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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 Maxmoeon Aug 01, 2023 9:10am
177 Views
Post# 35566549

More math

More math

Don't sweat the share count. Whether there are 600 million shares at $3.40 or 60 million shares at $34.00 it's the same valuation of the business. About $2 Billion. Since ATH has NO NET DEBT, the "enterprise value = market cap. As cash grows we SUBTRACT the growing cash hoard from the market cap to calculate the value of the underlying business, aka, enterprise value. $2 billion bargain. Hard to believe compared to < $100 million Market Cap way back 3 years ago. This recent sale of table scraps for $160 million is just spectacular when viewed in that historic context. Now the forecast for next 3 years is $1 BILLION in free cash flow. 

pretty boy on BNN just pointed out the energy index is DOWN year to date. ATH is up about 50% from year end ish. So no whining permitted if oil is up a buck and Ath doesn't move on that one day!! 

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