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cyberclark » Comments » COSWF.PK

  • Canadian Oil Sands Stocks: A Long Term Hedge on Oil Prices [View article]
    The environmental "problems" of tar sands are not in my view weighed properly.

    The bitumen is mixed with High Vapor Base (gasoline base) to make it into a slurry for movement down the line. The finished product is that; finished. It takes much less "refining" to get the cuts of of the crude that is required at the time.

    Hence, lower refining and carbon outlays in Texas or Oklahoma.

    While the fight is on in the north the rush for carbon credit is on in the south.
    Aug 25 11:52 am |Rating: 0 0 |Link to Comment
  • Energy Trend Setters: Canadian Income and Small Cap Stocks [View article]
    COS.UN and SU (Suncore) remain the most undervalued stock on the market. All physical indicators are; both are going to fly. Suncore is stepping up its output while Esso is looking again at its nearly 40,000 bbl per day of fresh production which will go to Suncore.

    As far as taxes are concerned I am prepared to pay my share. Income Trusts were a nonsense deal put in by previous Governments. If this one had not put them in the tax mix, the next Government surly would.
    Aug 20 10:34 am |Rating: +1 -3 |Link to Comment
  • The Oil Sands: Profiting from a Misunderstood Patch in the Oil Complex [View article]
    Wow!
    I agree with the author that COS.UN OR COSWF.PK and SU (suncore) are probably the most undervalued stock in the market today. It won't take 100.00 to bring the profits up.

    Alberta charges these guys the lowest royalty rates in the world! For instance their bench mark of 19% Canadian$ flies in the face of 30.00 US royalty taken by either Saskatchewan or BC. Or for that matter the 19% US taken in the Montana basin.

    Alberta is effectively paying these companies to take the resource away! How can that not be the best deal on the board??

    As for the dam ducks and National Geographic; the ducks got more press than Obama while most are killed off by lead shot and wind farms which the "greens" don't want to talk about;National Geographic is sensational yes but factual, far from it.

    Jul 08 14:26 pm |Rating: +3 -1 |Link to Comment
  • U.S. Energy Policy Deters Investors [View article]
    On natural gas: There are new docking of LNG (liquid natural gas) on the east shore of the US. This is huge and understated. LNG tankers can lay into any coastal port. In doing so they will render some pipelines obsolete!

    There is a vast cheap source of natural gas in Indonesia on its way to the US and probably Canada. Russia is looking for new customers since the European community has started to wean them off in favor of China.

    Gas is going nowhere on the midterm. It has tanked and will get worse.
    Jul 01 12:57 pm |Rating: +1 0 |Link to Comment
  • Canada's Free Trade Deal: Employment and Oil Productivity  [View article]
    Excellent article. On the plus side the Trans Canada second pipeline Keystone is under way. That will allow shipping twice the amount of crude south as is the present. COS.UN (Canadian Version of COSWF.PK) is one of the greatest undervalued stocks on the market along with SU (Suncor). Both will skyrocket on the short term.

    On the negative side, The Conservatives are building on programs set up and maintained by the Liberals over time. The Conservatives managed to burn through the Liberal sizable surplus in the first months of being in office. Now, they are positioned to sell off a broad catalogue of crown assets at fire sale prices. In there world there should be no crown assets.
    Jul 01 12:51 pm |Rating: 0 0 |Link to Comment
  • Canadian Oil Sands Offers Long-Life, Clean Energy [View article]
    There were millions perhaps billions of ducks wounded by lead shot that died in the bush uncounted. The wind farms collect all kinds of bird traffic. The few ducks in the tailing ponds got more press than Obama!

    Water catches a huge amount of headlines too. The writers choose to overlook the majority water taken from the non potable saline aquifers (poison water not fit for consumption) and used in the process instead of fresh water.

    Unfortunately this water adds to the tailing pond problems.

    You don't get much cleaner oil than the tar sands and there are no wars and the resulting bodies around the country.

    It is interesting to note that China has interests in the tar sands. When California tweaks their BS carbon footprint into a boot the tar sands will have to find other markets, off shore.

    COS.UN is one of the sweetest stocks on the board.

    May 05 11:45 am |Rating: +3 0 |Link to Comment
  • Tar Sands: How Much Is Out There and Can Nuclear Help? [View article]
    The company’s sealed reactor can produce 70 megawatts etc.
    I have never heard of them before!

    Electrical heating of the strata is used successful by Shell Canada in BC. And, it makes a lot more sense environmentally than does burning huge amounts of natural gas to the same end.

    The problem has been cheap power which, apparently this outfit can provide. I don't know anything about these 70MW plants (usually nuclear plants run 2000 MW each) but have to wonder the wisdom of sticking them on top of the slurry the tar sands is made of.

    The Alberta Government has rejected any nuclear facilities for the tar sands instead backing the Mackenzie Valley pipeline and the natural gas that is to come south to provide the tar sands with much needed natural gas.
    Feb 22 12:10 pm |Rating: +3 0 |Link to Comment
  • Alberta Acts to Reduce Oil Royalties [View article]
    With our dollar at 80 cents the province is loosing 20% of our royalty in exchange. That is over 6 billion dollars of Albertans monies have gone into oil pockets as a bonus! 11 cents is light!

    Because of this, Albertans are given a choice of a deficit or, do you want to pay more for gas at the pumps. Some choice!

    On another front this same bunch of bandits is saying they will close rural hospitals and turn them into homes for the aging. This, forcing rural people into city hospitals for treatment.

    In almost the same breath they say they are going to increase the costs of accommodation in these same buildings as a means to attract investment.

    Soon enough you will hear the announcement that the hospitals have been sold to Conservative insiders for a dollar (After you have finished paying for conversations as required). This is still another big leap forward in privatization.

    When Mel Knight made his lie public at the last election he put out reams of paper showing there would be increased revenue attributed to his "new deal". The figures put forward to the public includedlies about anticipated revenues from new production from new tar sands installations.

    When the crunch came, the new projects were cancelled and his numbers became impossible. So much for the most expensive lie in the Conservative history!

    The minster went public saying "errors had been made" In any civilized Government there would be resignations of both Stelmach and Knight but not in Alberta; they own it you know.
    Dec 18 19:38 pm |Rating: +1 0 |Link to Comment
  • Canadian Oil Sands Barely Affected by Syncrude-Alberta Agreement [View article]
    The new royalty program was a sham from start to finish!
    Their numbers were down to 19% royalty from 25% original agreement.
    That put 6% onto their profit.

    The Government changed the royalty from US dollars to Canadian Dollars
    That put 15-18% onto their profit.

    The new royalty regime starts them back at 25%, restored from the 19%

    That still leaves them paying 16% less in royalty at the first of the year.

    What a bonus!
    Nov 21 18:35 pm |Rating: 0 0 |Link to Comment
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