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


To: Cogito Ergo Sum who wrote (7279)3/1/2006 10:11:09 AM
From: james flannigan  Read Replies (1) | Respond to of 25575
 
Just listened to the presentation by Encana ECA.Most know that ECA is the largest NG producer in NA.But most don't see that ECA has the largest lease with the highest quality oil in the oil sands.ECA produces 60,000 brlspd in the tar sands now with planed production of 500,000 brlspd by 2015.This company will have the same oil sand production as Suncor,but the kicker is the large growth in its NG production.The company is in my view on sale at mkt cap of 40 billion the same as SU now, but will have the largest oilsand production married with the largest NG production.This company must be a target for BP or Exxon. James



To: Cogito Ergo Sum who wrote (7279)3/1/2006 2:32:30 PM
From: james flannigan  Read Replies (2) | Respond to of 25575
 
Iran Russia talks break down.No deal between them mean Iran may now use the oil threat on the West.Politics plays a part for oil sand investors, and the bar will get raised for the Tar Sands as the world becomes hostage to Iran. James