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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 Aug 05, 2021 3:40pm
151 Views
Post# 33658427

Weekly Natural Gas Storage report

Weekly Natural Gas Storage reportIEA Weekly Storage Link

So with a gas build of 13 BCF in the middle of the summer, it looks like gas prices are going higher, however that does mean much for ARC shareholders because of the dismal management team that lacks strategy and a meaningful plan. 

Arc was a small dry gas producer buys the #1 condensate producer in the Country, without a plan for condensate. Without a plan for a production increase in 2021, 2022, and 2023. Management is holding a prayer meeting right now, and its only hope is that  Attachie get sanctioned at the beginning of 2022 that they have a chance of a measly 30,000 boe in 2024.

How many boe do you think will TOU add by 2024, maybe 200,000 boe, 6X likely what ARC will add if this Attachie project ever gets sanctioned. This is really up in the air.

So ARX shareholders will be crying the blues with this management team, with a lack of plan and direction. What are the future plans for ARC, no one knows because they don't exist currently. 

IMHO
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