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ARC Resources Ltd T.ARX

Alternate Symbol(s):  AETUF

ARC Resources Ltd. is a Canadian energy company. It is focused on the exploration, development, and production of unconventional natural gas, condensate, natural gas liquids (NGLs), and crude oil in western Canada. Its operations are focused in the Montney region in Alberta and northeast British Columbia. Its operations in Alberta are located near Grande Prairie and the region includes Kakwa and Ante Creek. Kakwa is a condensate-rich and high-deliverability natural gas play with top-tier development opportunities. Its 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. The Attachie is a condensate-rich, natural gas play primed for large-scale development. Sunrise is a dry natural gas play with a low-cost structure, well deliverability and direct connectivity to liquefied natural gas Canada.


TSX:ARX - Post by User

Bullboard Posts
Comment by Canoutchieon Dec 10, 2019 8:56pm
147 Views
Post# 30442066

RE:Shorted

RE:Shorted
Toppicks1 wrote: Congrats on your 100000 share trade from 560 umtil when ever you sold the last 2 days. Did you ever think that this one is stronger for a reason. And that could be a buyout. No ducking a halt and a buy out of maybe 10.50 a share. I bet they are one of the biggest targets on TSX right now. Good Luck


If another firm wanted to buyout Arc, then now would be the time to act, while the shareprice is still depressed on a historical basis. A private equity buyout at 20% premium could pay for itself in two and a half years with the elimination of the dividend payout. With AECO firming up and what appears to be some semblance of stability in AECO's seasonal price fluctuations, then Arc should remain free cash flow positive for the next few years, after which LNG export facilities should help underpin Canadian natural gas prices and the ongoing profitability of a company like Arc for at least the next decade, as natural gas seems to be the choice for helping countries transition away from more carbon intensive fossil fuels by the middle of this century. As the original poster said, something is triggering this price action, as other natgas companies in the sector have not participated in upside price action to the same extent.
Bullboard Posts