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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

Comment by Grandcentralon Apr 29, 2021 10:35pm
121 Views
Post# 33099192

RE:RE:Oil up ARX flat

RE:RE:Oil up ARX flat

The stock only needs to average two times today's performance a week, and we would have a 70% return over the year. Slow and steady wins the race. One day we will see that 10-15% spike, it's anybody's guess when that will be - I think mid May or June after positive Q1 and go forward plan is outlined, coupled with positive Covid vaccine progress.
Shell increased its dividend today - an industry first post Covid as far as I know. It's a good sign, as dividend stocks like to compete for investors with better yield. I'm happy with capital growth or dividend, and will be happy with managements call on this - we are all just armchair CEO's and need to trust management knows best. The only thing that stresses me about this stock is how impatient some investors are on the chat - I like cool, calm, positive like minded investors, and appreciate when they post.
The only regret a year from now will be, why didn't you invest more when you could have.
IMO 

 

MyHoneyPot wrote: Exactly pathetic performance, and i think the management itself does not know how to distinquish the company.

Last quater TOU produced just over 8400 boe of oil and about 20,000 boe of condensate. 

Get the picture, this is where all the money is, according to Mike Rose brother in law Jim Riddell gas is something you really just want to flare off, and if you were in Texas that is likely what would happen to it. 

ARC - produces 100,000 boe of condensate and oil, more than 3X times. 

Arc's market cap is 5.7 Billion  TOU market Cap is 7.9 Billion

Last quater VII generations price realized per boe was $30.92  , next quater is will like 40 dollars a boe. 

TOU's market cap is 40% higher than ARC, this should never happen and next week we will see them trounce TOU in FCF.

IMHO


 

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