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  • InterOil strikes oil at Bobcat-1 well in Papua New Guinea  [View news story]
    Many hours into the day, i'm surprised this is still posted on SA.
    Dec 11, 2014. 02:04 PM | Likes Like |Link to Comment
  • Boom for fracking sand suppliers means gold for investors  [View news story]
    And not all major sand distributors are publicly traded.
    Sep 2, 2014. 01:09 AM | Likes Like |Link to Comment
  • Boom for fracking sand suppliers means gold for investors  [View news story]
    This of course relates because, they use iron ore in fracking?
    Sep 2, 2014. 01:09 AM | Likes Like |Link to Comment
  • Has Destiny Media's Clipstream Product Failed?  [View article]
    It's worth noting that you (and destiny) are not the only ones who thinks transcoding is a problem for the video industry.
    Jul 19, 2014. 11:50 AM | Likes Like |Link to Comment
  • Destiny's Shares Can Still Double  [View article]
    The conference call was fairly redeeming, and had quite a bit more specificity in it that past calls. The fact that they are targeting some specific verticals for their product makes sense. In regards to the "launch"discussion that appears to be taking place, its very clear that the cloud product has launched, but if you listen to the call, it appears the intended application of the product is licencing for it's interactivity to specific groups. The short interest is definitely down, as the stock price is at or below the levels it was when clipstream was being introduced. There is a lot to be determined in the coming months regarding clipstream, and a year from now i'm sure our conversations will be quite different. The CEO certainly has put his money where his mouth is on the product.
    Jul 17, 2014. 01:51 AM | 3 Likes Like |Link to Comment
  • SDRL - Seadrill cancels contemplated convertible bond issuance and voluntary incentive payment offer 
    Jul 8, 2014. 07:39 PM | 1 Like Like
  • Molycorp rocked again, -18% as J.P. Morgan piles on with downgrade  [View news story]
    It's not.
    May 9, 2014. 06:36 PM | 2 Likes Like |Link to Comment
  • NQ: You Can't Fool All Of The People All Of The Time  [View article]
    No, that would be more like a man not speeding down the street because he's got a car filled with a banks stolen cash. He has more scrutiny, because he has more to lose.
    Apr 15, 2014. 02:51 PM | Likes Like |Link to Comment
  • I Wouldn't Bet On Frac Sand Going Parabolic  [View article]
    Sand in Canada, is sand in Canada. If you look at a map of SLCA holdings, their best benefit is the delivery network scattered near key fields throughout the US. Their delivery network is an overlooked asset here.

    Guar in India, is Guar in India. These guys are looking to back up a dump truck into a nearby lot of their chosen sand. Not wait on a world-round delivery of materials with a separate distribution structure.
    Mar 9, 2014. 08:10 PM | 3 Likes Like |Link to Comment
  • Cobalt International Energy Management Discusses Q4 2013 Results - Earnings Call Transcript  [View article]
    A fantastic quarter, yet still trades well below NAV.
    Mar 1, 2014. 09:48 PM | Likes Like |Link to Comment
  • Seadrill Impresses Again With Continued Growth  [View article]
    me, the guy who gets paid them...
    Feb 25, 2014. 04:36 PM | 5 Likes Like |Link to Comment
  • NQ Mobile to resell Samsung's mobile security services  [View news story]
    The share price has already pointed out that the burden of proof really isn't on them anymore, it has shifted back to Muddy Waters, who have come up with nothing new to help their cause. I've stuck around through the drop, and just don't understand how all these major companies (Sprint, Ubisoft, Samsung, iTunes games returning to the store, etc.) could somehow be working with a shell. The claims just don't seem to hold water.
    Feb 24, 2014. 10:48 PM | 1 Like Like |Link to Comment
  • Chinese Stocks Slide After U.S. Judge Ruling: Is This A Buying Opportunity For Investors Amidst Overreactions?  [View article]
    Nice strategic partnership with Ubisoft announced. Are you going to poopoo that too? Pretty sure its MW that needs saving.
    Jan 24, 2014. 02:40 PM | 4 Likes Like |Link to Comment
  • Seadrill: This Sell-Off Provides A Buying Opportunity  [View article]
    MF Articles are a hack job.
    Jan 7, 2014. 12:38 AM | 1 Like Like |Link to Comment
  • Seadrill: This Sell-Off Provides A Buying Opportunity  [View article]
    See history on that one. They have stood for higher yields for over ten years, doubt that would change now.
    Jan 3, 2014. 11:35 AM | 5 Likes Like |Link to Comment