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Gold/Mining/Energy
Oil Sands and Related Stocks
An SI Board Since March 2005
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Emcee:  Taikun Type:  Moderated
Background

The Canadian oil sands are an often misunderstood and thus unappreciated part of the global collection of hydrocarbon resources. (The 'Rodney Dangerfield' of the oil patch, you might say). As traditional sources deplete, though, and as new supplies become more difficult to secure, the oil sands has an increasing role to play in satisfying global demand for oil.

The oil sands are in a stable country, with close proximity to the US, and increasingly with hydrocarbons, as with real estate, it's about location, location, location!

The Opportunity

The resource is estimated as high as 2 trillion barrels of bitumen in place, and recoverable oil is competitive with Saudi reserves, with little or no exploration costs and no decline. The oil sands, also called 'tar sands' are largely unexploited. Investment in the oil sands and related infrastructure through 2012 will exceed $60bn and are the equivalent of several mid-sized suspension bridges or several large airports being built together at the same time. The investment is needed to extract the oil, which is mixed with sand. There are several operation types: surface mining, and extraction, which gets into a variety of SAGD technologies and more innovative technologies now coming online.

Economists say that all wealth creation is derived from investments that increase productivity. I think the oil sands increases productivity as it monetizes a resource that would be uneconomic otherwise. The appreciating price of oil has helped spur this development, as has the concept of 'Peak Oil'.

The objective of this discussion

Lets uncover the gems of the oil sands, the producers, the service companies, the mining companies and the pipelines. There will be trading opportunities and long-term investment opportunities as the oil sands production increases.

The oil sands aren't without risk. Here are a few:
1. The oil sands have been difficult and expensive to extract oil from.
2. Labor is tight in the area.
3. Canada signed the Kyoto agreement so emissions will become an issue as production increases.
4. Amid high oil, and the stronger Loonie, manufacturing in Eastern Canada has suffered, and a power shift (to the West) has taken place with the election of the Harper gov't. Ottawa, the national gov't, may try to grab some of this wealth from the Province of Alberta.
5. High natural gas costs

Lets profit from this huge development.

Guidelines

Try to be nice to each other folks-and I'm guilty of messing up as well. Let me know. This discussion is moderated because some posters have been disrespectful of others when I have asked them to take their OT discussion offline, so the thread gets clogged with OT posts.

I am not a professional fund manager, I am not paid to promote these companies and I do not have an engineering background. Expect mistakes and do your own Due Diligence.

Organization

In addition to the links posted here for research, I set up a Yahoo Group for the sole purpose of posting research files and other files that SI doesn't allow. Visit the group and I'll sign you up:

groups.yahoo.com

For more information visit these links:

The main website, with lease maps and other info
www.oilsands.cc

Recent post on EV/reserves ranking:
Message 21974059

Other sites:
Raymond James Oil Sands Research:
raymondjames.ca

oilsandsdiscovery.com
energy.gov.ab.ca

Oil Sands Technology Road Map (Dec 03)
acr-alberta.com

Read this extensive document put together by Canada's National Energy Board
Canada's Oil Sands: Opportunities and Challenges to 2015

NEB report has been updated:
neb-one.gc.ca

Oil Sands blog:
theoildrum.com

Energy Crisis (great analysis, graphs)
wtrg.com

and some of the project sites:
www.longlake.ca
www.albianoilsands.com
syncrude.com

Private companies:
heartlandupgrader.com
synenco.com
northwestupgrading.com

Some of the players include:

Pure-plays in Production
COS.UN (COSWF.PK)
OST.UN (OSDSF.PK)
WTO.TO (WTOIF.PK)
SU.TO (SU)

Plays with a technical angle, in construction:
OPC.TO (OPCDF.PK) Note: ORA (NYSE) owns shares, NXY is the JV partner
PBG.TO (PBEGF.PK)


Juniors getting started
UTS.TO (UEYCF.PK)
CLL.TO (CLLZF.PK)
BQI (formerly CWPC.OB)
SYN.TO (SYEYF.PK)
NPE.V
FTR.V
AOS.V


Majors with oil sands exposure
CNQ.TO (CNQ)
COP
CVX
PCA.TO (PCZ)
IMO.TO (IMO)
NXY.TO (NXY)
SHC.TO (SC)
ECA.TO (ECA)
HSE.TO (HUSKF.PK)
DVN
TLM.TO (TLM)
TOT

Other companies with oil sands exposure
POU.TO (PRMRF.PK)
ERF.UN (ERF)
BCF.V
NEM
HAO.V
GPOR
POE.V
SOIGF.OB
SRGG.OB (Heavy oil)
DWOG.PK (Heavy oil)
POGI.OB
PTCH.OB
WR.V
PBT.V
MSEV.OB
PWT.UN
BTE.UN (Heavy oil)
CWQ.V (possible, depending on deal with Metis)
STP.V
SOPO
PRVB.OB
GNNO
ELE.V
NOG.V

US Oil Sands
WNWG.OB
NTAH.PK
KDKN.OB
OSGL.PK
MGWSF.BB

Pipelines
PIF.UN (PMBIF.PK)
IPL.UN (IPPLF.PK)
TPL.UN (XXTSP.PK)
TRP.TO (TRP)
ENB.TO (ENB)
TER.TO (TERFF.PK)

Service companies
NYSE:NOA (oil sands contractor)
MTL.TO (MNTZF.PK)
POS.TO
EIS.UN (EISFF.PK)
IST.TO
SCL-SVA.TO (SAWLF.PK)
CFT.TO, CFK
PHX.UN (PHXHF.PK)
PES.UN (PKGFF.PK)
WJX.UN
CET.UN
KEY.UN (CO2 partnership with Ferus Gas)
PD.TO (PDS)

Mining plays
BMD.V (BMD)
TIC.V (TITUF.PK)
ALTI

Construction/Infrastructure
JEC
ARE.TO
IPS.TO (IPS)
TS
GHM
CUQ.TO

Equipment
JOYG
BUCY
CAT
FTT.TO
TEX

Heavy Oil Upgrading
WSCE.OB (Also owns 170,000 shares Synenco)
GNO.V (GNOLF)
RVTI
IE.TO (IVAN)

Advanced Recovery
WEE.V

Environmental
BDZ.V

Investment vehicles with oil sands focus:
CLO.TO (oil sands ETF)
RTU.UN (large oil sands holdings)

Private Companies

Grizzly Oil Sands
OSUM (Oil sands underground mining)

Venture Capital
arcfinancial.com

Associations
capp.ca

This report has future oil sands production predictions:
capp.ca

Monthly Crude Prices (Heavy, Light,)
petro-canada.ca

(More will be added as we surface them)

OK, lets make some money.

Rules of engagement to promote an orderly board:
1. be nice, that means no name calling
2. no politics, if someone posts an oil sands news article that has politics in it, reply to it on another board or you will be banned
3. the topic of government will be tolerated, but use discretion in not letting that digress into politics


Notice: I hope the information on investments including stocks are informative and educational, but their accuracy cannot be verified. Please note that I, and the participants on this thread, are not professional financial advisors. All contributions are for informational and educational purposes only. Consult your professional financial advisor before undertaking any investment.
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ReplyMessage PreviewFromRecsPosted
25575".....The big news is that Canadian Oil Sands Limited, one of Canada’s bigjohnlw-9/14/2014
25574 Lamphier: ‘I think Alberta is the future’: Italian ambassador Cornado likesjohnlw-5/8/2014
25573CG - Energy -- Oil Sands & Heavy Oil 22jt14/28/2014
25572Ezra isn’t everyone’s cup of tea but he does raise some “interesting” Canadian ikidl14/23/2014
25571Canadian crude still hot despite U.S. shale: BoC Canadian oil sands producers shjohnlw-4/16/2014
25570THE SANDBOX: FEBRUARY CSS & SAGD DATA 22jt-4/4/2014
25569CG - Energy -- Oil Sands & Heavy Oil 22jt22/3/2014
25568Sounds a bit like hydro excavation ? You see that used a lot these days in ToronThe Black Swan-1/16/2014
25567 Non-thermal oilsands tech touted as ‘game changer’ ExxonMobil process would johnlw11/16/2014
25566 New surge in oil-by-rail boom as pipeline uncertainty takes hold By Jeff Lejohnlw29/23/2013
25565CG on STP - EYES ON THE LAST TWO WELL PAIRS EYES ON THE LAST TWO WELL PAIRS 22jt-5/13/2013
25564CG on STP - ANTICIPATING SHARE PRICE WEAKNESS FROM FEBRUARY MCKAY VOLUMES A22jt-3/12/2013
25563Hey, there is an old timer. Yes, I found myself thinking the same thing - but wizebra4o1-3/12/2013
25562Maybe he'll convert CLL to THAI since it's working so well.kidl33/12/2013
25561Petrobank’s Bloomer to take over as CEO of Connacher Oil & Gas Ltd. albertzebra4o123/12/2013
25560CG on STP - ON THE ROAD WITH MANAGEMENT ON THE ROAD WITH MANAGEMENT We ma22jt-2/26/2013
25559CG on STP STILL TOO EARLY TO TELL We are maintaining our BUY rating and F22jt-2/11/2013
25558IE.to is on a tear. up some 70% since last Friday. Looks very much like these gFishfinder-12/11/2012
25557theglobeandmail.com It builds on efforts that have seen government researchers johnlw211/23/2012
25556The construction of new storage at Hardisty is relentless. I am amazed every timjohnlw311/23/2012
25555 Oilsands tailings recycling plant may launch next year Edmonton-based Titanijohnlw-10/17/2012
25554From YHOO to MUR oil sands/nat gas play now Mr Ali Baba ? (Like the way you thin2MAR$-10/9/2012
25553 Second oilsands off-gas processing deal signed $500M project designed to sajohnlw19/27/2012
25552ASX:AOK) (OTCQX:ATXDY Balder #2-31N planned to offset successful #1-30N well HCeltictrader-9/13/2012
25551 AusTex Oil's Well Development Program on Track at Snake River 11:25a ET AuCeltictrader-9/4/2012
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