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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (45772)12/2/2011 5:48:03 PM
From: Spekulatius  Read Replies (2) of 78476
 
re SU , their operating costs are about the same than COS (~36Can$ for COS, a little more than 35Can$ for SU, based on eyeballing the chart in the presentation.

If Operating costs are the same and they royalties are the same, than cash flow/brl are the same. I don't see how SU is the cost leader in oil sands, at least not relative to COS. their higher production growth is explainable because they reinvest allmost their cash while COS still pays a significant dividend.
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