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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 Sep 02, 2021 10:47am
123 Views
Post# 33800454

20B added week ending August 27

20B added week ending August 27Only 20 BCF added to storage last week, and gas storage is down 16.8% year over year. 

https://ir.eia.gov/ngs/ngs.html

We are 7.2 % below the five year average, and things just could not look much better, except that IDA knocked out about 2 BCF of gas production a day. Maybe no build next week?

It looks strong, strong, strong for gas, and really is ARX not in a great place with 1010 MMcf of gas processing capacity available at Kakwa and only 443 MMcf used last quater. 

I think we are going to have to hire a few Rocket Scientists to help management understand that these kind of opportunity will not be around for ever.

What is management doing TODAY to capitialized on the Strong Commodity Prices in place?

I know, paying off 2 percent debt. 

IMHO
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