Welcome to Scribd, the world's digital library. Read, publish, and share books and documents. See more
Download
Standard view
Full view
of .
Save to My Library
Look up keyword or section
Like this
3Activity

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 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 VII: Table of Formations
Appendix VIII: Pricing Assumptions
Required Disclosures
0 of .
Results for:
No results containing your search query
P. 1
Oilsands emerger

Oilsands emerger

Ratings: (0)|Views: 447 |Likes:
Published by Ted Renner

More info:

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

Availability:

Read on Scribd mobile: iPhone, iPad and Android.
download as PDF, TXT or read online from Scribd
See more
See less

09/21/2012

pdf

text

original

You're Reading a Free Preview
Pages 5 to 20 are not shown in this preview.
You're Reading a Free Preview
Pages 25 to 30 are not shown in this preview.
You're Reading a Free Preview
Pages 35 to 72 are not shown in this preview.
You're Reading a Free Preview
Pages 77 to 109 are not shown in this preview.
You're Reading a Free Preview
Pages 114 to 200 are not shown in this preview.

Activity (3)

You've already reviewed this. Edit your review.
1 thousand reads
1 hundred reads
leedy228 liked this

You're Reading a Free Preview

Download
/*********** DO NOT ALTER ANYTHING BELOW THIS LINE ! ************/ var s_code=s.t();if(s_code)document.write(s_code)//-->