity, show me another one that does this), the balance sheet cleaned up, there might be a downside, but it can't be a whole lot.
      View article »
    • Tue Aug 19th 17:34 PM
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      Rating: 0 0
      Commented on:
      Martin Wolf on Capitalism
      To be honest, his views are hardly unique (the come from an approach that emerged in the 1980s known as the resource based view of the company, and his fellow countryman John Kay has expounded these earlier, for instance). But Wolf does make a very good short summary.

      It might be somewhat surprising that we agree (we run a website called shareholdersunite), but that market for corporate control is not working very well, and management greediness is really endangering those hard to enforce relational contracts with the employees, threatening to destruct much of the social capital that enables smooth cooperation and coordination with it. Shareholders have a role to play here, keeping managers in check.

      shareholdersunite.com
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    • Fri Aug 15th 15:33 PM
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      Rating: 0 0
      Commented on:
      eFuture's Cash Cow Keeps Getting Fatter
      We have covered the company several times in the past, and continue to be bullish on it. It's an early stage opportunity, it's in a growth market (SCM is in it's infancy in China, relatively) it executes well and has very favourable financials. It's one of those sleeper companies that does nothing for a long while (now battered by the bear in China) and then suddenly burst to life. The latter will come, no doubt.
      Shareholdersunite.com
      View article »
    • Fri Aug 15th 14:25 PM
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      Rating: 0 0
      Commented on:
      Instant Gratification with InterOil Corporation?
      There is no Elk3.
      Yes, Elk1 was extendedly tested
      Yes, there is matrix porosity in Elk4
      and Elk2 already destroyed any lingering notions of a fault line argument


      On Jul 17 06:35 PM Balus wrote:

      > Interesting to see you guys discussing IOC here w.r.t its activities
      > in PNG. I for one am more into proving what you have in the ground
      > before progressing to infrastructure development...or should I say;
      > its the old rule. Prove what you have before you think any further.

      >
      >
      > Trouble with me is this: to say the least, what IOC has found in
      > Elk 1 & Elk 4 (not discovered...for discovery is a technical term
      > reserved for proven reserves) are either fracture gas with stressed
      > pressure that gave elevated test results...ofcourse some technical
      > questions to ask would be...what about regional formation pressure
      > with neighbouring wells in the area, or have they proven by extended
      > periods, or have they prove its not fractured and not stressed. I
      > understand that Elk 2 and Elk 3 results did not yield similar results
      > but they were drilled on the same sturcture...Elk/Antelo... So why
      > did they not intersect the same superb reservoir??
      >
      > IOC has alot of explanations to do...but that I shall leave it to
      > those who want to buy IOC stock to ponder. I just would be very careful...and
      > sell when I Have to.
      View article »
    • Wed Aug 13th 14:59 PM
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      Rating: 0 0
      Commented on:
      InterOil: Uncertainty Fading
      Many people have argued lots of nonsense about this company, including a UCLA lecturer (all meticulously documented on our website). Was anyone sued for that, Alan?? If you thought you had a case (which seemed the case, even before doing that "formal analysis" you promised "over the weekend"), why wouldn't you make it? Perhaps you can't argue with a 63MMcf/d DST test?
      View article »
    • Mon Jul 14th 23:31 PM
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      Rating: 0 0
      Commented on:
      Not Just Another Bear Cycle
      Alan von Altdorf writes: ["Bill Cara's voice speaks for me, loud and clear. Us old guys care about transparency, community and fairness"] However, he commented on a story we did on InterOil, promising a "formal assessment" over the weekend (now more than a month ago..), and (ab)using the opportunity for some acerbic comments.
      We're still waiting for that "formal assessment", and in the meantime, we're not so sure whether this Altdorf character is really so interested in "transparency and community", and certainly not "fairness".....
      View article »
    • Thu Jul 10th 17:25 PM
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      Rating: 0 0
      Commented on:
      Solar Wafer Prices On the Rise Again?
      With all respect, the EETimes article is NOT about rising prices in any type of silicon.

      We stand by our earlier reading at the end of what we wrote in reaction:
      shareholdersunite.com/...

      It's not a moot point, to be honest. You are trying to make a point from the EETimes article that the expectations of rising silicon (whether poly or mono cristaline) are not materializing (at least not this year), but that article is not at all about silicon prices, it's about waver prices (and the reason for that is rising energy and steel wire).
      View article »