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  • China Security & Surveillance: A Speculative Growth Company  [View article]
    Sorry to say, but you could have done a little bit more homework before you write about a company..
    Hint: A main issue is the (rather significant) difference between GAAP and non-GAAP earnings, which has to do with two outstanding notes, but these have recently been replaced by two new ones (from the same company though)..
    Sep 29 22:39 pm |Rating: +3 -3 |Link to Comment
  • InterOil vs. OilSearch: LNG Projects on Papua New Guinea [View article]
    Well, you have a point, Hansa. However, these Australian coal seam projects are much more expensive (as the wells have to be treated before they flow and thousands have to be drilled), and OilSearch is already producing oil and gas. InterOil might very well start to produce gas liquids, or even oil, which combined with their refinery could turn out into a real money spinner.
    Jul 16 10:29 am |Rating: 0 -1 |Link to Comment
  • InterOil Offers Misleading Information About Questionable Employees to Investors [View article]
    In all our writings about InterOil, which we "hype" (according to you, without substantiating..), that's all you could come up with? And how should we have known Mr. Casserta has a current email address at IOC, and why does that matter so much anyway, if at all?
    Jul 01 20:14 pm |Rating: +1 -2 |Link to Comment
  • eFuture: Improved Fundamentals Driving Growth  [View article]
    To be honest, we are following the story but advised to take profit at $10.5. There something we don't like at present. New license sales were down 34.5% in Q1, and these drive future recurrent revenues in the form of service fees. This could be just a one-off (and since this quarter is so small, it's more prone to these aberrations, if this indeed is one), but until growth resumes, we think it's dead money at best. We don't deny it's cheap at these levels, but we have to see improvement in that number before we know the uptrend can resume.

    Otherwise a good article though.
    Jun 23 10:35 am |Rating: 0 -1 |Link to Comment
  • 11 Risks Threatening the World Economy [View article]
    We did warn...
    Stocks fall after weak auction of 10-year notes
    finance.yahoo.com/news...=
    Jun 10 13:53 pm |Rating: 0 -1 |Link to Comment
  • Why We're Not Buying This Market [View article]
    We did advise to buy earlier on and still have a buy on InterOil (which really is a no-brainer) :)
    Jun 01 14:29 pm |Rating: +1 -2 |Link to Comment
  • Why We're Not Buying This Market [View article]
    Squares, we agree to a certain extent. The rally so far was justified, at 6500, a severe depression was priced in (we're not THAT pessimistic), but much more upside is not justified. Unless we really see much more fundamental improvement, we can't really see the rally get past 1000 on the S&P anytime soon. We do not think it's likely that we'll see that much fundamental improvement, for the reasons stated in the article. But we have no crystal ball..
    Jun 01 00:51 am |Rating: +1 -1 |Link to Comment
  • Avoid (Natural) Gassy Stocks [View article]
    Gas prices in Asia are 2-3x those in the US. An exciting exploration play there is InterOil:
    seekingalpha.com/artic...
    shareholdersunite.com/.../
    May 26 16:04 pm |Rating: 0 -1 |Link to Comment
  • Is InterOil Selling Investors Hope?  [View article]
    To put this laughable attempt in perspective:

    seekingalpha.com/artic...
    May 19 19:56 pm |Rating: +1 -2 |Link to Comment
  • InterOil Resists an Orchestrated PR Attack  [View article]
    Sam,
    1) Was there anything in the article that is not correct?
    2) I post a selection of message board post with the highest ratings. I think Den used a metaphor there, I do not support, or even condone violence.
    3) You made the reason why I prefer to stay anonymous abundantly clear yourself here (For those not in the know, I'm "STPIOC"):
    messages.finance.yahoo...
    May 18 22:52 pm |Rating: +1 -2 |Link to Comment
  • InterOil Resists an Orchestrated PR Attack  [View article]
    Michael, actually the difference between resources and reserves was explained IN the article. Did you actually read it? That might help the next time you comment on an article.

    Timco, we don't know (never heard of John Thomas), but if so, his clients must be quite satisfied by now..
    May 18 11:12 am |Rating: +1 -2 |Link to Comment
  • InterOil Resists an Orchestrated PR Attack  [View article]
    The fact that you use the argument "zero reserves" shows crystal clear what your intentions are. They have a resource, third party vetted as 3.4Tcf (plus condensates) and that was before all the best data of Antelope1 became available. The only reason it's not called reserves is because they are not (yet) producing from it. Of course you know that, and it's the same tired argument these clowns use as well (for lack of any better).

    But just in case you didn't know, here is the difference explained:
    shareholdersunite.com/.../
    May 18 09:32 am |Rating: +3 -2 |Link to Comment
  • Natural Gas: From Complete Laggard to Speculative Reversal [View article]
    Canadian nat. gas company rising: InterOil (NYSE: IOC) on terrific exploration results, and they're in Asia, were nat gas prices are much higher compared to the US.
    seekingalpha.com/artic...
    shareholdersunite.com/.../

    They are featured on the cover of May's "World Oil" magazine because their Antelope1 well showed the largest flow rates ever measured.
    messages.finance.yahoo...
    May 07 10:55 am |Rating: 0 -1 |Link to Comment
  • Natural Gas: The Best Risk-Adjusted Commodity Speculation [View article]
    And there is another Canadian nat. gas company rising: InterOil (NYSE: IOC).
    seekingalpha.com/artic...
    shareholdersunite.com/.../

    They are featured on the cover of May's "World Oil" magazine because their Antelope1 well showed the largest flow rates ever measured.
    messages.finance.yahoo...
    May 07 10:53 am |Rating: 0 -1 |Link to Comment
  • Natural Gas Is Heading to 1997 Levels, Should Stay There Awhile [View article]
    For info on the company behind that giant discovery in Papua New Guinea, see:

    seekingalpha.com/artic...
    shareholdersunite.com/.../
    Apr 29 15:41 pm |Rating: 0 -1 |Link to Comment
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