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Gold/Mining/Energy : Oil Sands and Related Stocks

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To: Metacomet who wrote (14833)1/31/2007 9:46:09 AM
From: Carpe per Diem  Read Replies (1) of 25575
 
Just stating a fact ;)

The Lehman OS report uploaded yesterday on Yahoo is a must read (thanks David!, I see why you went to all the trouble to load it)

Using some of the comparative valuation metrics vs other OS producers...CLL is good value with production so close.

ie) in 2006 the market paid $961M for 10,000 BOE/D

CLL's EV is roughly $700M....I think holding or adding here is a safe bet...given no value is assigned to conventional production, PDP asset, Montana refinery, other pods...
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