A few links
I thought this post was quite interesting on valuing oil reserves. It talks about the real options and how NPV would undervalue oil reserves substantially.
http://www.marginalrevolution.com/marginalrevolution/2008/09/hail-giacomo-po.html
Hedge funds to the rescue
http://dealbook.blogs.nytimes.com/2008/08/27/hedge-funds-sprout-in-gaps-in-real-estate-lending/
Nanosolar raises $300 million
http://www.mercurynews.com/breakingnews/ci_10316469
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