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Table Of Contents

Comparative Valuation Tables
Valuation Approach – NAV is our Preferred Method
Risks to Target Prices
WTI Oil Price Sensitivity & Upside Potential
Oil Sands – Current Activities & Issues
Current Production and Players
Proposed Projects & Players
Oil Sands Recovery Methods – Mining compared to In-Situ
Blending – Economics Favour Dilbit
Upgrading – It’s Not What it Used to Be
In the Pipeline: Awash with Excess Capacity for a Decade
Downstream Refining Complex: How It’s Adapted
The Oil Sands Stigma: Project Delays and Cost Escalation
The Environment: It’s the LAW (Land, Air & Water)
Emerging Plays: Bitumen Carbonates
Reserves and Resources: Lock, Stock and Barrel
Reservoir Basics – Spotting the Good from the Bad
Fundamental Comparative Analysis
Exhibit 38: Production Growth Schedule by Company
Athabasca Oil Sands Corp. (TSX: ATH; $14.06)
Connacher Oil & Gas Ltd. (TSX: CLL; $1.16)
Ivanhoe Energy Inc. (TSX: IE; $2.42)
MEG Energy Corp. (TSX: MEG; $39.00)
OPTI Canada Inc. (TSX: OPC; $0.69)
SilverBirch Energy Corp. (TSX-V: SBE; $7.20)
Laricina Energy Ltd. (Private Company)
Osum Oil Sands Corp. (Private Company)
Sunshine Oilsands Ltd. (Private Company)
JACOS – Japan Canada Oil Sands Ltd. (Private Company)
Appendix II: Oil Sands Lease Map
Appendix III: Project Well Configuration Maps
Appendix IV: Oil Sands M&A Transaction History
Appendix V: Historical Land Sales
Appendix VI: Historical Capital Spending
Appendix VIII: Pricing Assumptions
Required Disclosures
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Oilsands emerger

Oilsands emerger

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Published by Ted Renner

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Published by: Ted Renner on Jan 26, 2011
Copyright:Attribution Non-commercial


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