ARC Resources Ltd T.ARX

Kakwa Facilities Are Complicated

[Shaleguy]

Uncut. I don't mean to pile on oe show disrespect. As you point out they have faced many challenges mostly of their own doing As to facilities the field operators are intact and the designs are in place. That's why we do as biultdrawings and keep a library of equipment manuals., And they kept the facility's engineer who built all of the plants and designed the super pads . No learning curve required beyond a three day field tour. That sanctioning doesn't prevent outside issues from affecting project schedule. Keep up the great comments!

[uncutgems]

don't mean to pile one. but I don't understand why you don't offer your analysis of why they are not growing kakwa? I've politely asked a number of times. I am beginning to think you might be avoiding the question. you're very good at the micro level i.e. wells facilities type curves. Can you give us some corporate level analysis? thanks!

[Shaleguy]

I can't say why other than its only been less than six months since the takeover. I think VIi hit the sweet spot for drilling oacll pace at a 100 wells per and 1.1billiin per year. If you look at my previous posts Kakwa is really sensitive to price with a vii value of $47 per share at 70 wti. Since you want .macro level answers, wouldn't a rationale person drill a flurry dollar netbacj

[uncutgems]

thank you. I think I hear you saying that it hasn't been that long and they will get around to it. But I also hear you saying that a rational manager would be drilling the Hall out of Kakwa right now with wti where it's been. Suggesting a disagreement with management. One thing I notice about ARX. They move at a GLACIAL pace compared to close "peers".  thanks for your

[topdown99]

Is it just me or has anyone else noticed how ungluedgems and MHC always show up at the exact same time ????? I can say everything I need to through one account , must be pathetic to feel you need to "manufacture" imaginary friends to validate your parking . Uncutfluff and honeyfluff , pathetic !!!!!

[uncutgems]

this is what happens when you can't argue on the merits. lol bullboard bupkus...

[uncutgems]

bottomsup66 has got his poms poms all in bunch today. could it be the SP?

[topdown99]

This post has been removed in accordance with Community Policy

[uncutgems]

This post has been removed in accordance with Community Policy

[topdown99]

This post has been removed in accordance with Community Policy

[uncutgems]

This post has been removed in accordance with Community Policy

[topdown99]

This post has been removed in accordance with Community Policy

[topdown99]

52 posts of nonstop negativity against POU and ARX , nobody takes you seriously . You haven't argued "merit" , just propaganda and hollow fear mongering . Get a life (or at least a valid arguement)

[uncutgems]

bottomsup do you do anyting on this site other than "cheer" for the home team? for some reason you don't put me on ignore? why is that? glutton for self punishment?

[topdown99]

Its all about understand your enemy and when I find out where you live , we"ll party !!!!

[topdown99]

Why would I put you on ignore when I can argue you into the dirt . A spectator with a knife acting tough at a gun fight . Just tell me where we can have a face to face "discusion" (concusion) and we'll have a REAL debate !!!!