Agoracom: Small Cap Investment - Connacher Oil and Gas

May 25, 2011 06:06PM

rebels1

May 25, 2011 06:52PM

kanukl

May 25, 2011 07:12PM

BKM8572

May 25, 2011 07:28PM

May 26, 2011 10:03AM

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May 27, 2011 05:11PM

May 31, 2011 02:14AM

May 31, 2011 03:32AM

Re: Operational Costs-sp level

May 31, 2011 10:59AM

May 31, 2011 11:49AM

Jun 01, 2011 02:22AM

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Jun 02, 2011 03:21AM

rebels1

Jun 02, 2011 10:07AM

Jun 02, 2011 11:57AM

Next stop for the Dow 20.000 ,?

Jun 02, 2011 01:13PM

Jun 02, 2011 05:01PM

bbqdays

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Re: Operational Costs

in response to

rebels1

posted on Jun 02, 2011 05:24PM

I'm leaning towards number two along with Spidey because I believe I've always seen a wish-list SOR of 2.6 - 2.7 (ref page 27 of the summer/fall 2009 presentation) while we haven't ever seemed to achieve anything near that level. I see we hit 3.5 at GD in 2010 and 3.8 CSOR in 2011 (Q1 Financials page 9).

From what I recall, lowering the SOR would be one of the best methods of increasing margin. Hence the investment in the high-temp pumps and etc.

Love the intentional production restraint theory. Even so, volume efficiencies would seem paramount.