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Quanobean

Quanobean
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  • A Sober Look At InterOil's Deal With Total SA [View article]
    Hoped, but couldn't find, Jamie Lee Curtis in any of the referenced movie pictures. She was just soooo HOT! And probably would have been my only example for an article related to a company in this space.
    Dec 28 11:21 AM | Likes Like |Link to Comment
  • Why There's More Downside To Come For InterOil [View article]
    The short case remains: the gas isn't there. If that proves out, but now over ALL of the PRL's, then Mr. Tilson is correct, and everyone but the short loses, including TOT. If there is gas approaching 10T's per PRL, then everyone but the remaining shorts win, and significantly. Machination of stock price has had more to do with year end bonuses, and the shorts have won that battle, again.
    Dec 10 10:15 AM | 2 Likes Like |Link to Comment
  • The P'nyang Paradox And Why Exxon Needs InterOil's Gas [View article]
    Times current price share for enders.
    May 2 09:31 AM | Likes Like |Link to Comment
  • The P'nyang Paradox And Why Exxon Needs InterOil's Gas [View article]
    9.6 will do just fine.
    May 1 11:16 AM | Likes Like |Link to Comment
  • The P'nyang Paradox And Why Exxon Needs InterOil's Gas [View article]
    Not familiar with that observation, and I mean with sincerity the superlative hydrocarbon finds, advantaged gas at a minimum, for which interested parties are currently shopping. The litter of politics, hedge funds, message boards, etc. can't hide the propitiousness of the IOC long at this point of commercialization.
    May 1 06:55 AM | Likes Like |Link to Comment
  • The P'nyang Paradox And Why Exxon Needs InterOil's Gas [View article]
    What great discoveries IOC has brought to market.
    Apr 30 07:25 PM | Likes Like |Link to Comment
  • Was InterOil's Chairman Engaged In A Conflict Of Interest With Calvin College And The Fuller Fund? [View article]
    A least we are past the asset arguments. Next you'll tell us another member of the BOD used to be in the circus. Better not be the Butterfly Circus.
    Mar 26 10:56 AM | 5 Likes Like |Link to Comment
  • There's Something Not Quite Right About InterOil [View article]
    Waiting for your EWT argument...don't disappoint me now.
    Mar 20 08:11 PM | Likes Like |Link to Comment
  • InterOil's Increasing Value Proposition [View article]
    Good point on the institutional holders. Also doubt 3 IB's would stay involved for over 18 months if this were a fraud.
    Shorts are most likely highly leveraged to the upside and are keeping the spring tightly coiled until deals are announced.
    Mar 18 10:02 AM | Likes Like |Link to Comment
  • InterOil's Increasing Value Proposition [View article]
    My, someone appears to be feeling the heat!
    Mar 10 12:39 PM | 1 Like Like |Link to Comment
  • InterOil's Increasing Value Proposition [View article]
    FeeltheHeat2 is hung up on insufficient testing. I did not sit this well, analyze cuttings, gas chromatograph, or was I present for the DST's and side wall cores. I have seen the logs on the last 4 holes, and know reef and reef trends. The Elk/Antelope is a dandy field, period. The T2 promises to be at least as good. Promises not kept is perhaps a valid argument, but IOC has had a hell of a current to swim against. Still, the time from discovery to first gas will be very good, even if first gas is 2016. Take your shots Heat, shorts are going to get toasted as many feel they are trapped.
    Mar 4 08:03 PM | 4 Likes Like |Link to Comment
  • Interoil Valuation Based On PNG Comparables And A Rovuma Field Comparison [View article]
    Correct on PRE as it relates to your "contingent" language, although "conditional" is the more oft used language. The IB's have chosen conforming, based on percentage of buy-in. I don't know of the other qualifiers that may turn a conforming to a non-conforming bid. The several bids received yesterday were not identified as to contingent or not. I believe the eventual winning bid has not been submitted yet...and that would be a total take out of IOC. Either way, any way, more testing is not the hair in the ointment factor.
    Mar 1 09:59 AM | Likes Like |Link to Comment
  • Interoil Valuation Based On PNG Comparables And A Rovuma Field Comparison [View article]
    "no non-contingent bid will be announced without an EWT"

    You tried to trick me. Of course it wouldn't be announced. It wouldn't be the winning bid.
    All attempts at humor aside, wouldn't a contingent bid would be one outside the parameters of the RFP/B? What would a "non-contingent bid" look like?
    Feb 28 07:58 AM | 1 Like Like |Link to Comment
  • Interoil Valuation Based On PNG Comparables And A Rovuma Field Comparison [View article]
    You've got me there; on all counts. I guess that's why they play the game. Let's check the score when the winning bid is announced.
    Feb 26 03:49 PM | 1 Like Like |Link to Comment
  • Interoil Valuation Based On PNG Comparables And A Rovuma Field Comparison [View article]
    Yes, arriving at a value from a resource estimate was a leap, albeit an extremely conservation one. We are speaking of factors and multiples, simple math, and with the resource estimate increasing tomorrow, it is a check to the multiple category.
    Your testing hypothesis is balderdash.
    Feb 26 08:58 AM | Likes Like |Link to Comment
COMMENTS STATS
32 Comments
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