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AKITA Drilling Ltd T.AKT.B


Primary Symbol: T.AKT.A Alternate Symbol(s):  AKTAF

AKITA Drilling Ltd. provides contract drilling services, primarily to the oil and gas industry, in Canada and the United States. The Company is an oil and gas drilling contractor with a fleet of about 32 drilling rigs. Its United States fleet is supported out of its operations base in Midland, Texas and consists of 13 high specification AC triple rigs, one high specification AC double rig and one DC triple rig, all serving the Permian Basin. With a fleet of 17 rigs, its Canadian division operates in Alberta, British Columbia, Saskatchewan, and as market conditions dictate, the Yukon and the Northwest Territories. The Canadian division operates both wholly owned rigs and rigs. Its Canadian division primarily operates in the oil sands, heavy oil regions and in the Montney deep gas basin. In addition, the Canadian division plays a role in drilling potash and other energy transition targets, including carbon capture wells, hydrogen storage wells and geothermal wells.


TSX:AKT.A - Post by User

Comment by Hockeyzon May 26, 2024 3:17pm
140 Views
Post# 36058104

RE:RE:RE:RE:RE:RE:RE:Akita Drilling Ltd. Price Target Raised to C$3.75/Share

RE:RE:RE:RE:RE:RE:RE:Akita Drilling Ltd. Price Target Raised to C$3.75/Share


So if we can get back to the “drill baby drill” times then we should see the Akita stock price get back over $7/ share. That would mean going from the current 50% utilization rate of the drilling rigs to over 80% utilization.
 

If the Xtreme purchase was the main reason for Akita’s low stock price, then what if Akita would not have purchased Xtreme in 2018, considering that PD (Precision Drilling) stock is up 26% since the beginning of 2018.  Akita was valued at $7.61/share X 18 million shares o/s = $137M.  Akita purchased Xtreme for $211M. So, assuming both Akita and Xtreme did not even increase in value by 26% (like PD), but stayed flat, the total Akita/Xtreme combination, if they would have stayed separate, would be valued at $348M ($137M + $211M) today. Therefore, the value of Akita and Xtreme combined would imply an $8.70 ($348M/40M shares) share price for the 40M shares o/s currently. Again, it really makes no sense how the Akita share price can be so low. It should be at least 4-5X the $1.50 share price, closer to the $8.70 share price. The assets and the earnings would be similar whether Akita and Xtreme were combined or separate. 

 

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