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Gold/Mining/Energy : Big Dog's Boom Boom Room

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To: Ed Ajootian who wrote (94396)	12/8/2007 8:45:18 AM
From: Dennis Roth	Read Replies (2) of 206176

Ed, I first started buying Opti Canada (OPC.TO, OPCDF.PK) in November 2005 and have been adding more from time to time on dips. It covers several of my favorite investment themes. 1.) Like other oil sands peak oil plays it has long lived reserves in a stabile friendly country. 2.) It will produce 39API sweet crude which should be easier to market than raw bitumen or dilbit. 3.) Its use of Gasification Technology will make its SAGD and upgrading processes immune from natural gas price spikes and shortages. 4.) It's small enough to be bought out at a premium by a Major. It's a substantial fraction of the LTBH part of my portfolio. Unlike some of my nat gas and refiner stocks, I don't try and trade it around seasonal trends and weather events. It's geared around the price of crude and the value of the loonie so it could become cheaper still if oil continues to fall and the dollar rises.

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