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

To: Metacomet who wrote (15571)	3/24/2007 4:12:36 PM
From: sageyrain	Read Replies (1) \| Respond to of 25575

"A similar valuation method is being used for PBG's subterranean bitumin upgrading process." You think the market is basing PBG value just on the upgrading part of the THAI process?

To: Metacomet who wrote (15571)	3/24/2007 4:49:06 PM
From: Michelangelo8	Read Replies (1) \| Respond to of 25575

I don't think putting down BQI or PBG helps your case for CLL. I agree that CLL is undervalued, as are all oilsand juniors. James would say that SYN is the one discounted the most. For you it's obviously CLL. I have owned both (and made some money on them) and currently have them on my watch list, waiting for some catalyst to promote higher prices. I don't know what it'll take for CLL other than production from the Great Divide or perhaps some improvement from PDP (also a past holding). The market seems to be concerned about costs, differentials, environmental impacts, oil prices, and any other negative for oilsand players that it can find to focus on. CLL seems to have covered its natural gas costs with the Luke purchase, and its differentials exposure with the refinery acquisition (although, isn't it producing a lot of asphalt?) But the market is not focusing on the positives the way it was 18 months ago. When this changes we should all benefit.