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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 12:37pm
165 Views
Post# 33565227

Attachie will not be 40,000 boe a day, a management untruth.

Attachie will not be 40,000 boe a day, a management untruth.The liquids ratios come off on wells very quickly, and then what? 

You are constrained by 90 MMcf of gas processing, then you need to expand the gas plant. 

This is high risk, and its not 40,000 boe a day, its a story that management tells people that will not pan out, its a joke. 

Kakwa could add 40,000 boe a day because they actually do have the architecture. 

Manage does not have experience with investors, management of markets, building a proper presentation, or developing a strategy.

Terry is to operational, and has no experience managing a public company, the management are 1 year rookies, and that is whay the stock is trading in such a dismal fashion.

IMHO
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