should li kai shing sell, he would sell to guess who, i figure
the oil sands, given their location and nature, against fiat money inflation and "out of control" budget deficit, and systemic trade deficit imperative, is dirt cheap
Message 21736068
as the corporate cash coffers are supposed choked with money, perhaps a small % of them will follow Newmont's lead, and buy some oil sands to enable long-term hedge against energy price rise !
the derivative product can be designed for all who wants to participate, and the big boys of Wall Street can front-run, package, market, sell, distribute, manage and earn capital gains and operating profit ... for example by selling "oil sand preferred unit" energy hedge to Toyota, allowing Toyota to pass on the 30 years of energy hedge to buyers of Toyota hybrid vehicles at a "slight" markup.
That would be brilliant!
For Ford and GM, if they do not offer same with their hybrids, bye bye Ford and GM.
The French are talking using nuke instead of natural gas to process oil sands ... so, buy oil sands, sell puts on uranium, and keep doing it until delirious |
