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

To: Metacomet who wrote (15575)	3/24/2007 6:53:43 PM
From: Michelangelo8	Read Replies (1) \| Respond to of 25575

"Even assuming THAI recovers 100% of that versus 50% SAGD for CLL, it is hard to justify the difference in market caps for the two." -- I won't argue that statement, but THAI is not only about recovery factors. Lets assume that SAGD recovers 50% of the resource. Lets assume that THAI/CAPRI recovers 75% of the resource. Lets assume that THAI/CAPRI costs 50% of SAGD CAPEX. Lets assume that THAI/CAPRI costs 50% of SAGD OPEX. Lets assume that THAI/CAPRI eliminates diluent requirement. Lets assume that THAI/CAPRI produces 20+ API oil. Lets assume that THAI/CAPRI cuts CO2 emissions by 50%. Lets assume that THAI/CAPRI reduces project surface footprints. Lets assume that other companies (CLL, BQI?) might want these advantages too. Then PBG’s market cap would be more than justified. And if CLL adopted THAI/CAPRI for future pods, its market cap would also be boosted.