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Gold/Mining/Energy : Oil Sands and Related Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Wayne Whalen who wrote (3505)	10/14/2005 10:50:29 AM
From: TheSlowLane	Read Replies (1) \| Respond to of 25575

Exactly...based on the modeling that has been done, THAI should be able to achieve recovery rates of 80%, versus 50% for SAGD. In the absolute worst case (which I do NOT expect), PBG can fall back on SAGD.

To: Wayne Whalen who wrote (3505)	10/16/2005 9:04:05 AM
From: james flannigan	Respond to of 25575

With l0 weeks to PBGs start up and the answer at hand on the THAI process, we may see a steady build in the stock price as the project clouds clear and BPG becomes the lowest cost most advanced extraction company in the tar sands.It is very clear that China is poised to make a bid for more ground.PBG took a large run up a few weeks ago and has now seemed to hit a bottom with the stock turning Friday.This pattern is about the same as DCEs pattern about two weeks before the TOTAL bid.Just a hunch,but the run up to $11.70 was an indication that some one "rang the door bell" at that time,and we may be only be a very short time from a bid.The limited entry to ground is a given that PBG is at the top of the target list. James