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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (45771)	12/2/2011 5:08:08 PM
From: Paul Senior	Read Replies (3) of 78476

re SU: EKS, I don't have numbers for SU vs comparable (i.e. integrated) companies. I don't use the "recoverable oil per $100 ownership" metric. I don't know that one. I can offer that in their latest presentation they say their medium-term growth-- "anticipated production CAGR vs. peers 2011 - 2014" -- is greater than peers (ranking being: SU CNQ CVE HES MRO COP XOM CVX COS RDS. p.8). They further say their low costs generate strong cash flows. For 2011 first six months ("Six months ended June 30, 2011. Complied by Suncor using publicly available information", p. 20) Suncor rank themselves apparently tied for first on "Cash flow from operating activities" on a per share basis with HSE. Then follow CNQ, IMO, and CVE. (Aside: I don't like it when peers change in peer comparisons depending on the chart used. Too much like adjusting results by changing who the peers are -g-) suncor.com

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