Value Microcaps Junior Energy

[JustForFun7]

PBG / STP / AOS

I consider these three to be the kings of the oil sand plays. PBG is probably in a different class than itself.

I used todays pullback as an opportunity to get back into STP. I had been in before but sold. It took off again before I could get back in. Nice to be back. I will add further on any follow up to this pullback. All it will take to get this bunch going again is for someone to acquire some company with oil sand holdings.

I have a lot of AOS because it was as you say earlier in the fdevelopment cycle (so more potential for increase). I think STP seems a litte better run than AOS so there may be a premium paid for STP because of that.

I used to have lots of PBG when I first started getting into oilsands. I moved that over to AOS / STP when they were moving up and PBG was moving sideways. I really would like to get back to owning some PBG as it is the cadillac of the bunch with it's holding, production and processes. I'll just wait for an opportunity.

Anyone else conisder another oilsand company to be better value than any of these three?

Have fun!

JFF7