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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: Ed Ajootian who wrote (94396)	12/7/2007 8:56:09 AM
From: wherry	Respond to of 206161

Ed, I am with you on Opti, for the same reasons. I expect that it will behave over the next few years rather like COS did in its early days - a somewhat volatile climb upwards, until it has really proved itself to the market. Could be a multi-bagger eventually, but nothing quick or particularly certain about it. An interesting component of an energy portfolio. Tony.

To: Ed Ajootian who wrote (94396)	12/7/2007 10:49:02 AM
From: Archie Meeties	Read Replies (1) \| Respond to of 206161

Two ideas to hedge against falling NG prices: GGC and POL. Both companies manufacture synthetics whose input costs are determined by simple alkenes (for example, ethylene). These alkenes are mostly derived from NG. Both stocks currently discount lack of demand from housing. Both see insider buying. POL has good exposure to international markets, including Asia. Both trading at or near BV.

To: Ed Ajootian who wrote (94396)	12/8/2007 8:45:18 AM
From: Dennis Roth	Read Replies (2) \| Respond to of 206161

Ed, I first started buying Opti Canada (OPC.TO, OPCDF.PK) in November 2005 and have been adding more from time to time on dips. It covers several of my favorite investment themes. 1.) Like other oil sands peak oil plays it has long lived reserves in a stabile friendly country. 2.) It will produce 39API sweet crude which should be easier to market than raw bitumen or dilbit. 3.) Its use of Gasification Technology will make its SAGD and upgrading processes immune from natural gas price spikes and shortages. 4.) It's small enough to be bought out at a premium by a Major. It's a substantial fraction of the LTBH part of my portfolio. Unlike some of my nat gas and refiner stocks, I don't try and trade it around seasonal trends and weather events. It's geared around the price of crude and the value of the loonie so it could become cheaper still if oil continues to fall and the dollar rises.