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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 MyHoneyPoton Jun 21, 2021 11:02am
107 Views
Post# 33420106

RE:O&G shares all over the place this AM..

RE:O&G shares all over the place this AM..You missed this one POU up at the open $1.61 my largest holding. 

I guess the issue is asking questions, when no one has answers. It about about rudeness, hurt feelings, swearing, opinons, and the Justin Beaver Fanclub.  

ATTACHIE - INVESTORS NEED TO KNOW
  1. Like how much does ARC have sunk into Attachie already. 
  2. 600 million more, when will shareholders get that 600 million back?
  3. What Production rate do they really expect tha plant to work at? 80% , 28,000 boe/data
  4. Does anyone know how and when it will add to near term production?
  5. What are they forecasting for Opcost, Transportation and Royalities?
  6. How much plant capex are they budgeting for after the 600 million spend?
  7. When will shareholder get their first penny of returns, after (land cost, infastructure cost, Op Costs, etc), what year will that occur in? 
  8. What are the projected type curves, and well history?
  9. What are the DCET numbers per well?
  10. How big do they want to grow this project?
  11. What is the full plan (100,000 boe/day)?
  12. Total project projected CAPEX Costs? (100,000 boe/day)
ATTACHIE is very liquids rich, however these play are very complex laden with RISK and a high cost structure, Kakwa my guess have more than 3 Billion in infastructure, is that the path ARC is going down. 

I guess i am just the curious type, they question are not about why they are turning their back on 40,000 boe of near term production at Kakwa that nets amost 30 dollars a boe. Try netting 30 dollars a boe on a dry gas play.

IMHO

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