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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 Thermal Oil and Duvernay Energy. The Thermal Oil segment consists of two operating oil sands SAGD projects and a large resource base of exploration areas in the Athabasca region of northeastern Alberta. These projects provide Athabasca with a material low-decline production base that generates significant free cash flow for the business. The thermal assets use steam-assisted gravity drainage (SAGD), which is an enhanced oil recovery technology for producing bitumen. The Duvernay Energy operating segment includes the Company's assets, liabilities, and operations located primarily in the Greater Kaybob area near the town of Fox Creek, Alberta. Its light oil assets are held in a private subsidiary (Duvernay Energy Corporation) in which it owns a 70% equity interest.


TSX:ATH - Post by User

Bullboard Posts
Comment by matt2018on Dec 18, 2019 9:51am
59 Views
Post# 30467713

RE:RE:RE:RE:RE:Estevan ---- Any apologies?

RE:RE:RE:RE:RE:Estevan ---- Any apologies?Thats quite harsh assesment of management Estevan.

Statoil/Equinor must be very pleased with ATH management to maintain their 20% investment since the sale.
They could have sold those shares for a tidy profit at $1.50+ but hung on.
They know more about the potential of those assets than anybody.
ATH has already got back $265M cash through the asset sale of the $432M cash component they paid for the whole thing (a $1B to $2B investment at cost).
ATH was one company leading the charge for the oil curtaillments.
The recent pipeline signings are going to make a real diff starting mid 2020.
I believe they have their finger on the pulse and are spending within their means.
Interest rate on the notes are high but they are not investment grade risk.
If this stubborn differential would tighten up they could really implement their plan.
Until such time, they need to be prudent with their cash.
They have never wavered from that.



Bullboard Posts