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Strategies & Market Trends : Winter in the Great White North -- Ignore unavailable to you. Want to Upgrade?

To: marcos who wrote (7509)	4/26/2009 3:04:42 PM
From: Metacomet	Read Replies (1) \| Respond to of 8273

cll.to - had some again for a few hours the week before last, it's on watchlist, though i do prefer developers over producers, for the relative simplicity ... I've followed your discussions and rationale on the oil sands plays. In agreement with a lot of your conclusions, but I do see CLL as a severely undervalued play here. Your point about PBG being an overvalued bet on an unproven fire storm variation was one that I had made before being thrown off the oil sands thread for ruffling the THAI worshippers there. If CLL can weather this credit debacle without getting snapped up for peanuts, I look for them to do extremely well. I believe that they will eventually prove up billions of barrels of OOIP on their Great Divide properties. And they are tracking on producing at under $20/barrel in their current SAGD operations. MMG, oh boy. I have not sold a single share of MMG, CLL, ETG or RMK thru this downturn. In fact have added to all except MMG. They all keep proving up more stuff in the ground. Eventually somebody will want to buy it. (Yeah TJ and EM can get a little too jingoistic for their own good)