the initial bronte article was in 2008 and called "oil on my shirt".
It was clear hempton did not have a grasp why the modular lng coldboxes and compressors were cheaper than a fully integrated offshore gas field.
the style and comments made in the blog and very similar to the mw article.in any case Hempton makes no pretense about sending information to michael west to print. He says as much on his blog.
I suspect that mw is a shill for hemption, but that is difficult to prove.
The annoying thing is that the shorters have probably made the money - not by necessarily being right, just via fear.
Dr - can you post a link to the hemption report?
EWC Price at posting:
37.0¢ Sentiment: LT Buy Disclosure: Held