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

To: rz who wrote (52466)	10/5/2013 1:19:36 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78481

Re COSWF and IMO - IMO has been running COSWF but on a long leash. What rekindled my interest is that IMO will take a much more active role and use their maintenance and procurement systems in COSWF too. COSWF has been long plagued by reliability issues that have kept their uptime at ~75% for the upgrader units. IMO think they can get that to ~90% (Slide 41) which would be huge for COSWF. Check slides 41-43 for IMO's plans for COSWF. imperialoil.ca I think the 90% uptime for the upgrader units is possible since upgraders are sort of similar to refineries and those can achieve 90% uptime . So, there shouldn't be a fundamental reason why upgraders can't get to similar valued and i think that is what IMO intends to do.