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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 MLEWICKIMBAon Oct 17, 2023 12:49am
214 Views
Post# 35686584

RE:RE:ATH OCT Presentation Up

RE:RE:ATH OCT Presentation Up1. The CEO does say in the video a few weeks ago that they will get to the 10% target.  Right now they have achieved 5% or thereabouts on their NCIB.  It gets harder when the share price goes up unless the cash flow is higher.  Right now the cash flow is higher.

They can pay of their debt but again the CEO said that there is no need for that right now because it is only 162M USD which is pretty good and as you say they have 36 mionths to redeem or refinance.  I would love to see a note that says they will pay $30M USD Debt per year and then a baloon payment at the end.  Let's wait and see.  We can email them with that question.

2. I think the shares redeemed thus far shows a pretty solid effort and management team.  Remember they used cash on hand in the spring to buy back 60M CAD in shares when the shares were priced quite low.  So that should give us some confidence in what they saw.  

So what happens next:

Cash on hand will go up in the next three months and so should the number of shares redeemed,  

I always say ATH CHIPS Away at all of their METRICS.  Their CEO said DEBT METRIC MET. Great!  So next metric for 2023 is the share buyback and more liquidity.   Both Achievable.




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