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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 MLEWICKIMBAon Oct 10, 2023 6:19am
396 Views
Post# 35676532

Next Six Months For ATH

Next Six Months For ATH 1. Warrants Gone From Balance Sheet -- ATH is a re-capitalized firm.  It is now what it is...

2. Shares Outstanding continue to be reduced from buybacks.  A continued driver for share price appreciation.

3. Cash on hand grows with a more consistent WTI/WCS Differential -- Need 3 Months for this to happen.  As soon as LINE FILL on TMX Starts the price will correct upward.

4. Debt reduced periodically as per cash balances.  They will need to do something with the cash.

5. Expansion of main asset to 28,250 BPD per day by July 2024 -- The new 8,250 is highly cash generative as new installation. (4K this year and 4K next year and it produces more than the plan)

6. JV Announced for Corner Assets -- Probable -- Outside of existing operations

7. Some expansion with Murphy Petroleum as stated -- Cash in and Cash Out on those assets

8. 2024 Production/Sales closer to 36K-38K BPD


Share Price Target -- October 18, 2023 -- $4.72 CAD (real value today is 4.60 as stated)
Share Price Target -- November 8, 2023 -- $5.15 CAD (After Earnings Release)
Share Price Target -- December 15, 2023 -- 5.55 CAD (ALL METRICS MET for 2023)

Share Price Target -- July 1, 2024 -- $6.95 CAD -- based on $12 Dollar WCS Differential 


*** NO FIRM IN THE SECTOR THAT ONLY REQUIRES 6.5 DAYS of SALES TO PAY THEIR INTEREST EXPENSE FOR THE ENTIRE PRODUCTION YEAR!!!! I REPEAT NO FIRM!!!

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