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.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Jurgis Bekepuris who wrote (39117)	9/6/2010 1:02:10 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78628

The seekingalpha is a good layman's analysis of SU. It does not go into much details but mentions what is driving SU business (production costs comparison) and under which assmuptions it makes sense to invest in SU. MRO is not mainly a refiner - the majority of it's profit come from the E&P segment and per MCDEP about 75% of it's values lies within the upstream business. Because it has an integrated model too but is mostly conventional upstream, I think a comparison of SU and MRO is instructive.