Opti Canada Inc. (OPC.TO)

BUY
Tar sands extraction. Well run company. Good equipment. A nice hold for the next couple of years.
BUY ON WEAKNESS
Recently had a big move so you should wait for a pullback. Starting to get past the risks. There will be a lot of volatility.
BUY ON WEAKNESS
Using the OrCrude technology with Nexen (NXY-T) as its partner is. Still a risk factor. How will it operate on a full-scale basis? Going into steam process by the 3rd quarter, possibly the 2nd. 80% done on their upgrader. You want exposure to these technologies in appropriate portions. Don't have it as a core position.
BUY
Trading at a significant discount to NAV.
BUY
Great entry point. It's Long Lake phase 1 is coming along. You'll see production coming at the end of this year. The best of the “prospective” plays.
BUY
Could be an acquisition target going forward.
WAIT
Very leveraged to the high price of oil. The price of oil may go up a little bit more in the near term, but usually in the fall there is a correction in the price. Wait for a correction.
WAIT
An oil sands play with its own up grader. Have some unique technologies. Good value. These things take longer than expected so there will be some entry points down the road. Wait a while.
BUY
Have started steam injections in their SAG D operations. Why have production in the 3rd quarter. Takeover is a possibility.
BUY
This is considered a Hold category moving to a Buy category because oil sands production is ramping up now.
COMMENT
They have a new process, which generates gas from the base of the bitumen, fire it up, and they don't have to use gas from the top. It will be interesting to watch.
BUY
If an international company wants to own oil that is geographically safe, there is not much to buy. Expect more takeovers in 2007. He prefers companies that are already producing such as Opti (OPC-T) and Western Oil Sands (WTO-T).
DON'T BUY
Would be more inclined to put money into Suncor (SU-T) or Western Oil Sands (WTO-T) because they are more of a sure bet.
DON'T BUY
Could be a takeover target, but a lot of that is baked into the price. Prefers companies that have proven, established operations.
DON'T BUY
A big oil sands play. There has been a lot of activity in this area. This is a good one, but would stick with the big names were there is a lot of liquidity.
Showing 76 to 90 of 103 entries