Added to YB: 2026-07-24
Pitch date: 2026-07-22
AXL.V [bullish]
Arrow Exploration Corp.
Author Info
No bio for this author
Company Info
Arrow Exploration Corp. operates a junior oil and gas company that engages in the acquisition, exploration, development, and production of oil and gas properties in Colombia and Western Canada.
Market Cap
CAD 101.4M
Pitch Price
CAD 0.52
Price Target
N/A
Dividend
N/A
EV/EBITDA
2.50
P/E
25.35
EV/Sales
1.17
Sector
Oil, Gas and Consumable Fuels
Category
value
Arrow Exploration: Our Favorite Way to Play High Oil Prices with a 40%+ FCF Yield
AXL.V: Debt-free Colombian oil producer, ~$100M mcap w/ ~$35M cash, 40%+ FCF yield this year. Unhedged pure Brent leverage ($1/bbl=$1.9M EBITDA). Catalysts: Tapir license renewal (30-50% upside) post right-wing Espriella election win, Icaco exploration, 10k bopd target=buybacks/divs. Analyst NAVs 35-50p (50-100%+ upside). Bear case: still ~$70-80M net cash by 2028. Risks: oil price, license non-renewal, illiquidity.
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