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Athabasca Oil Corp T.ATH

Alternate Symbol(s):  ATHOF

Athabasca Oil Corporation (AOC) is a Canadian energy company with a focused strategy on the development of thermal and light oil assets. AOC’s segments include Light Oil and Thermal Oil. The Thermal Oil segment includes the Company’s assets, liabilities and operating results for the exploration, development and production of bitumen from sand and carbonate rock formations located in the Athabasca region of Northern Alberta. It also consists of two operating oil sands steam assisted gravity drainage projects and a resource base of exploration areas in the Athabasca region of northeastern Alberta. The Light Oil segment includes its assets, liabilities and operating results for the exploration, development and production of light crude oil and medium crude oil, tight oil and conventional natural gas. Its Light Oil segment consists exclusively of the Duvernay in the Greater Kaybob area with about 155,000 gross acres across Kaybob West, Kaybob North, Kaybob East and Two Creeks.


TSX:ATH - Post by User

Bullboard Posts
Comment by STOCKMAN70on Aug 26, 2013 5:39pm
229 Views
Post# 21698950

RE:RE:RE:RE:RE:RE:RE:RE:There Could Be An Upward Surprise

RE:RE:RE:RE:RE:RE:RE:RE:There Could Be An Upward Surprise
FYI...naked (I believe that's what you mean by blind) short selling is illegal (outlawed).  It does still happen but I don't think in this case with only 10% short it is likely. 

My personaly theory is that this stock is struggling due to:
-future expected oil prices are significantly lower than today's
-oil sands out of favour
-a lot of uncertainty surrounding mangement's capaibilities and their lack of meeting goals which they had stated early on
-challenge to find JV partners as a lot of oil sands assets for sale and other opportunities making it a buyers market at this point
-ability of management to use the $1.3b in a way that will maximize returns

There is a lot of potential here but at this stage that is what it is.  Definitely seems like the assets + 1.3b should be worth more than today's price.  Potential return if they can get a major JV partner and execute well could be exponentially higher than todays price.

The big money manager's would rather invest in proven management and companies that are already executing well at the risk of lower long-term returns with the goal of protecting clients investments.

Watching day-to-day on this one isn't really the way imho, not many buyers out there at this point; should get a bump when the AB government approves the project and the put option is in place.

C.
Bullboard Posts