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   PastimesThe Beaver Lodge


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To: Cogito Ergo Sum who wrote (2371)3/29/2021 2:38:47 PM
From: stuffbug
   of 2813
 
Good idea, depending on the price paid by CP.
I haven't analyzed the metrics but if CP acquires KC Southern on an accretive basis using current KC profitability ratios, then any oil by rail cargoes will be gravy. TD liked the deal, I suggest reviewing their report.
I have been concentrating on the boost this will give to Canadian oil companies.

Options for Gulf Coast refineries which rely on heavy crude.
1. Venezuelan oil via tankers
2. Mexican oil via tankers
3. Canadian oil via pipeline
4. Canadian oil via rail
5. Saudi oil via VLCC (very large crude carriers)

Venezuelan and Mexican exports have dried up almost completely.
Of the three remaining options, which one is both the most energy efficient and most environmentally friendly?
The one the greens want to torpedo.

Canadian oil producers see new route to Gulf Coast refineries coming from CP Rail deal
financialpost.com

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To: stuffbug who wrote (2372)3/29/2021 2:51:31 PM
From: Cogito Ergo Sum
   of 2813
 
I just figured in this case CP would become price makers .. not takers :)

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From: Cogito Ergo Sum4/6/2021 12:19:43 PM
1 Recommendation   of 2813
 
Dumped ACIC.. bought HIVE

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From: Cogito Ergo Sum4/11/2021 3:45:56 PM
   of 2813
 

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From: Cogito Ergo Sum4/11/2021 9:25:51 PM
   of 2813
 
Vaccines vs Variants

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To: Cogito Ergo Sum who wrote (2376)4/28/2021 6:28:39 PM
From: roto
   of 2813
 
China just gives me that warm & fuzzy feeling

not enough in China's case..
apnews.com
Top Chinese official admits vaccines have low effectiveness

BEIJING (AP) — China’s top disease control official, in a rare acknowledgement, said current vaccines offer low protection against the
coronavirus and mixing them is among strategies being considered to boost their effectiveness.
China has distributed hundreds of millions of doses of domestically made vaccines abroad and is relying on them for its own mass
immunization campaign.
But the director of the Chinese Center for Disease Control and Prevention, Gao Fu, said at a conference Saturday their efficacy
rates needed improving.
“We will solve the issue that current vaccines don’t have very high protection rates,” ....

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To: roto who wrote (2377)4/29/2021 7:07:54 AM
From: Cogito Ergo Sum
1 Recommendation   of 2813
 
The entire Covid affair has been like Calvin Ball.. authorities making it up as they go along because of unpreparedness.. and stupidity .. It is easy to sympathize with deniers.. I get it.. Am not a denier or anti vaxxer,, but I feel the drain too


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From: Cogito Ergo Sum4/29/2021 10:43:20 AM
   of 2813
 
Out SPXL this AM 101 even


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From: Cogito Ergo Sum4/30/2021 7:24:43 AM
   of 2813
 
Experts continue to just pi$$ into the wind...

cbc.ca


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To: stuffbug who wrote (2372)4/30/2021 8:22:06 AM
From: Cogito Ergo Sum
   of 2813
 
Any thoughts on oil here ?

Uranium will continue to be tradeable but say my DML.. will be awhile before it's a 4$ stock again .. although I believe it will be :)

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