ARC Resources Ltd T.ARX

Alternate Symbol(s): AETUF

Energy Oil & Gas E&P

ARC Resources Ltd. is a Canada-based energy company. The Company's activities are focused on the exploration, development, and production of unconventional natural gas, condensate, Natural gas liquids (NGLs), and crude oil in western Canada. The Company's assets are located in the Montney region in Alberta and northeast British Columbia. The Company’s operations in Alberta are located near Grande Prairie and the region includes Kawka and Ante Creek. Kawka is a premium condensate-rich and high-deliverability natural gas play with top-tier development opportunities. The Company’s operations in northeast British Columbia feature low-emissions assets and are strategically connected to third-party egress and hydroelectricity. The Company’s operations in northeast British Columbia are located near Dawson Creek and the region includes Greater Dawson, Sunrise, Attachie, and Septimus and Sundown. The Greater Dawson operating area includes Dawson Phases I, II, III and IV and Parkland 3-9.

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ARC Resources Ltd > Valuation TOU vs. ARC

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Comment by MyHoneyPoton Mar 05, 2023 8:35pm

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Post# 35320416

RE:RE:RE:Valuation TOU vs. ARC

This has been a day one complaint of mine regarding ARX reporting.

If they reported their number the same way as TOU the stock would be 3 dollars higher.

TOU get low value per boe, they have the same operating cost as a company that produces 40% liquids ARX, and all those reserves are meaningless, and of little value.

Also they have encumbered all their properties with Topaz and way to gassy compared to ARX.

Q4 will not repeat itself and next quarter are will Kill TOU in the primary metric FCF.

Gas prices are less than half what they were last quarter and in my opinion TOU is hurting.

IMHO

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