Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: I_C_Deadpeople who wrote (15589)	3/25/2007 1:59:14 PM
From: sageyrain	Read Replies (1) \| Respond to of 25575

Licensing, if it remains a viable option for PBG, will be huge, but I agree with the folks that suggest the patent position may be tenuous. What I see as a another possible approach by PBG is a model such as Halliburton's in plays that require fraccing in order to produce wells. Fraccing is not a patented process, but Halliburton has technical savvy that has allowed them to actually partner in production in lucrative plays. The one that comes immediately to mind is the Bakken play. So, the ability to leverage into partnerships in oil sands projects using their technical knowledge edge and bring them quickly into production is potentially huge in my mind (and very possibly only in my mind <g>). For example, leveraging into 25 % + working interests in large land positions slated for SAGD development. Does this make sense?

To: I_C_Deadpeople who wrote (15589)	3/26/2007 10:49:01 AM
From: daveinmarinca	Respond to of 25575

Absolutely right on, "We should never dismiss what politicians will do to get a positive spin on something." Its not that the SAG-Ders permits won't be accepted....they'll just have to supplement their proposals with CO2 sequestering technology to meet BAT (best available technology - THAI) before their permit applications for new facilities will be approved....I've been there on the downstream side. Meanwhile, Wright spoke last Monday in London about PBG already developing process designs to sequester all their CO2 emissions.....way ahead of the game.