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

To: kidl who wrote (20112)	4/3/2008 9:07:10 AM
From: CommanderCricket	Read Replies (1) \| Respond to of 25575

What will it take to get some juice back into these stocks? My stable of micro oil sand favorites are getting closer to zero... NPE, STP and AOS are sucking wind and if CLL can't get a bid, these guys haven't a chance

To: kidl who wrote (20112)	4/3/2008 1:28:08 PM
From: RossA	Read Replies (2) \| Respond to of 25575

Connacher continues to deliver. Sure they've done things I've hated (like purchasing the refinery and Luke), but they have delivered largely as promised - and, by Ft. MacMoney standards, on budget. Plus their claim to having an excellent SAGD reservoir is now being proven. Great Divide looks to pass the 10,000b/d plan easily. I value 10,000 b/d of bitumen at $600mm. Then I add on the refinery ($150mm) and Luke ($120mm). That gets me to $870mm, far above their current market cap. Then there is the rest of their oil-sands holdings plus the deal with AOS. Am I missing anything? One caveat: some Connacher backers feel compelled to run down their oil-sands competitors. Can we stop this? This makes as much sense as insulting Marilyn Monroe out of loyalty to Sophia Loren (did I just date myself?).