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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 Jul 22, 2021 9:03pm
164 Views
Post# 33594546

RE:$4 Gas & $70 Condensate Cash Flow

RE:$4 Gas & $70 Condensate Cash FlowThose three words are like poetry together - great on their own too. FREE - CASH - FLOW Nice post
northman wrote: I recall some old investor presentaitons where 7G used to talk about one or the other doing well, but usually most of their scenarios did not include the situation where both were performing. 

Anybody care to hazard a guess at ARC FCF with the above two prices? My hunch is that we are generating a monumental amount of free cash flow at the moment. 

Hang on to this for another year or two and we will see a double or triple at current commodity pricing. As Ben Graham used to say: "In the short run the market is a voting machine. In the long run it is a weighing machine". With $2+ Bn a year in upcoming FCF ARC will weight a lot just you wait! And stop worrying about the day to day fluctuations!



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