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

To: CommanderCricket who wrote (156989)	9/14/2011 9:52:23 AM
From: CommanderCricket	Read Replies (1) \| Respond to of 206093

Purchased SU at $28.95 and $29.05. Will hold half longer term and trade the remainder. Michael The airlines are on fire again. May close the rest of the UAL put positions today. Been a great ride from their lows.

To: CommanderCricket who wrote (156989)	9/14/2011 10:14:40 AM
From: teevee	Read Replies (3) \| Respond to of 206093

The sandbox is getting stupid cheap. And it will get cheaper. "Sandbox" production and growth is capped by takeaway pipeline capacity, the Cushing bottleneck and limited heavy crude refinery capacity. Should the XL pipeline be built, "sandbox" crude will have to compete with Venezuelan and Saudi heavy crude in a dutch auction for limited heavy crude refining capacity. As some of this is owned by Exxon, an initial 100,000 b/d from Kearl with further reduce the refinery capacity for third party heavy crudes, putting even more pressure on heavy crude pricing at Cushing and at GOM terminals. Without oil pipelines to the Canadian west coast, providing access to other markets, "sandbox" heavy crude pricing and production growth is capped or potentially negative against operating cost creep. Where is the upside?

To: CommanderCricket who wrote (156989)	9/16/2011 7:59:53 PM
From: Dennis Roth	2 Recommendations Respond to of 206093

Suncor Energy (SU.TO) What's the Market Trying to Tell Us? 14 pages, 15 exhibits Download link: sendspace.com Why the Underperformance?: With Suncor’s shares down 22% YTD vs.14% for its Cdn peers and a 0.5% increase for its integrated peers south of the border, investors are asking – What’s wrong with Suncor? We believe recent share price underperformance is rooted in investor fear that Suncor has greater capex risk vs. other oil sands producers in the current uncertain economic environment, given its integrated SAGD, mining and upgrading strategy. Investors also appear worried that company-wide capex will rise from guidance of ~C$6.7 billion in 2011 to at least C$8.0 billion in 2012. We don’t believe this is the case, and address both set of issues in this report.