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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: Condor who wrote (57892)	12/30/2004 10:27:24 PM
From: Taikun	Respond to of 74559

C, 2nd link is a research piece. Syncrude uses lots of lime in descrubbing so one could expect future demand in the oil sands to be strong. Lime is used to scrub the smokestacks of the refineries, decreasing emissions. Alberta has emissions caps for the oil sands. Quicklime demand est 230,000-1m tons/yr. This mine can truck the lime in to the oil sands whereas others would need rail. Anyway, you have to read the report in the link. He comes up with a NPV per share of C$5.79 based on a low-demand scenario. It seems the margin will be around C$110 per ton. This is a very interesting play for oil sands bulls, IMO. birchmountain.com Well, this is what it's supposed to feel like in the middle of a strong 'n long wave 3 upturn that started after we recovered from that nasty downtick in April 04. The only question I have is how far are we from the exit door? It is foggy out, thick fog and my headlights won't penetrate it. Sometimes the fog lightens and I see the glaring red light 'EXIT', then the fog is back. Was it far or close? D PS Do you think that Dutchfella pick will be the next FCP?