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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

Post by jjjorge35on Jul 27, 2023 2:07pm
184 Views
Post# 35560043

MAJOR problem with Q2 results

MAJOR problem with Q2 resultsAs others are pointing out - the NCIB was washed away (and more) by share-based compensation to senior management and executives. Here are the numbers:

-Net shares (NCIB - exercised options) INCREASED by 5.59 million shares from end Q1 to end Q2
-An ADDITIONAL 30.16 million share options have been issued at various exercise prices in Q2 alone for executive compensation.

The NCIB is the water hose going into the bucket, the share options are the holes in said bucket.

You can bet Eric is none to happy about this!

ATH is a great company and a major cash generating machine, but as you can see, most of that cash is going into executive's pockets.  The increases number of shares outstanding will put a ceiling on this share price, unfortunately.
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