Shareholders Unite

What Really Caused Oil to Boom?

According to the IEA, who did a detailed field by field study, there is an energy crunch coming because existing fields decline 6.7% on average and the trillion dollar of investment a year needed to replace just that (let alone what is needed when demand starts increasing again) is just not forthcoming.

Interesting natural gas play to profit:
seekingalpha.com/artic...
shareholdersunite.com/.../

InterOil: Introducing the Biggest Natural Gas Well in the World

All that shale gas is quite expensive, most of it cannot even be produced at a profit at today's US prices (they need $6-8 per Mcf), and export capabilities are VERY limited:
www.bloomberg.com/apps...

InterOil: Introducing the Biggest Natural Gas Well in the World

Were is that formal assessment you promised after an earlier article, Alan? More importantly, you never answered questions regarding to why and how (considering you're limited access to data) you would do that, and who would pay you for your time.

If you don't want to comment, then don't, but don't give us this bs, again..

InterOil: Introducing the Biggest Natural Gas Well in the World

US market has little to do with Asia, prices are MUCH higher there and haven't fallen by nearly as much.
That 25% supply increase this year, you got a source for that? Don't you mean over the next four years? Before the crisis, demand for nat gas was rising at 7.5% a year and construction of LNG import terminals is outstripping supply.
"Beyond 2009, the outlook over the next decade and a half appears to be of an increasingly tight global LNG market," Bernstein said, according to Reuters.
www.lloydslist.com/ll/...;jsessionid=38329B0D53...

InterOil: Introducing the Biggest Natural Gas Well in the World

The design is already done. The rest of cost advantages are described above, like InterOil needs less than half the pipeline compared to the Exxon project and they have one resource in the lowlands, versus multiple resources in the highlands, etc. etc. see map on the link:
messages.finance.yahoo...

Why I Think Paul Krugman Is Wrong

The funny thing with people disagreeing with Krugman is that they never really seem to be able explain why he is wrong about the issue at hand (Brad being the exception here, although we will have to see who's right in the end..). This must be so frustrating that some of them collapse in rants and call him a Marxist (or worse), which is complete nonsense.

If you can't attack the message, deal with the messenger, huh? Pretty lame stuff..

Expecting Hyper-Inflation: Fed Chooses to Monetize America's Debt

All this is complete nonsense and scaremongering.

1) When the economy recovers most of the excess liquidity created can be reigned in, by the same open market transactions

2) The critics of this policy have NO alternative. If we do nothing, the economy will sink by the workings of two mutually reinforcing vicious cycles:
- shrinking balance sheets, forced asset sales, even more shrinking balance sheets
- increased savings, reduced production and income, even more increased savings.
And these will let the public deficit spiral out of control anyway

shareholdersunite.com/.../

U.S. Economy: Spending and Phantom Financing Will Only Lead to Ruin

A 20 year old with hardly any knowledge of macroeconomics telling us what to do. I guess it's free speech, and all that, but it's basically 100% nonsense. And he aspires to belong to a group which is mainly responsible for the current mess, those finance wizz boys who entertain the most simplistic market fundamentalism in which all markets clear instantly and regulation is not needed (or was it that it obstructs their profit opportunities..) and government is always the problem, never the solution (except when things go wrong for them). You guys had your time at the helm, we've all seen the results...

Study how the real world works, it's quite different from an economics101 textbook or a finance course..

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

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

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..)

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??

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.

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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')

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.