Are we right but just early?I enjoy reading the posts, including those I don't agree with as they generally provide constructive insights into the company. The recent posts on the potentially great year COS may have and the corresponding impact on cash flow is very encouraging and well reasoned. The frustrating part is the common stock for the most part languishes. As has been said the financial analysts are likely waiting to see Q1 results, but imagine if you were an analyst why,with the oil price data available,would you not increase your target price for the stock earlier, essentially before all the other analysts get on board and the stock runs. Perhaps they have not increased their corp. model for COS to reflect these higher prices or are not convinced the oil price will remain $100++. However even a bearish view on oil would take the oil price higher now that we have 2 months of C$107 /bo syncrude oil price according to first energy.
Either that or perhaps all of our well reasoned thinking is somehow flawed. To end on a positive note perhaps we are the group that really sees clearly the long term value and await patiently for others to agree.