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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

Post by MyHoneyPoton Jul 17, 2021 11:04am
103 Views
Post# 33565092

ARx low performers in Management, not qualified

ARx low performers in Management, not qualified Attachie will not be 40,000 boe a day, that is the theoretical production design, of the project. It will likely produce less than 30,000 boe is my guess especially as the liquid’s ratio deplete on the wells and they become for Gassy. It only has 15,000 boe a day of gas production and liquids production will not stay above 50% it will decline dramatically.
 
Paramount
Karr Gas Plant Spec (Actually produces 40,000 boe day) Well 54% Liquids/87% Liquids is condensate


CALGARY, ALBERTA – August 6, 2020 – CSV Midstream Solutions Corp. (“CSV Midstream”) is pleased to announce the completed expansion of its Karr 6-18 Sour Natural Gas Processing Plant (“Karr”), acquired from Paramount Resources Ltd. in 2019.  Karr now has 150 million cubic feet per day of total raw sour gas handling capacity, including 70 MMcf/d of sour raw gas processing, 30,000 Bbl/d of raw hydrocarbon liquids handling capacity, 2,200 Bbl/d of natural gas liquids recovery, and 28,000 Bbl/d of water handling capacity. CSV Midstream completed the construction program with excellent performance in the areas of safety, environment, cost and schedule while concurrently operating the adjacent facility at a reliability level of more than 99%.  Start-up of the Karr expansion ...

Kakwa has 1010 MMcf of gas plant and only produces 180,000 boe/day.
PIPE DREAM
To think Attachie will produce 40,000 boe a day, is a pipe dream with a 90 MMcf plant and 20,000 boe of condensate handline. It will be more like 28-30,000 boe day.
Attachie will not be 40,000 boe a day, that is the theoretical production design, of the project. It will likely produce less than 30,000 boe is my guess especially as the liquid’s ratio deplete on the wells and they become for Gassy. It only has 15,000 boe a day of gas production and liquids production will not stay above 50% it will decline dramatically.
 
Karr Gas Plant Spec (Actually produces 40,000 boe day) Well 54% Liquids/87% Liquids is condensate
CALGARY, ALBERTA – August 6, 2020 – CSV Midstream Solutions Corp. (“CSV Midstream”) is pleased to announce the completed expansion of its Karr 6-18 Sour Natural Gas Processing Plant (“Karr”), acquired from Paramount Resources Ltd. in 2019.  Karr now has 150 million cubic feet per day of total raw sour gas handling capacity, including 70 MMcf/d of sour raw gas processing, 30,000 Bbl/d of raw hydrocarbon liquids handling capacity, 2,200 Bbl/d of natural gas liquids recovery, and 28,000 Bbl/d of water handling capacity. CSV Midstream completed the construction program with excellent performance in the areas of safety, environment, cost and schedule while concurrently operating the adjacent facility at a reliability level of more than 99%.  Start-up of the Karr expansion ...

Kakwa has 1010 MMcf of gas plant and only produces 180,000 boe/day.
PIPE DREAM

To think Attachie will produce 40,000 boe a day, is a pipe dream with a 90 MMcf plant and 20,000 boe of condensate handline. It will be more like 28-30,000 boe day.


DISMAL SHARE PRICE

Management is not equiped to run a public company, you put an operations guy who has barely every bought a share in ARC out of his own pocket, pair him up with an accountant they has no experience, and have been in place for a year. These guy are not capable to management a company worth 10 billion dollars, develop a strategy for share holders, plan returns on investment, see value creation, not creating a black hole for invesmtne like Attachie. They are incompetant, and this ATTACHIE is risk mitigation what a joke, not capatializing on Kakwa. Also they have failed to get the market excited about them buy the kakwa asset. Integration will take them 10 years the way they work.

Arx is managed by low performers. 

IMHO


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