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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 cahclickon May 24, 2024 10:23am
189 Views
Post# 36055734

RE:Help me understand buybacks

RE:Help me understand buybacks

CJInvestor wrote: Aren't buybacks supposed to reduce volatility in a stock? Ath is down more than most of its peers in the last couple of months yet had an agresssive buyback program in place and almost no debt. If shareholders are not seeing any benefit of this program aren't dividends better and more tangible for return to us? What do others think of this strategy and why things are going so wrong for Ath of late?

 

Just my opinion BUT . . .

ALL of ATH's buyback efforts to date have been (largely hidden because they have been) directed towards buying and cancelling the shares created through the warrants attached to the refinancing deal in 2021. They are only 3-4 months away from getting the last of those shares bought and cancelled. Those warrants were an ugly ugly part of the refinancing deal but it kept them alive to fight another day.

Once the warrants are all dealt with, the outstanding share count will (visibly) start dropping so there will be fewer and fewer shares available for the traders/shorters to do their thing. Yes, it's frustrating to watch some days but staying disciplined with the buybacks will eventually have a strong effect on share price. Dividends may be an option down the road but I believe getting the share count down will see ATH much stronger structurally and will lead to a much stronger share price.
Having zero debt and a lower share count will not be denied forever !

glta


go ATH go



 

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