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Gold/Mining/Energy : Oil Sands and Related Stocks
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To: Metacomet who wrote (16217)5/15/2007 8:45:22 PM
From: Land Shark  Read Replies (2) of 25575
 
Both PBG and CLL's oil sands assets are discounted because there's a risk of their development being delayed. The bottleneck is getting extraction facilities constructed in a timely fashion and within reasonable cost parameters (Pod One costs are balooning and they've yet to complete construction on that one). I think PBG's assets are less discounted because there's some credibility gaining in THAI and their ability to deliver.
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