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Gold/Mining/Energy : Oil Sands and Related Stocks

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To: MIRU who wrote (1998)	8/23/2005 7:58:46 PM
From: Taikun	of 25575

Yes, I know I need to learn more. If THAI is successful it could revolutionize in-situ extraction and get away from SAGD. Page 10 of this presentation shows OrCrude is a different process from SAGD nexeninc.com and this in flash longlake.ca OrCrude avoids using as much NG in upgrading, making upgrading less epxensive, plus uses the upgraded fuel in SAGD. THAI does compete with OrCrude in using less NG in SAGD. THAI uses none, it appears OrCrude might still use some. longlake.ca. In the future, perhaps the most efficient SAGD operation will use THAI for SAGD + OrCrude for upgrading and produce 37 degree+ API oil with the least amount of NG. Maybe we should own both OPC and PBG, to get the upside of the latest technology. I also think that PBG is being slightly 'punished' for the fact THAI isn't proved in a pilot. PBG can still be very successful with their 1.3bn bbls OOIP but somehow the THAI pilot obscures that somewhat.

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