RE: RE: RE: RE: Cousin THIM What are you doing trying to come here and convince people about the risk involved in investing with COS for? Nobody is arguing against you that it isn't a single asset company that is highly leveraged to the price of its product and the amount it produces.
Every post from every poster is either commenting on the price of synthetic crude, or its production numbers. Everyone here talks about diversifying your portfolio and keeping COS as a nice dividend play. For you to portray yourself as the only sane clairvoyant in the building just makes you look like even more of an idiot.
To get to your other point, you keep raising the question of probability and risk. What do you think the probability is of oil hitting $40 for anything more than a couple of months. Even if oil hit $40 and stayed there, it would be in a massive deflationary environment and the cost of production for COS would drop as well and they would still generate a profit relative to investment community. If $40 oil came, stock price drop in COS would be the least of your worries, that level of deflation would probably eliminate 1/3 of the companies in the world, your portfolio would be reduced to nothing (not because of losses in COS, because of losses across the board...even gold).
The only real fear is that COS goes to $40 while the economy stays strong. This could happen if they lose all production capacity, oil sands are banned, or an alternative to oil as a source of cheap energy is developed. You obviously don't understand this because you have never even brought this up as the real risk factor. How many times are you going to be exposed as a complete moron before you stop posting?