RE:RE:RE:RE:AGM HighlightsI believe many of the investors in COS are both yield and value oriented. In the interim , until operations get fixed which is long over-due, we collect a reasonable dividend. Longer-term we expect production growth along with much higher dividends. The stock is so low relative to its value that even a big premium over the trading value will fall short of where I believe this stock should be trading, again once production is predictably on an up trend.
The investor presentations should highlight what specific operational actions are being done to fix a flat to declining production profile. The rest of the presentation is repetitive and should be compressed. Strange that we never hear from an operations person, which brings me to my next suggestion. Get someone from Syncrude or Imperial to speak openly and honestly about production problems. Specific straight talk, no massaged generalities.