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Gold/Mining/Energy : Oil Sands and Related Stocks

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To: Metacomet who wrote (14878)2/1/2007 2:42:08 PM
From: Carpe per Diem  Read Replies (2) of 25575
 
Meta, I'm sure a traditional P&L is not the best way to measure the present value of CLL, or future value...what will drive the value of the SP will be expanding resource potential and pretax cash flow to finance future pod developments.

The major flaw of the SH analysis is CLL will be selling bitumen, not light sweet crude at the spot price we see quoted in the news. In their latest GLJ report, CLL uses a bitumen sell price of ~$40 through 2016.

CLL is a great investment IMO, but I'd be wary of that analysis to judge its potential.

Rinks
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