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Roger Newman  

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  • InterOil (IOC) +5.8% premarket on reports the company's JV is planning on selling half of two gas fields it owns in Papua New Guinea to the government and local owners, a move that may unlock development of a new $6B-plus export project. IOC also enters into a $100M secured term loan facility with BNP Paribas and other banks. [View news story]
    Planning on selling is half the equation. Is the government planning on buying?
    Oct 16, 2012. 10:08 AM | 2 Likes Like |Link to Comment
  • Pandora - Can You Make Money In Online Radio? [View article]
    Interesting that you are pretty negative on Pandora while mentioning that Amazon and Google could be interested in the sector. It would be faster and less expensive for one of these companies to buy Pandora (about a $2Billion market cap) than to put in the time to create the service. They also get access to Pandora's current subscribers, a whole new list of potential customers for both companies. I think that the smart move for AMZN or GOOG would be to buy Pandora. P's success has a number of different possible pathways...
    Oct 1, 2012. 10:27 AM | 1 Like Like |Link to Comment
  • Google Punkslaps Apple - Cook Makes Strategic Error [View article]
    You should all be using Waze, an app that has the best turn by turn directions I have used yet, in addition to traffic and police location info!
    Sep 21, 2012. 02:08 PM | 4 Likes Like |Link to Comment
  • InterOil (IOC +5.5%) shares are spiking on a report from Papua New Guinea suggesting an "important announcement" coming; the news could involve the bidding for an operating stake of IOC's Gulf LNG project and its Elk-Antelope field in the country. [View news story]
    I would be impressed and surprised to see something concrete come of this...
    Sep 19, 2012. 01:33 PM | Likes Like |Link to Comment
  • InterOil (IOC +3.9%) jumps higher following reports that Korea Gas has formed a consortium with Mitsui and Japan Petroleum Exploration to participate in IOC's $5.4B LNG project in Papua New Guinea. [View news story]
    They have been talking about this since February. Just Google IOC and Korea Gas. Many articles from February and apparently IOC retained IBank to solicit potential partners by Dec. 2011. Was extended by a "few months" and we are still hearing rumors. Could be a deal out there but we have been down this road before...
    Aug 23, 2012. 10:52 AM | Likes Like |Link to Comment
  • InterOil: Setting The Record Straight [View article]
    Are you stating that there will be a substantive decision when the NEC meets this week. I have long been frustrated by what's coming with IOC and it never does. I would appreciate someone making a call and standing by it.

    Also, I am somewhat of a novice with respect to SEC regulations but your statement "It would certainly make sense for Shell to buy up to 20% of InterOil's common stock in the open market" begs a question. Wouldn't RDS be required to file with the SEC if it acquires 5% of IOC. You seem to imply that they could acquire 20% in the open market but I'm not sure they can do that without full disclosure...
    Aug 20, 2012. 12:27 PM | 4 Likes Like |Link to Comment
  • InterOil Rally Likely To Continue [View article]
    It is a never ending cycle with this company. Big press release to prop up the stock followed by back steps and the stock goes back down. I don't see any real business or operational progress.
    Aug 15, 2012. 01:05 PM | 1 Like Like |Link to Comment
  • InterOil Rally Likely To Continue [View article]
    10:17 AM InterOil (IOC -5.7%) shares slide after a trifecta of disappointing news this week: disappointing Q2 results, a report of potentially waning interest for its Papua New Guinea exploration licenses, and George Soros' liquidation of his entire 1.6M-share stake in the company. Shares have shed 13.5% on the week
    Aug 15, 2012. 10:22 AM | 1 Like Like |Link to Comment
  • InterOil Rally Likely To Continue [View article]
    CMGI his highs for years before it fell to earth. Performance of a stock is no indication of its value or future movement. If you believe it is, I have tons of stock I can sell you, just ask
    Aug 15, 2012. 10:05 AM | Likes Like |Link to Comment
  • InterOil Rally Likely To Continue [View article]
    You expect that also?!?! lol, IOC will have its pumpers until the day it goes out of business.
    Aug 14, 2012. 03:43 PM | 1 Like Like |Link to Comment
  • InterOil Rally Likely To Continue [View article]
    Here's an interesting fact. IOC has suggested that majors are looking at its properties numerous times yet no deal has ever been reached. If the asset was all that you claim it to be, the majors would be tripping over themselves to become involved. Instead, they express interest, conduct due diligence and then their interest wanes. I would be on the majors over your opinion any time.
    Aug 14, 2012. 10:38 AM | 1 Like Like |Link to Comment
  • InterOil (IOC -3.9%) is lower on chatter suggesting waning interest from Royal Dutch Shell (RDS.A, RDS.B) in a potential deal for IOC's Papua New Guinea exploration licenses. [View news story]
    RDS would just be the latest in companies that have been involved in talks with IOC only to back away...
    Aug 13, 2012. 01:55 PM | 2 Likes Like |Link to Comment
  • Hedge Funds Love These 3 High-Growth Drugmakers [View article]
    Be very careful if you think about going long HZNP. They just announced up to a $170 million offering (major dilution) and currently have a junk loan that costs them more in interest each quarter than their total drug sales. Not to mention that Deuxis, their recently approved drug, is nothing more than a combination of Pepcid and Ibuprofen which are both available over the counter at substantially lower cost. Perhaps health plans will cover this drug but I don't see why they would.
    Aug 10, 2012. 12:19 PM | Likes Like |Link to Comment
  • InterOil: Opportunity Of A Lifetime [View article]
    Wow, zero risk. That's as good as a Treasury bond. I wish I could make an equity investment with zero risk. This is representative of the hype that followers ascribe to IOC's prospects. There is no such thing as a zero risk exploration company, never has been and never will be. Not to say that IOC can't succeed but no risk? NO WAY!
    Aug 7, 2012. 06:02 PM | 1 Like Like |Link to Comment
  • InterOil: Opportunity Of A Lifetime [View article]
    IOC has been about to explode in price for essentially its entire life. I would enter this with a healthy dose of skepticism. Just because a billionaire makes a large investment in no way validates the thesis. Just ask John Paulson about his investment in Chinese reverse merger companies or his losses in gold. This stock has been pumped so often on message boards and here on SA that I have lost count. Interesting that this is your first and only article. Perhaps you have written before under a different name(s)?
    Jul 25, 2012. 04:14 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
261 Comments
224 Likes