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

To: Michelangelo8 who wrote (15580)	3/24/2007 9:20:52 PM
From: Metacomet	Read Replies (2) \| Respond to of 25575

"...their profit margins stand to increase dramatically as a result of switching to THAI/CAPRI." This is where we move into an area of sheer speculation. Obviously the PBG THAI proponents are of the opinion that all insitu projects will clamor for PBG's patented process and pony up handsomely to let the underground firebugs do their thing.. The problem with this seems to me that there are and will be more competing technologies to effect the insitu extraction process, and other energy sources like nuclear. It isn't obvious that THAI will be the slam dunk imagined. And if the enhancement is incremental, the trade-off of the cost to license THAI versus an existing SAGD project will weigh heavily in the decision. That said, I like the THAI concept and hope it emerges as advertised and becomes an environmentally friendly adjunct to the oil sands. But as an investment here, in my opinion, the THAI initiative represents the bulk of the PBG market cap, and I am not that convinced.