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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

Comment by Maxmoeon Nov 08, 2021 8:52am
183 Views
Post# 34098949

RE:Q3 Report

RE:Q3 Report Runway, then we fly, again. I noticed shorts had huge cover last half of October. Close to 2 million covered. That might explain the basher activity pick up. They are running scared.
cahclick wrote:

 

I was re-reading the report last night and had missed this on first read. . .

"Strategic Outlook

Managing for Strong Free Cash Flow: Athabasca intends to maximize free cash flow while maintaining its production base. The Company forecasts >$600 million in Free Cash Flow (US$70 WTI & US$12.50 WCS differentials) during the 3year timeframe of 2022 – 2024."

Over $600 million in FCF for 2022 - 2024. That's about a $buck ten per share. Even a very conservative multiple applied to a $buck ten suggests a share price several times what we're at know.
Of course oil has to stay at or above US$70 but am I missing something ?
Seems like lots of runway to me.

jmo
glta
 


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