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 > Windfall Event

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Comment by Trappedon Jan 15, 2024 3:09pm

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Post# 35827552

RE:Windfall Event

Good comparison. As we know, TOU is an excellent company. I just feel ARX (still) has much better relative value with greater upside potential.

SideshowBob1 wrote: Remember last year (or the year before?) when a cold snap ripped through the west provinces and states and AECO gas prices went through the roof and it turned out to be a fairly significant windfall for CAD producers? I think that same dynamic is currently playing out. Nice set up for a juicy Q1.

On Jan 14: Tara Weber via X AECO prices
Jan 12-15: $14.00
Thats vs an average of ~$2.00 for the week leading up.

Happy divvy day, got that DRIP working? Maybe that's driving the bid today.

ARX 5 day: 11.42%
TOU 5 day: 0.78%

Gotta love taking TOU to the woodshed. About time the market recognized they are WAY overvalued in comparison. ARX is the 'warren buffet' stock of CAD prodcuers - tell me I'm wrong. GLTA.