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Strategies & Market Trends : Winter in the Great White North

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To: teevee who wrote (7480)4/9/2009 5:25:42 PM
From: marcos  Read Replies (1) of 8273
 
There's a lot more than a cheap horse to ride in stp.v, they've got a whack of oilsands claims that have to be valuable to somebody one of these days ... there's been a large TDW seller whacking the bid for many weeks now, don't know who he is but that sort of thing often follows acquisitions, somebody wants out a little faster than new folks want in

It was just suggested privately that both stp.v and aos.v could be weaker than otherwise due to Total shutting down their SAGD project at Joslyn ... which is possible no doubt, still in the long run some technique will be developed to get that oil out and make a buck on it, even today the Joslyn issues may not apply [just guessing, don't know exactly what they were]

golds/oils/base metals/selected other crap - these being my four food groups for the decade, through this week and going into the next the order is BMs/Os/SOCs/G ... by next friday the list should start with G, then next either BMs or Os, haven't decided ... category lines are a bit nebulous due to base metals projects often having large PMs credits [and vice versa]
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