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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 Jan 28, 2022 10:36am
155 Views
Post# 34371056

RE:RE:Take elducky's 70 mill and multiply by .6

RE:RE:Take elducky's 70 mill and multiply by .6

Any way you look at it the view out front is much better than the rear view mirror. I'm beating it to death but it's worth pointing out again, every producer hedges, nobody sells 100% at spot, partly because it's physically impossible to sell a boat load of production coming out of the ground today, at spot, when you have to ship it to Houston before it goes on said boats. The forward curve even going out just a few months, is steeply in backwardation vs the "normal" state for all commodities which is a slight contango to accommodate holding costs and the time value of money. I prefer to track the forward price for financial forecasting vs the exciting headline spot price. For example, Dec 2022 price is 78.65 at this moment, which is a record high. Most of the summer it was low 60s. It's well below spot, but it's a good indicator of what future cash flow will look like. https://www.barchart.com/futures/quotes/CLZ22/interactive-chart

 

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