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Gold/Mining/Energy : Canadian Oil Sands Trust -- Ignore unavailable to you. Want to Upgrade?

To: Wyätt Gwyön who wrote (4)	2/25/2007 5:36:00 PM
From: gregor_us	Read Replies (1) \| Respond to of 15

Fresh Kurt Wulff on COS Calls for Doubling of COS Dividend. In fact, applying a CAD/USD forex rate of .9000, Kurt comes right in to the same area as one of your targets: 2.16 USD (2.40 $CAD). Actually, he's a tad higher on the dividend, as his dividend comes in around your FCF. There's little doubt in my mind that COS has recently fallen once again to fire-sale levels. Moreover, I could write 10 pages on my research into alternative fuels over the past several months. Let me just say this: when the investment community finally sees through the fog on biofuels, there's going to be reawakened acknowledgment of just how precious is the Oily Stuff. Given what's already unfolding in the crumbling economics of biofuels, that time may come as early as this year. (this whole matter of renewables imo is also tied in very much to ongoing concerns about CO2 emissions in Alberta, and what Ottowa or Alberta may do about it). But that is another subject. mcdep.com Best, Gregor