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

To: Metacomet who wrote (14878)2/1/2007 2:42:08 PM
From: Carpe per Diem  Read Replies (2) | Respond to of 25575
 
Meta, I'm sure a traditional P&L is not the best way to measure the present value of CLL, or future value...what will drive the value of the SP will be expanding resource potential and pretax cash flow to finance future pod developments.

The major flaw of the SH analysis is CLL will be selling bitumen, not light sweet crude at the spot price we see quoted in the news. In their latest GLJ report, CLL uses a bitumen sell price of ~$40 through 2016.

CLL is a great investment IMO, but I'd be wary of that analysis to judge its potential.

Rinks



To: Metacomet who wrote (14878)2/1/2007 5:39:04 PM
From: Bread Upon The Water  Read Replies (2) | Respond to of 25575
 
What you are saying Meta is that by this analysis P's comments are more than justified. I guess I'll have to accept that I just can't buy the story and do smell a rat here somewhere even though you and a lot of other savy investors disagree with me.

When someone gets the "kid gloves" treatment from a supposed neutral party (or are we supposed to accept that P is not neutral to begin with?) it just raises a lot of red flags for me.

Bill


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