ARC Resources Ltd T.ARX

Buzz on the Bullboards: Return trajectories vs emerging threats

[Jonathon Brown]

Global markets entered this week uneasy, as geopolitics once again took centre stage. Traders brace for volatility tied to Middle East. read article.

[PabloLafortune]

Totally overpromising on Attachie and then going whole hog on the capex even though it was obviously not a proven play, has already sealed management's reputation (their fate is in the hands of

[JohnOlssen]

Nobody cares

[traderfrom]

I don't know how it will work out I sold Arx and bought Ipo.to as it was down 2 bucks and arx was up 40 cents lol

[sitttingbull]

Unti earnings and anual meeting forward guidance will be key :)

[MyHoneyPot]

Just posting facts..... MHP

[Trapped]

For someone who hates the management team and dumped all their shares, you sure spend a lot of time here. Everything okay with you, William?

[MyHoneyPot]

Arc represent a Management Team who has not significantly invested with their own cash. Over paid and under performing.  If ARX were run by Mike Rose, he would of hedged oil at 95 or 100 dollars

[MyHoneyPot]

If you listen to Energy Analysts, like Eric Nuttal for example they talk about oil going back to WTI 70 maybe with a $10 dollar risk premium.  So when oil can be hedged at WTI 95-100 why is the

[MyHoneyPot]

Does it really make any sense, that a company will not hedge at $95 dollars and double their FCF and add 60% to it netbacks. However that same company produced a video with the CEO and CFO on the

[traderfrom]

Looks like flat day for turd  overall energy trade is rolling over  this could test recent lows again if Oil goes down to 80s 

[angelnicky]

If opportunity of hedging is not taken advantage of at these prices, the sp may drift lower and may test 20. I am sure the accountant is looking at risks of hedging now to maximize shareholder value.

[MyHoneyPot]

Oil is down 8 U.S. dollars today another good reason to hedge.  Essentially their commodity sales decrease 1 million U.S. today.  IMHO MHP

[MyHoneyPot]

So hedging at $95 U.S. provides price certainity and predictable Cash Flow projects.  Hedging at $95 result in a almost 60% netback per boe             - without

[MyHoneyPot]

In Q4 2025 ARX revenue per boe was $38.30 a boe and their netbacks were $25.22 per boe.  They produced roughly 119,000 boe/day of oil and condensate, and the average WTI price was 59 dollars U.S

[traderfrom]

Always drops more and rises less than other stocks in sector  shorts are pounding every day