I dont know a lot about Transalta, but I can say I'm familiar with their Kitscoty Alberta disposal plant. They take in heavy crude waste from the well's located locally and seperate the crude from the tar, sand and salt water, and then they sell the crude.
I plan on going the option's route once PTK takes off, that way I can leave the majority of Poet shares alone. I'm looking more at companies that will be aligned with us, as well as some incredibly low cost oil producer's that traded at multiples of where they are today, thats if the price of ight sweet recovers in the next year or so...