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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 matt2018on Dec 13, 2023 4:33pm
144 Views
Post# 35783123

RE:Anyone calling for Ath to pay a div

RE:Anyone calling for Ath to pay a div Those companies you mention have debt, therefore payout ratio is high.
Sometimes its a good idea to introduce a small divy when you are debt free.
It attracts a new set of investors that mainly buy divy payers (especially debt free ones).
According to latest release...... they are anticipating to finish the year sitting on $370M cash.
Minus the debt, will leave NET cash $155M.
They are forecasting 2024 Free Cash Flow of $325M (assuming $80WTI - $15 WCS diff).
Even if those projections dont come in, if you pay a div of 1 cent/QTR, thats only appr $20M/yr.
So the company buys $20M less shares with the Free Cash Flow.
Its a drop in the bucket.
Or would you prefer mgmt increase their bonuses for the year?




CJInvestor wrote: Just look at the big payers of 2023 CJ Surge etc and see how their sp compared to Ath who focuses only on buybacks. SIB hopefully in 2024. 


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