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  • Natural Gas: The Gaping Axe Wound Opens [View article]
    Europe imports vast amounts of gas from Russia and LNG from the Middle East. One theory behind the hellish mess in Syria is the supposed plan for a LNG pipeline from Qatar through Syria to the Med.

    The US seems unable to get its head around transporting LNG though - the technology exists as does the market. I guess it is more for political reasons that the US is not exporting gas to Europe.
    Nov 3, 2015. 01:51 AM | Likes Like |Link to Comment
  • GoPro -17.3% after issuing weak Q4 guidance; Ambarella -8% [View news story]
    You were wrong. The stock did not rebound. It crashed. :-)
    Oct 29, 2015. 03:34 AM | 3 Likes Like |Link to Comment
  • GoPro -17.3% after issuing weak Q4 guidance; Ambarella -8% [View news story]
    I have no friends who want to buyy a gopro - I surf, I have friends who snowboard and surf. I cycle and I mountain bike.

    Last year one friend brought a gopro and tried to get us interested but no one showed interest and the conversation quickly went elsewhere.

    I doubt that many 'ordinary' public have even heard of it and if they were in the market for a camera they would wonder why gopros cost several hundred British Pounds more than other makes for sale.

    As for drones:

    1. You can buy loads of cheap drones to expensive drones on aliexpress or the likes of gearbest already.

    2. In the UK drones are increasingly regulated with more and more rules of what training you need to use one and where and when you can use one. I doubt that there will be a huge UK market for a gopro drone.
    Oct 29, 2015. 03:30 AM | 3 Likes Like |Link to Comment
  • Piper downgrades GoPro to Neutral; shares slip [View news story]
    I suspect the Chinese export figures will have a knock on affect on all consumer goods such as cameras like gopros.

    The world has been buying less hence the much lower exports from China.
    Oct 13, 2015. 05:27 PM | 2 Likes Like |Link to Comment
  • Twitter: The Problem With Layoffs [View article]
    Sounds like a recession.
    Oct 13, 2015. 12:22 AM | Likes Like |Link to Comment
  • GoPro: Negative Analyst Calls Make The Best Bottoms [View article]
    I have been looking for an action camera to buy for my bike - that polaroid cube is excellent value for the money - about a third of the gopro version - and I can't see any reason to pay more for the gopro version.

    Just saying.
    Oct 12, 2015. 10:45 PM | Likes Like |Link to Comment
  • GoPro up 6.1% after setting earnings date without issuing warning [View news story]
    Product placement?
    Oct 12, 2015. 10:38 PM | Likes Like |Link to Comment
  • Intrexon prices equity offering at $41 per share [View news story]
    Probably saved XON going into the high 30s.
    Aug 22, 2015. 04:08 AM | 1 Like Like |Link to Comment
  • Natural Gas futures turn green after lesser than expected inventory build [View news story]
    What relation, if any, is there between gas prices and oil prices? Does natural gas follow the oil price up and down?

    Presumably a lower dollar does not affect natural gas in the same way as it does oil as most of the US natural gas drilled in the US stays in the US?
    May 16, 2015. 04:40 PM | 1 Like Like |Link to Comment
  • It Still Seems Wrong To Own Transocean Right Now [View article]
    Based on the Euro heading back down and thee USD about to rally up to over 100 - perhaps as high as 120 - which will crush oil and the metals.

    Can't you see what the currencies are doing today?
    May 15, 2015. 10:54 AM | 3 Likes Like |Link to Comment
  • It Still Seems Wrong To Own Transocean Right Now [View article]
    I think oil is going back down below 50 again this summer... maybe to the low 40s... Not so sure abut the 35 bucks people talk about... but the USD iis going up and oil is going down IMPO.
    May 15, 2015. 10:11 AM | Likes Like |Link to Comment
  • Buy Twitter Before Periscope, Video Really Take Off [View article]
    Never heard of either. I suspect most twitter users haven't either.
    May 4, 2015. 02:52 PM | 1 Like Like |Link to Comment
  • At the close [View news story]
    Good - perhaps we will now get a meaningful correction. Some hope
    Apr 23, 2015. 05:39 PM | Likes Like |Link to Comment
  • One Chart That Points To Sustained Lower Oil Prices [View article]
    A simple but pertinent observation.
    Apr 19, 2015. 04:29 AM | Likes Like |Link to Comment
  • Transocean slides after fleet status report shows another rig termination [View news story]
    Not sure whether it will see 13ish bucks again this year. Credit Suisse's 12 buck target seems unlikely IMPO.

    Regretting not buying in around 13 now - I was expecting lower at the time but can't see it dropping much more now.
    Apr 18, 2015. 02:33 AM | 3 Likes Like |Link to Comment