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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 bagcheeseon Oct 05, 2021 9:07pm
114 Views
Post# 33971790

RE:ARC'S VALUE IS NOT REALIZED

RE:ARC'S VALUE IS NOT REALIZED

Just one point ..the industry average price to earnings for NA Resources company's is 13. TOU is currently at 9 and ARC is at 24. How is TOU fairly priced?

As well TOU is at lower P/B than the industry average and ARC. How is TOU fairly priced?

ARC has a -9.5% negative net earnings and TOU a positive net earnings of +45%. Therefore how is TOU fairly priced?

TOU was way over sold and it hasn't reached the fair value metrics the industry has set. Simple because TOU has ran up 160% doesn't mean that this significant run is done as it was over sold in the opposite direction when resources companies were out of favour  TOU retraced better than any other resource company but still remains under valued when compared to its peers and ARC. TOU is still better value than ARC  simply according to the numbers.

ARC's revenue to debt ratio is 1:3. TOU's is 1.3:1. So how is TOU fairly valued? If it is that means ARC is way over valued. As well  the technicals state that TOU has less resistance from both stocks current chart going forward. ARC close right on what will either be support or resistance where TOU hammered through huge resistance 3 times and has confirmed them all as support in the last 6 weeks  a feat ARC has not accomplished and ARC faces massive resistance in the $13's 

Although price targets are just that, targets, the latest price target for TOU is $70. That is a 56% increase from the current share price. 

I hope ARC does well. But if TOU is "fairly valued" than one must conclude that ARC is way over valued. These are just the facts. Just the numbers. 

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