I have a sneaking suspicion that management will be looking to sell all of the oil sands assets and focus on Africa.

AOS gets taken out by other oil sands player (oil sands assets only) in a share and cash deal.  At the same time AOS (spins out) creates new company focused on oil exploration in Africa.  New African company keeps the cash portion of oil sands assets sale as working capital. Existing shareholder get shares in oil sands assets purchaser and shares in newly created African focused oil company.

All speculation on my part.