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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 Jul 25, 2021 9:32am
186 Views
Post# 33601784

RE:Let's keep our facts straight

RE:Let's keep our facts straightWell in the midst of applauding management, tell me what the total value of the bonus structure and compensation strucutre that management has put in place to compensate themselves.

From Presentation (slide 14)
  • We can clearly see that the share based compensation projected is equal to 45 cents a boe or 1/3 of the current value of the dividends paid to the holders of 724 million shares. (57 million dollars)
  • We know  other G&A expenses projected are 1 dollar a boe that is roughly (128 million dollars)
  • $1.45 per boe projected in slides - the actual number is a lot larger. 
  • G&A and Share bonus costs = 185 million dollars (slide 14 presentation) Projected
Actual Q1 employee SG&A per boe
  • In the first quater the total G&A expense per boe was $1.6 (significantly more expensive than the number in the current presentation)
  • 350,000 * 1.61 *91 = 51 million dollars in Q1

OTHER Bonus Plans

Sharholder yearly dividends = 173 million dollars shareholder dividends (43 million Q1)

So SG&A expenses at 51 million in Q1 where way ahead of all the dividends paid to all the share holders while their share value languished in the toilet, and management pursues in pet projects. 

No Included in those numbers
  1. Restricted Share Unit and Performance Share Unit Plans
  2. Share Option Plan
  3. Long-term Restricted Share Award Plan
  4. Deferred Share Unit Plan

So Trapped, tell me the value of the total compensation set out for ARC management and employee's, and how it compares to the measly 24 cents a share dividend that the actual shareholders that invest in the company hoping to get meaningful returns and live on in their oild age. Arc management is robbing seniors and pensioners. 

IMHO 

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