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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 29, 2021 10:13pm
172 Views
Post# 33630453

315 million ++ FCF in Q3

315 million ++ FCF in Q3

5 dollars higher wti in Q3 means about 90,000 boe add about 50 million to ARC fcf  minus royalities. 

So assume 45% of that is hedged, it is going to add another 25 million to the FCF, so it brings it up to 275 million. Add 15 million for losses due to facilities maintenance, and you are at 290 million. 

Now add 75 cents a for mcf for gas, and you are way over 315 million in CF 

This means Q3 debt will be 1.0 C CF and ARC will be spewing off 315 million in FCF a quater.

IMHO

 
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