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

To: - with a K who wrote (12819)	10/5/2006 5:09:51 PM
From: Thai1on	Respond to of 25575

I notice that in 9 years, they expect Connacher to be producing only half of what Connacher says it will be producing in another 5 or 6 years. And Encana announced today that they will be at 400,000 barrels in 2015 - not the 140,000 listed in the index of participants. T1

To: - with a K who wrote (12819)	10/5/2006 10:22:32 PM
From: rubbersoul	Read Replies (1) \| Respond to of 25575

Cool idea. But they seem to be a little off on their oil sands production estimates for those companies.<g> It's information like this along with news such as EnCana and Conoco today that reminds me not to be underexposed to oil sands stocks.

To: - with a K who wrote (12819)	10/6/2006 11:06:40 AM
From: Taikun	Respond to of 25575

ERF is in that index and Teck isn't...I would think Teck as a major player in Fort Hills looking for new projects to deploy mining expertise would be a better fit than ERF which has a minority stake in Deer Creek. Wonder what the rationale is?

To: - with a K who wrote (12819)	10/21/2006 7:25:11 PM
From: El Canadiense	Respond to of 25575

Oil Sands ETF seems like it´s finally coming:mail received today: Good Afternoon David, I want to thank you for your interest in Claymore. Please be advised that CLO will begin trading next week on the TSX. I will forward you our Investor Guide on Monday so that you can review. Best regards. Melissa VanDenBroek Regional Sales Associate Claymore Investments, Inc. 170 University Ave., Suite 901 Toronto, ON M5H 3B3 Tel: 416-813-2000 Direct: 416-813-2008 Cell: 647-299-9399 Fax: 416-813-2020

To: - with a K who wrote (12819)	10/22/2006 10:51:17 PM
From: Chuckles_Bee	Respond to of 25575

Oil sands ETF: Here is the response from Derek Gates to the blog entry (and some etc at the bottom): I wanted to provide some more information concerning the Claymore Oil Sands ETF that Roger Nusbaum mentioned in his blog on Oct 5, 2006: energy.seekingalpha.com. The ETF should begin trading by mid October under the symbol CLO on the Toronto Stock Exchange. Claymore has been working with market makers to ensure that the ETF will have wide institutional support and liquidity. The oil sands index consists of the 17 companies mentioned in Mr. Nusbaum blog that were selected based on the following characteristics: Must be Canadian based Oil Sands Producers Must have a minimum market cap of $500 MM (CAD) Must trade a minimum of $2 MM/day in share value Must have an estimated 25,000 boe/day production by 2015 Must have at least 35% of all energy production coming from Canada's oil sands by 2015. The allocation of the individual companies is based on a proprietary formula that puts greater weight on the oil sands producers that are pure plays, have strong growth plans and have current production. Liquidity and market cap also help determine the asset allocation of the index. The index was designed to capture the appreciation of the oil sands during the high growth phase anticipated in the next 10 to 15 years and the Claymore ETF will give institutional and retail investors a great tool for buy and hold, hedge funds arbitrage and day tradering strategies. As a final note, the recent pullback in the energy sector and the oil sands in particular is creating an excellent buying opportunity for investors. Short term traders should consider that the index typically has a strong 35 to 60% bounce after a drop of 20% or more. The current drop of 80+ points or 26% on the index qualifies as the largest decline since inception of the index on June 30, 2004. Also, most drops in the index occur during the spring and fall months which means that the current seasonal pattern should soon revert to a positive trend. Long term investors should consider that this is the best entry point for the index since the summer/fall of 2005 and that the index is near its long term support trendline. Overall, the fundamentals of the oil sands producers remain strong as their major operating cost, natural gas, remains low and crude oil prices remain well above the breakeven costs of most oil sands producers in the $28 to $35 range. For more details on the index you can visit the index website at www.oilsandsindex.com. The website provides monthly commentary, recent newspaper and TV interviews on the index, historical chart, monthly performance statistics and index methodology. Regards, Derek Gates, CFA President, Sustainable Wealth Management Ltd. Founder of the Oil Sands Sector Index ---------------------- His "Short term traders..." blurb is rather pumpy. Bloomberg carries a nice chart for the index: bloomberg.com For those that have forgotten, there are some oil sand funds: canada.com Regards, CB.