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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 4:46pm
102 Views
Post# 33749999

RE:RE:RE:Oil up 6% - Kakwa Flat.

RE:RE:RE:Oil up 6% - Kakwa Flat.Last Quater they used 443 MMcf of the 750 MMcf owned and 1010 MMcf available.  Gas Plant

Last quater they produced about 60,000 boe/day of liquids and has access to capacity of 80,000 boe a day of condensate stablization. 

Last quater Kakwa produced roughly 172,000 boe a day, Kakwa has produced more than 220,000 boe a quater in the past. 


So at least 50,000 more boe/day of gas, 20,000 boe/day of liquids, and potentially as much as a additional 50 boe of gas on top of that, it they used all the capacity they have access to. 

All tied to both alliance and TCPL pipelines, with 15 field superpads in place.

With Cash flow per boe that is 60% higher than Dawson 42 dollars a boe cash flow. 

Management is squandering share holder opportunity.

IMHO 
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