Thinking Man

Thinking Man
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  • Smashburger eyes IPO to fund growth  [View news story]
    I'd like to see supporting statistics. Five Guys is more of a premium priced affair. Their options, as well as their ordering and delivery process, run counter to the "fast food" concepts of Wendys, Burger King, McDonalds, Hardees and others. Their cost, for their smallest burger, fries and a fountain drink, is over $9, which far exceeds the top of the line burger combo at the aforementioned establishments. If Smashburger is a premium priced establishment it might be competition for Five Guys but it is not likely to draw much of the market from the "fast food" providers.
    Aug 30, 2013. 11:09 AM | Likes Like |Link to Comment
  • Shell (RDS.A) may have taken the lead - at least in the rumor mill - as the bidder most likely to succeed in winning a share of InterOil’s (IOC) LNG project in Papua New Guinea, Platts reports. Shell’s perceived advantage over Exxon (XOM) and Total (TOT) centers on its existing relationship with the PNG government, strengthened by its ownership of emerging floating LNG technology.  [View news story]
    I'm glad to see that the speculation is now centered on who the partner will be and not whether or not the deal will get done.

    Speculation, however, is worthless but the one's that guess right will pat themselves on the back and tell the world how perceptive they were and tell us to buy their newsletter. The one's that guess wrong will justify it on undisclosed and unpredictable factors of economics, technology, politics, the wind, the sun and the stars... and, they too, will tell us to buy their newsletter.

    The negotiations are confidential and, as far as I can determine, there has not been much, if anything, of substance stated by anyone who has access to what is transpiring.

    But I will say that is has been fun reading all the speculation...
    May 2, 2013. 07:12 PM | Likes Like |Link to Comment
  • The pullback in InterOil (IOC -1.4%) shares may be attributed to a story suggesting the company has not received final approval from the government of Papua New Guinea for a proposed liquefied natural gas project.  [View news story]
    There was an opinion piece in the PNG Industry News which had the following misstatement "In November last year, InterOil announced that the PNG Cabinet had approved plans for Gulf LNG with an initial output of a minimum of 3.8MMtpa."

    The Prime Minister, in November only indicated that the PNG Cabinet had given its conditional approval.

    In the March 8 edition of the National, Minister Duma was quoted as saying “The government has not given any final approval for InterOil to proceed with a 3.8 million tonne LNG project.” The article further went on to say "Duma said in relation to the 50-50 proposal by InterOil, the national executive council (NEC) had only given a “conditional approval” to a proposal by InterOil to develop its share of the available saleable gas with certain conditions."

    It seems to me that all Minister Duma was doing was correcting an incorrect statement made in the aforementioned opinion piece so that the market would not be misled by its inaccuracy.
    Mar 8, 2013. 11:41 AM | Likes Like |Link to Comment
  • Investors Should Be Wary Of InterOil  [View article]
    FeelTheHeat2 you know less about track and field then you do about investing. Your analogy in inane.
    Feb 14, 2013. 10:09 PM | 3 Likes Like |Link to Comment
  • InterOil (IOC +6%) rebounds from yesterday's selloff after providing an update on its liquefied natural gas activity in Papua New Guinea. IOC says final bids for the partnering process will close at the end of February. "Interest... remains strong, and bodes well for the conclusion of our sell down of interest in the Elk and Antelope fields and partnering in the Gulf LNG Project," CEO Phil Mulacek says.  [View news story]
    You only "doubt this is any different"? You mean you are not so sure of yourself now... hmmmm Maybe you better start covering your shorts and not get buried in your ego
    Jan 24, 2013. 06:17 PM | 1 Like Like |Link to Comment
  • InterOil (IOC) +2.5% premarket after announcing better than expected results from its Antelope-3 appraisal well in Papua New Guinea. The well has penetrated the top of the reservoir at 5,328 ft. measured depth, 217 ft. above the predrill estimate and 92 ft. higher than the Antelope-1 well.  [View news story]
    Yes, this is good news. It, at least, will reduce the clamor of those that have been saying there is no gas and IOC is all glitter but no gold. The real questions, the ones that the will end the arguments as to what this company is really worth, are - How many months or years will it take for a "few weeks" until the major international partner is on board? How much gas will they be paying for and what value will they put on that gas? All the rest is just fodder for traders trying to manipulate the market for their individual interests.
    Nov 30, 2012. 01:34 PM | 1 Like Like |Link to Comment
  • Where Have InterOil's Partners Gone?  [View article]
    It seems every time Mr. Gefvert writes on of these pieces, the price of the stock moves negatively. Mr. Gefvert has a short position. It seems to me fairly obvious what Mr. Gefvert's true motivation is.

    Freedom of speech is guaranteed by the Constitution but responsibility in exercising one's freedom is also required. For example, you cannot yell "Fire" in a crowded theater as that exercise of one right creates a greater imposition on other rights.
    Aug 21, 2012. 02:07 PM | 3 Likes 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]
    Lower chatter does not necessarily suggest waning interest. It would be improper and poor business for the parties involved in negotiations to chat about what's going on.
    Aug 13, 2012. 11:11 AM | Likes Like |Link to Comment
  • Annaly Capital Management's CEO Discusses Q1 2012 Results - Earnings Call Transcript  [View article]
    Speaking about too much information and saying absolutely nothing about the topic. Mr. Farrell could have texted this speech in with "TMI" and been done with it. As an NLY stockholder, I expect at least an information sandwich. And it's not a free lunch. I've paid for it with my "ownership" in the company.
    May 4, 2012. 04:14 AM | Likes Like |Link to Comment
  • InterOil's Exciting Quarter Revisited  [View article]
    Has anyone considered the implications of EXXON being IOC's "next door neighbor" and the possible economic benefits to both EXXON and IOC if EXXON became the major PNG wants involved with IOC?
    Nov 23, 2011. 08:38 AM | Likes Like |Link to Comment