RE:RE:Robbing the Shareholders of a Meaningful Dividendhoffbag, your exactly right and ARC wrote a plan in January and they think its fixed in stone.
A plan that had little or no insight with respect to commodity prices.
A plan that had little or no operation understanding of Kakwa.
A plan that does not include 300 MMcf of gas processing capacity unutilized at Kakwa, and more than 500 MMcf available to them.
A plan that takes into account that Kakwa has likely the highest returns for a large scale (Over 150,000) boe day play, with the highest netbacks in the entire Montney.
Rather ARC has collected 5 or so postage stamp plays that produce 90,000 boe a day, with economics about half of what they get at Kakwa and called it Dawson.
I don't want a plan laden with risk that i have to wait 4 years for.
What is ARC management going to do for shareholders now, ARC management is not aligned with shareholders.
IMHO