ARC Resources Ltd T.ARX

Great Q4

[Lupuslupus]

Exceeded expectations
production ramping up going into 2025 and LNG Canada

hooefully we see another div hike Q1

[downwithdotcom1]

Great Q4??? i'm not so sure...Operationally they did well BUT as all ready stated profits, CF and FCF all down materially due to nat gas price all but collasping. Yes production exceeded and LNG is a coming but right now it might be hard to justify the current share price based on current cashflow accepted metrics plus the near term outlook on gasa pricing..thank goodness for their LIQUIDS

[Quintessential1]

All correct point dwdc but we need to remember a couple of things: 1. Commodity pricing is one of the metrics that management has little control over but as far as NG pricing goes ARX is one of the better marketers of their production in the sector. 2. They are not a one trick pony relying soley on those NG prices and oil pricing is already starting to swing to the upside to take up that slack.

[downwithdotcom1]

market has  CLEARLY spoken as to these posative results and i sold 1/2 of my RRSP position for a substantial gain 1st thing in the morning...WHY??? 1st-all profits good!! 2nd. still concerned about the current weak nat gas price deck going into the spring. ARC is a great company but this nat gas environment is mostly beyond the company's control...will re-estabilsh a full (hopefully

[Sunsurfer12]

As they say..cure for weak prices is weak prices asit forces supply cuts..and ARC is somewhat insulated by their west coast pricing and upcoming coastal gas..so not usre its worth jumping out now when all the nagatives are baked already..but who knows..

[Quintessential1]

Good advice that is paying off already for those that listened. GLTY and all ARX BULLS

[SideshowBob1]

You are cutting the heads off your flowers buddy but I get it. With Nat Gas in the tank you are rightfully nervous. But doesnt 'this time feel different'? Usually nat gas takes the nat gas stocks right into the tank with it. Not this time for whatever reason.  To quote Nuttal on X "US shale is NOT surging. Permian consolidation very positive for oil macro, and 31% base decline

[SideshowBob1]

Another not worth mentioning on the Diamond back deal: "Diamondback vows slow growth fewer rigs, Investors are not very interested in growing output CFO says, combined company will operate fewer rigs but more efficiently" FANG Stock is up 10% today. The playbook is simple and ARX is ahead of the curve.