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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 PabloLafortuneon Jul 29, 2021 9:49pm
165 Views
Post# 33630403

RE:Holy C rap Batman

RE:Holy C rap BatmanThey absorbed those hedges in Q2 likewise they will absorb those unrealized losses as well over however many quarters they are hedged for subject to the prices they hedge at in terms of how future quarters would compare to Q2. Probably they know the realized impact already - Q3 hedges are this, Q2 was that - just not something they divulge or anybody cares about though it could be guesstimated I suppose. Im guessing it equates to a full year of hedges of 70,000 bopd of conde per day at US$59 WTI (as WTI so happened to be ~$73 on June 30th). If you look at their realized conde price in Q2 and adjust for their realized hedge losses, its in the ballpark of us$59. Btw, I figure they are 40-60% hedged. Sorry for causing a panic.
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