OTCPK:TLSMF - Post by User
Comment by
syncrudeon Mar 16, 2006 10:01am
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Post# 10516735
RE: Any speculation on why
RE: Any speculation on whyI guess there are leaders & laggards & a quite a few blaggards but looking at Imperial Oil it had the big peak & a long period of consolidation? how quickly can cashflow really grow & what's fair value? I thought TLM had very decent numbers closer to 4X than 10X @ IMO... but the market is in love with oilsands? so TLM said "monetize Oilsand assets in 2006" time will tell; plus some pipeline/mid-stream assets? I thought ECA was a laggard & had oilsand projects plus decent cashflow (5X)... tough to see Nexen passing TLM but imagine if PCA or ECA did likewise??? we need to spread the word to China that HSE is a DOG... woof woof