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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 Aug 23, 2021 2:48pm
77 Views
Post# 33749429

RE:Oil up 6% - Kakwa Flat.

RE:Oil up 6% - Kakwa Flat.Kakwa has 3 million invested in it and represent the best Cash Flow per boe and the best net backs in the entire company. 

Really shareholders should shuffle over more so that management in the midst of Treaty 8 negociations about energy development projects, can start the process of sinking all future capital into the Attachie sink hole.

I have watched the dismal startup of many of these liquids rich plays, they are expensive, they are over budget, and they do not perform to expectation until a few years of production understanding. 

That is the case with Karr, Kakwa, Kaybob, East Duvernay, South Duvernay, etc...

This will never come on as management projects, and not for the costs they project. They are just pushing shareholder returns down the road, and opening up a can of worms with new Treaty 8 issues. Creating a black hole for all future company Capex. 

This can all be done, while you sit and watch a billion dollars of already comissioned and operating infastructure at Kakwa rust. This is good management practices. 

IMHO
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