OPTI CANADA = Oilsandaktie setzt zum Rebound an !!!! - 500 Beiträge pro Seite (Seite 6)

[donnerpower]

Antwort auf Beitrag Nr.: 37.595.520 von Indonesian am 17.07.09 18:01:10

Wo ist das ein riesen verkauf..da wurden einfach von einer bank zu anderen Shares getauscht

[donnerpower]

BRENT C.O - WIe gehts weiter?



Haussierende Aktienmärkte, robuste Konjunkturdaten und sinkende US-Rohöllagerbestände sind die Zutaten für einen starken Ölmarkt!

Mit der aktuellen Preisentwicklung bei Brent C.O. sehen wir uns in unserer Erwartungshaltung bestätigt. Brent C.O. erreichte nach der Top-Bildung wie erwartet die aus unserer Sicht zentrale Unterstützungszone 60/55 US-Dollar.

Die Veröffentlichung der US-Rohöllagerbestände wies erneut einen Abbau aus. Damit scheint sich nun eine Trendumkehr installiert zu haben, nachdem bereits in den Vorwochen die Lagerbestände sanken. Bei Brent C.O. sehen wir nun nach dem erfolgreichen Test der 60 US-Dollar eine Gegenbewegung in Richtung 66 US-Dollar.

Nach der heftigen Korrektur, die die Ölwerte in den letzten Tagen und Wochen hinnehmen mussten, sind sie es, denen wir aktuell das größte Erholungspotential zubilligen. Insbesondere der AMEX Oil Index eignet sich für eine gepflegte Spekulation. Weiterführende Informationen und konkrete Handelsempfehlungen lesen Sie in unseren börsentäglichen Publikationen.

Musterdepots gehen durch die Decke! / JETZT die Themenreporte GOLD und URAN anfordern unter: RohstoffJournal.de


Autor: RohstoffJournal.de

[Pokerlui007]

SK mal wieder auf Tagestief und das obwohl Öl schön im Plus war...wie solls hier nur weitergehen!!??

[Tambo0815]

Öl ist aus dem Tief ca 10% gestiegen und unsere Opti nicht mal 1 %. Kann mir irgendeiner mal den Grund dafür nennen. Wie hoch muss denn das Öl noch steigen damit Opti sich bewegt?? Zumindest mal bis EURO 1,15 oder so

[Pokerlui007]

Antwort auf Beitrag Nr.: 37.613.090 von Tambo0815 am 21.07.09 12:21:04

das frag ich mich auch...wäre ja schon mega froh wenn wir die 1,70CAD mal wieder knacken könnten!!

[polser]

Antwort auf Beitrag Nr.: 37.613.090 von Tambo0815 am 21.07.09 12:21:04

im Moment finde ich opti einfach
zum ko......

[Pokerlui007]

1,53!!!!!!! unfassbar!!!!!

[Indonesian]

Geduld meine Herren

[donnerpower]

Antwort auf Beitrag Nr.: 37.616.204 von Indonesian am 21.07.09 17:52:54

..so sieht es aus

[Pokerlui007]

Antwort auf Beitrag Nr.: 37.617.411 von donnerpower am 21.07.09 20:18:19

Sk auf Tageshoch...wow!!

[polser]

Antwort auf Beitrag Nr.: 37.619.581 von Pokerlui007 am 22.07.09 08:31:30

hm.......

[Tambo0815]

6 Mio Stück auf einen Schlag gekauft!!!!!!!!!
Wieder nur von einer Bank zur anderen gesendet wie Donnerpower sagte oder steckt hier mehr dahinter?? Wer kauft soviel auf einmal???

[Erni09]

was war den das heute den ganzen tag nichts und am ende 6 mio.

[AceRothstein]

Nach den 6.mio kann der Donnerstag kommen

Ace

[Zahnstein80]

6 Mio ist schon ein fetter Trade... leider hatte es bisher keine Auswirkungen auf den Kurs.... mal gespannt ob sich Opti heute vorwärts bewegt... weiter nach unten kann es ja kaum gehen.

Wann gibt es eigentlich neue Zahlen von Opti, kann mir das jemand sagen?

danke

[Tambo0815]

Servus @ all,

ja am 29 Juli gibt es die Zahlen für das Quartal 2/09. Na dann vielleicht wissen ein paar Leute wie immer mehr?? Oder vermuten dass ÖL nun hoch steigt ??

[erti]

[Pokerlui007]

wat ein dicker fetter roter balken!!!!!!!

[erti]

Antwort auf Beitrag Nr.: 37.637.514 von Pokerlui007 am 24.07.09 08:08:40

du hast ja auch einen roten kopp

[BRBa]

Was ist denn heute hier lossssssssss Riesen Umsätze hier und das alles ohne NEWS :O

[Mauci]

Antwort auf Beitrag Nr.: 37.654.874 von BRBa am 27.07.09 19:55:08

kaum habe ich das wort opti in den mund genommen, gehts schon upp...und ich bin erst next week wieder flüssig

[donnerpower]

Antwort auf Beitrag Nr.: 37.655.209 von Mauci am 27.07.09 20:36:15

Könnte knapp werden…unter 2Dollar

[brocklesnar]

Antwort auf Beitrag Nr.: 37.655.944 von donnerpower am 27.07.09 22:08:53

naja der Anstieg war aber ziemlich schnell wieder vorbei

[BRBa]

Antwort auf Beitrag Nr.: 37.655.944 von donnerpower am 27.07.09 22:08:53

2.CAD sind machbar diese Woche natürlich auf alles ein wenig vom Marktumfeld + Ölpreis abhängig

[tanja2-2]

Antwort auf Beitrag Nr.: 37.657.391 von BRBa am 28.07.09 09:18:47

Bin auch noch mit dabei, werd schauen ob ich nochmal günstig nachlege.Hab einen EK von 1,07 Euro.
Hoffe Du behälst Recht großer Meister

[BRBa]

Antwort auf Beitrag Nr.: 37.657.280 von brocklesnar am 28.07.09 09:06:11

Gestern haben wir im Chart einen DOJI=Trendumkehr gemacht also müßte es heute weiter nach Norden gehen nur meine Meinung

[BRBa]

Antwort auf Beitrag Nr.: 37.657.280 von brocklesnar am 28.07.09 09:06:11

hier der ganze Artikel:http://www.dobmagazine.nickles.com/article.asp?article=magaz…

[BRBa]

Federal regulators on Monday made permanent an emergency rule aimed at
reducing abusive short-selling, put in at the height of last fall's
market turmoil.

The Securities and Exchange Commission announced that it took the
action on the rule targeting so-called "naked" short-selling, which
was due to expire Friday.


Richard Drew / AP
---------------------------------------------------------------------------­-----


Short-sellers bet against a stock. They generally borrow a company's
shares, sell them, and then buy them when the stock falls and return
them to the lender—pocketing the difference in price.


"Naked" short-selling occurs when sellers don't even borrow the shares
before selling them, and then look to cover positions sometime after
the sale.


The SEC rule includes a requirement that brokers must promptly buy or
borrow securities to deliver on a short sale.


At the same time, the SEC has been considering several new approaches
to reining in rushes of regular short-selling that also can cause
dramatic plunges in stock prices.


Investors and lawmakers have been clamoring for the SEC to put new
brakes on trading moves they say worsened the market's downturn
starting last fall. SEC Chairman Mary Schapiro has said she is making
the issue a priority.


RELATED LINKS
Current DateTime: 02:18:42 27 Jul 2009
LinksList Documentid: 32174909
Traders Profit With PCs Set on High SpeedOptions Action: Mining
Exchange Traded FundDow 9,000 - Not So Meaningful
The five SEC commissioners voted in April to put forward for public
comment five alternative short-selling plans.


One option is restoring a Depression-era rule that prohibits short
sellers from making their trades until a stock ticks at least one
penny above its previous trading price.


The goal of the so-called uptick rule is to prevent selling sprees
that feed upon themselves—actions that battered the stocks of banks
and other companies over the last year.


Another approach would ban short-selling for the rest of the trading
session in a stock that declines by 10 percent or more.


In addition to making the "naked" short-selling rule permanent, the
SEC and its staff are working with major stock exchanges to make data
on short-sale transactions and volumes publicly available through the
exchanges' Web sites, the SEC announcement said.


It will result in "a substantial increase" over the amount of
information currently required, the agency said.


"Today's actions demonstrate the (SEC's) determination to address
short-selling abuses while at the same time increasing public
disclosure of short-selling activities that affect our markets,"
Schapiro said in a statement.


© 2009 The Associated Press. All rights reserved. This material may
not be published, broadcast, rewritten or redistributed.
Topics:Regulations | Stock Market | Banking
Sectors:Financial Services | BanksPrintEmailText Size


http://finance.google.com/group/google.finance.694621/browse…

[BRBa]

Antwort auf Beitrag Nr.: 37.657.422 von tanja2-2 am 28.07.09 09:21:53

Morgen Tanja
hast ja gestern schön gesehen wie Opti hoch wollte aber nicht durfte

[tanja2-2]

hab ich schon gesehen, aber vielleicht sollten oder müssen wir die Zahlen morgen abwarten. Ich trau dem Braten noch nicht so ganz

[BRBa]

Antwort auf Beitrag Nr.: 37.657.886 von tanja2-2 am 28.07.09 10:07:57

da müßte der Kurs ja schon mal im Vorfeld anziehen oder nicht


Opti Canada schedules July 29 Q2 call


2009-07-22 18:57 ET - News Release

An anonymous director reports

OPTI CANADA TO HOST SECOND QUARTER 2009 RESULTS CONFERENCE CALL ON JULY 29, 2009

Opti Canada Inc. will conduct a conference call at 7 a.m. (Mountain Time) (9 a.m. (Eastern Time)) on Wednesday, July 29, 2009, to review the company's second quarter 2009 financial and operating results. Chris Slubicki, president and chief executive officer, and Travis Beatty, chief financial officer, will host the call. To participate in the conference call, dial 800-588-4942 (North American toll-free) or 416-644-3430 (alternative).

Please reference the Opti Canada conference call with Mr. Slubicki when speaking with the operator.

A replay of the call will be available until Aug. 11, 2009, inclusive. To access the replay, call 416-640-1917 or 877-289-8525 and enter passcode 21311681, followed by the pound sign.

This call will also be webcast, and can be accessed on Opti Canada's website under presentations and webcasts in the investors section. The webcast will be available for replay for a period of 30 days.

Top

[tanja2-2]

Antwort auf Beitrag Nr.: 37.657.963 von BRBa am 28.07.09 10:15:18

???
in München war grad Kursaussetzung!
hab jetzt mal ne Order in Frankfurt drin.

[BRBa]

Antwort auf Beitrag Nr.: 37.657.987 von tanja2-2 am 28.07.09 10:17:15

ne ne Tanja mach mir mal keine Angst

[tanja2-2]

Antwort auf Beitrag Nr.: 37.658.008 von BRBa am 28.07.09 10:19:38

Was heißt hier Angst!!!
Du bist der profi von uns beiden.
In München nach wie vor Kursaussetzung!

[BRBa]

Antwort auf Beitrag Nr.: 37.658.025 von tanja2-2 am 28.07.09 10:21:20

Tanja war wohl ne Kurze Nacht bei Dir also ich seh was anderes


OPTI CANADA INC. REGISTERED SHARES O.N.·O1C·MÜNCHEN
ORDERTIEFE
Anzahl Limit Kauf Verkauf Limit Anzahl
2 000 1,04
1,07 2 000

[tanja2-2]

Antwort auf Beitrag Nr.: 37.658.088 von BRBa am 28.07.09 10:27:00

Wollte die Order reinstellen in München.
Wortlaut der Ing Diba: Zur Zeit nicht handelbar wegen Kursausetzung. Bitte versuchen sie es später erneut oder wählen sie einen anderen Handelsplatz!
Na ja, wie dem auch sei, ich steh in Frankfurt drin, vielleich bekomm ich noch ein paar günstige Stücke, ansonsten bin ich gerüstet!

[BRBa]

Ormat buys more shares to maintain stake in Opti Canada
By Yoram Gabison


Ormat Industries, controlled by Dita and Yehuda Bronicki, has bought 5.1 million more shares in Opti Canada to keep its stake in the oil producer at 5.1%. Ormat paid C$9 million Canadian ($7.8 million) for its stock.

Opti Canada, which extracts and upgrades bitumen - heavy crude oil - from the oil sands in the Canadian province of Alberta, issued a total of 86 million shares. Advertisement


The shares were issued at C$1.75 each, and the company gave underwriters RBC Capital, TD securities and Credit Suisse an option to buy 12.9 million shares at the same price. The company is traded on the Toronto Stock Exchange at a market cap of $380 million.

Opti Canada has a 35% stake in the Long Lake project in Alberta, which hopes to increase daily sales to 58,000 barrels of premium synthetic crude by the end of 2010.

In the first quarter this project reached a significant milestone: Production and sales topped 15,000 barrels a day.

The company's shares fell from a record high of C$25 to C$0.63 in March 2009. Ormat's shares are currently worth $19 million, up from $7.9 million at the end of March.

http://www.haaretz.com/hasen/spages/1102819.html

[tanja2-2]

hab über pari nochmal nachgelegt. 1,06 Euronen bezahlt. Hoffe es rentiert sich.
Canada wirds hoffentlich richten

[BRBa]

Antwort auf Beitrag Nr.: 37.659.845 von tanja2-2 am 28.07.09 13:30:44

wenn die 1.65CAD fällt sehe ich da keine Probleme

[BRBa]

Antwort auf Beitrag Nr.: 37.659.845 von tanja2-2 am 28.07.09 13:30:44

BID ist doch 1.06€

OPTI CANADA INC. REGISTERED SHARES O.N.·O1C·FRANKFURT
ORDERTIEFE
Anzahl Limit Kauf Verkauf Limit Anzahl
3 000 1,06
1,09 3 000

[tanja2-2]

Antwort auf Beitrag Nr.: 37.660.036 von BRBa am 28.07.09 13:49:52

Ja, hab ich grad gesehen. Stand aber bis vor einer halben Stunde grad mal bei 1,03 oder so.
lassen wir uns überraschen, ich bin zur Canada Eröffnung leider nicht da.
Muß nochmal ausrücken und komme erst gegen 7 zurück

[BRBa]

Antwort auf Beitrag Nr.: 37.660.107 von tanja2-2 am 28.07.09 13:56:28

Das ist nicht so schön na dann muß ich den Kurs alleine in Canada hoch kaufen
Von mir aus können bis bis 15.30h auch bei 1.15€ stehen hätte nix dagegen

[brocklesnar]

Antwort auf Beitrag Nr.: 37.660.153 von BRBa am 28.07.09 14:01:47

nun müßt ihr noch 2 Stunden warten

ich traue dem Braten immer noch nicht so ganz

[BRBa]

Antwort auf Beitrag Nr.: 37.660.192 von brocklesnar am 28.07.09 14:06:03

ne sind doch nur noch 1 1/2 Std.

es gibt nur ein Lösung: steigt Opti gibt es einenBratenfällt Sie gibt es Pizza

[BRBa]

Antwort auf Beitrag Nr.: 37.660.192 von brocklesnar am 28.07.09 14:06:03

und nicht vergessen Morgen ist Telefon Konferenz
http://www.stockwatch.com/newsit/newsit_newsit.aspx?bid=Z-C:…

[RivaOpera]

Ein Börsenbrief hatte sich doch mal stark engagiert für Opti - leider bisher wenig erfolgreich... Heute wird anscheinend wieder getrommelt - nun darf man mal gespannt sein!

[BRBa]

Antwort auf Beitrag Nr.: 37.660.305 von RivaOpera am 28.07.09 14:17:31

Hast BM

[RivaOpera]

Antwort auf Beitrag Nr.: 37.660.354 von BRBa am 28.07.09 14:22:27

n-tv hotline U. Pfauntsch....

[tanja2-2]

Antwort auf Beitrag Nr.: 37.660.354 von BRBa am 28.07.09 14:22:27

möchte auch BM bitte bitte

[BRBa]

Antwort auf Beitrag Nr.: 37.660.397 von RivaOpera am 28.07.09 14:28:07

Danke

Habe ich mir doch schon gedacht das der Schelm Uli wieder Opti aufgenommen hat
aber 200% sind bestimmt nur bis Jahresende drin
Quelle: Seite 299
http://www.n-tv.de/mediathek/teletext/

[BRBa]

Antwort auf Beitrag Nr.: 37.660.462 von tanja2-2 am 28.07.09 14:34:36

Tanja
der User RivaOpera hat meine Frage im Thread schon beantwortet

[tanja2-2]

Antwort auf Beitrag Nr.: 37.660.488 von BRBa am 28.07.09 14:38:46

Bin schon ganz wirr...versteh ich überhaupt nicht, bin doch noch nüchtern
Also bis später meine Lieben, haltet die Stellung bitte!

[RivaOpera]

Antwort auf Beitrag Nr.: 37.660.469 von BRBa am 28.07.09 14:35:44

Ja, ein echter Schelm!! Ob er heute Opti meint, keine Ahnung?
Tatsache ist, ich habe am 14.7. etwas Taschengeld in den Sand gesetzt und aus Neugier angerufen - da hieß es "Öl-Tipp..." was weiß ich "heute und morgen mit starkem Anstieg zu rechnen" o.ä.
Nix davon eingetroffen - siehe Chart...

[BRBa]

Antwort auf Beitrag Nr.: 37.660.522 von RivaOpera am 28.07.09 14:42:11

Er meint Opti jetzt muß Sie in Canada nur noch steigen

[occan]

top tipp

[yoga98]

Antwort auf Beitrag Nr.: 37.660.305 von RivaOpera am 28.07.09 14:17:31

Ja es ist mal wieder ein Börsenbrief , der die Aktie Empfiehlt... Hoffentlich mit ERfolg...

[tanja2-2]

Gott sei dank sind wir wieder im plus...
Vielleicht schaffen wir ja die 1,65 heute, wenn nicht können wir morgen nur auf gute Zahlen warten

[BRBa]

Antwort auf Beitrag Nr.: 37.663.964 von tanja2-2 am 28.07.09 20:05:02

schmeißen immer wieder ins BID

ORDERTIEFE
Anzahl Kauf Verkauf Anzahl
65 100 1,59 1,60 24 800

[tanja2-2]

Antwort auf Beitrag Nr.: 37.664.012 von BRBa am 28.07.09 20:10:08

Danke!
Zum heulen...
Dann hoffen wir mal das wir im plus schließen

[donnerpower]

Ganz in ruhe...will ja noch nachkaufen...muss aber erst mal meine Xoma wieder los werden..einstiegspunkt 0,745 Euro

[tanja2-2]

Guen morgen zusammen,
wann war heute der Termin nach deutscher Zeit???
Bin leider erst gegen 16 Uhr zurück, bin gespannt und hoffe das nachlegen hat sich gelohnt.
Auf einen grünen Tag

[posterino]

OPTI Canada Announces Second Quarter 2009 Results
TSX: OPC

CALGARY, July 29 /CNW/ - OPTI Canada Inc. (OPTI) announced today the
Company's financial and operating results for the quarter ended June 30, 2009.
The Long Lake Project (the Project) is the first to use OPTI's integrated
OrCrude(TM) process. Our proprietary process is designed to substantially
reduce operating costs compared to other oil sands projects while producing a
high quality, sweet synthetic crude oil.
"We significantly strengthened our financial position recently with the
equity offering that closed earlier this month, and we believe we now have the
liquidity we require to reach full production at Long Lake in late 2010," said
Chris Slubicki, President and Chief Executive Officer. "The Project is built,
operating and as it ramps up we expect to demonstrate the substantial value of
our next-generation technology which is anticipated to generate the best
netbacks in the industry."

<<
FINANCIAL SUMMARY

-------------------------------------------------------------------------
Three months Six months
ended ended Year ended
June 30, June 30, December 31,
In millions 2009 2009 2008
-------------------------------------------------------------------------
Net loss $ (9) $ (106) $ (477)(1)
Total oil sands expenditures(2) 22 97 706
Working capital (deficiency) 255 255 (25)
Shareholders' equity $ 1,366 $ 1,366 $ 1,471
Common shares outstanding (basic)(3) 196 196 196
-------------------------------------------------------------------------

Notes:

(1) Includes $369 million pre-tax asset impairment provision related to
working interest sale to Nexen.
(2) Capital expenditures related to Phase 1 and future phase development.
Capitalized interest, hedging gains/losses and non-cash additions or
charges are excluded.
(3) On July 14, 2009, OPTI issued an additional 85,720,000 common shares,
which increased the common shares outstanding to 281,749,526. See
"Share Capital".
>>

PROJECT UPDATE

The ramp-up of the Project is progressing and the reservoir continues to
perform as OPTI expected, given the amount of steam that has been injected.
Steam volumes have been limited by the ability to treat water.
In May, a project to add supplementary heat to the hot lime softeners
(HLS) in the water treatment plant was successfully completed. Routine
maintenance work to remove deposits which typically build up in water
treatment plants was also completed. Steam production increased and in June we
have achieved injection rates of approximately 95,000 bbl/d. Gross bitumen
production rates reached a peak of approximately 18,000 bbl/d in June. At June
30, 2009, there were 41 of 81 well pairs on production operating with a steam
to oil ratio (SOR) that ranges between 4.0 and 5.0. We continue to anticipate
a long-term SOR of 3.0.
Bitumen production volumes for the second quarter averaged approximately
14,300 bbl/d (gross). Production volumes in the second quarter were impacted
by downtime associated with improvements made to the HLS units.
In mid-July, steam injection rates were intentionally reduced in order to
address water chemistry issues in advance of planned maintenance in the third
quarter. As a result, average bitumen production volumes for the period July 1
to July 26 averaged approximately 13,000 bbl/d. As these issues are resolved,
steam and bitumen volumes have begun to ramp-up again to approximately 69,000
bbl/d and 14,500 bbl/d, respectively.
As previously announced, a project to replace valves and conduct
maintenance on the water treatment plant during the third quarter of 2009 is
planned to further optimize steam production. We expect the cost of these
activities will not be significant but will result in scheduled downtime in
the third quarter, impacting bitumen and Premium Sweet Crude (PSC(TM))
production.
As steam generation increases, we expect that all remaining wells will be
converted to production mode. We expect steam assisted gravity drainage (SAGD)
volumes to increase from current production levels, other than the short-term
reduction in the third quarter of 2009 noted above, to full capacity of 72,000
bbl/d of bitumen in late 2010. During the SAGD ramp-up period in 2009 and
2010, we also expect to process third party bitumen.
With respect to the Upgrader, all major units are operational and
synthesis gas has been used in SAGD operations, decreasing operating costs by
reducing the requirement for purchased natural gas. Upgrader reliability is
improving with an on-stream factor of 46% during the second quarter of 2009
compared to 33% in the first quarter of 2009. The PSC(TM) that has been
marketed has, on average, been sold at pricing equal to or above pricing for
other synthetic crude oils.
Having successfully operated the Upgrader for several months, the
Operator intentionally shut down the Upgrader last week to assist in dealing
with water chemistry issues impacting steam generation for SAGD operations.
When the Upgrader is restarted, we expect to be in a position to start-up the
solvent de-asphalter and thermal cracker units. This is expected to take place
shortly before or after the planned maintenance in the third quarter. These
units will allow the Operator to transition from gasifying vacuum residue,
which contains some lighter parts of the barrel, to gasifying asphaltenes, the
heaviest part of the barrel. Once this transition is complete we expect the
PSC(TM) yields to increase to approximately 80%. In periods when the Upgrader
is shut down, we will continue to produce bitumen and blend it with diluent
for sale.
While we expect periods of downtime in the ramp-up phase we anticipate
that the reliability of operations will continue to improve. We anticipate
Upgrader capacity during ramp-up will be capable of processing all of the
forecasted SAGD volumes and we expect the Project to reach full capacity of
approximately 58,500 bbl/d of PSC(TM) and other products in late 2010.

CAPITAL EXPENDITURES

As Phase 1 of the Long Lake Project is essentially complete the remaining
capital costs relate to the completion of the steam expansion project,
expected later this year, and the ash processing unit in 2010. The remaining
cost to complete these two projects is approximately $34 million net to OPTI,
most of which will be incurred in 2010.
The table below identifies historical expenditures incurred by us in
relation to the Project, other oil sands activities and other capital
expenditures.

<<
-------------------------------------------------------------------------
Three months Six months
ended ended
June 30, June 30, Year ended
$ millions 2009 2009 2008
-------------------------------------------------------------------------
Long Lake Project - Phase 1
Upgrader & SAGD $ 6 $ 19 $ 480
Sustaining capital 9 30 60
Capitalized operations - 18 32
-------------------------------------------------------------------------
Total Long Lake Project 15 67 572
Expenditures on future phases
Engineering and equipment 5 10 64
Resource acquisition and
delineation 2 20 70
-------------------------------------------------------------------------
Total oil sands expenditures 22 97 706
Capitalized interest - 29 139
Other capital expenditures - (19) 35
-------------------------------------------------------------------------
Total cash expenditures 22 107 880
Non-cash capital charges - - 4
-------------------------------------------------------------------------
Total capital expenditures $ 22 $ 107 $ 884
-------------------------------------------------------------------------
>>

For the three months ended June 30, 2009 we incurred capital expenditures
of $22 million. Our $6 million share of the Phase 1 expenditures for Upgrader
and SAGD were primarily related to the ongoing construction of the steam
expansion project. Sustaining capital expenditures of $9 million related
primarily to engineering and resource delineation for future Phase 1 well pads
and SAGD optimization. We discontinued capitalizing our share of the net
Upgrader operations on April 1, 2009.
For the three months ended June 30, 2009, we incurred expenditures of $5
million for engineering and $2 million for resource acquisition and
delineation for future phases.

<<
RESULTS OF OPERATIONS

Three months and six months ended June 30, 2009
-----------------------------------------------

-------------------------------------------------------------------------
Three
months Six months
Three months ended Six months ended
ended June 30, ended June 30,
June 30, 2008 June 30, 2008
$ millions 2009 (as revised) 2009 (as revised)
-------------------------------------------------------------------------
Revenue $ 34 $ - $ 63 $ -
Expenses
Operating expenses 39 - 67 -
Diluent and feedstock
purchases 20 - 49 -
Transportation 3 - 6 -
-------------------------------------------------------------------------
Net field operating
margin (loss) (28) - (59) -
Interest, net 42 (1) 61 (3)
General and
administrative 7 4 13 8
Financing charges 1 1 1 1
Loss on disposal
of assets 1 - 2 -
Foreign exchange
translation loss (gain) (171) (11) (96) 45
Realized loss (gain)
on hedging instruments (11) 3 (35) (4)
-------------------------------------------------------------------------
Income (loss) before
non-cash items 103 4 (5) (47)
Net unrealized loss
(gain) on hedging
instruments 137 40 115 (4)
Depletion, depreciation
and accretion 7 1 11 2
Future tax (recovery) (32) (8) (25) (10)
-------------------------------------------------------------------------
Net income (loss) $ (9) $ (29) $ (106) $ (35)
-------------------------------------------------------------------------

Comparative amounts for the three and six months ended June 30, 2008 have
been revised to reflect the retroactive adoption of CICA Handbook section 3064
"Goodwill and Intangible Assets", effective January 1, 2009.

Operational Overview
--------------------
>>
Our overall operating results in the second quarter of 2009 and the six
months ended June 30, 2009 reflected the inconsistent performance of SAGD and
Upgrader operations and relatively low SAGD volumes. During the second
quarter, we resolved some of the previously identified water treating issues,
which is expected to lead to higher steam volumes and corresponding bitumen
volumes. Both HLS units are operating with additional supplementary heat. The
operating performance of the Upgrader improved considerably during the second
quarter as the Upgrader had an on-stream factor of 46% during the quarter
compared to 33% in the first quarter. On-stream factor is a measure of the
period of time that the Upgrader is producing PSC(TM) and it is calculated as
the percentage of hours the Hydrocracker Unit in the Upgrader is in operation.
As previously announced, a project to replace valves and conduct maintenance
on the water treatment plant during the third quarter of 2009 is planned,
which is expected to increase steam production. We expect that the cost of
these activities will not be significant but will result in scheduled downtime
in the third quarter, reducing bitumen and PSC(TM) production. As steam
generation increases, we expect that all wells will be converted to production
mode.
We define our net field operating margin as revenue related to petroleum
products and power sales minus operating expenses, diluent and feedstock
purchases and transportation costs. See "Non-GAAP Financial Measures". This
margin was a loss of $28 million during the three months ended June 30, 2009
as compared with a loss of $31 million in the preceding quarter. Our net field
operating margin improved during the second quarter as a result of higher
sales volumes and prices for PSC(TM), lower diluent costs as a result of more
on-stream time and lower SAGD operating costs. These improvements were offset
by the inclusion in our net field operating margin of $16 million for Upgrader
operating costs (these costs were capitalized in the first quarter). As most
of our SAGD and Upgrader operating costs are fixed, we expect that rising SAGD
volumes and an increasing Upgrader on-stream factor will lead to improvements
in our net field operating margin. This expected improvement would result in
higher PSC(TM) sales and lower diluent costs.
The results of operations for the six month period ended June 30, 2009
include SAGD results for the entire period, as well as Upgrader results from
April 1, 2009, which is the date we determined the Upgrader to be ready for
its intended use.

<<
Revenue
-------
>>
For the three months ended June 30, 2009, we earned revenue of $34
million. Our share of PSC(TM) sales averaged 1,700 bbl/day (Q1 2009: 700
bbl/day was included in capitalized operations) at an average price of
approximately $65.50/bbl, while our share of Premium Synthetic Heavy (PSH)
averaged 4,400 bbl/day (Q1 2009: 7,700 bbl/day) at an average price of
approximately $58.50/bbl. During the second quarter we received pricing
in-line with or better than other synthetic crude oils. Due to the premium
characteristics of our PSC(TM), we expect to increase the premium we receive
relative to other synthetic crude oils as production, and therefore the
availability of marketed PSC(TM), increases. In the same period, we had power
sales of $1 million representing 17,167 megawatt hours (MWh) of electricity
sold at an average price of approximately $33/MWh.
For the six months ended June 30, 2009, we earned revenue of $63 million,
which was comprised of $51 million PSH sales, $10 million of PSC(TM) sales and
$2 million of power sales. There was no revenue recorded in the three and six
month periods ending June 30, 2008 as the facilities were not considered to be
ready for their intended use.

<<
Expenses, gains and losses
--------------------------

* Operating expenses
>>

Operating expenses were $39 million for the three months ended June 30,
2009 and $67 million for the six months ended June 30, 2009. For both periods,
operating expenses were primarily comprised of natural gas, maintenance,
labour and operating materials and services. Operating expenses increased from
$28 million in the first quarter to $39 million because we ceased
capitalization of Upgrader operations effective April 1, 2009. In the second
quarter, operating expenses improved compared to the first quarter as we
benefited from lower natural gas costs due to lower prices, as well as reduced
maintenance costs related to start-up activities. There were no operating
expenses recorded in the corresponding periods in 2008. These costs were
capitalized as the facilities were not considered to be ready for their
intended use.

* Diluent and feedstock purchases

Diluent and feedstock purchases were $20 million for the three months
ended June 30, 2009 and $49 million for the six months ended June 30, 2009.
Diluent costs in the three months ended June 30, 2009 are lower than the three
months ended March 31, 2009 as a result of a higher on-stream factor for the
Upgrader and a portion of our PSC(TM) production was used as diluent for our
bitumen production. Diluent purchases averaged approximately $69/bbl in the
second quarter, while the year-to-date average was approximately $66/bbl.
There were no diluent or feedstock purchases included in operations in the
corresponding periods in 2008 since these costs were capitalized as the
facilities were not considered to be ready for their intended use.

* Transportation

Transportation expenses were $3 million for the three months ended June
30, 2009 and $6 million for the six months ended June 30, 2009, primarily
related to pipeline costs associated with PSC(TM) and PSH sales. There were no
transportation expenses included in operations in the corresponding periods in
2008 since these costs were capitalized as the facilities were not considered
to be ready for their intended use.

* Net interest expense

Net interest expense was $42 million for the three months ended June 30,
2009 and $61 million for the six months ended June 30, 2009. Interest expense
increased in the second quarter as we no longer capitalize interest
attributable to the Upgrader. In 2008, $1 million of interest income was
earned in the three months ended June 30, 2008, while $3 million of interest
income was earned in the six months ended June 30, 2008. There was no interest
costs included in expenses in the corresponding periods in 2008, as this cost
was capitalized since the facilities were not considered to be ready for their
intended use.

* General and Administrative (G&A)

For the three months ended June 30, 2009 G&A expenses increased to $7
million from $4 million in the corresponding period in 2008. For the six
months ended June 30, 2009, G&A expenses increased to $13 million from $8
million in the corresponding period in 2008. The increase for the three and
six month period is due to one-time transition costs related to the
re-organization of OPTI after the asset sale to Nexen.

* Financing charges

For the three and six months ended June 30, 2009, financing charges were
$1 million, which is consistent with the corresponding periods in 2008.
Financing charges in 2009 relate to the evaluation of financing alternatives,
while financing charges in 2008 relate to issuance of new debt facilities.

* Loss on disposal of assets

Loss on disposal of assets was $1 million for the three months ended June
30, 2009 and $2 million for the six months ended June 30, 2009. The loss
relates to information technology write offs in the second quarter and costs
incurred during the first quarter related to the asset sale to Nexen. There
were no asset disposals in the corresponding periods in 2008.

* Foreign exchange gain or loss

The gain or loss is comprised of the re-measurement of our
U.S.-dollar-denominated long-term debt and cash. For the three months ended
June 30, 2009, foreign exchange translation gain increased to $171 million
from $11 million in 2008. The Canadian dollar strengthened from CDN$1.26 to
US$1.00 to CDN$1.16 to US$1.00 in the three months ended June 30, 2009. For
the six months ended June 30, 2009, foreign exchange translation gain was $96
million compared to a loss of $45 million in 2008. The Canadian dollar
strengthened from CDN$1.22 to US$1.00 to CDN$1.16 to US$1.00 in the first six
months of 2009.

* Net realized gain or loss on hedging instruments

Net realized gain on hedging instruments was $11 million for the three
months ended June 30, 2009 and $35 million for the six months ended June 30,
2009. The gains in both periods are related to our US$80/bbl crude oil puts
and our US$77/bbl crude oil swaps, since we realize gains on these contracts
to the extent the contract price exceeds the West Texas Intermediate (WTI)
price. WTI averaged US$59.62 during the three months ended June 30, 2009 and
averaged US$51.35 during the six months ended June 30, 2009.

* Net unrealized gain or loss on hedging instruments

For the three months ended June 30, 2009, we had a net unrealized loss of
$137 million compared to a loss of $40 million in the corresponding period in
2008. The net unrealized loss is comprised of an $82 million unrealized loss
on our foreign exchange hedges due to the strengthening of the Canadian dollar
from CDN$1.26 to US$1.00 to CDN$1.16 to US$1.00 and a $55 million unrealized
loss on our commodity hedges as the future price of WTI increased during the
quarter.
For the six months ended June 30, 2009, we had a net unrealized loss of
$115 million compared to a loss of $4 million in the corresponding period in
2008. The unrealized loss in 2009 was due to a loss of $45 million on our
foreign exchange hedges as the Canadian dollar strengthened from $1.22 to
US$1.00 to CDN$1.16 to US$1.00 and a $70 million mark to market loss on our
commodity hedges as the future price of WTI increased over the first six
months of 2009.
For the remainder of 2009, our commodity hedges are comprised of a 6,000
bbl/d put option at a net price of approximately US$76/bbl and a 500 bbl/d
swap at US$77/bbl. For 2010, our commodity hedges are comprised of West Texas
Intermediate (WTI) swap options that provide for 3,000 bbl/d at strike prices
between US$64/bbl and US$67/bbl.

* Depletion, depreciation and amortization

For the three months ended June 30, 2009, depletion, depreciation and
amortization was $6 million compared to $1 million in 2008. For the six months
ended June 30, 2009, depletion, depreciation and amortization was $11 million
compared to $2 million in 2008. The increase for the three and six month
periods compared to the corresponding periods in 2008 is due to the Upgrader
being considered ready for its intended use effective April 1, 2009 and the
SAGD facilities being considered ready for its intended use effective July 1,
2008.

* Future tax recovery

Future tax expense for the three months ended June 30, 2009 is a recovery
of $32 million (2008: $8 million) and for the six months ended June 30, 2009
is a recovery of $25 million (2008: $9 million). Future tax recovery for the
six months ended June 30, 2009 is primarily related to the future tax benefit
derived from current year losses from operations, net of a valuation allowance
in respect of unrealized foreign exchange capital losses on U.S.-dollar-
denominated debt. The valuation allowance was partially reversed in the three
months ended June 30, 2009 due to a strengthening Canadian dollar relative to
the US dollar.

* Foreign exchange hedging instruments

OPTI is exposed to foreign exchange rate risk on our long-term
U.S.-dollar-denominated debt. To partially mitigate this exposure, we have
entered into US$875 million of foreign exchange forwards to manage our
exposure to repayment risk on our U.S.-dollar-denominated debt. The forward
contracts provide for the purchase of U.S. dollars and the sale of Canadian
dollars at a rate of approximately CDN$1.17 to US$1.00 with an expiry in April
2010. With respect to our U.S.-dollar-denominated debt, these forward
contracts provide protection against a decline in the value of the Canadian
dollar below CDN$1.17 to US$1.00 on a portion of our debt. As noted under
"Liquidity", the value of these derivatives affects our debt to capitalization
covenant as the value of these contracts is included in the measurement of our
debt for covenant purposes.
Prior to the expiry of this foreign exchange forward in April of 2010,
OPTI intends to extend this forward to a later settlement date. In the event
that this forward is extended, there would be no cash settlement until the new
maturity of the forward. If we are unable or choose not to extend the term of
this forward, we expect to pay or receive based on the mark to market of this
contract at the time of its current expiry in April 2010. We would expect to
receive (pay) an amount approximately equal to US$8.75 million for each $0.01
that the foreign exchange rate is above (below) CDN$1.17 to US$1.00.

<<
SUMMARY FINANCIAL INFORMATION

-------------------------------------------------------------------------
In millions
(except per 2009 2008 2007
share ---------------------------------------------------------------
amounts) Q2 Q1 Q4 Q3 Q2 Q1 Q4 Q3
-------------------------------------------------------------------------
Revenue $ 34 $ 29 $ 69 $ 126 $ - $ - $ - $ -
-------------------------------------------------------------------------
Net
earnings
(loss) (9) (97) (410) (32) (29) (6) 32 11
-------------------------------------------------------------------------
Earnings
(loss)
per
share,
basic and
diluted $(0.04) $(0.50) $(2.09) $(0.16) $(0.14) $(0.03) $ 0.16 $ 0.06
-------------------------------------------------------------------------
>>

The disclosure and analysis with respect to summary financial information
has been updated to reflect the retroactive adoption of CICA Handbook section
3064 "Goodwill and Intangible Assets" on January 1, 2009.
Prior to the third quarter of 2008, earnings have been influenced by
fluctuating foreign exchange translation gains and losses primarily related to
re-measurement of our U.S.-dollar-denominated long-term debt, fluctuating
realized and unrealized gains and losses on hedging instruments, and
fluctuating future tax expense. During the fourth quarter of 2007, we had a
$20 million unrealized gain on hedging instruments, a $6 million foreign
exchange translation gain and a $9 million recovery of future taxes primarily
as a result of a reduction in the applicable federal tax rate that increased
our earnings. During the second quarter of 2008, we had a $34 million
unrealized loss on hedging instruments.
In the third and fourth quarters of 2008, we generated revenue and
incurred operating expenditures associated with early stages of SAGD
operation. During the fourth quarter of 2008, we had a pre-tax asset
impairment for accounting purposes related to our working interest sale of
$369 million and a future tax expense recovery, primarily related to this
impairment, of $116 million, as well as a $254 million foreign exchange
translation loss and $105 million realized gain and a $28 million unrealized
gain on hedging instruments.
The first and second quarters of 2009 represent initial stages of
operation at relatively low operating volumes and therefore our operating
results associated with these activities are expected to improve as SAGD
production increases and the Upgrader produces higher volumes of PSC(TM). The
second quarter of 2009 is the first quarter when we generated revenue and
incurred operating expenditures from the Upgrader. Refer also to explanations
above regarding realized and unrealized gains and losses related to foreign
exchange translation and hedging instruments.

SHARE CAPITAL

On June 30, 2009, OPTI entered into an agreement to issue 85,720,000
common shares at a price of $1.75 per share. The financing closed on July 14,
2009 for total net proceeds of approximately $142 million. At July 15, 2009,
OPTI had 281,749,526 common shares and 5,616,316 common share options
outstanding, of which 1,465,000 common share options have an exercise price of
less than $3.50 per share. The common share options have a weighted average
exercise price of $8.89 per share. At July 15, 2009, OPTI's fully diluted
shares outstanding were 287,365,842.

<<
LIQUIDITY AND CAPITAL RESOURCES

Capital Resources and Liquidity
-------------------------------
>>
At June 30, 2009, we have approximately $341 million of financial
resources, consisting of $313 million of cash on hand and $28 million undrawn
under our $350 million revolving credit facility. Our cash and cash
equivalents are invested exclusively in money market instruments issued by
major Canadian institutions. Our long-term debt currently consists of US$1,750
million of Senior secured notes (Notes) and a $350 million revolving credit
facility.
For the three months ended June 30, 2009, cash used by operating
activities was $64 million, cash provided by financing activities was $235
million and cash used by investing activities was $69 million. These changes,
combined with a gain on our U.S.-dollar-denominated cash of $7 million,
resulted in an increase in cash and cash equivalents during the period of $95
million.
During the first quarter of 2009, we received significant funding as a
result of our working interest sale to Nexen that was completed in January
2009. We received gross proceeds of $735 million. We used $545 million of
these proceeds to repay amounts owing on our revolving credit facilities and
$85 million as pre-funding of a portion of our 2009 joint venture capital
program with Nexen. For the remainder of 2009, working capital, operating cash
flow and availability under our revolving credit facilities are expected to
fund our capital expenditures.
With the recently completed equity issuance, we expect our financial
resources will provide sufficient financial resources until full production of
72,000 bbl/d is reached for the Project, expected by the end of 2010.
OPTI has cash and unused credit facilities of approximately $341 million
as of June 30, 2009. This is prior to the receipt of net proceeds received
from the equity issuance of $142 million on July 14, 2009. We expect to use
our existing cash balances to significantly reduce the balance of our
revolving credit facility during the third quarter.
Our debt facilities contain a number of provisions that serve to limit
the amount of debt we may incur. With respect to our revolving credit
facility, the key maintenance covenants are with respect to the ratio of debt
outstanding under the revolving credit facility to earnings before interest,
taxes and depreciation (EBITDA), and total debt to capitalization. Maintenance
covenants are important as they are ongoing conditions that must be satisfied
to comply with the terms of the revolving credit facility.
The revolving credit facility debt to EBITDA covenant is measured
quarterly, commencing in the third quarter of 2009. It requires that this
ratio is lower than 2.5:1 commencing for the quarter ended September 30, 2009.
The first three measurements of EBITDA for this covenant will annualize EBITDA
as measured from July 1, 2009, to the end of the applicable covenant period.
Thereafter, EBITDA will be based on a trailing four quarters. Realized cash
gains on commodity contracts, such as our existing puts and forwards, are
included in EBITDA for the purposes of the covenant.
OPTI has sufficient financial resources to repay the facility in full to
satisfy compliance with this covenant for the quarter ending September 30,
2009. In the fourth and subsequent quarters, our compliance with the covenant
as currently structured will depend on our operating performance and commodity
prices.
OPTI has commenced discussions with certain key lenders (the Lenders) in
the revolving credit facility, including the administrative agent, and we plan
to broaden these discussions to include the other members of our banking
syndicate with the objective of reaching an agreement to defer and amend this
debt to EBITDA covenant prior to it becoming operative. We expect that an
amendment of this nature will provide us with greater certainty of meeting
this covenant, however, no assurances can be made with respect to reaching any
agreement with our Lenders. If we are unable to amend and defer this covenant
as described below, then we intend to repay this facility (whether temporarily
or permanently) to the extent required to satisfy this covenant or pursue
other alternatives to satisfy the covenant, including obtaining a replacement
facility or pursuing asset sales.
Other risks related to compliance with the EBITDA covenant include
commodity pricing, operating costs and capital expenditures. Commodity pricing
is a less significant risk in 2009 as a substantial portion of our production
is hedged. We have hedged 6,000 bbl/d for the remainder of 2009 at a net price
of approximately US$76/bbl, which is a substantial portion of our expected
2009 PSC(TM) sales volume. An additional 500 bbl/d for the remainder of 2009
is hedged with a US$77/bbl swap (risks associated with our hedging instruments
are discussed in more detail under "Financial Instruments"). Should operating
or capital costs be greater than anticipated, we would require additional SAGD
and PSC(TM) volumes in order to meet this covenant. The majority of our
operating and interest costs are fixed. Aside from changes in the price of
natural gas, our costs will neither decrease nor increase significantly as a
result of fluctuations in WTI prices other than with respect to royalties to
the Provincial Government of Alberta, which increase on a sliding scale at WTI
prices higher than CDN$55/bbl.
The total debt to capitalization covenant requires that we do not exceed
a ratio of 70 percent as calculated on a quarterly basis. The covenant is
calculated based on the book value of debt and equity. The book value of debt
is adjusted for the effect of any foreign exchange derivatives issued in
connection with the debt that may be outstanding. Our capitalization is
adjusted to exclude the $369 million increase to deficit as a result of the
asset impairment associated with the working interest sale to Nexen and the
$85 million increase to January 1, 2009 opening deficit as a result of new
accounting pronouncements effective on that date. At June 30, 2009, this means
for the purposes of this covenant calculation that our debt would be increased
by the value of our foreign exchange forward liability in the amount of $14
million and our deficit would be reduced by $454 million. With respect to
U.S.-dollar-denominated debt, for purposes of the total debt to capitalization
ratio, the debt is translated to Canadian dollars based on the average
exchange rate for the quarter. The total debt to capitalization is therefore
influenced by the variability in the measurement of the foreign exchange
forward, which is subject to mark to market variability and average foreign
exchange rate changes during the quarter.
In respect of each new borrowing under the $350 million revolving credit
facility, we must satisfy certain conditions precedent prior to making a new
borrowing. We must confirm that the representations and warranties in our loan
documents are correct on the date of the new borrowing, that no event of
default has occurred and that there has not been a change or development that
would constitute a material adverse effect.
With respect to our Notes, the covenants are in place primarily to limit
the total amount of debt that OPTI may incur at any time. This limit is most
affected by the present value of our total proven reserves using forecast
prices discounted at 10 percent. Based on our 2008 reserve report, as adjusted
for our new working interest in the joint venture, we have sufficient capacity
under this test to incur significant additional debt beyond our existing $350
million revolving credit facility and existing Notes. Other leverage factors,
such as debt to capitalization and total debt to EBITDA, are expected to be
more constraining than this limitation.
We have semi-annual interest payments of US$71 million in June and
December of each year until maturity of the Notes in 2014. Also, we estimate
our share of capital expenditures required to sustain production of Phase 1 at
or near planned capacity for the Project will be approximately $60 million per
year. We expect to fund these payments from future operating cash flow and
from existing financial resources that includes the available portion of the
revolving credit facility.
Recent developments in capital markets have restricted our access to new
debt and equity. Although we expect our financial resources will provide
sufficient financial resources until full production is reached by the end of
2010 based on current production and operating estimates, delays in ramp-up of
SAGD production, operating issues with the SAGD or Upgrader operations or
deterioration of commodity prices could result in additional funding
requirements earlier than we have estimated. Should the Company require such
funding, it may be difficult to obtain such financing.

CREDIT RATINGS

OPTI maintains a company rating and a rating for its revolving credit
facility and Senior Notes with Moody's Investor Service (Moody's) and Standard
and Poors (S&P). Please refer to the table below for the respective ratings.

<<
Moody's S&P
------- ---
OPTI Corporate Rating Caa1 B-
Revolving Credit Facility B1 B+
8.25% Notes Caa1 B
7.875% Notes Caa1 B
>>

The Moody's ratings were downgraded in June 2009, with the outlook
changed to rating under review from negative. The S&P rating was put on credit
watch with negative implications in June 2009.
A security rating is not a recommendation to buy, sell or hold securities
and may be subject to revision or withdrawal at any time by the rating
organization.

CONTRACTUAL OBLIGATIONS AND COMMITMENTS

During the three months ended June 30, 2009, our long term debt increased
by $235 million as a result of borrowings on our long term revolving credit
facility.
The following table shows our contractual obligations and commitments
related to financial liabilities at June 30, 2009.

<<
-------------------------------------------------------------------------
In $ millions Remaining 2010 - 2012 -
Total 2009 2011 2013 Thereafter
-------------------------------------------------------------------------
Accounts payable
and accrued
liabilities $ 84 $ 84 $ - $ - $ -
Long-term debt (Notes
- principal)(1) 2,035 - - - 2,035
Long-term debt
(Notes - interest)(2) 902 82 328 328 164
Long-term debt
(Revolving)(3) 322 - 322 - -
Capital leases(4) 71 2 7 6 56
Operating leases and
other commitments(5) 76 5 20 20 31
Contracts and purchase
orders(6) 13 13 - - -
-------------------------------------------------------------------------
Total commitments $ 3,503 $ 186 $ 677 $ 354 $ 2,286
-------------------------------------------------------------------------

Notes:

(1) Consists of principal repayments on the Notes in Canadian dollars.
(2) Consists of scheduled interest payments on the Notes in Canadian
dollars.
(3) Consists of $322 million drawn on the revolving credit facility. The
repayment represents only the final repayment of the facility at its
scheduled maturity in 2011. In addition, we are contractually
obligated for interest payments on borrowings and standby charges in
respect to undrawn amounts under the revolving credit facility, which
are not reflected in the above table as amounts cannot reasonably be
estimated due to the revolving nature of the facility and variable
interest rates. In addition, such interest amounts are not material
relative to our other commitments.
(4) Consists of our share of future payments under our product
transportation agreements with respect to future tolls during the
initial contract term.
(5) Consists of our share of payments under our product transportation
agreements with respect to future tolls during the initial contract
term.
(6) Consists of our share of commitments associated with contracts and
purchase orders in connection with the Long Lake Project and our
other oil sands activities associated with future phases.
>>

NETBACKS

We have provided below an update to our estimated netback for Phase 1 of
the Project that was last updated in our Revised Annual MD&A filed on SEDAR on
June 3, 2009. The netback calculation based on US$75 WTI pricing is similar to
our most recent update other than with respect to presentation of new
commodity price assumptions at US$60 WTI and US$90 WTI.
This financial outlook is intended to provide investors with a measure of
the ability of our Project to generate netbacks assuming full production
capacity. We believe that the ability of the Project to generate cash to fund
interest payments and invest in capital expenditures is a key advantage of our
Project and important to our investors. We believe the netback measure is the
most appropriate financial gauge to demonstrate this ability as corporate
costs (other than corporate G&A expenses), interest, and other non-cash items
are excluded from the calculation. The financial outlook may not be suitable
for other purposes. We expect netbacks generated by our Project to be lower
than shown in this outlook in the initial years following start-up due to the
lower production volumes during ramp-up and an initially higher SOR. The
netback calculation as presented is a non-GAAP financial measure. The closest
GAAP financial measure to the netback calculation is cash flow from
operations. However, cash flow from operations includes many other corporate
items that affect cash and are independent of the operations of the Project.
The actual netbacks achieved by the Project could differ materially from
these estimates. The material risk factors that we have identified toward
achieving these netbacks are outlined under "Forward Looking Information" in
our AIF. In particular, the SAGD and Long Lake Upgrader facilities may not
operate as planned; the operating costs of the Project may vary considerably
during the operating period; our results of operations will depend upon the
prevailing prices of oil and natural gas which can fluctuate substantially; we
will be subject to foreign currency exchange fluctuation exposure; and our
netback will be directly affected by the applicable royalty regime relating to
our business. The key assumptions relating to the netback estimate are set out
in the notes beneath the table.

<<
Estimated Future Project Post-Payout Netbacks(1)

WTI - WTI - WTI -
US$60(2) US$75(3) US$90(4)
----------- ----------- -----------
$/bbl $/bbl $/bbl
----------- ----------- -----------
Revenue(1) $ 75.51 $ 86.33 $ 95.44
Royalties and Corporate G&A (6.58) (8.93) (12.80)
Operating costs(5)
Natural gas(6) (3.42) (3.90) (4.30)
Other variable(7) (2.76) (2.77) (2.77)
Fixed (12.82) (12.82) (12.82)
Property taxes and insurance(8) (3.55) (3.55) (3.55)
----------- ----------- -----------
Netback(9) $ 46.38 $ 54.37 $ 59.19

Notes:

(1) The per barrel amounts are based on the expected yield for the
Project of 57,700 bbl/d of PSC(TM) and 800 bbl/d of butane, and
assume that the Upgrader will have an on-stream factor of 96 percent.
These numbers are cash costs only and do not reflect non-cash
charges. See "Note Regarding Forward-Looking Statements".
(2) For purposes of this calculation, with regard to the WTI price
scenario of US$60, we have assumed natural gas costs of US$6.00/mcf,
foreign exchange rates of $1.00 = US$0.775, heavy/light
crude oil price differentials of 32 percent of WTI and electricity
sales prices of $92.66 per MWh. Revenue includes sale of PSC(TM),
bitumen, butane and electricity.
(3) For purposes of this calculation, with regard to the WTI price
scenario of US$75, we have assumed natural gas costs of US$7.50/mcf,
foreign exchange rates of $1.00 = US$0.850, heavy/light
crude oil price differentials of 30 percent of WTI and electricity
sales prices of $105.61 per MWh. Revenue includes sale of PSC(TM),
bitumen, butane and electricity.
(4) For purposes of this calculation, with regard to the WTI price
scenario of US$90, we have assumed natural gas costs of US$9.00/mcf,
foreign exchange rates of $1.00 = US$0.925, heavy/light
crude oil price differentials of 27 percent of WTI and electricity
sales prices of $116.45 per MWh. Revenue includes sale of PSC(TM),
bitumen, butane and electricity.
(5) Costs are in 2009 dollars.
(6) Natural gas costs are based on our long-term estimate for a SOR of
3.0.
(7) Includes approximately $1.00/bbl for greenhouse gas mitigation costs
based on an approximate average 20 percent reduction of CO2 emissions
at a cost of $20 per tonne of CO2.
(8) Property taxes are based on expected mill rates for 2009.
(9) Figures shown above may not sum due to the effects of rounding.
>>

We estimate sustaining capital costs required to maintain production at
design rates of capacity to be approximately $8.00 to $9.00 per barrel of
PSC(TM), assuming full design rate production adjusted for long-term on-stream
expectations. The netbacks as shown are prior to abandonment and reclamation
costs. We do not include any of the foregoing costs in our netback estimates
due to the long-term nature of our assets.
Based on US$60WTI and the other assumptions set out in the notes above,
we expect our operating costs plus royalties and corporate G&A expenses to be
$29.13 per barrel of products sold. Using a foreign exchange rate of $1.00 =
US$0.775, the annual interest on our senior secured notes is approximately
$25.00 per barrel of products sold. Based on this, at full production volumes,
our revenue will exceed our estimated operating costs, royalties, corporate
G&A expenses and interest on our senior secured notes at approximately $54.00
per barrel (US$42.00 per barrel (WTI)) of products sold.

<<
OFF-BALANCE-SHEET ARRANGEMENTS

We have no off-balance-sheet arrangements.

CRITICAL ACCOUNTING ESTIMATES
>>

Our critical accounting estimates are consistent with those noted in our
revised 2008 annual MD&A dated February 24, 2009 filed on SEDAR on June 3,
2009, except as revised below.

Depletion, depreciation and amortization

Depletion on SAGD resource assets is measured over the life of proved
reserves on a unit-of-production basis and commences when the facilities are
substantially complete and after commercial production has begun. Reserve
estimates and the associated future capital can have a significant impact on
earnings, as they are a key component to the calculation of depletion. A
downward revision in the reserve estimate or an upward revision to future
capital would result in increased depletion, reduction of earnings and lower
book value of SAGD assets. Major SAGD and Upgrader facilities are depreciated
with the unit-of-production method based on the productive capacity of the
facilities over 40 years.

ACCOUNTING POLICIES

On January 1, 2009, OPTI adopted CICA Section 3064 "Goodwill and
Intangible Assets." This standard replaces Section 3062 "Goodwill and Other
Intangible Assets" and Section 3450 "Research and Development Costs". The new
section establishes standards for the recognition, measurement, presentation
and disclosure of goodwill and intangible assets. The provisions relating to
the definition and initial recognition of intangible assets are equivalent to
the corresponding provisions of International Financial Reporting Standard
(IFRS) IAS 38, "Intangible Assets." Emerging Issues Committee (EIC) 27
"Revenues and Expenditures During the Pre-Operating Period" is no longer
applicable for OPTI as we have adopted CICA 3064. Accounting Guidelines (AcG)
11 "Enterprises in the Development Stage" is amended to delete references to
deferred costs and to provide guidance on development costs as intangible
assets under Section 3064.
As a result of these changes and the adoption of these new standards,
OPTI expensed certain previously capitalized costs with retroactive effect on
January 1, 2009 with a corresponding increase of $85 million opening deficit.
This adjustment is primarily comprised of deferred costs related to SAGD
start-up activities ($70 million), translation of OPTI's U.S.-dollar debt
($167 million), offset by gains related to financial derivatives associated
with OPTI's debt ($145 million) and by a recovery of future tax expense ($23
million).

<<
NEW ACCOUNTING PRONOUNCEMENTS

Credit risk and the fair value of financial assets and financial
liabilities
>>

On January 20, 2009 the EIC issued a new abstract EIC 173 "Credit Risk
and the Fair Value of Financial Assets and Financial Liabilities". This
abstract concludes that an entity's own credit risk and the credit risk of the
counterparty should be taken into account when determining the fair value of
financial assets and financial liabilities, including derivative instruments.
This abstract is to apply to all financial assets and liabilities
measured at fair value in interim and annual financial statements for periods
ending on or after January 20, 2009. The adoption of this abstract did not
impact our financial statements.

IFRS

The Canadian Accounting Standards Board announced that Canadian Generally
Accepted Accounting Principles (GAAP) no longer apply for all publically
accountable enterprises as of January 1, 2011. From that date forward, OPTI
will be required to report under IFRS as set out by the International
Accounting Standards Board (IASB). Any adjustments resulting from a change in
policy are applied retroactively with corresponding adjustment to opening
retained earnings. OPTI is currently evaluating the impact of these new
standards. The implementation of IFRS may result in a significant impact on
our accounting policies, measurement and disclosure.
During the second quarter, OPTI commenced preparation of a Preliminary
Impact Assessment (PIA) to identify differences between Canadian GAAP and
IFRS. This work will be completed in the third quarter and the key deliverable
from this assessment will be major accounting policy choices under IFRS and
their financial statement impact. The PIA will also provide an assessment of
information systems and business process impacts of adopting IFRS.

Business Impact of IFRS

OPTI has recorded a pre-tax loss on disposal of $369 million with respect
to the working interest sale to Nexen. Under IFRS this loss would have been
significantly higher as all of OPTI's assets would have been considered
impaired under IFRS standards. IFRS permits subsequent recovery of such write
downs in future periods to the extent that fair value increases. Therefore,
the cumulative effect of the Nexen working interest sale at the date of
adoption on January 1, 2011 will depend on a fair value assessment of the
assets as of December 31, 2010.

NON-GAAP FINANCIAL MEASURES

The term net field operating margin does not have any standardized
meaning according to Canadian GAAP. It is therefore unlikely to be comparable
to similar measures presented by other companies. We plan to present this
measure on a consistent basis from period to period. We consider net field
operating margin to be an important indicator of the performance of our
business as a measure of the performance of the Project and our ability to
fund interest payments and invest in capital expenditures. The most comparable
Canadian GAAP financial measure is loss before taxes. For the three and six
months ended June 30, 2009, the following is a reconciliation of loss before
taxes to net field operating margin (loss).

<<
-------------------------------------------------------------------------
Three months Six months
ended ended
June 30, June 30,
$ millions 2009 2009
-------------------------------------------------------------------------
Loss before taxes $ (41) (131)
Interest, net 42 61
General and administrative 7 13
Financing charges 1 1
Loss on disposal of assets 1 2
Foreign exchange gain (171) (96)
Net realized gain on hedging instruments (11) (35)
Net unrealized loss on hedging instruments 137 115
Depletion, depreciation and accretion 7 11
-------------------------------------------------------------------------
Net field operating margin (loss) $ (28) (59)
-------------------------------------------------------------------------
>>

CONFERENCE CALL

OPTI Canada Inc. will conduct a conference call at 7:00 a.m. Mountain
Time (9:00 a.m. Eastern Time) on Wednesday, July 29, 2009 to review the
Company's second quarter 2009 financial and operating results. Chris Slubicki,
President and Chief Executive Officer, and Travis Beatty, Vice President,
Finance and Chief Financial Officer, will host the call. To participate in the
conference call, dial:

<<
[phone] (North American Toll-Free)
[phone] (Alternate)
>>

Please reference the OPTI Canada conference call with Chris Slubicki when
speaking with the Operator.
A replay of the call will be available until August 11, 2009, inclusive.
To access the replay, call [phone] or [phone] and enter passcode
21311681, followed by the pound sign.
This call will also be webcast, and can be accessed on OPTI Canada's
website under "Presentations and Webcasts" in the "For Investors" section. The
webcast will be available for replay for a period of 30 days. The webcast may
alternatively be accessed at:
http://www.newswire.ca/en/webcast/viewEvent.cgi?eventID=2751…

ABOUT OPTI

OPTI Canada Inc. is a Calgary, Alberta-based company focused on
developing major oil sands projects in Canada using our proprietary
OrCrude(TM) process. Our first project, Phase 1 of Long Lake, consists of
72,000 barrels per day of SAGD oil production integrated with an upgrading
facility. The upgrader uses the OrCrude(TM) process combined with commercially
available hydrocracking and gasification. Through gasification, this
configuration substantially reduces the exposure to and the need to purchase
natural gas. On a 100 percent basis, the Project is expected to produce 58,500
bbl/d of products, primarily 39 degree API Premium Sweet Crude with low
sulphur content, making it a highly desirable refinery feedstock. Due to its
premium characteristics, we expect PSC(TM) to sell at a price similar to West
Texas Intermediate (WTI) crude oil. The Long Lake Project is being operated in
a joint venture with Nexen Inc. OPTI holds a 35 percent working interest in
the joint venture. OPTI's common shares trade on the Toronto Stock Exchange
under the symbol OPC.

FORWARD-LOOKING INFORMATION

Certain statements contained herein are forward-looking statements,
including, but not limited to, statements relating to: the expected production
performance of the Long Lake Project; OPTI's other business prospects,
expansion plans and strategies; the cost, development and operation of the
Long Lake Project and OPTI's relationship with Nexen Inc.; OPTI's financial
outlook respecting the estimate of the netback for Phase 1 of the Project;
OPTI's anticipated financial condition and liquidity over the next 12 to 24
months; and our estimated future tax asset. Forward-looking information
typically contains statements with words such as "intends," "anticipate,"
"estimate," "expect," "potential," "could," "plan" or similar words suggesting
future outcomes. Readers are cautioned not to place undue reliance on
forward-looking information because it is possible that expectations,
predictions, forecasts, projections and other forms of forward-looking
information will not be achieved by OPTI. By its nature, forward-looking
information involves numerous assumptions, inherent risks and uncertainties. A
change in any one of these factors could cause actual events or results to
differ materially from those projected in the forward-looking information.
Although OPTI believes that the expectations reflected in such forward-looking
statements are reasonable, OPTI can give no assurance that such expectations
will prove to be correct. Forward-looking statements are based on current
expectations, estimates and projections that involve a number of risks and
uncertainties which could cause actual results to differ materially from those
anticipated by OPTI and described in the forward-looking statements or
information. The forward-looking statements are based on a number of
assumptions which may prove to be incorrect. In addition to other assumptions
identified herein, OPTI has made assumptions regarding, among other things:
market costs and other variables affecting operating costs of the Project; the
ability of the Long Lake Project joint venture partners to obtain equipment,
services and supplies, including labour, in a timely and cost-effective
manner; the availability and costs of financing; oil prices and market price
for the Premium Sweet Crude (PSC(TM)) output of the OrCrude(TM) Upgrader;
foreign currency exchange rates and hedging risks. Other specific assumptions
and key risks and uncertainties are described elsewhere in this document and
in OPTI's other filings with Canadian securities authorities.
Readers should be aware that the list of assumptions, risks and
uncertainties set forth herein are not exhaustive. Readers should refer to
OPTI's current Annual Information Form (AIF) for a detailed discussion of
these assumptions, risks and uncertainties. The forward-looking statements or
information contained in this document are made as of the date hereof and OPTI
undertakes no obligation to update publicly or revise any forward-looking
statements or information, whether as a result of new information, future
events or otherwise, unless so required by applicable laws or regulatory
policies.
Additional information relating to our Company, including our AIF, can be
found at www.sedar.com

[blpanther7]

Antwort auf Beitrag Nr.: 37.669.010 von posterino am 29.07.09 13:29:20

Hört sich nicht schlecht an, oder

[Pokerlui007]

Antwort auf Beitrag Nr.: 37.669.201 von blpanther7 am 29.07.09 13:53:12

hatte leider keine zeit alles zu lesen...aber am kurs tut sich ja noch nichts!!??

[Pokerlui007]

Rutscht leider wieder nach Süden...

[occan]

und wieder zum xxxxxmal ein flop vom uli wie callon auch die hatte er zwischen 1,70 und 2 empf. und jetzt 1,12 naja opti wohl heute noch unter 0,90 zu haben

[Gradesbertt]

Hat jemand Infos zum Conference Call? Wurde mit besseren Zahlen gerechnet oder warum wird abverkauft?

[schwochner]

Sehe aktuell 1,55 CAD - Minus 1,9 Prozent zum Vortag! Passen meine Kurse nicht? Wo ist der Abverkauf? Habt ihr etwa andere Kurse?

[Gradesbertt]

Antwort auf Beitrag Nr.: 37.671.046 von schwochner am 29.07.09 17:01:40

Naja gut, Abverkauf ist nicht richtig. Ich hatte bloß mit der anderen Richung gerechnet, da macht mich das kleine Minus schon bitter

[schwochner]

Heute bricht der Ölpreis ganz schön ein, alle Ölaktien im Minus. Dafür hält sich Opti aber sehr gut.

[Gradesbertt]

Ah, nun bekomme ich doch noch was ich wollte. Könnt' zwar mehr sein, aber man soll ja erstaml mit dem zufrieden sein, was man hat.

[LFCFAN]

[donnerpower]

Zahlen ok...jetzt muss erst mal die Finanzierung verdaut werden und wie schon hundert mal gepostet ab mitte August sollte es wieder kräftig richtung norden gehen !

[erti]

Antwort auf Beitrag Nr.: 37.671.770 von donnerpower am 29.07.09 18:20:18

eh. hast mir gesagt erst kommt coalcorp

[Indonesian]

einen super Endspurt hingelegt und grün geschlossen!! Eine feine Sache. Bin sicher OPTI wird uns noch viel Freude bereiten.

[tanja2-2]

Was ist mit Euch Schnarchnasen los, habt ihr alle verkauft?

[Sharedealer]

Antwort auf Beitrag Nr.: 37.679.456 von tanja2-2 am 30.07.09 16:23:31

Nee bin noch drin und habe auch schon 3 Cent Gewinn
Aber irgendwie ist diese Aktie ne Schnarchnase. Naja vielleicht
erwacht sie ja mal.

[tanja2-2]

Antwort auf Beitrag Nr.: 37.679.964 von Sharedealer am 30.07.09 17:10:01

Bin irgendwann im März rein mit 1,05 Euro, wir waren zwischenzeitlich über 2 Euro.
Laß die Quartalszahlen bei allen mal sacken, dann gehts hier wieder gen Norden. Denke, das die 1,50-1,70 Euro locker in den nächsten 2 Montaen erreicht werden können. Nur meine Meinung

[Sharedealer]

Antwort auf Beitrag Nr.: 37.680.384 von tanja2-2 am 30.07.09 17:55:01

Naja Geduld ist nicht grad einer meiner Stärken Und hast Du
bei 2 Euro nicht verkauft

[tanja2-2]

Antwort auf Beitrag Nr.: 37.680.597 von Sharedealer am 30.07.09 18:19:44

Geduld sollte man haben, macht sich meistens bezahlt! Mache den Fehler nicht mehr so schnell auszusteigen, hab mir damit einige dicke fette Gewinne durch die Lappen gehen lassen.

Zum Zeitpunkt wo Opti so hochgeschossen ist war ich nicht da. Außerdem bin ich long. Hab am Montag nochmal nochmal nachgelegt...

[bolst]

ich beobachte seit tagen und wochen ölstocks und dabei fällt selbst dem blindesten auf,das alle auf ihrem niveau verharren und nicht weiter steigen.andere nennen das eventuell konsolidierung.

ich bleibe bei ölwerten vorsichtig,da der preis für rohöl nicht dem tatsächlichen geschehen wiederspiegelt.viel zu viel spekulation da drinne.n.m.m.

[tanja2-2]

Da hat jemand unter pari verkauft, muß man das vestehen???

[Mauci]

Antwort auf Beitrag Nr.: 37.681.135 von bolst am 30.07.09 19:29:42

andere nennen das eventuell konsolidierung.

wäre doch aber ein super einstiegskurs jetzt?
beobachte opti schon seit wochen...und der boden dürfte jetzt wohl erreicht sein

das stimmt mich auch recht positiv

http://www.canadianinsider.com/coReport/allTransactions.php?…

[pirker7]

Hat jemand die ca.-Produktionskosten/Barrel von OPTI im Kopf?

Danke

[tanja2-2]

Tag zusammen,
hab grad gelesen, daß heute in Kanda Feiertag ist. schade...

[Sharedealer]

Antwort auf Beitrag Nr.: 37.699.279 von tanja2-2 am 03.08.09 14:44:59

Ja schade, hätten bestimmt auch nen bisschen plus gemacht heute.

[Pokerlui007]

so gerade mal wieder zu 0,99€ rein...

[Swenmx]

Antwort auf Beitrag Nr.: 37.732.518 von Pokerlui007 am 07.08.09 14:17:50

Ich bin auch am überlegen. Aber was soll ich tun.

[Indonesian]

Sehr schön wieder auf Tageshoch geschlossen.

Freue mich auf eine grüne nächste Woche.

[racedriver2]

Hallo! Am Freitag in CAN bei 1,60 geschlossen. Wenn der Ölpreis weiter Richtung 100 Dollar steigt, sollte es hier Richtung alte Höchststände gehen. Das kann relativ schnell gehen, denn Opti C. ist in D ein marktenger Wert. Nur meine Meinung. Schönen Sonntag noch.

[saarwebweb]

Antwort auf Beitrag Nr.: 37.739.364 von racedriver2 am 09.08.09 09:52:48

Bin heute eingestiegen. Kann mir jemand sagen,
wieso im letzten Jahr dieser Wahnsinns-Kursverfall kam???
Das kann doch nicht alleine mit dem gefallenen Ölpreis
zusammenhängen. Die Jahre davor war sie auch immer
über 10 Euro.
Für eine Antwort wäre ich dankbar!
Gruß Sweb

[Torry11]

Antwort auf Beitrag Nr.: 37.739.364 von racedriver2 am 09.08.09 09:52:48

Also ich denke auch , dass der Ölpreis spätestens im Herbst wieder stärker ansteigt.Bin auch hier eingestiegen.

[funnystaff]

Antwort auf Beitrag Nr.: 37.743.063 von saarwebweb am 10.08.09 11:14:24

doch kann schon sein wg dem preisverfall und wg niedriger nachfrage

du mußt mal sehen das die opec die förderung so dermassen gedrosselt hat und der preis ist immer noch bei 50 - 70 was vor einen jahr eben bei 120 - 140 doller war.

dazu mußt du bedenken die produktion bei opti canada kostet mehr als eine normalle förderung und die rechnet sich erst wenn der ölpreis sehr hoch ist nicht desto trotz sehe ich schon sehr bald höhere kurse für opti da der ölpreis ansteigen wird und auf langer sicht auch sich wieder bei 100 - 140 auch bewegen wird.

dazu weiß jedes kind das die ölreserven immer wenniger werden da werden die sandölförderer profietiren.

langfristig gesehen (1 - 3 Jahren) wird der kurs wieder bei 5 - 10 € wieder liegen nur meine meinung ....

[RivaOpera]

Antwort auf Beitrag Nr.: 37.743.063 von saarwebweb am 10.08.09 11:14:24

Na, hätteste dir die Frage nicht mal vor dem Einstieg stellen sollen...?

[saarwebweb]

Antwort auf Beitrag Nr.: 37.744.033 von RivaOpera am 10.08.09 13:04:33

ich habe schon recheriert, aber nichts gefunden.
Chart roch aber schon vorher nach Ausbruch!

Und nun, letztes Chartsignal

Stochastic kreuzt bullish 2009-08-10 09:40:40 x

[saarwebweb]

Antwort auf Beitrag Nr.: 37.743.963 von funnystaff am 10.08.09 12:56:57

DANKE, für die Info

[occan]

sandoelaktie von 1 auf 10 e übernahmegerüchte , na welche aktie das wohl ist und warum sie heute steigt siehe seite 299 ntv text

[Torry11]

Antwort auf Beitrag Nr.: 37.744.367 von occan am 10.08.09 13:37:46

welche ist es denn ?, habe gerade keinen Fernseher zur Hand.

[saarwebweb]

aus Telebörse:

Mehr als 71 Dollar pro Fass
Ölpreise klettern
Der US-Ölpreis ist am Montag wieder über die Marke von 71 US-Dollar gestiegen. Der Preis für ein Barrel (159 Liter) der US-Sorte West Texas Intermediate (WTI) zur Auslieferung im September kletterte auf 71,19 US-Dollar. Das sind 26 Cent mehr als zum Handelsschluss am Freitag. Der Preis für ein Barrel der Nordseesorte Brent zur Auslieferung im September legte um 35 Cent auf 73,94 Dollar zu.

Die Hoffnung auf eine Erholung der Weltkonjunktur hat dem Kupferpreis erneut Auftrieb gegeben. Das Industriemetall verteuerte sich auf 6190 US-Dollar je Tonne. Börsianern zufolge erhofften sich Anleger, dass die für Dienstag erwarteten chinesischen Konjunkturdaten ihre Optimismus untermauerten. Allerdings warnen Analysten angesichts der steigenden Lagerbestände davor, auf zu starke Preissteigerungen bei Rohstoffen zu setzen.

[funnystaff]

Antwort auf Beitrag Nr.: 37.744.216 von saarwebweb am 10.08.09 13:22:43

hi

war keine info nur meine meinung.


warum sollte der ölpreis nicht dauerhaft sprich in den nächsten 1 - 3 jahren steigen auf bis zu 140 €

-turnado saison beginnt wieder (golf von mexico)
-politische unruhen iran, nigeria alle jahre wieder
-opec staaten werden die fördermenge nicht so schnell erhöhen obwohl die nachfrage steigen wird da die das interesse haben einen hohen ölpreis
- china indien haben einen riesen durst
-spekulanten

warum sollte der ölpreis weiter im heutigen bereich bleiben:

-viele arbeitslose in den usa und europa die das auto nicht mehr so oft bewegen
-das der trend von elektro autos und andere alternativen fahrzeugen schneller wächst als gedacht sprich neue erfindungs und forschungs erfolge (das sollte man nicht unerschätzen siehe shell werbung aus super ingo wurde elektro ingo da guckt mann .. shell veränder so langsam sein geschäft
-große investitionen und förderungen von staaten

[racedriver2]

Freitag in Can 1,60 DOLLAR - HEUTE SCHON IN FRA schon 1,13 EURO !!! KANN WEITER SO GEHEN !

[racedriver2]

Ups, in Totonto 1,70 Dollar!

[Indonesian]

HERRLICH HERRLICH Das nenn ich Musik in meinen Ohren!

[bizwo]

Antwort auf Beitrag Nr.: 37.746.636 von Indonesian am 10.08.09 17:08:22

Da werden aber große Pakete gekauft !!!

[racedriver2]

Antwort auf Beitrag Nr.: 37.747.234 von bizwo am 10.08.09 18:08:21

Da steht bestimmt was GROSSES an und einige Investoren in CAN wissen schon mehr!

[occan]

Antwort auf Beitrag Nr.: 37.747.315 von racedriver2 am 10.08.09 18:16:02

sagte doch von 1 auf 10 e ntv seite 299

[Torry11]

Antwort auf Beitrag Nr.: 37.747.666 von occan am 10.08.09 18:47:23

naja, aber dann müsste der Kurs noch stärker anziehen oder ?
Ist die Aktie irgendwo anders zum Kauf empfohlen worden ?

[Torry11]

Hoffentlich ist das nicht wieder so eine Puscheraktie wie Forsys oder auch andere.Ist die von Ntv zum Kauf empfohlen worden ?

[occan]

Antwort auf Beitrag Nr.: 37.748.037 von Torry11 am 10.08.09 19:25:42

ntv empf. gar nichts zum kauf kleiner sondern die bbs wie pfauntsch und pahl scheint ein neuling zu sein

[Torry11]

Antwort auf Beitrag Nr.: 37.748.053 von occan am 10.08.09 19:27:07

Danke großer

[Torry11]

Antwort auf Beitrag Nr.: 37.748.053 von occan am 10.08.09 19:27:07

hab mich gerade mal bei google schlau gemacht über diese namen
pfauntsch und pahl.
Habe mich mal bei Google schlau gemacht dort steht wenn man Pfauntsch und Pal eingibt folgendes:

Markus Frick, Uli Pfauntsch, Jahn Pahl und wie sie noch alle heißen teilen sich die Seite und verdienen am besten mit der naivität der Leute .

[saarwebweb]

Antwort auf Beitrag Nr.: 37.748.194 von Torry11 am 10.08.09 19:44:20

stimmt sicherlich, aber noch ist die Aktie doch
noch nicht so stark gestiegen, dass es sich
für die Herrschaften lohnen würde. Also muss der Kurs
erst mal höher steigen

[saarwebweb]

aus Rohstoffwelten ein Auszug vom 08.08.09:

Und auch das liebe Öl spielt im Noch-Schwellenland China eine immer größere Rolle.

Droht uns allen auch deshalb eine neue Ölkrise? Erst in der letzten Woche berichteten wir über mögliche Preissteigerungen bei Rohöl und Gas. Nun warnt Fatih Birol, der Chefökonom der Internationalen Energieagentur (IEA) in Paris, vor einer neuerlichen Ölkrise, vor allem auf Grund der zunehmenden Verknappung der Ressourcen.

Birol rechnet damit, dass die Förderung in den nächsten 10 Jahren immer mehr zurückgehen wird. Das läge vor allem daran, dass Schwellenländer immer mehr Öl für ihre aufstrebenden Wirtschaftssysteme benötigen, gleichzeitig aber immer mehr Ölquellen versiegen. Dabei würden nicht unbedingt politische Konflikte die Hauptrolle spielen. Vielmehr sei es so, dass der Rohstoff Öl an sich mehr und mehr zur Neige geht beziehungsweise neue Quellen entweder nur sehr schleppend entwickelt werden oder diese aktuell noch absolut unrentabel und daher einfach nicht entwicklungswürdig seien. Der sich in schlechten Phasen wie der aktuellen auftürmende Investitions- und Entwicklungsstau wird sich nicht von heute auf morgen abbauen lassen.

Darüberhinaus fügt Birol an, dass die Umstellung von Öl auf alternative Energiequellen nicht von heute auf morgen vollzogen werden kann und wird. Obwohl man bereits seit einigen Jahren an alternativen Antriebsarten für Automobile und Flugzeuge arbeite, sei ein wirklicher Durchbruch bislang nicht zu verzeichnen. Erste durchschlagende Erfolge seien nicht vor 2015 zu erwarten und dann für die breite Masse auch noch nicht erschwinglich. Und auch Techniken wie die Vergasung von Kohle oder die Umwandlung von Biomüll in Öl befinden sich entweder noch in der Laborphase oder sind ebenfalls schlichtweg zu teuer.

Birol rechnet zusammenfassend damit, dass die maximale Produktionskapazität in den nächsten zehn Jahren ihren Spitzenwert überschritten haben wird. Das würde bedeuten, dass nicht einmal die aktuelle Nachfrage gedeckt werden könnte – ganz zu schweigen von der zu erwartenden Nachfragesteigerung, die allein wohl eineinhalb mal so hoch ausfallen könnte wie die aktuelle Nachfrage, so Birol.

[saarwebweb]

Antwort auf Beitrag Nr.: 37.748.053 von occan am 10.08.09 19:27:07

Jan Pahl macht jetzt im Auftrag von Frick dessen Sendung MoneyMoneyTV,
Frick selbst ist nur noch gelegentlich dabei

[Torry11]

Antwort auf Beitrag Nr.: 37.748.260 von saarwebweb am 10.08.09 19:53:54

also können wir noch hoffen.Schönen Abend noch und weiterhin steigende Kurse für jeden hier.

[Indonesian]

Jetzt beginnt dann die letzte halbe Stunde. Vielleicht gibts noch Action. Ist kürzlich auch vorgekommen.

[Indonesian]

Na was habe ich gesagt

Hier ist jemand kräftig am einkaufen!

[saarwebweb]

Und in Kanada wird wohl jemand was von Frick und Co wissen

[antisolar]

Oil Sands Producer Preparing for Unplanned Maintenance Shutdown

SUGAR LAND--August 11, 2009--Researched by Industrial Info Resources (Sugar Land, Texas)-- Nexen Incorporated (NYSE:NXY) (Calgary, Alberta) and OPTI Canada Incorporated (TSX:OPC) (Calgary) are preparing an unplanned maintenance shutdown at the jointly owned Long Lake Steam Assisted Gravity Drainage (SAGD) oil sands project. The plant will be shut down for two weeks in August to replace valves and perform modifications to the steam generators.

ANTI

[funnystaff]

das ist aber anscheinend nicht gut

ich mit meinem schulenglisch verstehe:

wg ungeplanten wartungsarbeiten wird das long lake oil sand project für 2 wochen stillgelegt

das hat wohl für den zeitraum negative auswirkungen auf das ergebniss für diese q ergebniss

[bizwo]

Charttechnisch ist der Ausbruch über die 1,65 CAD in Canada unter hohem Volumen erfolgt. Jetzt kann es eigentlich nur noch eine Richtung geben.

[Swissfinancial]

Antwort auf Beitrag Nr.: 37.753.027 von funnystaff am 11.08.09 12:36:56

Ich erlaube mir einen kleinen Auszug aus dem Börsenbrief "Der Hebel" www.derhebel.de vom 31.7.09 zu posten:

Der angesprochene "unplanned maintenance shutdown" war durchaus schon vor dem 11.8. bekannt.

Mit der Ölsandaktie Opti Canada haben wir auf gute Nachrichten spekuliert. Mit nur vier Cent Verlust
pro Aktie im zweiten Quartal konnten die Analystenschätzungen von 13 Cent Verlust geschlagen
werden. Das Long-Lake-Projekt soll Ende 2010 rund 58.500 Barrel hochwertiges Synthetiköl produzieren.
Um dieses Ziel zu erreichen, muss die
Produktion im Laufe des dritten Quartals zur Erhöhung
des Dampfdrucks vorübergehend unterbrochen
werden. Analysten von UBS beurteilen
die News von Opti Canada positiv. Wir gehen
davon aus, dass institutionelle Nachfrage schon
bald zu steigenden Notierungen führend wird. Ein
erstes Kaufsignal ergibt sich beim Ausbruch über
die Marke von 1,65 Kanadischen Dollar.

Kann nur eines sagen: STRONG BUY!!!

[Swissfinancial]

Antwort auf Beitrag Nr.: 37.753.202 von bizwo am 11.08.09 12:55:41

Der Ausbruch über 1,65 ist da, da hast Du Recht. Volumen war auch ganz passabel. Speziell der erste Anlauf bis auf 1,70 mit hohen Stückzahlen zeigt schon, dass da mal so richtig professionell eingekauft wurde (Riecht förmlich institutionell).

Jetzt muss der Ausbruch aber noch bestätigt werden und dafür braucht es die entsprechenden Anschlusskäufe. Und wenn ich mir da das Orderbuch in Kanada ansehe, gefällt mir die Sache immer besser.

[RivaOpera]

Da sind ja mittlerweile alle einschlägigen hotlines dran... das macht mich immer etwas skeptisch...

[Jense29]

Die NEWS (Q2 Bericht) waren ok, nicht prickelnd, nicht schlecht, aber auf jeden Fall ein Weg in die richtige Richtung.

Man darf bei dem aktuellen Kurs ja nie vergessen, dass wir massivst abgestürzt sind, durch die dämliche Ausgabe der neuen viel zu billigen shares..... leider hatte ich wesneltich davor gekauft... konnte aber durch Nachkauf bei weit unter 1e den Kurs wenigsten etwas verbesser....

Da aktuell viele Rohstoffwerte anziehen udn Opti bisher kaum davon profitiert hat denke ich, dass es jetzt nach und nach wieder Richtung 2-3 CAD gehen kann... zumindest wenn der Markt stabil bleibt und nicht nochmals zusammenbricht.

[GlobalTrader2009]

Antwort auf Beitrag Nr.: 37.749.667 von saarwebweb am 10.08.09 22:24:37

Voll deine Meinung!

In Kanada werden tägich 8 Mio Dollar umgesetzt!

Das hat wohl nicht mit einer ntv Werbung zu tun! Die Aktie sieht charttechnisch einfach nur brilliant aus!! Diesen Wert kann man gar nicht pushen!!

[Swissfinancial]

Antwort auf Beitrag Nr.: 37.753.837 von GlobalTrader2009 am 11.08.09 14:08:33

@globalTrader2009
pushen kann man jeden Wert, wenn man den richtigen Zeitpunkt nimmt. Hier wurde aber noch nicht gepusht, mal sehen was die Zukunft bringt.

@RivaOpera
"Der Hebel" ist zumindest keiner der Pusherbriefe, hier wird sauber recherchiert und man ist bei den empfohlenen Werten meistens schon vor der breiten Masse investiert.

Mehr Sorgen bereiten mir da schon BB's wie RSR, die email-hotline vom Bäcker oder auch Kursdiamanten. Sorgen aber auch erst dann in einer Endphase eines satten Anstiegs, wenn weiter zum Einstieg getrieben wird.

Und die Situation haben wir hier noch lange nicht. Da braucht es erst mal noch viele % Anstieg.

[Swissfinancial]

Antwort auf Beitrag Nr.: 37.753.767 von RivaOpera am 11.08.09 13:59:58

Hab grad die aktuelle Sondersendung von moneymoney gesehen. Hier wurde unsere Opti grad besprochen. Pahl hat sie zumindest schon auf "beobachten" gesetzt.

[RivaOpera]

Antwort auf Beitrag Nr.: 37.753.983 von Swissfinancial am 11.08.09 14:23:18

Tatsächlich... Na, ich weiß nur, dass der U. Pfauntsch sie schon länger empfiehlt... heute ja scheint's auch wieder nun im Verbund mit der Bäcker-n-tv-hotline...

Wie dem auch sei - nennt der Hebel denn ein Kursziel?
Gerne per BM...

[chiconator]

Achtung bitte KEINEN STRESS!!!

Diese "Börsengurus" wie Frick und Pahl verdienen am meisten mit News. Das hat man doch gesehen.
Die suchen nur den nächsten kurzen Zock.

Um zu zocken gibt es bessere schnellere Werte als Opti.

[Easy1000]

Antwort auf Beitrag Nr.: 37.754.089 von chiconator am 11.08.09 14:34:27

Zum Beispiel?

[RivaOpera]

Antwort auf Beitrag Nr.: 37.754.122 von Easy1000 am 11.08.09 14:39:03

Ja, hätt auch nix gegen ein paar Tipps zum flotten Geldverdienen!

[RivaOpera]

Gleich wird's spannend - pre-taxe in CAN sieht schon mal ordentlich aus...

[saarwebweb]

Marktberichte

Dienstag, 11. August 2009
Über 70 Dollar pro Fass
Ölpreise behaupten sich

Anleger warten nun auf die aktuellen Prognosen für die weltweite Ölnachfrage.

Der Ölpreis hat sich über 70 US-Dollar behauptet. Ein Fass der Sorte WTI notierte mit 70,92 Dollar 0,5 Prozent höher. Ein Fass der Nodseesorte Brent legte um 0,2 Prozent auf 73,68 US-Dollar zu.

Händler begründeten die leichten Aufschläge zum Teil mit den kräftig gestiegenen chinesischen Rohölimporten. Diese waren im Juli im Vergleich zum Vorjahr um 42 Prozent auf 4,62 Mio. Barrel pro Tag geklettert.

Anleger blickten nun gespannt auf die aktuellen Prognosen für die weltweite Ölnachfrage des US-Energieministeriums (EIA) und der OPEC, die im Tagesverlauf erwartet werden. Die verbesserten Konjunkturaussichten könnten sich in einer Aufwärtsrevision der Schätzungen niederschlagen, so ein Analyst.

[saarwebweb]

Opti schon zum zweiten Mal von Pahl in einer Sendung angesprochen.
dann die Sondersendung in NTV.
Freegold schon zum dritten Mal zur Beobachtung empfohlen.
Vor kurzem hieß es, nur die Mitglieder des "Clubs"
bekommen bald eine Kaufliste von Rohstoffaktien, die ins
Depot aufgenommen werden sollen.
Ich dann nicht, sehe nur die kostenlosen Sachen an.
Aber ich fresse einen Besen, wenn die dann nicht dabei sind

[RivaOpera]

Wow, das ist mal ein langer, roter Strich, 1,2 Mio. auf einen Schlag...

[Rheuma_Kai]

Bitte die letzten Handelsminuten zu beachten!!!

[Gradesbertt]

Antwort auf Beitrag Nr.: 37.757.510 von Rheuma_Kai am 11.08.09 20:18:47

Die waren dann wohl mies

Irgendwie waren da heute immer größere Volumen bei Downmoves. War nicht gerade sehr berauschend. Ich hätte mir einen überzeugenderen Angriff über die 1,7 CAD erhofft.

[RivaOpera]

Bleibt immer ein fader Beigeschmack, wenn die ganzen BBs ihre Hände im Spiel haben...

[saarwebweb]

Antwort auf Beitrag Nr.: 37.758.656 von RivaOpera am 11.08.09 22:31:09

Stimmt schon, nur wissen die Kanadier das, die Frage
stelle ich mir nicht nur hier, oder haben die einen
Frick-Verschnitt, die sich absprechen, nix ist unmöglich

[RivaOpera]

Antwort auf Beitrag Nr.: 37.758.881 von saarwebweb am 11.08.09 23:00:14

Guten Morgen @ll,
na, wie dem auch sei - man darf doch annehmen, dass die hohen gehandelten Stücke in CAN nicht von den BBs initiiert waren...
Aber hier ein erfreulicher Insiderhandel...

Aug 11/09 Aug 06/09 Stanford, James Mark Indirect Ownership Common Shares 10 - Acquisition in the public market 100,000 $1.520
Jun 22/09 May 27/09 Slubicki, Christopher Paul Direct Ownership Options 50 - Grant of options 1,000,000 $3.360
May 08/09 Apr 28/09 Stanford, James Mark Direct Ownership Options 50 - Grant of options 7,000 $1.960
May 08/09 Apr 28/09 Marcoux, Edythe Alexia Direct Ownership Options 50 - Grant of options 7,000 $1.960
May 08/09 Apr 28/09 Dunlap, Charles Lee Direct Ownership Options 50 - Grant of options 7,000 $1.960
May 08/09 Apr 28/09 Waterman, Bruce G. Direct Ownership Options 50 - Grant of options 7,000 $1.960
May 08/09 Apr 28/09 Delaney, Ian William Direct Ownership Options 50 - Grant of options 7,000 $1.960
May 06/09 Apr 28/09 Dykstra, Sid Direct Ownership Common Shares 30 - Acquisition under a purchase/ownership plan 9,439 $1.330
Apr 22/09 Apr 15/09 King, William John Direct Ownership Common Shares 30 - Acquisition under a purchase/ownership plan 5,188 $1.340
Apr 17/09 Apr 08/09 Bradford, Joseph Augustine Direct Ownership Options 50 - Grant of options 75,000 $1.590
- Amended Filing
http://canadianinsider.com/coReport/allTransactions.php?tick…

[saarwebweb]

Antwort auf Beitrag Nr.: 37.759.943 von RivaOpera am 12.08.09 09:03:42

da musste der Kurs ja mal bischen runter erst.
und nun "Glück auf"

[RivaOpera]

Seid ihr noch alle da...

[Swissfinancial]

Antwort auf Beitrag Nr.: 37.764.058 von RivaOpera am 12.08.09 16:04:33

nee, wir haben alle schon wieder verkauft...

was meinst Du, ist die Zeit reif um beim DAX short zu gehen?

[RivaOpera]

Antwort auf Beitrag Nr.: 37.764.335 von Swissfinancial am 12.08.09 16:27:54

Da kann ich dir leider nicht mit einer brauchbaren Einschätzung dienen - nicht mein Terrain...
Vielleicht findeste entspr. Anregungen in den einschlägigen Trader boards!

[Gradesbertt]

Also irgendiwe kommt Opti nicht aus den Puschen. Beid en Holzfällern tauchen immer wieder Verkäufer auf die einen Anstieg verhindern. Das nervt.

[saarwebweb]

Antwort auf Beitrag Nr.: 37.764.545 von Gradesbertt am 12.08.09 16:46:11

was stimmt hier nicht
Öl steigt, Kohleaktien steigen,
das Teil hier fällt.

[Jense29]

Opti ist auch mein grösstes Sorgenkind all meienr Aktien, da ich dort noch vor der Neuausgabe eingestiegen bin... echt traurig, dass das Teil 0,0 vorwärts geht, obwohl die NEWS nicht schlecht waren, der Kurs extrem unterbewertet ist wegen den neuen Shares und obwohl der Ölpreis massiv gestiegen ist...

Bin am Überlegen ob ich hier kurz alles verkaufe, in AIG investiere und dann später wieder einsteige... aber hoffe die ganze Zeit dass es doch noch ausbricht...

[saarwebweb]

Antwort auf Beitrag Nr.: 37.764.732 von Jense29 am 12.08.09 17:00:53

genau das habe ich gemacht,da wird die gepusht wie
dolle von Fricks, trotzdem kein Weiterkommen.
Habe heute getauscht in coalscorp, noch ging das ohne
Verluste.

[Jense29]

Coalcorp ist langfristig sicher ne tolle Aktie, aber da muss erstmal wieder die Produktion aufgenommen werden...

[Torry11]

Antwort auf Beitrag Nr.: 37.764.732 von Jense29 am 12.08.09 17:00:53

bin da auch leider eingestiegen aber wenn da die bekannten Puscher dahinterstehen, bin ich mir nicht sicher ob es dann so wie bei Stargold,Star Energy, Forsys und vielen anderen läuft.

[occan]

Antwort auf Beitrag Nr.: 37.765.641 von Torry11 am 12.08.09 18:37:50

der kurs wird drüben gemacht und da kennen die keine fricks und pahls u.s.w. , moly war bei 0,12 glaube ich , da steigt man bei 0,87 nicht mehr ein völlig überkauft in paar wochen , hier muss man auchmal geduld haben und nicht von einer zur anderen aktie springen .......

[GlobalTrader2009]

Antwort auf Beitrag Nr.: 37.765.641 von Torry11 am 12.08.09 18:37:50

Na hoffenlich doch wir bei Forsys!!!

Die wurde doch übernommen!!!

[pirker7]

Antwort auf Beitrag Nr.: 37.766.197 von occan am 12.08.09 19:51:36

Hat man hier die Meldung der Pruduktionsunterbrechung nicht registriert ? Mich stört auch, dass man keine Antworten auf Mails bekommt!

[Swissfinancial]

Antwort auf Beitrag Nr.: 37.768.363 von pirker7 am 13.08.09 06:57:55

Meinst Du nicht, dass bei dem schrottigen Kursverlauf der letzten Monate diese kurze Produktionsunterbrechung nicht schon längst eingepreist is?

War ausserdem schon seit längerem bekannt (siehe mein Posting vom 11. August)

Ich erlaube mir einen kleinen Auszug aus dem Börsenbrief "Der Hebel" www.derhebel.de vom 31.7.09 zu posten:

Der angesprochene "unplanned maintenance shutdown" war durchaus schon vor dem 11.8. bekannt.

Mit der Ölsandaktie Opti Canada haben wir auf gute Nachrichten spekuliert. Mit nur vier Cent Verlust
pro Aktie im zweiten Quartal konnten die Analystenschätzungen von 13 Cent Verlust geschlagen
werden. Das Long-Lake-Projekt soll Ende 2010 rund 58.500 Barrel hochwertiges Synthetiköl produzieren.
Um dieses Ziel zu erreichen, muss die
Produktion im Laufe des dritten Quartals zur Erhöhung
des Dampfdrucks vorübergehend unterbrochen
werden. Analysten von UBS beurteilen
die News von Opti Canada positiv. Wir gehen
davon aus, dass institutionelle Nachfrage schon
bald zu steigenden Notierungen führend wird. Ein
erstes Kaufsignal ergibt sich beim Ausbruch über
die Marke von 1,65 Kanadischen Dollar.

Kann nur eines sagen: STRONG BUY!!!

[Swissfinancial]

Antwort auf Beitrag Nr.: 37.769.013 von Swissfinancial am 13.08.09 09:17:56

Übrigens, guten Morgen an alle! Mehr News als diese sind mir im Moment auch nicht bekannt. Als ich aber die besagte Info am 11. August gelesen habe, war da sofort ein fahler Beigeschmack. Die Aktie roch schon seit Tagen nach Ausbruch nach oben und dann wird eine alte Meldung wieder neu aufgekocht um Anleger zu verunsichern und eventuell zu verkaufen. Kurz danach auf einmal diese starken Käufe und der Beginn eines Ausbruchs nach oben, der momentan wieder abgewürgt scheint.

Das kommt schon gut!

[Indonesian]

Antwort auf Beitrag Nr.: 37.769.076 von Swissfinancial am 13.08.09 09:23:47

Ja da hast du Recht. Die News ist alt und wurde von den UBS Analysten positiv interpretiert.

Ich gebe meine Babys unter 3 CAD nicht her

[Jense29]

Ich werde meine Opti (da hohe Verluste derzeit, hatte vor den neuen Shares gekauft) mittel bis langfristig halten und da sind siche irgendwann auch wieder 3-4CAD drin.... denn da waren wir schon vor den neuen Shares... und ich würde sagen inzwischen steht Opti wesentlich besser da als damals...

[Swissfinancial]

Antwort auf Beitrag Nr.: 37.785.305 von Jense29 am 14.08.09 18:46:00

Bin leicht im Plus und bleibe sicher dabei. Da kommt noch grosses auf uns zu.

[Indonesian]

Habe EP 1.45. Sollte es darunter gehen, kaufe ich zu.

Heute allgemein ein roter Tag. Derzeit Widerstand gegen unten bei 1.959. Hoffe der hält.

[Sanda]

Hallo,

der Hebel schreibt aber in seiner neuesten Ausgabe, dass man sich von Opticanada in der nächsten Woche trennen werde, sollte der Kurs weiterhin nur seitwärts laufen.

Und ich überlege mir morgen früh einen Einstieg!

Multzumesk....

[funnystaff]

Antwort auf Beitrag Nr.: 37.790.590 von Sanda am 16.08.09 16:17:37

ob das der richtige zeitpunkt ist einzu steigen ist schwierig zu sagen ist abhängig vom ölpreis ... sollte der bis oktober unverändert bleiben dann geht es hier vermutlich noch etwas weiter runter ...

ich denke das die ölsand konzerne erst bei ca. 100 doller den barel profietabel sind ...

hat jemand nähere informationen dazu ab welchem ölpreis die ölsandförderung ca. rentabel ist?



p.s. überlege auch spätestens bis ende september einszusteigen
denke aber das es hier noch runter geht... es sei den gerüchte um übernahmen und steigender ölpreis

[funnystaff]

aber ich denke das der einstieg zwischen 0,8 - 1,2 langfristig gesehen ok ist

was denken die anderen?

[Jense29]

Heute mal wieder ganz schwach unser babe... schon der hammer, ok heute könnte man es mit dem Gesamtmarkt und dem Ölpreis erklären, problem ist nur, dass Opti als der Gesamtmarkt sich rasant nach oben entwickelt hat und damit auh der Ölpreis auch schon abgestürzt ist... denke vor 1,5-2 Jahre brauche ich meine Opti nicht mehr anschauen und auf gewinne hoffen...

[antisolar]

@dp+brb: Da habt ihr echt 'ne Wichsaktie ausgekramt!

ANTI

[Indonesian]

Für den kurzfristigen Zock gibt es bessere Möglichkeiten, aber mit Geduld liegt auch hier was drin.

Kann mir vorstellen, dass es hier noch tiefer runter geht, werde zukaufen wenn es sich lohnt.

[Jense29]

Also langsam habe ich Zweifel an Opti... der Markt ist massiv gestiegen die letzten Monate... Opti gefallen.... der Ölpreis ist extrem gestiegen... Opti gefallen....

was bringt denn diese Aktie zum Steigen... so schlecht waren die letzten NEWS eigentlich nicht, dass es weitere Grümde für diesen Abverkauf gibt...

wie seht Ihr das, oder worin seht Ihr den Kursverfall begründet?

[Swissfinancial]

Antwort auf Beitrag Nr.: 37.803.417 von Jense29 am 18.08.09 17:05:53

Wenn Du Zweifel hast, dann nix wie raus...

[funnystaff]

Antwort auf Beitrag Nr.: 37.803.417 von Jense29 am 18.08.09 17:05:53

einen optimalen einstieg erwischt man selten ob er bei 1,50 - 1 oder bei 0,8 richtig ist erfährt man erst immer später

da ist geduld gefragt glück und vor den aderen da zu sein wenn es billig ist aber seit der finanzkriese sind aktien die bei einem wert von 1 - 3 € eh nicht zu berechnen da logik falsch am platz ist ...

ich schaue mir das hier von der seiten linie an

[Jense29]

raus gehe ich nicht... hab hier noch was gut zu machen... wird schon noch... aber verstehen muss man nicht, dass hier nur abverkauft wird... wie gesagt die NEWS sind so schlecht nicht, es wurde Geld herangeschafft (was ja auch zum Absturz führte) die Produktion läuft schon wesentlich besser, der Ölpreis ist gestiegen...

aber noch bewegt sich nicht viel...

[Mauci]

Antwort auf Beitrag Nr.: 37.803.417 von Jense29 am 18.08.09 17:05:53

ich bin zwar noch nicht wieder investiert aber ich würde nicht rausgehen! opti hat den boden erreicht und das schon seit wochen...

ich trade momentan damit ich mehr geld habe und dann kaufe ich mich bei opti wieder ein...ich werde das geld liegen lassen denn ich sehe hier mehr potenzial nach oben als nach unten...

klar, wenn man oben gekauft hat ist die situation sehr ärgerlich aber opti ist keine schlechte aktie und wird wieder steigen...

alles nur meine meinung!

[Jense29]

Meine aktuellen Posis habe ich bei knapp über nem € gekauft, aber die grossen Verluste habe ich mit meiner ersten Posi, die ich eben noch vor den neuen Shares gekauft habe...

Naja... wie gesagt für mich ne absolute Long Posi.. entweder mir beschert das Teil ne Totalpleite oder irgendwann viel Kohle... raus gehe ich nicht, es sei denn ich brauche das Geld weil ich mir mit ner anderen Aktie zu 200% sicher bin

[Gradesbertt]

Schön ist es nicht dem Teil beim "performen" zuzusehen. Der Ölpreis hat heute einen kräftigen Rebound nach Norden gemacht und Opti macht einen nach unten. Also, wenn die Märlte nochmal abtauchen sollten, und damit der Ölpreis, dann sehe ich hier in naher Zukunft nichts zu holen.

[Jense29]

Hier mal eine Einschätzung eines Freundes von mir, der sehr viel udn erfolgreich tradet.

Die folgende Grafik:

http://www.stockta.com/cgi-bin/...6,2,3.31,2,3.50,2,4.01,4&t…

verdeutlicht, dass der aktuelle Kurs 1,49 CAD unterhalb eines sehr wichtigen Widerstands notiert. Dieser Widerstand besteht bei 1,60 CAD und daran scheiterte der Aktienkurs mehr als 20 mal in den verganenen Monaten. Eine nennenswerte Unterstützung bietet sich aus heitiger Sicht erst bei 1,32 CAD an. Die 1,60 CAD sind aber wirklich eine "harte Nuss", die es auf Wochenschlusskurs-Basis zu knacken gilt, wenn es weiter bergauf gehen soll. Dann wäre Kurspotential bis 1,89 CAD.

Der RSI-Indikator zeigt so langsam (!) einen überverkauften Zustand an. Dies ist der Fall, wenn der RSI-Wert 30 oder weniger beträgt, sodass es durchaus passieren kann, dass die Unterstützung bei 1,32 CAD zunächst getestet wird und bei erfolgreicher Bestätigung eine Korrektur nach oben geben kann. Ob diese Korrektur nach oben dann nachhaltig ausfällt, das bezweifel ich akuell aber noch!

Fazit: Die Verkaufssignale dominieren derzeit leider (immer noch) das Schlachtfeld bei OPTI trotz der Kursverluste in den verganenen Wochen.

P.s.: Eine positive fundamentale news, die urplötzlich veröffentlicht wird, kann alle charttechnischen Einschätzungen als aussehen lassen.

[Jense29]

sorry falscher link:

http://www.stockta.com/cgi-bin/candle.pl?cobrand=&symb=OPC.C…

[tanja2-2]

wer kauft bitte 200k ???

[Indonesian]

200k ist nichts Besonderes. Da gabs in den letzten Wochen bedeutend grössere Käufe!

[beacker38]

[Jense29]

Ich erinner nur an den einen 5MIO Kauf vor 2-3 Wochen, aber da hat sich der Kurs leider null bewegt!

[polser]

mann,mann,mann........

[Gradesbertt]

Also so langsam regt mich Opti auch auf. Die macht ja nur die Bewegungen des Ölpreises nach unten mit. Irgendwie bekommt man da den Eindruck, dass hier was faul ist. Das Gepushe hat auch nichts bewirkt und es kommt überhaupt kein Interesse auf.

Andererseits auch halbwegs verständlich. Sollte der Aufschwung kein V-Aufschwung sein, kracht der Ölpreis schön in den Keller und Ölsandabbau wird dann vermutlich eine längere Zeit unattraktiv sein.

Meine Geduld ist jedenfalls bald am Ende. Opti hatte genug Zeit auch wenigstens vom stark ansteigenden Ölpreis zu profitieren. Nichts ist passiert.

Stopkurs wird platziert.

Man, so'ne Zeitverschwenung....

[antisolar]

Antwort auf Beitrag Nr.: 37.830.125 von tanja2-2 am 21.08.09 21:43:27

Hi,

vielleicht jemand, der folgenden Analystenbericht gelesen hat von Joseph Nguyen (analyst/researcher and contributing author at Investopedia. He graduated from the University of Alberta with a Bachelor of Commerce degree and specializes in financial analysis and research. Joseph has also passed the Level 1 CFA exam.):

Keep An Eye On This Oil Sands Company

One reason OPTI hasn't participated in the rally, and the rise in crude prices, is because of its weak balance sheet. In this cautious credit environment OPTI has the double whammy: huge leverage and poor cash flows. At the end of the second quarter, OPTI reported $2.357 billion in long-term debt and negative cash from operations of $58 million. OPTI also paid out a massive $42.27 million in net interest, eclipsing their total revenue of $33.6 million.

Breaking the Covenant
With a debt to EBITDA covenant of 2.5:1 tied to their $350 million revolving loan now in effect for the third quarter, in addition to the unscheduled Long Lake upgrader shutdown at the end of July, there's a high probability that OPTI's long-term revolver covenant will be breached.

On July 21, OPTI repaid $87 million on the long-term revolving credit facility reducing the drawn amount to $235 million. This means OPTI has to earn at least $23.5 million EBITDA ($94 million annualized) in Q3 2009 in order to satisfy the covenant, highly unlikely given the ongoing problems at Long Lake. Also of note is that Long Lake is OPTI's only income producing asset. (See Reading The Balance Sheet to learn about evaluating a company's balance sheet.)

If breached, OPTI would have to renegotiate the terms of the loan with the lender, which would increase borrowing costs for the company, further increasing their interest burden and stress on their balance sheet. If negotiations are unsuccessful however, the company could be forced to do another equity issuance - like the one done recently for $142 million.

Not Enough Production
Aside from its balance sheet problems, another big problem is in their operations with the slow production ramp up at Long Lake. The joint project between Nexen (NYSE:NXY) and OPTI is currently averaging only about 14,500 barrels of bitumen per day.

Philip Skolnick of Genuity Capital estimated that the project needs to produce at least 35,000 barrels per day to generate break-even cash flows. At full capacity, OPTI expects to produce 72,000 barrels of bitumen per day by the end of 2010. That's a big gap to make up for OPTI.

Wait It Out
Investors should wait until Q3 2009 for more clarity about the company's financial situation before considering buying this stock. However, I think both problems OPTI faces, financial and operational, are only temporary, and if they can get over this hurdle the stock will have significant upside potential. Major catalysts in the near term for OPTI that could turn this stock around include: (1) successful renegotiation of loan term (2) production at Long Lake proceeds as expected or better than expected and (3) OPTI gets acquired by a major oil company such as Exxon Mobil (NYSE:XOM) or Royal Dutch (NYSE:RDS.A)

Quelle: http://stocks.investopedia.com vom 21.8.09
(Ist wohl noch nicht gepostet worden.)

ANTI

[antisolar]

Auch das liest sich nicht so schlecht:

http://caps.fool.com/Blogs/ViewPost.aspx?bpid=244093

ANTI

[DasTier666]

OPTI Canada Announces Successful Completion of Debt Amendment

TSX: OPC


CALGARY, Aug. 26 /CNW/ - OPTI Canada Inc. ("OPTI") announced today that it has received approval from its lenders to amend certain covenants in its $350 million revolving credit facility ("Revolving Credit Facility").

OPTI's Revolving Credit Facility contains provisions that limit the amount of debt that OPTI may incur. One of the key maintenance covenants is with respect to the ratio of debt outstanding under the Revolving Credit Facility to earnings before interest, taxes and depreciation ("EBITDA"). OPTI and its lenders have agreed to certain amendments, including an amendment to the Revolving Credit Facility debt to EBITDA maintenance covenant (the "Amendment").

The Revolving Credit Facility debt to EBITDA covenant, which was to commence at the end of the quarter ending September 30, 2009, has been deferred and will now commence at the end of the quarter ending March 31, 2010.

The Revolving Credit Facility debt to EBITDA ratio, which was to be 2.5 to 1, has been temporarily increased to 3.5 to 1 and will be reduced to 3.0 to 1 effective at the end of the quarter ending December 31, 2010.

The measurement of EBITDA for the ratio calculation has been amended to provide for the option to include EBITDA for the quarter ending December 31, 2009 in the annualization formula.

Although OPTI continues to face risks related to commodity pricing, operating costs and capital expenditures, the Amendment provides OPTI with greater certainty of meeting this key maintenance covenant through the ramp up period.

"The successful execution of the amendments to our revolving credit facility reflects the strong ongoing support of our lenders and is expected to provide financial flexibility as the Long Lake Project ramps up and the substantial value of OPTI's technology and assets is demonstrated," said Chris Slubicki, President and Chief Executive Officer of OPTI.


About OPTI


OPTI Canada Inc. is a Calgary, Alberta-based company focused on developing major oil sands projects in Canada using our proprietary OrCrude(TM) process. Our first project, Phase 1 of Long Lake, consists of 72,000 barrels per day of SAGD ("steam assisted gravity drainage") oil production integrated with an upgrading facility. The upgrader uses the OrCrude(TM) process combined with commercially available hydrocracking and gasification. Through gasification, this configuration substantially reduces the exposure to and the need to purchase natural gas. On a 100 percent basis, the Project is expected to produce 58,500 bbl/d of products, primarily 39 degree API Premium Sweet Crude ("PSC(TM)") with low sulphur content, making it a highly desirable refinery feedstock. Due to its premium characteristics, we expect PSC(TM) to sell at a price similar to West Texas Intermediate ("WTI") crude oil. The Long Lake Project is being operated in a joint venture with Nexen Inc. OPTI holds a 35 percent working interest in the joint venture. OPTI's common shares trade on the Toronto Stock Exchange under the symbol OPC.

Additional information regarding the Long Lake Project is available at http://www.longlake.ca.


Forward-Looking Statements


Certain statements contained herein are forward-looking statements, including statements relating to: OPTI's operations; business prospects, expansion plans and strategies; OPTI's plans and expectations concerning the use and performance of the OrCrude(TM) process and other related technologies; the cost, development and operation of the Long Lake Project and OPTI's relationship with Nexen Inc. Forward-looking information typically contains statements with words such as "intends," "anticipate," "estimate," "expect," "potential," "could," "plan" or similar words suggesting future outcomes. Readers are cautioned not to place undue reliance on forward-looking information because it is possible that expectations, predictions, forecasts, projections and other forms of forward-looking information will not be achieved by OPTI. By its nature, forward-looking information involves numerous assumptions, inherent risks and uncertainties. A change in any one of these factors could cause actual events or results to differ materially from those projected in the forward-looking information. Although OPTI believes that the expectations reflected in such forward-looking statements are reasonable, OPTI can give no assurance that such expectations will prove to be correct. Forward-looking statements are based on current expectations, estimates and projections that involve a number of risks and uncertainties which could cause actual results to differ materially from those anticipated by OPTI and described in the forward-looking statements or information. The forward-looking statements are based on a number of assumptions which may prove to be incorrect. In addition to other assumptions identified herein, we have made assumptions regarding, among other things: market costs and other variables affecting operating costs of the Project; the ability of the Long Lake joint venture partners to obtain equipment, services and supplies, including labour, in a timely and cost-effective manner; the availability and costs of financing; oil prices and market price for the PSC(TM) output of the OrCrude(TM) Upgrader; foreign currency exchange rates and hedging risks; government regulations and royalty regimes; the degree of risk that governmental approvals may be delayed or withheld; other risks and uncertainties described elsewhere in this document or in OPTI's other filings with Canadian securities authorities.

Readers should be aware that the list of factors, risks and uncertainties set forth above are not exhaustive. Readers should refer to OPTI's current Annual Information Form, which is available at www.sedar.com, for a detailed discussion of these factors, risks and uncertainties. The forward-looking statements or information contained in this news release are made as of the date hereof and OPTI undertakes no obligation to update publicly or revise any forward-looking statements or information, whether as a result of new information, future events or otherwise, unless so required by applicable laws or regulatory policies.


%CIK: 0001177446 For further information: OPTI Canada Inc., Suite 2100, 555 - 4th Ave. S.W., Calgary, Alberta, Canada, T2P 3E7, [phone]

[blpanther7]

Heute steigt unsere opti Sau !

[jumpi]

Opti schaut richtig gut aus

auf einen güüüüüüüüüüüüüünnnnnnnnnnnnnnnnnen Tag

akt. 1,6 $

[Jense29]

Aber warum sind wir gleich 10 CAD über gestern gestartet? Gibt es was Neues? Gut den Kredit, aber das ist ja auch nix Weltbewegendes... mal abwarten

[funnystaff]

und der ölpreis fällt! 68 _$

[funnystaff]

im diesem monat wird es knallen !

etweder wird es kräftig nach unten oder kräftig nach oben

wir haben schon seit 2 monaten eine steiwärts bewegung

also die gas preise sollen fallen trotz herbst & winter saison

[funnystaff]

Antwort auf Beitrag Nr.: 37.904.939 von funnystaff am 02.09.09 19:09:36

bin echt gespannt wie es sich hier entwickelt

die chinesen haben einen miliarden deal eingefädelt sandöl unternehmen

vieleicht kommt hier mal eine übernahme spekulation auch mal auf

[MichiZocker]

zur Zeit ist es eine gute tradingchance,


man hält sich wcker und te4ndiere daher auf steigende Kurse

[MichiZocker]

Antwort auf Beitrag Nr.: 37.911.197 von MichiZocker am 03.09.09 15:04:52

Ich denke sobald der Goldpreis über die 1000 geht, wird der Ölpreis auch wieder anziehen und somit die Aktie vor nem ausbruch stehen.
es heist nur noch abwarten.
Ich spekuliere auf Stark steigende Rohstoff Preise

[funnystaff]

Antwort auf Beitrag Nr.: 37.922.920 von MichiZocker am 04.09.09 19:32:09

wenn der goldpreis noch höher steigt ist das eher genau das gegenteil denke ich


denn wenn viele investoren in gold investieren dann rechnen die mit fallenden aktienpreisen der ölpreis wird dann eher sinken aber die opec soll nächste woche tagen... vieleicht senken die ja die fördermengen

ich denke das der ölpreis erst im november bzw dezember steigen wird
vorausgesetzt die wirtschaft bricht nicht wieder ein

vom maschienenbau und gütertransport kommt nichts gutes wie man hört
autobauer werden jetzt auch weniger produzieren wg abfrakprämie auslauf

wenn auch alle sagen die deutschen autobauer sind nicht so betroffen aber ich denke es hat fast jeder ein auto gekauft der es wollte und ob ausländer hersteller oder deutscher hersteller der markt ist bedient und satt da nützen auch große rabatte auch nicht mehr da diese eher das bewirken das kein autobauer mehr rentabel ist das beste wäre wirklich wenn paar hersteller verschwinden damit der gesamtmarkt überleben kann.


aber börse kann man nicht berechnen .....

[funnystaff]

bei opti bleibt eine übernahme fantasie die chinesen kaufen gerade alles auf was mit rohstoffen zu tuen

in canada haben die schon zugeschlagen Sandölfirma

[MichiZocker]

Bei dem newsletter von Bullvestor wurde heute wieder uaf die Aktie hingewiesen, bin zwar kein Fan von Bullvestor, aber bei Nevada copper haten sie jdenfalls recht!!!

Denke das es hier auch zu einem Ausbruch kommen wird.

Man befindet sich an einer stabilen Seitwärtsbewegung.
Mit Potenzial nach oben

[Pokerlui007]

wann gehts denn hier endlich mal wieder rauf?? der Ölpreis ist ständig am steigen nur wir hängen weiter bei 1€ rum!!

[Slaver78]

Antwort auf Beitrag Nr.: 37.946.699 von Pokerlui007 am 09.09.09 15:12:17

ruhig blut. je stärker öl, um so gefragter, OptiCananda

[MichiZocker]

hier fehlt der letzte schub, der dürfte aber nicht lange auf sich warten lassen da der Ölpreis steigen wird und opti daraus stark profitieren wird

[Slaver78]

Antwort auf Beitrag Nr.: 37.946.699 von Pokerlui007 am 09.09.09 15:12:17

wie sagt man so schön, mühsam ernährt sich das Eichhörnchen...

[MichiZocker]

Antwort auf Beitrag Nr.: 37.948.606 von Slaver78 am 09.09.09 18:40:28

opti hält sich ganz wacker, nur wie lange noch

[Slaver78]

Antwort auf Beitrag Nr.: 37.957.067 von MichiZocker am 10.09.09 19:21:44

mal gucken

[blacksharetrader22]

Antwort auf Beitrag Nr.: 37.957.067 von MichiZocker am 10.09.09 19:21:44

Das wird ein Desaster, Opti muß um den break even zu erreichen angeblich am Tag 35 Tsd Barel fördern und zur Zeit sind es gerade mal 15 Tsd

http://pulse.alacra.com/analyst-comments/OPTI_Canada_Inc-C25…

[blacksharetrader22]

Antwort auf Beitrag Nr.: 37.964.774 von blacksharetrader22 am 11.09.09 18:14:18

Da nützt auch kein hoher Ölpreis wenn man nicht genug fördert

[Sanda]

Ob der Ausbruch gelingt?

[4muscheln]

Er wird gelingen.

4Muscheln

[4muscheln]

Wann kommt das Übernahmeangebot für Opti Canada ???

Die Chinesen sind doch in diesem Segment auf einkaufstour.



4Muscheln

[tanja2-2]

Heute Conference call 11:15. Steht bei denen auf der Homepage

[MichiZocker]

hier heist es nur abwarten was sie vorhaben

[tanja2-2]

Wo sind die Englischspezialisten???
bei www.newswire.ca kann man sich alles anhören. Conference call und Quartalszahlen!
Mein Englisch reicht da leider nicht aus.
Danke

[4muscheln]

OPTI Canada Inc. ist ein in Calgary, Alberta ansässige Unternehmen auf die Entwicklung von großen Ölsand in Kanada die Nutzung unserer geschützten OrCrude (TM)-Prozesses. Unser erstes Projekt, Phase 1 von Long Lake, besteht aus 72.000 Barrel pro Tag SAGD ( "Dampf unterstützte Schwerkraft Drainage") Öl-Produktion mit einer Modernisierung Anlage integriert. Der Upgrader verwendet die OrCrude (TM)-Verfahren mit handelsüblichen Hydrokracken und Gasification Combined. Durch Vergasung, diese Konfiguration, verringern sich die Exposition und die Notwendigkeit, die Erdgas kaufen. Auf eine 100-prozentige Grundlage wird das Projekt voraussichtlich 58.500 Barrel pro Tag produzieren / d von Produkten, vor allem 39 Grad API Premium Sweet Crude ( "PSC (TM)") mit niedrigem Schwefelgehalt, wodurch es zu einem begehrten Rohstoff Raffinerie. Aufgrund seiner Premium-Eigenschaften erwarten wir, PSC (TM) zu einem ähnlichen Preis wie West Texas Intermediate verkaufen (WTI) Rohöl. Das Long Lake Project wird in einem Joint Venture mit OPTI Nexen Inc. betrieben hat einen 35-prozentigen Beteiligung an dem Joint Venture. OPTI Die Stammaktien werden an der Toronto Stock Exchange unter dem Kürzel OPC.

Weitere Informationen über das Long Lake Project ist abrufbar unter http://www.longlake

Nur nochmal zur erinnerung.
4Muscheln

[4muscheln]

Antwort auf Beitrag Nr.: 37.985.247 von tanja2-2 am 15.09.09 19:46:05

Mein Englisch ist auch schlecht.
Leider


4Muscheln

[tanja2-2]

Antwort auf Beitrag Nr.: 37.985.542 von 4muscheln am 15.09.09 20:18:59

Mmmmh !???
Denke mal, wenns sehr positiv oder negativ war, hätten wir gleich einen Kursschwung und Volumenzunahme bekommen.
Denke das war was neutrales....

[Slaver78]

Antwort auf Beitrag Nr.: 37.985.578 von tanja2-2 am 15.09.09 20:23:18

1,13 schön

[Deli1981]

Jetz gehts los

Bitte alles einsteigen, Zug fährt ab

[Deli1981]

Antwort auf Beitrag Nr.: 37.993.094 von Slaver78 am 16.09.09 17:37:48

News ???

[Slaver78]

Antwort auf Beitrag Nr.: 37.993.183 von Deli1981 am 16.09.09 17:44:53

1,26

[Deli1981]

bin ich der Einzige hier ???

... auch gut

[Jense29]

Gab es ne NEWS? schade, wollte in einigen Wochen wieder rein... hatte ne grosse Menge und bin nachdem es ewig nimmer weiter ging erstmal raus

[blpanther7]

jetzt habe ich die opti schon solange und nichts tut sich

und endlich steigt die opti Sau

[antisolar]

1,40

[Jense29]

aber warum steigt die so extrem, muss doch irgend ne NEWS geben

[blpanther7]

Antwort auf Beitrag Nr.: 37.993.839 von Jense29 am 16.09.09 18:51:50

Vielleicht hat sie Nachholbedarf,
andere rohstoffwerte sind in letzter zeit gestiegen und opti nicht?

[blpanther7]

Antwort auf Beitrag Nr.: 37.993.910 von blpanther7 am 16.09.09 18:57:48

Wollte schon verkaufen, weil sich nichts getan hatte in den letzten 3 Monaten , schwein gehabt.
Mein Schwager gestern verkauft

[GlobalTrader2009]

!

Dieser Beitrag wurde moderiert.

[tanja2-2]

Es wär echt nett. wenn mal jemand mit guten Englischkentnissen bei www.newswire.ca reinhören könnte= News und Quartalsbericht-

Wär schön, wenn sich mal einer damit auseinandersetzen könnte und nicht nur auf das gepushe von NTV verweisen würde.
Amen...

[GlobalTrader2009]

!

Dieser Beitrag wurde moderiert.

[4muscheln]

Antwort auf Beitrag Nr.: 37.994.438 von tanja2-2 am 16.09.09 19:49:39

Ich habs ja gesagt.

Sie Steigt.
Frage ist warum ???

Wenn jetzt noch eine Übernahmeangebot kommen würde, dann wäre ich saniert( Pfaff geschädigt)


4Muscheln

[4muscheln]

Ölsand
Schwarzes Gold
Der hohe Ölpreis gleicht steigende Kosten der Ölsandkonzerne aus. Wie Anleger profitieren
Von FOCUS-MONEY-Redakteur Johannes HeinritziDAS KÖNNTE SIE
AUCH INTERESSIEREN
18.12.2008
Fördertechnik:
Der Elektroherd im Ölsand
02.10.2007
Chartanalyse:
Ölsand im Kurventest
03.04.2007
Ölsand:
Energie für mehr als 100 Jahre Petrobank-Energy-Chef John Wright präsentiert stolz sein Vorzeigeprojekt Whitesands. 20 Aktionäre nimmt der Vorstandschef des Ölsandkonzerns aus Calgary nach Conklin im Nordosten Albertas mit. Und diese dürften in wohlwollender Stimmung hingefahren sein. Zwar verlor die Petrobank-Aktie seit Jahresanfang rund 20 Prozent, der Kurs notiert im Vergleich zum Stand vor einem Jahr aber dennoch um 100 Prozent höher.

„Der SWM-Ölsandaktien-Index stieg seit März 2007 um 34,7 Prozent in kanadischen Dollar und um 56,6 Prozent auf US-Dollar-Basis“, sagt Derek Gates, Chef des Investmenthauses SustainableWealth Management. Die Ölsandaktienschlugen somit in den vergangenen zwölf Monaten die Indizes, die die breite Masse der Ölaktien umfassen.

Anhaltender Boom. Die positive Entwicklung der Ölsandtitel dürfte anhalten. Immerhin verfügt die kanadische Provinz Alberta über Vorkommen von 1,7 Billionen Fass (je 159 Liter) Öl, die als Bitumen im Ölsand lagern. Etwa 315 Milliarden Barrel sollten mit heutiger Technologie und zu aktuellen Ölpreisen wirtschaftlich abbaubar sein. Die Ölreserven Kanadas sind damit größer als die Saudi-Arabiens. In vorderster Front der Ölsandunternehmen steht das Schwergewicht Suncor Energy und ist für Anleger erste Wahl. Risikoreicher sind kleinere Konzerne wie OPTI sowie Zulieferer wie Bucyrus (s. Tabelle S. 46). Seit einiger Zeit stehen Anlegern auch Zertifikate zur Verfügung, die auf die Ölsandbranche setzen. Aussichtsreich scheinen das Ölsand-TR-Index-Zertifikat von ABN Amro (ISIN: NL0000816411) und das Deutsche-Bank-Produkt S-Box-Ölsand-Indexzertifikat (DE000DB8BTS6).

Übernahmefieber. Doch eine Einbahnstraße sind die Ölsandaktien nicht mehr. Das zeigt die Entwicklung der Kurse im laufenden Jahr. „Es kommt immer mehr Besorgnis über die Umweltverträglichkeit von Seiten der Regierung und Umweltschützern auf“, gibt Gates zu bedenken. „Die Steuern für den Sektor werden in die Höhe geschraubt, und Kohlenstoffausstoß-Grenzen werden die Unternehmen in Zukunft einiges kosten“, sagt der in Calgary ansässige Experte. Steigende Kosten durch höhere Rohstoffpreise und Löhne hemmen zudem den weiteren Aufbau von Projekten. Für die internationalen Ölmultis ergibt dies Chancen, sich günstig in den Ölsandsektor einzukaufen. Der französische Gigant Total schlug Ende April zu. Die Pariser bieten 300 Millionen Euro für das Ölsandunternehmen Synenco. Synenco besitzt 60 Prozent an dem Northern-Lights-Projekt, das circa 1,1 Milliarden Barrel Bitumenressourcen enthält. Da Synenco rund 230 Millionen Dollar in der Kasse hat, muss Total lediglich 0,37 Dollar je Barrel bezahlen. Nach der Übernahme von Synenco ist es denkbar, dass noch andere Ölsandkonzerne auf der Kaufliste der Branchengrößen landen.

Teuerer Abbau. Spezialist Petrobank dürfte auch ohne Übernahmeangebot in den kommenden Monaten gut abschneiden. Die neue Technologie von Petrobank, um das Bitumen aus dem Boden zu holen, schlägt die traditionelle Methode um Längen. „Petrobank verbraucht viel weniger Gas und bekommt eine höhere Bitumenqualität im Vergleich zur herkömmlichen Dampfmethode“, erklärt Gates. Petrobank führt unter Tage eine kontrollierte Verbrennung durch, mit deren Hilfe die Ölsandlagerstätte erhitzt, das Bitumen verflüssigt und herausgelöst wird. Über Rohrleitungen wird das Bitumen an die Oberfläche und zur Weiterverarbeitung gebracht.

OPTI Canada nutzt das Gas, das bei den Bitumenvorkommen zu finden ist, um die Energie zur Verarbeitung des Ölsands zu erhalten. Das ist ein großer Kostenvorteil und dürfte das Long-Lake-Projekt, das OPTI mit dem Ölkonzern Nexen gemeinsam erschließt, zum Erfolg führen. Die wirtschaftliche Produktion hat OPTI noch für 2008 angepeilt.

Ölsandvorkommen können im Tagebau mit riesigem Gerät und wie bei Pet-robank unter Tage abgebaut werden. Langfristig verdienen dabei auf jeden Fall die Zulieferer der Ölsandbranche. Ein Spezialist ist North American Energy Partners, die vom Straßenbau bis zur Ölsandförderung alles bieten. Auch die US-amerikanische Bucyrus International drängt in den Markt. Die Spezialität der Amerikaner sind große Schaufelbagger.

Auf Grund der gestiegenen Kosten dürfte sich das Ausbeuten der Ölsandvorkommen nur lohnen, wenn der Ölpreis über 65 bis 70 US-Dollar notiert. Nachdem China im ersten Quartal 2008 einen neuen Rekordverbrauch an Benzin, Diesel und anderen Ölprodukten meldete, der um 16,5 Prozent höher lag als ein Jahr zuvor, sind die Aussichten für weiter hohe Ölpreise zunehmend gut. Ein Engagement bei den kanadischen Ölsanden sollte daher langfristig lohnen.

Und Opti gehört dazu

4Muscheln

[4muscheln]

ich finde einfach keine news


egal , hauptsache unser Baby steigt.

4Muscheln

[4muscheln]

Wo steckt eigentlich Brbra lange nicht mehr gehört.

Eigentlich war es doch Brbra 's Baby


4Muscheln

[tanja2-2]

Opti Canada stock soars in heavy trading

(CP) – 6 hours ago

CALGARY — Shares of Opti Canada Inc. (TSX:OPC), a junior partner in the Long Lake oilsands project in Alberta, jumped by more than a third Wednesday in heavy trading on the Toronto Stock Exchange.

The Calgary-based oilsand developer's shares climbed 57 cents to close at $2.25, a jump of just under 34 per cent, in massive trading of 21 million shares, making it one of the most active stocks on Canada's largest stock exchange.

The reason for investors' sudden interest in Opti wasn't immediately clear, although the company had made a bullish presentation on Tuesday morning at a major oil and gas conference in Calgary.

Opti is also frequently the subject of takeover rumours that tend to make its shares volatile.

The runup in Opti's stock price began Wednesday about 11 a.m. ET (9 a.m. MT) and gained momentum over the next two hours, reaching an intraday peak of $2.42 shortly after 1 p.m. ET (11 a.m. MT).

Shares of Nexen Inc. (TSX:NXY) - a larger and more diversified oil and gas company that is Opti's partner in the Long Lake project - were up 19 cents Wednesday, a gain of about one per cent to $25.69.

The TSX energy sector was up 0.75 percentage point while the price of crude oil was up slightly to US$71.91, a gain of 98 cents.

On Tuesday, Opti president and chief executive Chris Slubicki told a session at the Peters & Co. oil and gas conference that he was "more bullish today" than when he took on his current role in April.

He acknowledged that Opti, which has a 35 per cent interest in the Long Lake oilsands project, has had a rough road to travel for the past year amid the economic downturn and technical problems.

The Long Lake upgrader has been shut down to correct a problem with its water treatment system but Slubicki said that new valves and filtration equipment that's being installed will help increase steam production and bitumen extraction.

"It's not very sexy to talk about steam . . . but at the end of the day, it's all about the steam. And our issue in startup has been one issue all along and that is the ability to treat water. It's more complex that we had envisioned," Slubicki said.

He said Opti has a more difficult situation to face than other steam-assisted gravity drainage but "at the end of the day, it is water - and those problems can be solved."

The upgrader is expected to restart later this month, he said.

Copyright © 2009 The Canadian Press. All rights reserved.

[tanja2-2]

Default OPTICANADA/STOCK:Opti surges in heavy volume, stumping analysts
Very bullish indicators (volume!) today on OPC.TO. US investors can look at PINK: OPCDF

First you might want to to listen to the webcast by Chris Slubicki President and Chief Executive Officer (Aug 14th). If you have any questions about Opti, or the oil sands industry listen to this now: Canada NewsWire Group

OPTICANADA/STOCK:Opti surges in heavy volume, stumping analysts

Source: Opti surges in heavy volume, stumping analysts - Forbes.com

* Nearly 9 times typical volume

* PetroChina ( PTR - news - people ) bid fuels talks of next oil sands target

CALGARY, Alberta (Reuters) - Shares in Opti Canada Inc, known for its minority stake in Nexen Inc ( NXY - news - people )'s Long Lake oil sands project, surged by a third on Wednesday, puzzling analysts, who said they knew of no reason for the big gain.

Opti jumped 57 Canadian cents to C$2.25, its highest level in almost three months, on more than 21 million shares, nearly nine times its average volume in the last three months.

There was no clear reason for the move and a company official was not immediately available.

Opti has been mentioned as a potential takeover target since late August when PetroChina said it would pay C$1.9 billion ($1.8 billion) to buy a 60 percent stake in two planned oil sands projects from privately held Athabasca Oil Sands Corp.

Some analysts have said that deal could be just the start of a new wave of interest in Canada's vast oil sands resources among Chinese companies that are scouring the globe for new oil supplies.

"The Chinese have made a move; it's not unreasonable to think they would make another move. But is Opti the choice? Who knows?" Genuity Capital Market analyst Philip Skolnick said.

Opti has a 35 percent stake in the C$6.1 billion Long Lake, Alberta, project, which is in startup mode. Nexen has said it could be another year before all the bugs are ironed out and the 70,000 barrel a day project is reliably operating at capacity.

Last month, Opti negotiated eased restrictions on a key C$350 million credit facility. Its shares had lost most of their value in the past year as investors worried it would run out of cash, while the startup of Long Lake, which employs new upgrading technology, moved slowly.

At its Wednesday closing price, Opti's market value was C$635 million.

[tanja2-2]

Antwort auf Beitrag Nr.: 37.995.294 von 4muscheln am 16.09.09 21:20:21

Opti wird steigen und wie!!!
Warten wir mal die nächsten Tage ab.

Auf gehts....bis später

[Jense29]

Antwort auf Beitrag Nr.: 37.996.457 von tanja2-2 am 17.09.09 05:19:56

mit was begründest Du dass Opti weiter steigt? Es gibt doch keine echten NEWS, nichtmal Opti selbst kann sich den Anstieg erklären...

[tanja2-2]

Reine Spekulation....

"The Chinese have made a move; it's not unreasonable to think they would make another move. But is Opti the choice? Who knows?" Genuity Capital Market analyst Philip Skolnick said.

[Jense29]

Antwort auf Beitrag Nr.: 37.997.028 von tanja2-2 am 17.09.09 08:52:42

Ok, also Spekulationen um eine Übernahme.... Frage ist was bekommt man bei einer Übernahme... sind wir da mit 3-4CAD gut dabei, oder schon mit den gestrigen 2,30-2,50CAD

[MichiZocker]

Seitwärtsbewegung durchbrochen und nun ist der weg frei bis 2 euro auf jeden fall

[tanja2-2]

Antwort auf Beitrag Nr.: 37.998.208 von Jense29 am 17.09.09 10:35:38

Das ist die Frage, aber wir hatten gestern ein irsinniges Volumen, sodaß die Meinungen wahrscheinlich bei weit höheren Preisen liegen werden...
Werd einfach mal die Eröffnung abwarten und dann mein SL zur Absicherung bei ca. 1,20 Euro setzten

[schwochner]

DerHebel ist heut ausgestiegen - nur zur Info.

[Swissfinancial]

Antwort auf Beitrag Nr.: 38.002.223 von schwochner am 17.09.09 16:52:37

Bin heute auch mal raus. 50% Gewinn in einem Monat ist doch sehr schön.

[Jense29]

ging ja nochmal gewaltig rauf, aber jetzt auch extremst runter, allerdings viele Werte... WTN fällt auch wie ein Stein... evtl liegt es auch mit am DOW....

aber ich denke, dass das Gewinnmitnahmen sind, der Wert ist ja auch wirklich die letzten beiden tage nach oben geschnellt... deshalb ab udn an auch mal Gewinne mitnehmen... habe ich heute auch bei Genta, auch wenn ich zu früh raus bin... aber besser geringerer Gewinn als gar keinen...

[4muscheln]

Antwort auf Beitrag Nr.: 38.003.414 von Jense29 am 17.09.09 18:57:00

Habe meinen Gewinn auch mitgenommen.

Bin aber weiter investiert.



4Muscheln

[Mauci]

ja nur ich war so deppert und habe bei cad 2,46 gekauft
scheisse

[4muscheln]

Antwort auf Beitrag Nr.: 38.003.595 von Mauci am 17.09.09 19:19:30

nicht traugig sein

Der Kurs kommt bestimmt wieder.


4Muscheln
der voller Hoffnung ist

[Mauci]

Antwort auf Beitrag Nr.: 38.003.748 von 4muscheln am 17.09.09 19:38:08

ja das glaube ich auch, viell. heute noch?

[tanja2-2]

Antwort auf Beitrag Nr.: 38.003.902 von Mauci am 17.09.09 19:57:05

Denke ganz gesunde Gewinnmitnahmen....wird heut wahrscheinlich so bleiben und ab morgen gehts weiter gen Norden...bleib locker
...Wir werden die 2 Euro bald wieder sehen, meine Meinung. Ich verkauf nicht und bleib drin!

[tanja2-2]

Antwort auf Beitrag Nr.: 38.003.952 von tanja2-2 am 17.09.09 20:01:49

Oder aber es geht heut weiter up...sieht grad so aus, wär schön!

[Mauci]

Antwort auf Beitrag Nr.: 38.003.952 von tanja2-2 am 17.09.09 20:01:49

sieht eh schon wieder gut aus...hm, wenn ich das gewusst hätte...dann hätte ich schon bei cad 1,60 gekauft

hatte opti jeden tag vor augen und nicht gekauft...naja

[4muscheln]

sieht so aus als wenn wir wieder einstiegskurse um einen € wieder sehen werden.


Gut zum nachlegen



4Muscheln

[Pokerlui007]

Antwort auf Beitrag Nr.: 38.018.302 von 4muscheln am 20.09.09 19:10:55

so bin zu 1,28€ auch wieder dabei....

[4muscheln]

habe letzte Woche bei 1,18 € nachgelegt.Glück gehabt.
Irgend etwas liegt in der Luft.


da kommt bestimmt bald eine News und dann geht der Kurs ab nach Norden.
Nur so ein Bauchgenfühl.


4 Muscheln

[4muscheln]

OPTI Canada Comments on Trading Activity
TSX: OPC


CALGARY, Sept. 17 /CNW/ - OPTI Canada Inc. ("OPTI") announces at the request of Market Surveillance on behalf of the Toronto Stock Exchange that OPTI wishes to comment on the recent and unusual trading in the stock. OPTI is not aware of any specific circumstances that may be contributing to the recent increase in market price and the level of trading activity of its shares.


About OPTI


OPTI Canada Inc. is a Calgary, Alberta-based company focused on developing major oil sands projects in Canada using our proprietary OrCrude(TM) process. Our first project, Phase 1 of Long Lake, consists of 72,000 barrels per day of SAGD ("steam assisted gravity drainage") oil production integrated with an upgrading facility. The upgrader uses the OrCrude(TM) process combined with commercially available hydrocracking and gasification. Through gasification, this configuration substantially reduces the exposure to and the need to purchase natural gas. On a 100 percent basis, the Project is expected to produce 58,500 bbl/d of products, primarily 39 degree API Premium Sweet Crude ("PSC(TM)") with low sulphur content, making it a highly desirable refinery feedstock. Due to its premium characteristics, we expect PSC(TM) to sell at a price similar to West Texas Intermediate ("WTI") crude oil. The Long Lake Project is being operated in a joint venture with Nexen Inc. OPTI holds a 35 percent working interest in the joint venture. OPTI's common shares trade on the Toronto Stock Exchange under the symbol OPC.

Additional information regarding the Long Lake Project is available at http://www.longlake.ca.


Forward-Looking Statements


Certain statements contained herein are forward-looking statements, including statements relating to: OPTI's operations; business prospects, expansion plans and strategies; OPTI's plans and expectations concerning the use and performance of the OrCrude(TM) process and other related technologies; the cost, development and operation of the Long Lake Project and OPTI's relationship with Nexen Inc. Forward-looking information typically contains statements with words such as "intends," "anticipate," "estimate," "expect," "potential," "could," "plan" or similar words suggesting future outcomes. Readers are cautioned not to place undue reliance on forward-looking information because it is possible that expectations, predictions, forecasts, projections and other forms of forward-looking information will not be achieved by OPTI. By its nature, forward-looking information involves numerous assumptions, inherent risks and uncertainties. A change in any one of these factors could cause actual events or results to differ materially from those projected in the forward-looking information. Although OPTI believes that the expectations reflected in such forward-looking statements are reasonable, OPTI can give no assurance that such expectations will prove to be correct. Forward-looking statements are based on current expectations, estimates and projections that involve a number of risks and uncertainties which could cause actual results to differ materially from those anticipated by OPTI and described in the forward-looking statements or information. The forward-looking statements are based on a number of assumptions which may prove to be incorrect. In addition to other assumptions identified herein, we have made assumptions regarding, among other things: market costs and other variables affecting operating costs of the Project; the ability of the Long Lake joint venture partners to obtain equipment, services and supplies, including labour, in a timely and cost-effective manner; the availability and costs of financing; oil prices and market price for the PSC(TM) output of the OrCrude(TM) Upgrader; foreign currency exchange rates and hedging risks; government regulations and royalty regimes; the degree of risk that governmental approvals may be delayed or withheld; other risks and uncertainties described elsewhere in this document or in OPTI's other filings with Canadian securities authorities.

Readers should be aware that the list of factors, risks and uncertainties set forth above are not exhaustive. Readers should refer to OPTI's current Annual Information Form, which is available at www.sedar.com, for a detailed discussion of these factors, risks and uncertainties. The forward-looking statements or information contained in this news release are made as of the date hereof and OPTI undertakes no obligation to update publicly or revise any forward-looking statements or information, whether as a result of new information, future events or otherwise, unless so required by applicable laws or regulatory policies.

For further information: OPTI Canada Inc., Suite 2100, 555 - 4th Ave. S.W., Calgary,


4Muscheln

[4muscheln]

ich denke das bald die Chinesen hier ins Spiel kommen.

Nur eine vermutung.


4Muscheln

[4muscheln]

Warum investieren?
OPTI wichtigsten Stärken kombinieren, um eine unübertroffene Ölsand Vorteil zu erstellen:

Pure-Play-Ölsand Investitionsmöglichkeit.
OPTI ist zu 100 Prozent vom Öl Canada's Sand, einer der größten Erdöl-und Erdgasvorkommen in der Welt konzentrierte.

Best-in-Class-Betriebskosten.
Unsere proprietäre OrCrudeâ "¢-Prozess, mit Gasification Combined, reduziert deutlich die Voraussetzung für Erdgas. Erdgas ist in der Regel die größten Inputkosten in einem in-situ Ölsand-Projekt.

Produktionsanläufen auf.
Start-up der Upgrader und Produktion der ersten Premium Sweet Crude (PSCA "¢) wurde am 22. Januar 2009 bekannt gegeben. Wir erwarten, dass die Produktion zu Ramp-up auf 58.500 bbl / d PSCTM und andere Produkte in der zweiten Jahreshälfte 2010.

Mehrphasen-Expansionspläne.
Mit erheblichen Mittel, die derzeit bei 2 Milliarden Barrel geschätzt erstattungsfähig ist die Gesellschaft über ihre Strategie, um 120.000 Barrel pro Tag erreichen schließlich das Ausführen von / d Produktionskapazität von Netto auf OPTI über eine mehrstufige Expansion


4Muscheln

[1erdinger]

Hi @ all,

hat hier jemand Infos..?, Ordentliche Umsätze in Canada und Anstieg um 6 % gestern. Da muss es doch news geben.

Hat ausser mir noch jemand Opti ?

[behindi]

Antwort auf Beitrag Nr.: 38.182.015 von 1erdinger am 15.10.09 10:19:31

Nabend 1erdinger

Ja ich bin auch noch in Opti drin.........aber noch dick im Minus!!
Hab leider auch keine Infos.......aber Hauptsache sie steigt!!!
Wünsch dir viel Erfolg!!

Gruß Behindi

[tanja2-2]

Opti Canada Inc (OPC.TO: Quote, Profile, Research) war unter den aktiven Bestände auf
Thursday, rising as much as 12 percent as its partner in the Donnerstag, steigt so viel wie 12 Prozent als Partner in der
Long Lake oil sands project, Nexen Inc, restarted production Long Lake Ölsand-Projekt, Nexen Inc., die Produktion wieder auf
after shutting the facility for maintenance in mid-September. nach dem Ausschalten der Anlage für die Wartung von Mitte September.
[ID:nN15304065] [ID: nN15304065

[1erdinger]

http://www.focus.de/finanzen/boerse/oelsand-besser-als-arabi…

netter Link, ich bin optimistisch

[1erdinger]

Hi Behini, sieht so aus, als ob sich das Warten langsam lohnt. Ganz ordentliche Umsätze und über 2,50 Can$....
Gibt zwar noch keine news, denke aber, es liegt was in der Luft.
200 Tage Linie auch eher positiv, wo ist dein Einstand..?

[behindi]

Antwort auf Beitrag Nr.: 38.208.061 von 1erdinger am 19.10.09 19:11:28

Guten Abend!!!
Mein EK liegt bei 2,1 Euro!!!
Will mich aber im Moment nicht beklagen........steigt ja ordentlich!!!
Der Ölpreis steigt ja auch weiterhin,sollte uns auch helfen

[1erdinger]

atuell 2,60 in Canada, Opti kommt heimlich, still und leise. Ich denke, deine 2,1 euronen siehst du bald mein lieber Aktienfreund. Zurücklehnen, abwarten und geniessen

[born2live]

OTTAWA (Dow Jones)--Opti Canada Inc. (OPCDF, OPC.T), an oil sands upgrading technology company, said its board approved a C$120 million (US$113.7 million) capital expenditure budget for next year, and said it would delay seeking regulatory approval for the second phase of the Long Lake project until late 2011.

Opti Canada owns a 35% stake in the Long Lake oil sands project in Alberta, which is operated by the majority owner, Nexen Inc. (NXY, NXY.T), one of Canada's large integrated oil companies. About C$92 million of Opti's budget next year will go toward sustaining and improving the first phase of the Long Lake project, with C$23 million going toward the planning of the second phase.

The company, based in Calgary, also said it agreed with Nexen to delay seeking regulatory approval for the second phase of Long Lake until late 2011 in order to get more experience with producing in the first phase of the project, and to "obtain greater clarity on carbon dioxide regulations."

Opti Canada said in October that the first phase of the Long Lake project would no longer meet full production of 72,000 barrels per day by the end of next year, as mechanical failures caused significant setbacks this year. The company's profitability has also been hurt by a narrowing light-heavy oil differential in the oil markets, which lowers the demand for oil upgrading technology like Opti's.

These problems made Opti start a search for strategic alternatives last month, which so far has resulted in the company successfully issuing C$425 million in new debt.

"At the Long Lake Project, plant reliability and performance have improved substantially since the turnaround in September," Opti Chief Executive Chris Slubicki said. The Long Lake project is now running at a rate of about 17,000 barrels per day, compared with an average of 9,000 barrels per day during the third quarter.

Opti Canada owns a proprietary technology called OrCrude, a unique gasification process that upgrades the thick oil sands found in Canada into light oil products, while using significantly less natural gas than other underground, or insitu, production methods.

Opti shares rose 1 Canadian cent to C$2.12 in recent trading in Toronto.
http://online.wsj.com/article/BT-CO-20091209-708428.html

[born2live]

Nexen to spend $2.5B next year
Also plans $1B in asset sales

Calgary-based Nexen Inc. said Wednesday it plans to spend $2.5 billion next year on capital projects in Canada and abroad.

The oil and gas company also plans to sell about $1 billion in assets that don't fit with its most profitable operations.
Nexen says production from its Long Lakes oilsands project in Alberta is improving.Nexen says production from its Long Lakes oilsands project in Alberta is improving. (CBC)

The sales will take place over the next year to two years, depending upon market conditions.

Nexen operates in Alberta, British Columbia and the U.K. North Sea.

It said it would spend $1.8 billion on conventional development and exploration and $200 million on unconventional shale gas projects, particularly in British Columbia. New technology to create large fractures and produce more gas has made previously inaccessible shale formations feasible.

Nexen will spend $400 million on oilsands development in Alberta, including $100 million at the Syncrude partnership, but the biggest oilsands spending will be at its Long Lake project in the Athabasca oilsands, which it is developing in partnership with Opti Canada Inc.

Technical problems have kept Long Lake's production below target, but that’s now improving, according to CEO Marvin Romanow.

"Steaming reliability has improved, and this is leading to higher bitumen production," Romanow said in a statement. "We are confident that we will ramp up to full rates and demonstrate the significant value this project will deliver to our shareholders."

Among the assets it wants to sell are parts of its marketing business, heavy oil assets in Western Canada and an interest in the Canexus chemicals business.
http://www.cbc.ca/canada/edmonton/story/2009/12/09/nexen-cap…

[ollihat]

gibt es einen Grund für den starken Kursanstieg heute?

Hab noch einen Posten, den ich steuerfrei halten möchte, aber natürlich nur mit entsprechenden Aussichten.

[BRBa]

nächste KZ 2.60CAD aber nur meine Meinung

[Kospi]

mal was optimistisches geht vielleicht bald bei zapf creation ab, rebound aufgrund bevorstehender übernahme?...nur meine meinung

[gulfsa]

Der Kursverlauf der letzten Wochen sieht ja sehr interessant aus.....
wird hier auf etwas gewartet?

[futureisbright]

Antwort auf Beitrag Nr.: 39.440.829 von gulfsa am 02.05.10 14:38:37

Mal wieder etwas Interessantes aus Uebersee:
http://www.nationalpost.com/story.html?id=3030908.
Vorallem mit Blick auf Opti Canada und den bisherigen Fortschritten bzw. ihrer SAGD-Technik; vgl. u.a. Discussion Group bei http://www.google.ca/finance?q=TSE:OPC

[bbaauuaa]

Nachdem Obama ein 6monatiges Ölbohrverbot ausgesprochen hat, müsste es eigentlich für alternative Ölgewinnung nun hochgehen!

Eine Investition in diesem Bereich sollte man sich mal überlegen!

( Keine Handelsaufforderung )

[bbaauuaa]

OPTI Canada Announces Change to Its Board of Directors
JUN 30, 2010 - 17:01 ET

CALGARY, ALBERTA--(Marketwire - June 30, 2010) - OPTI Canada Inc. (OPTI) (TSX:OPC) is pleased to announce the appointment of David Halford to its Board of Directors.

Mr. Halford is the Executive Vice President, Finance and Chief Financial Officer of ENMAX Corporation. He is responsible for all financial policy, planning and reporting, risk management, corporate finance, tax and treasury functions of ENMAX and its subsidiaries.

Prior to joining ENMAX, Mr. Halford held Chief Financial Officer roles at OPTI, BA Energy and Irving Oil. He also held a variety of senior-level corporate finance and accounting roles, including partner in the corporate finance group at Deloitte and Touche, LLP.

Mr. Halford is a Chartered Accountant and holds a Bachelor of Arts degree from the University of Western Ontario.

"We are very pleased to welcome David back to OPTI as a member of our Board. In addition to his past experience with OPTI, David's extensive involvement in corporate and project finance along with over 20 years of energy industry focused financial management and strategic planning experience will be a tremendous asset to us," said Jim Stanford, Chairman of OPTI.

Concurrent with Mr. Halford's appointment is the departure of Mr. Bruce Waterman from the Board.

"OPTI's Board would like to thank Bruce for his outstanding leadership and contribution to OPTI, particularly in steering our Audit Committee over the past two years," Jim Stanford remarked.

ABOUT OPTI

OPTI Canada Inc. is a Calgary, Alberta-based company focused on developing major oil sands projects in Canada using our proprietary OrCrude™ process. Our first project, Phase 1 of Long Lake, consists of 72,000 barrels per day of SAGD (steam assisted gravity drainage) oil production integrated with an upgrading facility. The Upgrader uses the OrCrude™ process combined with commercially available hydrocracking and gasification. Through gasification, this configuration substantially reduces the exposure to and the need to purchase natural gas. On a 100 percent basis, the Project is expected to produce 58,500 bbl/d of products, primarily 39 degree API Premium Sweet Crude (PSC™) with low sulphur content, making it a highly desirable refinery feedstock. Due to its premium characteristics, we expect PSC™ to sell at a price similar to West Texas Intermediate (WTI) crude oil. The Long Lake Project is a joint venture between OPTI and Nexen Inc (Nexen). OPTI holds a 35 percent working interest in the joint venture. Nexen is the sole operator of the Project. OPTI's common shares trade on the Toronto Stock Exchange under the symbol OPC.


http://cnrp.marketwire.com/client/opti_canada/release.jsp?ye…

[bbaauuaa]

OPTI Canada Announces Proposed Financing Plan and Project Update
AUG 11, 2010 - 07:10 ET

CALGARY, ALBERTA--(Marketwire - Aug. 11, 2010) - OPTI Canada Inc. (TSX:OPC) ("OPTI" or the "Company") announced today that it intends to offer by way of private placement US$100 million of First Lien Senior Secured Notes due 2012 (the "new 2012 Notes") and US$300 million First Lien Senior Secured Notes due 2013. The new 2012 Notes are being offered as additional notes under an indenture pursuant to which OPTI issued US$425 million aggregate principal amount of 9% First Lien Senior Secured Notes, due 2012, on November 20, 2009. The purpose of the private offerings is to maintain sufficient liquidity through the ramp-up period of the Long Lake Project and to allow the Company to continue with its previously announced review of strategic alternatives. The net proceeds will be used to repay outstanding amounts under our revolving credit facility and for general corporate purposes.

Completion of these transactions is anticipated prior to the end of August 2010 but remains subject to a number of conditions, including agreement on final terms and conditions.

Project Update

The Long Lake Project (the "Project") continued to progress in July, with improvements in steam injection, bitumen production and Premium Sweet Crude (PSC™) sales. July average bitumen production was 28,700 barrels per day (bbl/d) (10,000 bbl/d net to OPTI), with steam injection averaging 148,000 bbl/d. We had 71 well pairs on production as of July 31, 2010 and reached an average weekly bitumen production of 30,100 bbl/d (10,500 bbl/d net to OPTI) in late July.

In August, a combination of unplanned Upgrader maintenance and a short-term pipeline capacity restriction has resulted in a temporary reduction in steam injection, bitumen production and PSC™ sales. The pipeline restriction relates to the transportation of heavy crude out of Alberta and is unrelated to the Project. We expect to return to normal operations and average daily July bitumen production levels within one or two weeks.

OPTI will update its corporate presentation, a copy of which will be available on its website.

ABOUT OPTI

OPTI Canada Inc. is a Calgary, Alberta-based company focused on developing major oil sands projects in Canada using our proprietary OrCrude™ process. Our first project, Phase 1 of Long Lake, plans for 72,000 barrels per day (on a 100 percent basis) of SAGD (steam assisted gravity drainage) oil production integrated with an upgrading facility. The Upgrader uses the OrCrude™ process combined with commercially available hydrocracking and gasification. Through gasification, this configuration substantially reduces the exposure to and the need to purchase natural gas. On a 100 percent basis, the Project is expected to produce 58,500 bbl/d of products, primarily 39 degree API Premium Sweet Crude (PSC™) with low sulphur content, making it a highly desirable refinery feedstock. Due to its premium characteristics, we expect PSC™ to sell at a price similar to West Texas Intermediate (WTI) crude oil. The Long Lake Project is a joint venture between OPTI and Nexen Inc. (Nexen). OPTI holds a 35 percent working interest in the joint venture. Nexen is the sole operator of the Project. OPTI's common shares trade on the Toronto Stock Exchange under the symbol OPC.

This press release is not an offer of securities for sale in the United States. Securities may not be offered or sold in the United States absent registration or an exemption from registration. Any public offering of securities to be made in the United States will be made by means of a prospectus that may be obtained from OPTI and that will contain detailed information about OPTI and management, as well as financial statements.

FORWARD-LOOKING INFORMATION

Certain statements contained herein are forward-looking statements, including, but not limited to, statements relating to: the use of proceeds received from these offerings; OPTI's operations; anticipated financial performance; business prospects, expansion plans and strategies; OPTI's plans and expectations concerning the use and performance of the OrCrude™ process and other related technologies; the cost, development and operation of the Long Lake Project and OPTI's relationship with Nexen Inc; OPTI's anticipated financial condition and liquidity over the next 12 months and in the long term; and expectations regarding the terms and timing of a result to its strategic alternatives process. Forward-looking information typically contains statements with words such as "intend," "anticipate," "estimate," "expect," "potential," "could," "plan" or similar words suggesting future outcomes. Readers are cautioned not to place undue reliance on forward-looking information because it is possible that expectations, predictions, forecasts, projections and other forms of forward-looking information will not be achieved by OPTI. By its nature, forward-looking information involves numerous assumptions, inherent risks and uncertainties. A change in any one of these factors could cause actual events or results to differ materially from those projected in the forward-looking information. Although OPTI believes that the expectations reflected in such forward-looking statements are reasonable, OPTI can give no assurance that such expectations will prove to be correct. Forward-looking statements are based on current expectations, estimates and projections that involve a number of risks and uncertainties which could cause actual results to differ materially from those anticipated by OPTI and described in the forward-looking statements or information. The forward-looking statements are based on a number of assumptions that may prove to be incorrect. In addition to other assumptions identified herein, OPTI has made assumptions regarding, among other things: market costs and other variables affecting operating costs of the Project; the ability of the Long Lake Project joint venture partners to obtain equipment, services and supplies, including labour, in a timely and cost-effective manner; the availability and costs of financing; oil prices and market price for PSC™ and PSH; foreign currency exchange rates and hedging instruments risks. Other specific assumptions and key risks and uncertainties are described elsewhere in this document and in OPTI's other filings with Canadian securities authorities.

Readers should be aware that the list of assumptions, risks and uncertainties set forth herein are not exhaustive. Readers should refer to OPTI's current Annual Information Form (AIF), filed on SEDAR and EDGAR and available at www.sedar.com and http://edgar.sec.gov, for a detailed discussion of these assumptions, risks and uncertainties. The forward-looking statements or information contained in this document are made as of the date hereof and OPTI undertakes no obligation to update publicly or revise any forward-looking statements or information, whether as a result of new information, future events or otherwise, unless so required by applicable laws or regulatory policies.

[Pokerlui007]

servus!

ist hier keiner mehr on board? bin aktuell wieder am überlegen mir ein paar ins depot zu legen, aktuelle kurse erscheinen mir ganz attraktiv...in Sicht auf 1-2 Jahre sehe ich hier viel Potential!

Bitte um Meinungen, dank!

[gulfsa]

Was ist denn überhaupt hier passiert, was zu diesem dramatischen Kursverlust geführt hat

[Kubanisch_Rauchen]

Es wird kein Geld verdient. Mehr nicht.

[Kubanisch_Rauchen]

Hier,
noch immer kein Geld!!!


ctober 28, 2010
OPTI Canada Announces Third Quarter 2010 Results
CALGARY, ALBERTA--(Marketwire - Oct. 28, 2010) - OPTI Canada Inc. (OPTI or the Company) (TSX:OPC) announced today the Company's financial and operating results for the quarter ended September 30, 2010.

The Long Lake Project (the Project) is the first to use OPTI's integrated OrCrude(TM) process. Our proprietary process is designed to substantially reduce operating costs compared to other oil sands projects while producing a high quality, sweet, synthetic crude oil.

"After 10 months of solid ramp-up following our turnaround in September of 2009, we experienced operational interruptions in the third quarter which affected production volumes and ramp-up. Third quarter operations did not meet our expectations. The Project is now back on-stream and our bitumen ramp-up continues," said Chris Slubicki, OPTI's President and Chief Executive Officer. "While we plan and work toward no further interruptions, we understand that the occasional interruption is not out of the ordinary especially in a new and large-scale plant such as Long Lake."

"During the quarter, we were able to produce and sell Premium Synthetic Heavy (PSH) through periods of Upgrader downtime when we were not producing Premium Sweet Crude (PSC(TM)). Planned well optimization work also took place throughout the quarter. These enhancements, along with the expected conversion of most of our remaining well pairs to production mode, will help us to increase our future bitumen production."

"Recent bitumen production is exceeding peak levels established in July and is approximately 31,700 barrels per day (bbl/d), with 11,100 bbl/d net to OPTI. Our steam injection rates are also at all-time highs of approximately 163,000 bbl/d. We expect our steam and bitumen production to continue to ramp-up throughout the fourth quarter."

"OPTI has a unique combination of current production, near term expansion and long term growth which supports our strategic alternatives process. In our ongoing review, we recognize that we require time to demonstrate the value of OPTI through continued ramp-up of the Project. We expect that net proceeds from the successful sale of US$400 million of First Lien Notes during the third quarter will provide us with the liquidity necessary to further demonstrate this value. We remain committed to our strategic process as we move into the fourth quarter and next year."

FINANCIAL HIGHLIGHTS

----------------------------------------------------------------------------
Three months Nine months
ended ended Year ended
September 30, September 30, December 31,
In millions 2010 2010 2009
----------------------------------------------------------------------------
Net loss $ (46) $ (249) $ (306)
Net field operating loss (20) (61) (118)
Working capital 194 194 168
Total oil sands expenditures (1) 21 69 148
Shareholders' equity $ 1,064 $ 1,064 $ 1,311
Common shares outstanding
(basic) (2) 282 282 282
----------------------------------------------------------------------------

Notes:
(1) Capital expenditures related to Phase 1 and future expansion
developments. Capitalized interest and non-cash additions or charges
are excluded.
(2) Common shares outstanding at September 30, 2010 after giving effect to
the exercise of stock options would be approximately 285 million common
shares.


PROJECT STATUS

Long Lake Project operational results for the third quarter of 2010 were impacted by temporary surface issues in August and September. The highest monthly average bitumen production-to-date was achieved in July, averaging approximately 28,700 bbl/d (10,000 bbl/d net to OPTI), followed by lower production levels in the two months that followed.

During the quarter, bitumen production averaged approximately 26,400 bbl/d (9,200 bbl/d net to OPTI), an increase from the previous quarter average of approximately 24,900 bbl/d (8,700 bbl/d net to OPTI). With process issues resolved and well optimization work completed, recent bitumen production is at a record high of approximately 31,700 bbl/d (11,100 net to OPTI).

Production ramp-up through the third quarter was less than expected for the following reasons. First, as previously announced on August 11, 2010, a combination of unplanned Upgrader maintenance and short-term pipeline restrictions resulted in a temporary reduction in steam injection and bitumen production. The maintenance was necessary due to an unplanned plant outage at the end of July, which halted the supply of oxygen from our air separation unit to the gasifier. As a result, August syngas production and thus steam generation and bitumen production were affected. Steam assisted gravity drainage (SAGD) operations remained on-line in a reduced capacity during this time. Second, further plant power outages, related to lightning strikes, inhibited bitumen ramp-up in September. Finally, planned optimization work on SAGD wells meant that a number of producing wells were temporarily shut-in for periods of time throughout the quarter. Optimization work included installation and upsizing of electric submersible pumps (ESPs) as well as acid stimulations on select wells. Affected wells returned quickly to previous bitumen production rates and the optimization work is expected to result in increased production going forward.

Although our ability to generate steam was temporarily affected, our SAGD surface facilities continue to perform reliably. While steam injection rates were lower in August and September, steam levels increased on aggregate over the third quarter to average approximately 145,700 bbl/d as compared to 137,000 bbl/d in the previous quarter. We expect these rates to continue climbing, as evidenced by recent steam injection of approximately 163,000 bbl/d. We currently have 84 of 91 well pairs receiving steam, comprised of 78 well pairs on production and an additional 6 in circulation mode. We expect that these circulating wells will be converted to production mode in the near term.

Our recent all-in steam-to-oil-ratio (SOR) average is approximately 5.2. The all-in SOR average includes steam to wells that are currently in steam circulation mode and wells early in the ramp-up cycle. We continue to expect bitumen production to rise and the corresponding SOR to decrease as remaining wells convert to production mode, stable operations are maintained and producing wells mature.

Achieving high bitumen production is the most important element to the Project's profitability. Therefore, as announced in our second quarter of 2010 results, we continue to develop SAGD well pads 12 and 13 at Long Lake. Drilling of these 18 new well pairs is expected to occur in 2011 with the wells available for bitumen production in 2012. The joint venture partners also continue to evaluate the addition of two supplementary once-through steam generators. The performance of SAGD operations and the Upgrader may differ from our expectations. There are many factors related to the characteristics of the reservoir and operating facilities that could cause bitumen and PSC(TM) production to be lower than anticipated.

Throughout the month of July, Upgrader units performed consistently, processing virtually all of our produced bitumen as well as approximately 9,900 bbl/d of externally-sourced bitumen. During August, the plant outage meant that we were unable to process all available bitumen through the Upgrader for an extended period of time. In September, the plant upsets caused a reduction in the amount of bitumen production and externally-sourced bitumen feed to the Upgrader. These temporary outages resulted in a decreased on-stream time average of 81 percent in the third quarter as compared to 97 percent in the previous quarter. PSC(TM) yields were also lower over the quarter, averaging approximately 62 percent as compared to 72 percent in the previous quarter. We are currently processing virtually all of our produced and externally-sourced bitumen with current PSC(TM) yields of approximately 75 percent. We continue to expect yields to increase to the design rate of 80 percent once operations are optimized.

FUTURE EXPANSIONS

OPTI and Nexen Inc. (Nexen) continue to evaluate developing SAGD projects in approximately 40,000 bbl/d bitumen stages at Kinosis, the next development. Developing smaller SAGD projects is expected to allow us to lower the intensity of our capital expenditure program, reduce labour requirements and provide improved construction cost and execution control. Depending on many factors, we may sanction the first stage of Kinosis in 2012.

LIQUIDITY

On August 20, 2010, we announced the completion of the issuance of US$100million face value of 9.0% First Lien Senior Secured Notes (US$100 million First Lien Notes) due December 15, 2012 and US$300 million face value of 9.750% First Lien Senior Secured Notes (US$300 million First Lien Notes) due August 15, 2013. The US$100 million First Lien Notes were offered as additional notes under OPTI's existing US$425 million First Lien Notes (combined, the US$525 million First Lien Notes). The US$100 million First Lien Notes and US$300 million First Lien Notes were issued at a price of 99.5 percent and 96.5 percent respectively, resulting in a yield to maturity of approximately 9.2 percent and 11.2 percent respectively.

The net proceeds to OPTI from this issuance were approximately C$392 million, after deducting certain fees and expenses related to the offerings and adjusting for the offering prices noted above. A portion of the net proceeds was used to fund an interest reserve account of approximately US$87 million relating to the US$300 million First Lien Notes. The purpose of the offerings is to maintain sufficient liquidity through ramp-up of the Project and to allow OPTI to continue with its review of strategic alternatives.

Based primarily on our expectation of a significant increase in bitumen production, we expect our existing financial resources will be sufficient to meet our financial obligations over the next 12 months. It is important for our business to increase production to a point where we generate positive net field operating margins. Failure to improve bitumen production rates, and ultimately PSC(TM) sales, will result in continued net field operating losses and difficulty in obtaining new sources of debt and equity.

STRATEGIC ALTERNATIVES REVIEW

OPTI's Board of Directors remains committed to its review of strategic alternatives for the Company. The ultimate objective of carrying out this review is to determine which alternative(s) might result in superior value for stakeholders. OPTI continues to pursue a strategic alternatives outcome to address its overall leverage position.

Strategic alternatives may include capital market opportunities, asset divestitures, and/or a corporate sale, merger or other business combination. OPTI does not intend to disclose developments with respect to the strategic review process unless and until its Board of Directors has approved a definitive transaction or strategic option. There can be no assurance that any transaction will occur, or if a transaction is undertaken, as to its terms or timing.

Any announcements regarding the strategic alternatives review will be disclosed in accordance with all applicable legal and regulatory requirements.

CORPORATE UPDATE

Effective October 1, 2010, OPTI appointed David Bowes to the position of Treasurer. Mr. Bowes has been with OPTI for six years in increasingly senior treasury roles. Concurrent with this appointment, Ms. Kiren Singh, former Vice President and Treasurer, departed OPTI to pursue other opportunities.

OPTI's senior management consists of: Chris Slubicki, President and Chief Executive Officer; Travis Beatty, VP Finance and CFO; Joe Bradford, VP Legal and Administration and Corporate Secretary; and Al Smith, VP Marketing.

RESULTS OF OPERATIONS

----------------------------------------------------------------------------
Three months ended Nine months ended
September 30 September 30
$ millions, except per share amounts 2010 2009 2010 2009
----------------------------------------------------------------------------
Revenue, net of royalties $ 59 $ 38 $ 170 $ 101
Expenses
Operating expense 54 44 159 111
Diluent and feedstock purchases 21 29 60 78
Transportation 4 3 12 9
----------------------------------------------------------------------------
Net field operating loss (20) (38) (61) (97)
Corporate expenses
Interest, net 55 46 154 107
General and administrative 4 2 11 15
Financing charges 14 4 15 5
Realized loss (gain) on hedging
instruments 3 (5) 55 (40)
----------------------------------------------------------------------------
Loss before non-cash items (96) (85) (296) (184)
Non-cash items
Foreign exchange translation loss
(gain) (77) (162) (46) (258)
Net unrealized loss (gain) on
hedging instruments 14 82 (37) 198
Depletion, depreciation and
accretion 13 5 36 16
Loss on disposal of assets - - - 2
Future tax recovery - (22) - (47)
----------------------------------------------------------------------------
Net earnings (loss) $ (46) $ 12 $ (249) $ (95)
----------------------------------------------------------------------------
Earnings (loss) per share, basic and
diluted $ (0.16) $ 0.04 $ (0.88) $ (0.42)
----------------------------------------------------------------------------
----------------------------------------------------------------------------


Operational Overview

The results of operations for the three and nine month periods ended September 30, 2010, as well as for the three months ended September 30, 2009, include SAGD and Upgrader results. The results of operations for the nine months ended September 30, 2009 include SAGD results for the entire period and Upgrader results from April 1, 2009, which is the date we determined the Upgrader to be ready for its intended use. Revenue for the nine months ended September 30, 2010 was a combination of PSC(TM), PSH and power sales. Revenue for the same period in 2009 consisted of PSH and power sales for entire period and PSC(TM)only for the second and third quarters.

We define our net field operating margin as revenue related to petroleum products (net of royalties) and power sales minus operating expenses, diluent and feedstock purchases and transportation costs. See "Non-GAAP Financial Measures". On-stream factor is a measure of the period of time that the Upgrader is producing PSC(TM) and it is calculated as the percentage of hours the Hydrocracker Unit in the Upgrader is in operation. When the Upgrader is not in operation, results are adversely affected by the requirement to purchase diluent, which is blended with bitumen to produce and sell PSH. PSH revenue per barrel is lower than PSC(TM) revenue per barrel. The majority of SAGD and Upgrader operating costs are fixed, so we expect that rising SAGD volumes and a continued high level of Upgrader on-stream factor will lead to improvements in our net field operating margin. This expected improvement would result from higher PSC(TM) sales. PSC(TM) yield represents the volume percentage of PSC(TM) generated from processing bitumen through the Upgrader.

Our net field operating loss in the three months ended September 30, 2010 increased to a loss of $20 million from a loss of $11 million for the three months ended June 30, 2010. In July, PSC(TM) and bitumen production levels improved relative to preceding months in the second quarter of 2010. During August, the plant experienced a combination of unplanned Upgrader maintenance and short-term pipeline restrictions. Therefore, we sold PSH rather than PSC(TM), which also resulted in the requirement for diluent purchases. In September, OPTI commenced selling PSC(TM) but further power outages resulted in downtime of various Upgrader units. We anticipate that increased production and other operating improvements will lead to a positive net field operating margin.

The Upgrader on-stream factor for the three months ended September 30, 2010 decreased to 81 percent from 97 percent for the three months ended June 30, 2010. PSC(TM) yields for the three months ended September 30, 2010 decreased to 62 percent from 72 percent for the three months ended June 30, 2010. Our share of PSC(TM) sales decreased to 4,800 bbl/d for the three months ended September 30, 2010 compared to 7,100 bbl/d in for the three months ended June 30, 2010 while our share of PSH sales increased to 4,800 bbl/d for the three months ended September 30, 2010 from 1,700 bbl/d for the three months ended June 30, 2010. As a result of the lower on-stream factor and lower Upgrader feed rates, diluent purchases were required in August.

Revenue

For the three months ended September 30, 2010 we earned revenue net of royalties of $59 million compared to $38 million for the same period in 2009. For the three months ended September 30, 2010 our share of PSC(TM) sales averaged 4,800 bbl/d at an average price of approximately $79/bbl compared to 800 bbl/d at an average price of approximately $75/bbl for the same period in 2009. For three months ended September 30, 2010 our share of PSH averaged 4,800 bbl/d at an average price of approximately $53/bbl compared to 5,600 bbl/d at an average price of approximately $62/bbl for the same period in 2009. Due to temporary industry-wide pipeline capacity restrictions, we realized substantially lower market prices on our PSH sales. Our share of bitumen production for three months ended September 30, 2010 averaged 9,000 bbl/d compared to 3,000 bbl/d for the same period in 2009. Our total revenue, net of royalties, diluent and feedstock increased to $38 million for the three months ended September 30, 2010 compared to $9 million for the same period in 2009.

For the nine months ended September 30, 2010, we earned revenue net of royalties of $170 million compared to $101 million for the same period in 2009. Our total revenue, net of royalties, diluent and feedstock was $110 million for the nine months ended September 30, 2010 compared to $23 million for the same period in 2009.

Increases to total revenue, net of royalties, diluent and feedstock for the three and nine month periods ended September 30, 2010, compared to the same periods in 2009, are due to increased bitumen production and higher PSC(TM) sales in 2010 as a result of a higher Upgrader on-stream time in 2010 as well as higher commodity prices.

For the three and nine month periods ended September 30, 2010 we received pricing for PSC(TM) in-line with, or slightly better than, other synthetic crude oils.

For the three months ended September 30, 2010 we had power sales of $1 million representing approximately 34,400 megawatt hours (MWh) of electricity sold at an average price of approximately $37/MWh compared to power sales of $1 million for the same period in 2009, which represented approximately 36,800 MWh at an average price of approximately $39/MWh. For the nine months ended September 30, 2010 we had power sales of $6 million compared to $4 million for the same period in 2009.

Expenses

- Operating expenses

Our operating expenses are primarily comprised of maintenance, labour, operating materials and services, and natural gas.

For the three months ended September 30, 2010 operating expenses were $54 million compared to $44 million for the same period in 2009. Operating expenses increased due to planned well work-overs and increased operating levels.

For the nine months ended September 30, 2010 operating expenses were $159 million compared to $111 million for the same period in 2009. Operating expenses in 2010 are higher as they included SAGD and Upgrader operating results for the entire period as well as higher operating levels. Operating expenses in 2009 included SAGD results for the entire period and Upgrader results only from April 1, 2009.

- Diluent and feedstock purchases

For the three months ended September 30, 2010 diluent and feedstock purchases were $21 million compared to $29 million for the same period in 2009. For the three months ended September 30, 2010 diluent purchases were 700 bbl/d at an average price of $85/bbl compared to 3,000 bbl/d at an average price of $73/bbl for to the same period in 2009. For the nine months ended September 30, 2010 diluent purchases were 300 bbl/d at an average price of $83/bbl compared to 3,000 bbl/d at an average price of $63/bbl for the same period in 2009. Diluent purchases decreased in 2010 compared to the same periods in 2009 due to a higher Upgrader on-stream factor in 2010 (which results in sales of PSC(TM) and does not require diluent) and the use of a portion of our own PSC(TM) as diluent for PSH sales.

For the three months ended September 30, 2010 we purchased $16 million of third party bitumen representing approximately 3,300 bbl/d compared to $9 million representing approximately 1,300 bbl/d for the same period in 2009. For the nine months ended September 30, 2010 we purchased $54 million of third party bitumen compared to $28 million for the same period in 2009. The increase in third party bitumen purchases in 2010 is due to a higher on-stream factor of the Upgrader.

- Transportation

For the three months ended September 30, 2010 transportation expenses were $4 million compared to $3 million for the same period in 2009. For the nine months ended September 30, 2010 transportation expenses were $12 million compared to $9 million for the same period in 2009. Transportation expenses were primarily related to pipeline costs associated with PSC(TM) and PSH sales. The increase in transportation expenses in 2010 was a result of the increase in pipeline volume commitments.

Corporate expenses

- Net interest expense

For the three months ended September 30, 2010 net interest expense was $55 million compared to $46 million for the same period in 2009. For the nine months ended September 30, 2010 net interest expense was $154 million compared to $107 million for the same period in 2009. The increase in net interest expense in 2010 was due to the US$425 million First Lien Notes issued in November 2009, the new US$100 million First Lien Notes and the new US$300 million First Lien Notes both issued in August 2010. Interest expense in 2009 included interest related to the SAGD facilities for the entire period and interest related to the Upgrader only from April 1, 2009. Interest expense includes the accretion of the discount related to the issuance of the Senior notes in 2009 and 2010. The remaining discount of $21 million will be amortized over the terms of the facilities.

For the three and nine months ended September 30, 2010 the average Canadian dollar exchange rate strengthened resulting in a decrease in Canadian interest costs on our U.S. dollar-denominated debt.

- General and Administrative (G&A) Expense

For the three months ended September 30, 2010 G&A expense was $4 million compared to $2 million for the same period in 2009. For the nine months ended September 30, 2010 G&A expense was $11 million compared to $15 million for the same period in 2009. Included in G&A expense for the nine months ended September 30, 2010 was $3 million related to the strategic alternative process. For the nine months ended September, 30, 2010 G&A expense was lower due to severance payments made during the same period in 2009 related to the re-organization of OPTI after the sale of the 15 percent working interest to Nexen. Included in G&A expense is a non-cash stock-based compensation expense for the three months ended September 30, 2010 of $0.5 million (three months ended September 30, 2009: $0.4 million) and for the nine months ended September 30, 2010 of $1.3 million (nine months ended September 30, 2009: $0.6 million).

- Financing charges

Financing charges were $14 million for the three months ended September 30, 2010 compared to $4 million for the same period in 2009, and $15 million in the nine months ended September 30, 2010 compared to $5 million for the same period in 2009. Financing charges in 2010 relate to the issuance of the US$100 million First Lien Notes and the US$300 million First Lien Notes, and the amendment to our revolving debt facility. Financing charges in 2009 relate to the amendment to our revolving debt facility covenants and evaluation of financing alternatives.

- Net realized gain or loss on hedging instruments

For the three months ended September 30, 2010 net realized loss on hedging instruments was $3 million compared to a gain of $5 million for the same period in 2009. For the nine months ended September 30, 2010 net realized loss on hedging instruments was $55 million compared to a gain of $40 million for the same period in 2009. The losses in 2010 relate to the $44 million settlement of foreign exchange hedging instruments in the second quarter and our realized commodity hedging losses. The commodity losses were a result of our 2010 commodity hedging instruments of 3,000 bbl/d at strike prices between US$64/bbl and US$67/bbl when the average West Texas Intermediate (WTI) price for the three months ended September 30, 2010 was US$75/bbl and for the nine months ended September 30, 2010 was US$78/bbl. The gains in 2009 were related to our US$80/bbl crude oil puts and our US$77/bbl crude oil hedging instruments.

Non-cash items

- Foreign exchange gain or loss

For the three months ended September 30, 2010 foreign exchange translation was a $77 million gain compared to a $162 million gain for the same period in 2009. The gain or loss is comprised of the re-measurement of our U.S. dollar-denominated long-term debt and cash. During the third quarter of 2010, the Canadian dollar strengthened from CDN$1.06:US$1.00 to CDN$1.03:US$1.00 resulting in a foreign exchange translation gain.

For the nine months ended September 30, 2010 foreign exchange translation was a $46 million gain compared to a $258 million gain for the same period in 2009. During the 2010 period, the Canadian dollar strengthened from CDN$1.05:US$1.00 to CDN$1.03:US$1.00 resulting in a foreign exchange translation gain. These gains and losses are unrealized.

- Net unrealized gain or loss on hedging instruments

For the three months ended September 30, 2010 net unrealized loss on hedging instruments was $14 million compared to an $82 million loss for the same period in 2009. The net unrealized loss is comprised of a $16 million unrealized loss on our foreign exchange hedging instruments due to the strengthening of the Canadian dollar from CDN$1.06:US$1.00 to CDN$1.03:US$1.00 and a $2 million unrealized gain on our commodity hedges due to the maturing of the instruments during the period. The loss for the corresponding period in 2009 relates to a strengthening of the Canadian dollar and an increase in the future price of WTI during the period.

For the nine months ended September 30, 2010 net unrealized gain on hedging instruments was $37 million compared to a $198 million loss for the same period in 2009. The net unrealized gain is comprised of a $14 million unrealized gain on our commodity hedges due to the maturing of the instruments during the period and a $23 million unrealized gain on our foreign exchange hedging instruments. The foreign exchange hedging instrument gain is a result of the reclassification of the $44 million realized cash outflow due to the settlement of foreign exchange hedging instruments offset by a loss due to the strengthening of the Canadian dollar from CDN$1.05:US$1.00 to CDN$1.03:US$1.00. The loss for the corresponding period in 2009 relates to a strengthening of the Canadian dollar and an increase in the future price of WTI during the period.

- Depletion, depreciation and accretion (DD&A)

For the three months ended September 30, 2010 DD&A was $13 million compared to $5 million for the same period in 2009. For the nine months ended September 30, 2010 DD&A was $36 million compared to $16 million for the same period in 2009. DD&A for 2010 relates to both SAGD facilities and Upgrader facilities whereas for 2009 DD&A was for the SAGD facilities and the Upgrader facilities from April 1, 2009 only. Additionally, production volumes have increased in 2010 which resulted in higher DD&A costs compared to 2009.

- Loss on disposal of assets

For the three and nine month periods ending September 30, 2010, loss on disposal of assets was nil, compared to nil and $2 million respectively for the corresponding periods in 2009. The loss on disposal of assets in 2009 was primarily for information technology write-offs and costs incurred related to the working interest sale to Nexen.

- Future tax recovery

For the three and nine months ended September 30, 2010, future tax recovery was nil, compared to $22 million and $47 million respectively for the corresponding periods in 2009. For the three and nine month periods ended September 30, 2010, based on the recurrence of net field operating losses, we determined we do not meet the "more likely than not" criteria required for recognition of future tax assets and have therefore recognized a valuation allowance against our future tax assets. We will assess the need for this valuation allowance each reporting period. Recoveries in 2009 were primarily due to the benefit derived from losses from operations. OPTI had approximately $3.8 billion of available Canadian tax pools at December 31, 2009.

CAPITAL EXPENDITURES

The table below identifies expenditures incurred by us in relation to the Project, other oil sands activities and other capital expenditures.

----------------------------------------------------------------------------
Three months Nine months
ended ended
September 30, September 30, Year ended
$ millions 2010 2010 2009
----------------------------------------------------------------------------
The Long Lake Project - Phase 1
Sustaining capital $ 19 $ 55 $ 83
Capitalized operations - - 19
----------------------------------------------------------------------------
Total Long Lake Project 19 55 102
Expenditures on future
expansions
Engineering and equipment 2 11 21
Resource acquisition and
delineation - 3 25
----------------------------------------------------------------------------
Total oil sands expenditures 21 69 148
Capitalized interest - - 29
Other capital expenditures - - (19)
----------------------------------------------------------------------------
Total capital expenditures $ 21 $ 69 $ 158
----------------------------------------------------------------------------
----------------------------------------------------------------------------


As with all SAGD projects, new well pads must be drilled and tied-in to the SAGD central facility to maintain production at design rates over the life of the Project. For three months ended September 30, 2010 we had sustaining capital expenditures of $19 million. These capital expenditures include: the installation of additional ESPs in producing wells for better well control and enhanced bitumen extraction; operations optimization projects; and oil removal filters for oil and particulate removal from the produced water stream for improved water treatment. We also completed the tie-in of the Pad 11 warm-up separator and made progress on civil and engineering work on two additional well pads.

SUMMARY FINANCIAL INFORMATION

----------------------------------------------------------------------------
In millions
(unaudited)
(except per 2010 2009 2008
share ---------------------------------------------------------------
amounts) Q3 Q2 Q1 Q4 Q3 Q2 Q1 Q4
----------------------------------------------------------------------------
Revenue $ 59 $ 61 $ 50 $ 43 $ 38 $ 34 $ 29 $ 69
----------------------------------------------------------------------------
Net earnings
(loss) (46) (152) (50) (212) 12 (9) (97) (410)
----------------------------------------------------------------------------
Earnings
(loss) per
share, basic
and diluted $(0.16) $(0.54) $(0.18) $(0.75) $ 0.04 $(0.04) $(0.50) $(2.09)
----------------------------------------------------------------------------


Quarterly results for 2010 and 2009 represent our 35 percent working interest in the Project, whereas quarterly results for 2008 represent our then 50 percent working interest.

During the fourth quarter of 2008 we generated revenue and incurred operating expenditures associated with early stages of SAGD operation. We had a pre-tax asset impairment for accounting purposes related to our working interest sale of $369 million and a future tax expense recovery of $116 million primarily related to this impairment, a $254 million foreign exchange translation loss, and $105 million realized gain as well as a $28 million unrealized gain on hedging instruments.

Operations during 2009 and 2010 represent initial stages of our operations at relatively low operating volumes. Our operating results are expected to improve as SAGD production increases and the Upgrader produces higher volumes of PSC(TM).

Net loss of $97 million in the first quarter of 2009 was associated with operating expenses in the early stages of SAGD operations that operated at relatively low volumes which lead to a net field operating loss of $31 million. In addition, we had a $75 million foreign exchange loss offset by a net realized and unrealized gain on hedging instruments of $46 million. Net loss of $9 million in the second quarter of 2009 was comprised of a net field operating loss of $28 million, net interest expense of $42 million, unrealized loss on our hedging instruments of $137 million offset by a foreign exchange translation gain of $171 million, and a future tax recovery of $32 million. Net earnings of $12 million in the third quarter of 2009 were primarily due to a $162 million foreign exchange translation gain offset by unrealized losses on hedging instruments related to our foreign exchange and commodity hedges, and our net field operating loss. The net loss of $212 million in the fourth quarter for 2009 includes a net field operating loss of $21 million, interest expense of $43 million, an unrealized loss on our hedges of $36 million offset by a foreign exchange gain of $36 million, and a future tax expense of $119 million that resulted from the recognition of a future tax asset valuation allowance.

During the third quarter of 2009 OPTI issued 86 million common shares, by way of public offering, increasing the total issued and outstanding common shares from approximately 196 million to 282 million. This reduces our earnings or loss per share by approximately 30 percent in the quarters subsequent to this common share issuance.

During the first quarter of 2010 we had a net field operating loss of $29 million, $49 million in interest expenses and a $26 million unrealized loss on hedging instruments offset by a foreign exchange gain of $72 million. During the second quarter of 2010 we had a net field operating loss of $11 million, $49 million in interest expenses, a $48 million loss on hedging instruments and a $104 million foreign exchange loss offset by a $77 million unrealized gain in hedging instruments. During the third quarter of 2010 we had a net field operating loss of $20 million, $55 million in interest expenses, and $14 million in financing charges, offset by a $77 million unrealized foreign exchange gain.

SHARE CAPITAL

At October 20, 2010, OPTI had 281,749,526 common shares and 2,761,500 common share options outstanding. The common share options have a weighted average exercise price of $4.42 per share.

LIQUIDITY AND CAPITAL RESOURCES

At September 30, 2010 we had approximately $521 million of financial resources, consisting of $341 million of cash on hand and $180 million of undrawn credit capacity remaining under our revolving credit facility. Our cash and cash equivalents are invested exclusively in money market instruments issued by major Canadian banks. In addition, we have US$87 million in an interest reserve account associated with our US$300 million First Lien Notes. Our long-term debt consists of US$1,750 million of Secured Notes, US$525 million First Lien Notes and US$300 million First Lien Notes (collectively, our "Senior Notes") and a $190 million revolving credit facility of which $10 million is outstanding at September 30, 2010. In October, the remaining amounts owing on the revolving credit facility were repaid.

Expected remaining cash outflows for 2010 include approximately $50 million of the total capital budget of $119 million and US$94 million interest payments are due with respect to our Senior Notes. Our financial resources will also be affected by net field operating margin. Our net field operating margin was a loss of $29 million in the first quarter of 2010, a loss of $11 million in the second quarter and a loss of $20 million on the third quarter of 2010. In order for the net field operating margin to become positive, some or all of the following will be required: a continued increase in bitumen volumes; continued high on-stream factor; stable or increasing commodity prices (in particular, WTI); a PSC(TM) yield approaching our design rate of 80 percent; and stable operating costs. Based primarily on our expectation of a significant increase in bitumen production, we expect our existing financial resources will be sufficient to meet our financial obligations over the next 12 months. Our financial resources for 2011 will be evaluated with consideration of current and projected net field operating margin, projected interest costs and our expectation for the cost of joint venture capital programs in 2011.

OPTI has US$620 million of foreign exchange hedging instruments outstanding at an average rate of CDN$1.19:US$1.00 with a maturity date of December 31, 2010. During the third quarter, we entered into a new transaction to purchase Canadian dollars and sell U.S. dollars. These instruments have a notional amount of US$200 million at a rate of approximately CDN$1.06:US$1.00 with an expiry in December 2010. The instruments effectively offset changes in value of US$200 million of the US$620 million of the forward contracts and result in a net fixed payment of $26 million in December 2010. The remaining US$420 million matures in December 2010 and if these hedges are not extended, the resulting cash settlement will be a function of the foreign exchange rate in effect at the maturity date. OPTI may extend the remaining US$420 million instruments past the current maturity date. The cash settlement of our foreign exchange hedging instruments at the September 30, 2010 foreign exchange rate of CDN$1.03:US$1.00 would be $92 million. The actual future cash settlement could be materially different, as a $0.01 change in the foreign exchange rate will change this obligation by approximately $4 million.

For the three months ended September 30, 2010 cash used by operating activities was $35 million, cash provided by financing activities was $378 million and cash used by investing activities was $112 million. These cash flows, combined with a translation loss on our U.S. dollar denominated cash of $7 million, resulted in an increase in cash and cash equivalents during the period of $224 million.

During the third quarter of 2010 we used our cash on hand and net proceeds from the issuance of US$100 million First Lien Notes and US$300 million First Lien Notes to fund our capital expenditures and operational activities, to repay $40 million of the $50 million borrowed on our revolving credit facility and to fund an interest reserve account of approximately US$87 million to fund the semi-annual interest payments relating to the US$300 million First Lien Notes. In the remainder of 2010, our primary sources of funding include our existing cash, the remaining undrawn balance under the revolving credit facility and expected future revenue.

We have initiated a process to explore strategic alternatives for enhancing stakeholder value. A primary objective of this process is to reduce our overall leverage and position the Company for future phase development. If such a transaction is completed, it would be expected to have a material impact on our liquidity and capital resources. There can be no assurance that any transaction will occur or, if a transaction is undertaken, as to its terms or timing.

Our rate of production increase will have a significant impact on our financial position in the next 12 months and beyond. Our net field operating margin in the first three quarters of 2010 and in 2009 was a loss. It is important for our business to increase production to a point where we generate positive net field operating margins. Failure to improve bitumen production rates, and ultimately PSC(TM) sales, will result in continued net field operating losses and difficulty in obtaining new sources of debt and equity.

If production levels and rates of increase in 2011 are less than expected, or we are required to settle our remaining foreign exchange hedging instruments at unfavourable foreign exchange rates, we may determine that we require additional capital to maintain adequate liquidity.

For 2010 we have mitigated our exposure to commodity pricing as we have hedged 3,000 bbl/d with fixed price swaps at strike prices between US$64 and US$67 per barrel (risks associated with our hedging instruments are discussed in more detail under "Financial Instruments"). The majority of our operating and interest costs are fixed. Aside from changes in the price of natural gas, our operating costs will neither decrease nor increase significantly as a result of fluctuations in WTI prices other than with respect to royalties to the provincial Government of Alberta, which increase on a sliding scale at WTI prices higher than CDN$55/bbl. Collectively, this means that the variability of our financial resources will primarily be influenced by production rates and resulting PSC(TM) sales, operating expenses and by foreign exchange rates.

Our revolving credit facility, as amended in August 2010, requires adherence to a debt-to-capitalization covenant that does not allow our debt-to-capitalization ratio to exceed 75 percent, as calculated on a quarterly basis. The ratio is calculated based on the book value of debt and equity. The book value of debt is adjusted for the effect of any foreign exchange derivatives issued in connection with the debt that may be outstanding. Our book value of equity is adjusted to exclude the $369 million increase to deficit as a result of the asset impairment associated with the working interest sale to Nexen and to exclude the $85 million increase to the January 1, 2009 opening deficit as a result of new accounting pronouncements effective on that date. Accordingly, at September 30, 2010, for the purposes of this ratio calculation, our debt would be increased by the amount of our foreign exchange hedge liability in the amount of $92 million and our deficit would be reduced by $455 million. With respect to U.S. dollar denominated debt, for purposes of the total debt-to-capitalization ratio, the debt is translated to Canadian dollars based on the average exchange rate for the quarter. The total debt-to-capitalization is therefore influenced by the variability in the measurement of the foreign exchange hedging instruments, which is subject to mark-to-market variability and average foreign exchange rate changes during the quarter. The total debt-to-capitalization calculation for the third quarter of 2010 is 65 percent.

In respect of each new borrowing under the $190 million revolving credit facility, we must satisfy certain conditions precedent prior to making a new borrowing. These include confirmations that the representations and warranties in our loan documents are correct on the date of the new borrowing, that no event of default has occurred and that there has not been a change or development that would constitute a material adverse effect.

With respect to our Secured Notes, the covenants are in place primarily to limit the total amount of debt that OPTI may incur at any time. This limit is most affected by the present value of our total proven reserves using forecast prices discounted at 10 percent. Based on our 2009 reserve report, we have sufficient capacity under this test to incur additional debt beyond our existing $190 million revolving credit facility and existing Senior Notes. Other considerations, such as restrictions under the First Lien Notes and $190 million revolving credit facility, are expected to be more constraining than this limitation. If our 2010 reserve report has a material reduction in the present value of cash flows, we may be restricted from issuing new senior debt and/or borrowing undrawn amounts under our credit facility. In each case, the debt capacity is related to new facilities or new borrowing under our revolving credit facility and will not affect our existing Senior Notes.

We have annual interest payments of US$47 million each year until maturity on the US$525 million First Lien Notes in 2012, interest payments of US$29 million each year until maturity on the US$300 million First Lien Notes in 2013 and annual interest payments of US$142 million each year until maturity on the US$1,750 million Secured Notes in 2014. On a long-term basis, we estimate our share of capital expenditures required to sustain production at or near planned capacity for the Project will be approximately $60 million per year prior to the effects of inflation. We expect to fund these payments from future operating cash flow and from existing financial resources. The development of future expansions will require significant financial resources. We expect to require additional financial resources to develop the future expansions.

While capital market conditions for new equity and debt improved considerably during late 2009 and in 2010, they remain relatively volatile. There can be no assurance that market conditions will allow OPTI to access additional capital if we desire to do so. Delays in ramp-up of SAGD production, operating issues with the SAGD or Upgrader operations, deterioration of commodity prices and/or inability to extend foreign exchange hedging instruments could result in additional funding requirements earlier than we have estimated. Should the Company require any additional funding, it may be difficult and expensive to obtain.

CREDIT RATINGS

OPTI maintains a corporate rating and a rating for its revolving credit facility and Senior Notes with Moody's Investor Service (Moody's) and Standard and Poors (S&P). Please refer to the table below for the respective ratings as at September 30, 2010.

----------------------------------------------------------------------------
Moody's S&P
----------------------------------------------------------------------------
OPTI Corporate Rating Caa2 CCC+
Revolving Credit Facility B1 B
First Lien Notes - US$525 million B2 B
First Lien Notes - US$300 million B3 B
Secured Notes - US$1,000 million Caa3 B-
Secured Notes - US$750 million Caa3 B-
----------------------------------------------------------------------------


Moody's assigned a B3 rating to the new US$300 million First Lien Notes. Moody's ratings remained unchanged for all other existing ratings. The outlook remains negative according to Moody's.

S&P assigned a B rating to the new US $300 million First Lien Notes. S&P lowered the ratings on the $525 million First Lien Notes (consisting of the existing US$425 million First Lien Notes and the new US$100 million First Lien Notes) from B+ to B, lowered the ratings on the US$1,000 million Secured Notes and the US$750 million Secured Notes from B to B-, and lowered OPTI's corporate rating from B- to CCC+. S&P has upgraded their outlook from negative to stable.

A security recommendation is not a recommendation to buy, sell or hold securities and may be subject to revision and withdrawal at any time by the rating organization.

CONTRACTUAL OBLIGATIONS AND COMMITMENTS

During the three months ended September 30, 2010 the measurement amount of the interest and principal on our Senior Notes decreased due to a lower Canadian dollar equivalent associated with a stronger Canadian dollar.

The following table shows our contractual obligations and commitments related to financial liabilities at September 30, 2010.

---------------------------------------------------------------------------
In $ millions Total 2010 2011-2012 2013-2014 Thereafter
---------------------------------------------------------------------------
Accounts payable and
accrued
liabilities(1) $ 63 $ 63 $ - $ - $ -
Hedging instruments
(foreign exchange) 92 92 - - -
Hedging instruments
(commodity) 5 5 - - -
Long-term debt
(Senior Notes -
principal)(2) 2,650 - 849 1,801 -
Long-term debt
(Senior Notes -
interest)(3) 867 97 449 321 -
Long-term debt
(Revolving facility
principal)(4) 10 - 10 - -
Capital leases(5) 65 1 6 6 52
Operating leases and
other commitments(5) 68 3 21 16 28
Contracts and
purchase orders(6) 4 4 - - -
---------------------------------------------------------------------------
Total commitments $ 3,824 $ 265 $ 1,335 $ 2,144 $ 80
---------------------------------------------------------------------------

Notes:
(1) Excludes accrued interest expense related to the Senior Notes. These
costs are included in (3).
(2) Consists of principal repayments on the Senior Notes, translated into
Canadian dollars using an exchange rate of CDN$1.03 to US$1.00 as at
September 30, 2010.
(3) Consists of scheduled interest payments on the Senior Notes, translated
into Canadian dollars using an exchange rate of CDN$1.03 to US$1.00 as
at September 30, 2010.
(4) As at September 30, 2010, we have borrowed $10 million on our $190
million revolving credit facility. We are contractually obligated for
interest payments on borrowings and standby charges in respect to
undrawn amounts under the revolving credit facility, which are not
reflected in the above table as amounts cannot reasonably be estimated
due to the revolving nature of the facility and variable interest rates.
We do not consider such amounts material.
(5) Consists of our share of future payments under our product
transportation agreements with respect to future tolls during the
initial contract term.
(6) Consists of our share of commitments associated with contracts and
purchase orders in connection with the Long Lake Project and our other
oil sands activities associated with future phases.


CONFERENCE CALL

OPTI Canada Inc. will conduct a conference call to review the Company's third quarter 2010 financial and operating results on Thursday, October 28, 2010 at 6:30 a.m. Mountain Time. Chris Slubicki, President and Chief Executive Officer, and Travis Beatty, Vice President, Finance and Chief Financial Officer, will host the call. To participate in the conference call, please dial:

(888) 231 - 8191 (North American Toll-Free)

(647) 427 - 7450 (Alternate)

Please reference the OPTI Canada conference call with Chris Slubicki when speaking with the Operator.

A replay of the call will be available until November 11, 2010, inclusive. To access the replay, call [phone] or [phone] and enter passcode 13534941.

This call will also be webcast, and can be accessed on OPTI Canada's website (www.opticanada.com) under "Presentations and Webcasts" in the "For Investors" section. The webcast will be available for a period of 30 days and may alternatively be accessed at:

http://www.newswire.ca/en/webcast/viewEvent.cgi?eventID=3235…

About OPTI

OPTI Canada Inc. is a Calgary, Alberta-based company focused on developing major oil sands projects in Canada using our proprietary OrCrude(TM) process. Our first project, Phase 1 of Long Lake, plans for 72,000 barrels per day (on a 100 percent basis) of SAGD (steam assisted gravity drainage) oil production integrated with an upgrading facility. The Upgrader uses the OrCrude(TM) process combined with commercially available hydrocracking and gasification. Through gasification, this configuration substantially reduces the exposure to and the need to purchase natural gas. On a 100 percent basis, the Project is expected to produce 58,500 bbl/d of products, primarily 39 degree API Premium Sweet Crude (PSC(TM)) with low sulphur content, making it a highly desirable refinery feedstock. Due to its premium characteristics, we expect PSC(TM) to sell at a price similar to West Texas Intermediate (WTI) crude oil. The Long Lake Project is a joint venture between OPTI and Nexen Inc (Nexen). OPTI holds a 35 percent working interest in the joint venture. Nexen is the sole operator of the Project. OPTI's common shares trade on the Toronto Stock Exchange under the symbol OPC.

FORWARD-LOOKING INFORMATION

Certain statements contained herein are forward-looking statements, including, but not limited to, statements relating to: the expected increase in production and improved operational performance of the Long Lake Project ; OPTI's other business prospects, expansion plans and strategies; the cost, development and operation of the Long Lake Project as well as future expansions thereof, and OPTI's relationship with Nexen; the development and timing of well pads and timing of wells coming on production; the expected decline in average SOR; the expected continuance of a high level of on-stream time; the potential cost and anticipated impact of additional steam capacity and resulting increase in bitumen production for the Project; the potential advantages to staged SAGD developments at Kinosis; the expected increase in PSC(TM) yields; the expected improvement to net field operating margin; the expected increase in the PSC(TM) premium OPTI receives relative to other synthetic crude oils; the ability of the Company to extend its foregn exchange hedging instruments, or if not extended, the cost associated with settling such instruments; OPTI's financial outlook; OPTI's anticipated financial condition and liquidity over the next 12 months and in the long term; the final outcome of OPTI's strategic alternatives process; and our estimated future tax asset. Forward-looking information typically contains statements with words such as "intend," "anticipate," "estimate," "expect," "potential," "could," "plan" or similar words suggesting future outcomes. Readers are cautioned not to place undue reliance on forward-looking information because it is possible that expectations, predictions, forecasts, projections and other forms of forward-looking information will not be achieved by OPTI. By its nature, forward-looking information involves numerous assumptions, inherent risks and uncertainties. A change in any one of these factors could cause actual events or results to differ materially from those projected in the forward-looking information. Although OPTI believes that the expectations reflected in such forward-looking statements are reasonable, OPTI can give no assurance that such expectations will prove to be correct.
Forward-looking statements are based on current expectations, estimates and projections that involve a number of risks and uncertainties which could cause actual results to differ materially from those anticipated by OPTI and described in the forward-looking statements or information. The forward-looking statements are based on a number of assumptions that may prove to be incorrect. In addition to other assumptions identified herein, OPTI has made assumptions regarding, among other things: market costs and other variables affecting operating costs of the Project; the ability of the Long Lake Project joint venture partners to obtain equipment, services and supplies, including labour, in a timely and cost-effective manner; the availability and costs of financing; oil prices and market price for PSC(TM) and PSH; foreign currency exchange rates and hedging instruments risks. Other specific assumptions and key risks and uncertainties are described elsewhere in this document and in OPTI's other filings with Canadian securities authorities.

Readers should be aware that the list of assumptions, risks and uncertainties set forth herein are not exhaustive. Readers should refer to OPTI's current Annual Information Form (AIF), filed on SEDAR and EDGAR and available at www.sedar.com and http://edgar.sec.gov, for a detailed discussion of these assumptions, risks and uncertainties. The forward-looking statements or information contained in this document are made as of the date hereof and OPTI undertakes no obligation to update publicly or revise any forward-looking statements or information, whether as a result of new information, future events or otherwise, unless so required by applicable laws or regulatory policies.

Our most recent netback information can be found in our Management's Discussion and Analysis (MD&A) for the year ended December 31, 2009 and our MD&A for the three and six month periods ended June 30, 2010. Additional information relating to our Company, including our AIF, can be found at www.sedar.com and http://edgar.sec.gov.

CONTACT INFORMATION:

OPTI Canada Inc.
Krista Ostapovich
Investor Relations
[phone]

or

OPTI Canada Inc.
Suite 2100, 555 - 4th Avenue SW.
Calgary, Alberta, Canada T2P 3E7
[phone]

INDUSTRY: Energy and Utilities - Oil and Gas

[Kubanisch_Rauchen]

Möglicherweise gibt es heute aber einen Hüpfer.

[i2fan]

Oilsandaktie setzt zum Rebound an

Thread-Titel stimmt wieder seit 2 TaGEN

[Kubanisch_Rauchen]

Antwort auf Beitrag Nr.: 40.475.997 von i2fan am 08.11.10 17:38:01

Stimmt, aber die Umsätze sind nicht besonders hoch.

[Stefan271176]

wenn opti wieder gewinn macht steht sie in einem jahr wieder bei ca 3-5 euro

[brocklesnar]

Antwort auf Beitrag Nr.: 40.480.714 von Stefan271176 am 09.11.10 09:52:29

kommt mal wieder auf meine Watchlist

[stockprofit]

kann man die Anleihen in Deutschland bekommen?

http://supplytracking.com/OptiBondReview.pdf
schon alt aber vlt. interessant?

[stockprofit]

gerade selbst gefunden:
http://quicktake.morningstar.com/StockNet/bonds.aspx?Symbol=…

[ooy]

Wuerde hier die Finger weglassen, die sind extrem hoch verschuldet, aus dem letzten Quartalsbericht, haben wieder 300 Mio. mit fast 10% verzinst aufgenommen, habe den ganzen Bericht mal durchgeackert, da stellen sich mir die Nackenhaare hoch.

Our long-term debt consists of US$1,750 million of Secured Notes, US$525 million First Lien Notes and US$300 million First Lien Notes (collectively, our "Senior Notes") and a $190 million revolving credit facility of which $10 million is outstanding at September 30, 2010. In October, the remaining amounts owing on the revolving credit facility were repaid.

Quelle: http://tmx.quotemedia.com/article.php?newsid=35176859&qm_sym…

[stockprofit]

man hat einen Marktwert von 186 Mio. CAD.
Man hat mit Nexen einen größeren Partner für Hauptprojekt Long Lake. Als man damals knapp bei Kasse war hat man 15% an Nexen abgegeben.

Break even will man in 2011 sein.
Eine Kapitalerhöhung wird keiner zeichnen.

ooy? Da der Ölsand sehr begehrt ist glaube ich schon das Übernahme-Opfer werden kann. Glaubst du nicht das man mit den Bonds halbwegs sicher ist?

Ich glaube aber auch das ich die nicht handeln kann, hab sie noch nicht gefunden.

[ooy]

Antwort auf Beitrag Nr.: 40.826.134 von stockprofit am 08.01.11 18:04:33

Das sind ueber 2,5 Milliarden Schulden, das schaffen die nie...

[stockprofit]

Zitat von ooy: Das sind ueber 2,5 Milliarden Schulden, das schaffen die nie...

danke für die Einschätzung! Man muss es ja auch nicht übertreiben mit dem Risiko

[Kubanisch_Rauchen]

Antwort auf Beitrag Nr.: 40.826.212 von ooy am 08.01.11 18:31:41

Glaube auch nicht, dass die nochmal hoch kommen. Die werden geschluckt werden (zu klein die Bude zum überleben) wenn der Ölpreis weiter steigt.

[ooy]

Antwort auf Beitrag Nr.: 40.826.340 von stockprofit am 08.01.11 19:15:30

Dann viel Glueck, falls Du investiert bist...

[Mechel-T]

heute minus 27% in Toronto und vom Handel ausgesetzt!
Ist Opti am Ende? Wer weiß was Neues, kann momentan nichts finden.

[stockprofit]

dann wussten andere Stellen scheinbar schon mehr.

Mitte Dezember war sie schon einmal so tief. laut Chart. Opti ist nämlich schon eine Weile auf meiner Watchlist. Das Risiko seit dem aber eher gestiegen als gefallen und es weiter viel cash verbrannt!

[ooy]

Bei deren Schulden wird das wohl ohne gewaltige Verwaesserung schwierig...

OPTI Canada Inc. Provides Update on Strategic Advisors
CALGARY, ALBERTA, Feb. 1, 2011 (Marketwire) --

OPTI Canada Inc. ("OPTI" or "the Company") (TSX:OPC) announces that its Board of Directors has retained Lazard Freres & Co. LLC (Lazard) to assist in its ongoing review of strategic alternatives. Strategic alternatives may include capital market opportunities, asset divestitures, and/or a corporate sale, merger or other business combinations. Lazard will supplement the strategic review by providing advice on capital structure alternatives to address the Company's overall leverage position.

Scotia Waterous Inc. and TD Securities Inc, engaged as financial advisors to OPTI in November of 2009, will work with Lazard in a coordinated manner to review the full range of strategic options open to the Company. OPTI's Board of Directors remains committed to pursuing all available strategic options in the best interests of the Company.

OPTI will issue its Year End 2010 Results in the normal course of disclosure on February 10, 2011.

[finidi78]

Antwort auf Beitrag Nr.: 40.965.472 von ooy am 02.02.11 06:33:30

Wieder so eine sensationelle Kursrakete von einem bekannten Börsendienst ... "die geheime Ölsandaktie ... mit einzigartigem Patent etc. ... Ingrid Heidritzki oder so ähnlich, scheint die Rohstoff-Expertin des Jahrtausend zu sein!

[Rechner2]

Undurchsichtige Sache. Das Problem sind vielleicht weniger die Schulden als die Tatsache, dass die Anlage nicht so läuft, wie geplant. Statt 70... Barrel pro Tag zu letzt nur rund 30.000 Barrel pro Tag. Immerhin könnten sich auf diese Weise Brutto-Umsätze von fast 1 Mrd. Dollar pro Jahr ergeben.
Im Moment kann man aber nur sagen: Raus, ehe die Aktien gar nichts mehr wert sind. Die Leute, die 2,5 Milliarden Dollar ausstehen haben, dürften versuchen, die Aktionäre per Bankrott abzuwimmeln und dann gehört ihnen der ganze Laden, in dem immerhin 6 Milliarden Dollar Investitionskosten stecken ...

[Public_Relations]

Das wage ich mal!

[Public_Relations]

Schulden sind bekannt gigantisch. Die Vorkommen auch. Habe OPTI nun seit Jahren im Visir und ja es sieht schlecht aus. Sind man wohl auch unschwer. Ich denke mal, eine Position zum zocken kann man wagen. Noch ist hier nicht der letzte Steam dahin.

[Public_Relations]

Meine Schreibweise ist heute wie der Kurs hundsmißerabel. Ich bitte dies zu entschuldigen, ich binauf dem Sprung.

Hoffe für alle Investierten, ein Rebound kommt!

[MrRipley]

3;4 Theorien.

- Kaufenswert in Anbetracht massiv steigender Ölpreise.
Dann hat Opti einen gewaltigen Hebel.
Strong Buy

- Bondholder etc. könnten auf eine Insolvenz spekulieren, um die Assets hinten herum zu bekommen, das wäre kein Verlustgeschäft, dürfte aber 2 Jahre dauern, bis was fliesst.
Sell

- dagegen spricht, dass der Ölpreis dem einen Strich in die Rechnung macht: steigt er etwa wieder auf 150 oder mehr, haben die Shortseller das Nachsehen(gehabt), das ist sehr wahrscheinlich.
Buy

- Übernahmekandidat (durch Nexen?).
der aktuelle Kurs könnte absichtlich geshortet sein, um dem Übernehmer einen günstigen Übernahmepreis zu sichern. Wieviel wäre er bereit zu zahlen?
Strong Buy

Fazit, die Zeit spielt gegen alle Beteiligten.
Wenn Ölpreis dieses Jahr 150, dann steht OPC in Bälde wieder zw 1-10CAD. IMO

[stockprofit]

im Moment geht der Abverkauf munter weiter. Der Partner Nexen ist zwar größer als Opti aber sie den Berg Schulden haben möchten.

Ich bleibe an der Seitenlinie.

[Mechel-T]

pegelt sich grad bei minus 38% ein, buh
Opti hat zwar mega Schulden aber steht da nich auch ne große Anlage zur Ölgewinnung mit einem relativ guten Wert? Sind zwar nur 35% anteilig, aber wenn die Anlage endlich die Förderquote von 72.000 Barrels pro Tag erreicht (momentan ca. 30.000 bpd) dann sollte sich doch ein Investor mit Weitblick und Geldbeutel finden lassen!

[stockprofit]

Antwort auf Beitrag Nr.: 40.971.624 von Mechel-T am 02.02.11 21:29:33

ein Investor wird aber eher Nexen (den Partner) kaufen oder da investieren. Die Schulden schrecken nämlich gehörig ab. Klassischer Ansatz wäre ein debt to equity swap. Das würde aber Aktionäre verwässern.

[Public_Relations]

Any hope investors had for OPTI Canada Inc. (OPC-T0.27-0.18-40.00%) is quickly eroding now that analysts and rating agency Moody's Investors Service Inc. have weighed in on the oil company’s bleak future.

Moody’s cut ratings on some of OPTI’s debt, while one analyst opined that “it’s time to throw in the towel.” Shares tumbled 61 per cent over two days as investors fled the company.

OPTI’s dismal liquidity is driving the discontent. With $2.8-billion in existing debt, the company does not have enough cash on hand to meet 2011 interest payments, let alone new capital expenditures.

Although a temporary fix could be struck, “it would be irresponsible for the company to seek additional debt financing, as we do not believe the time afforded by such borrowings would change the likely eventual outcome of bankruptcy or restructuring,” RBC analyst Mark Friesen said.

Mr. Friesen’s new price target for the shares is “zero,” implying he believes OPTI will go under. It’s “time to throw in the towel,” he wrote in a research note to clients on Wednesday.

And, noted Bank of Montreal analyst Randy Ollenberger, “If Long Lake production rates fail to improve from current levels, there may not be enough asset value in the oil sands leases and upgrader to support any equity value.”

Shares have plummeted to 27 cents, from a high of $25.05 in June, 2008. To staunch the flow OPTI hired investment bank Lazard on Tuesday to look at restructuring options, but some observers think even the brightest minds can’t save the company.

Although overall oil prices are skyrocketing, OPTI has been hampered by the extremely slow development of its Long Lake project in northern Alberta’s Athabasca oil sands. Operations there “will not improve quickly enough to afford OPTI positive cash flow before the company exhausts its liquidity,” Mr. Friesen wrote.

Progress has been slow because OPTI’s OrCrude process, which reduces the amount of natural gas required to extract bitumen, hasn’t yielded the considerable benefits the company touted. OPTI has estimated 2011 output around 40,000 barrels per day, but Mr. Friesen fears it will remain at the 28,500 barrels produced each day of the fourth quarter.

If things don’t change, Mr. Friesen predicts that OPTI’s $200-million in cash on hand will be exhausted by mid-2011. Interest expenses for the year, plus expected Long Lake capital expenditures, total around $350-million. OPTI has credit lines available, but Mr. Friesen thinks tacking on more debt won’t help.

Rating agency Moody’s feels the same way; it cut ratings on some of OPTI’s debt to C-double-A-3 from C-double-A-2, citing “declining liquidity and our view that the company will be unable to meet all of its cash requirements in 2011.”

Moody’s wasn’t as negative as Mr. Friesen, however. The rating agency simply noted that “OPTI’s capital structure is unsustainable and will likely need to be restructured.”

OPTI’s credit facility is up for renewal in December and $525-million (U.S.) of debt matures in December, 2012. At best, the company’s cash flow breaks even after operating expenditures, leaving little money to repay any debt.

Investors have long been negative on the stock. OPTI’s average share price was about $2 from 2009 to mid-2010, even though the company sold a portion of its Long Lake project to Nexen Inc. to raise funds.

The stock price hit a breaking point late last year and has fallen further since. The drop comes at a time when the Toronto Stock Exchange is soaring, largely due to oil and gas producers.

Source:
http://www.theglobeandmail.com/globe-investor/optis-future-l…

[Kubanisch_Rauchen]

Die Bude könnte bei einer Übernahme ein Abschreibungsgeschäft sein. Werte scheinen genug da zu sein, nur kein Geld für den Abbau. Ölsand wird bestimmt bei Gelegenheit wieder sexy und dann kommt ein größerer Fisch und schwupps is opti wech vom Markt.

[Public_Relations]

... dramatisch.

[Mechel-T]

ja super besch.... :-(
wir zum Glück grad schön gekauft, puh, bis die 37 cent ist noch ein Stück hin.

[i2fan]

Antwort auf Beitrag Nr.: 40.976.876 von Public_Relations am 03.02.11 16:31:45

rebound wohl schon im Gange, vom Tagestief bis jetzt über 50 % gut gemacht.

[Kubanisch_Rauchen]

Am 10.02. bekommt das Grauen einen Namen! Confernce Call

[Mechel-T]

Hat mal jemand ausgerechnet ab welcher Tagesproduktion Opti im grünen Bereich ist? Ich komme grob auf ca. 15.000 bpd anteilmäßig für Opti.
Vielleicht kann das jemand näher analysieren. Allein die ca. 220 Millionen Dollar Zinsen pro Jahr sind schon heftig. Da bleibt für Rückzahlungen nicht viel übrig.

[Public_Relations]

... warte mal ab, ob sich hier ein Boden bildet. Aktie ist momentan noch zu volatil. Weitere Richtung ist aktuell unklar. Lieber ein paar Prozente verpasst, wie zweistellig Verlust im Intraday zu kassieren.

Wie immer nur meine Meinung.
LG @all

[Kubanisch_Rauchen]

Autsch ...

http://ca.finance.yahoo.com/news/OPTI-Canada-logs-net-loss-2…

[synergy1]

Antwort auf Beitrag Nr.: 41.016.457 von Kubanisch_Rauchen am 10.02.11 12:33:40

Wieso Autsch...das Opti ja wohl kein Gewinn erwirtschaftet war ja wohl zu erwarten oder etwa nicht? Fragt sich nur sind das gute News oder schlechter als Erwartet? Ich behaupte mal,das das Ergebnis besser ist als allgemein Erwartet. Opti macht zwar immer noch Verlust aber sicher nicht mehr in dem Maße wie befürchtet.

[ooy]

Antwort auf Beitrag Nr.: 41.016.695 von synergy1 am 10.02.11 13:09:48

Verschlimmert die Lage im Endeffekt nur, aber Alles egal, die Verschuldung kann denen nur das Genick brechen, aber wurde hier ja schon oft genug durchgekaut...

[Kubanisch_Rauchen]

Antwort auf Beitrag Nr.: 41.016.695 von synergy1 am 10.02.11 13:09:48

... nicht mehr in dem Maße wie Erwartet. Was hast Du denn erwartet

Hast Du Dir mal den Call des Sandkastenpartners in dem Ölsandprojekt angehört? Da wird Dir schlecht was das Ramp-Up angeht. Das kann noch dauern bis da mal Geld verdient wird, sehr lange!!!!!!

[Public_Relations]

... ich habe die Technik immer bewundert, weil sie nicht so krasse Umweltschäden verursacht. Es wäre schon deshalb serh schade, wenn es OPTI nicht schafft.

[Kubanisch_Rauchen]

Klar, das wäre super wenn die es schaffen, aber ... die Realität scheint es nicht gut mir OPTI zu meinen.

Erst ist der LL Ölsand zu wasserhaltig, dann gehen Tauchpumpen kaputt, dann weiß man nicht mehr ob man die Bitumenproduktion überhaupt (unter den gegebenen Voraussetzungen) wird erhöhen können, man rechnet mit einer Ramp Up das ganze Jahr bis zum Ende des Jahres, man wollte in 2011 38 - 45 bbl/D raus holen aber warnt davor, das es nicht klappen könnte ... Himmel, was denn noch alles???

In der Zukunft wird man die Produktion auf kleinste ertragsstärkere Parzellen zurück fahren, weil das Investitionsprogramm aufgrund der finanziellen Lage nicht gehalten werden kann. Sie sagen ganz deutlich, das bei der derzeitigen Lage mit den finanziellen Möglichkeiten die finanziellen Verpflichtungen nicht eingehalten werden können!!!

Lösungen dafür: Verkäufe, Kapitalmaßnahmen, FUSIONEN (merger or other business combination) (ich denke die meinen eine Übernahme)

Und das Beste kommt wie immer zum Ende:

As stated under "Project Status," SAGD production continues to be below expectations. Our strategic alternatives review has been underway since November 2009. Lower than expected bitumen production over the last seven months has negatively impacted our liquidity and has made it more difficult to achieve a transaction under our review. As a result of this performance, our financial commitments and our limited financial resources, OPTI has expanded its strategic alternatives to include seeking advice on capital structure adjustments to address its overall leverage position. Scotia Waterous Inc., TD Securities Inc. and Lazard Frères & Co. LLC, engaged as financial advisors to OPTI, will work in a coordinated manner to review the full range of strategic options available to the Company.


Ich will der Bude nichts, die haben es ehrlich versucht, aber ich glaube die sind durch. das wird nix mehr. Der Call war zu eindeutig. Wer mach 1 Jahr warten und auch mal Geld verlieren kann kann noch niedrigere Kurse abwarten, aber ob's was wird ... ich bezweifele es, lasse mich aber gern überraschen und würde es allen gönnen!!!

[Kubanisch_Rauchen]

Ach so, alles nachzulesen hier:

http://cnrp.marketwire.com/client/opti_canada/release.jsp?ye…

[Kubanisch_Rauchen]

Heiland ...


OPTI Canada Provides Update on Interest Payments Due June 15, 2011
JUN 14, 2011 - 19:15 ET

CALGARY, ALBERTA--(Marketwire - June 15, 2011) - OPTI Canada Inc. (OPTI or the Company) (TSX:OPC) announced today that the Company will not make the scheduled payment of interest, totalling US$71 million in the aggregate, due on June 15, 2011, on its US$1 billion 8.25 percent Senior Secured Notes and US$750 million 7.785 percent Senior Secured Notes (collectively, the "Secured Notes"). The failure to pay the interest on the Secured Notes does not constitute an event of default at this time. The Indentures for the Secured Notes provide OPTI a 30-day cure period, ending July 15, 2011, to make the US$71 million interest payment.

The Company further announced that it will make the scheduled payment of interest, totalling US$24 million, due on June 15, 2011, on its US$525 million First Lien Notes.

OPTI's cash and cash equivalents as of June 15, 2011 is approximately $220 million after giving effect to the interest payment of US$24 million on its US$525 million First Lien Notes. In addition, we hold restricted cash of US$73 million in an interest reserve account associated with our US$300 million First Lien Notes.

OPTI's Board of Directors and management continue to work with the Company's advisors, Lazard Frères & Co. LLC, Scotia Waterous Inc. and TD Securities Inc., to review strategic alternatives available for the Company to address its overall leverage position. Strategic alternatives may include a capital structure adjustment, capital market opportunities, asset divestitures and/or a corporate sale, merger or other business combination. A capital structure adjustment may include debt for equity exchanges or conversions, which may be combined with raising additional capital.

There can be no assurance that any transaction will occur or, if a transaction is undertaken, as to its terms or timing. The Company remains highly leveraged and we may determine that a capital structure adjustment of the balance sheet is prudent in order for the Company to meet its obligations and to be able to participate in future development. If a capital structure adjustment is pursued, there is a risk that it could be executed on terms that could be highly detrimental to existing equity holders


Der letzte Abschnitt ist echt starker Stoff!!! Offener kann man es fast nicht sagen, das OPTI durch ist und die Lappen lediglich noch eine Minioption sind

[bbaauuaa]

Ende ;/

[Kubanisch_Rauchen]

Opti macht einen Schnitt. http://ca.finance.yahoo.com/news/Opti-Canada-files-creditor-…

[ooy]

Antwort auf Beitrag Nr.: 41.785.871 von Kubanisch_Rauchen am 14.07.11 07:25:28

Immerhin bleibt jetzt noch ein Bruchteil fuer die Aktionaere, mal schauen, was passiert, wenn die neue Aktie gehandelt wird...

[MatBac123]

muss man für diese warrants die man erhält was bezahen oder werden sie einfach gegen die aktuelle shares umgetauscht?
wie lange kann man die aktuellen shares noch handeln?

[Kubanisch_Rauchen]

Antwort auf Beitrag Nr.: 41.786.064 von ooy am 14.07.11 08:26:12

An der Bude konnte man sehr gut verfolgen wie der Todeskampf einer Fa. aussehen kann. Jetzt macht der Arzt einen Luftröhrenschnitt und versucht einen Blutaustausch.

[MatBac123]

weiß jemand die antwort auf meine frage?erhält man nun einfach für aktuell 10.000 opti shares 910 warrants oder erhält man nur das recht diese zu kaufen?

danke im voraus

[Kubanisch_Rauchen]

und weg ist die Bude ...

34 Mio Abfindung. Das ist unter dem Schlußkurs von gestern. Die kaufen auch alle Schulden.
http://ca.finance.yahoo.com/news/Chinese-oil-company-CNOOC-b…

[Kubanisch_Rauchen]

Antwort auf Beitrag Nr.: 41.814.598 von Kubanisch_Rauchen am 20.07.11 10:46:27

http://www.cnoocltd.com/encnoocltd/tzzgx/yjhtjcl/Presentatio…

[bbaauuaa]

http://www.wallstreet-online.de/nachricht/3198011-cnooc-uebe…