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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 Quintessential1on Oct 25, 2021 11:03am
103 Views
Post# 34044808

RE:A Bird in the Hand

RE:A Bird in the HandIf the future production is hedged out at a loss then why increase production? 

Why not wait until the hedges are less along with the lost revenure on royalties and then ramp up production?

Also,  why don't we wait for the actual ER numbers on November 3 instead of trying to use a crystal ball?




MyHoneyPot wrote: Pusing Attachie while oil is 85 dollars U.S. and condensate is trading at $108 dollars Canadian really shows the sour grapes, perspective of management and their inability to pursue low hanging fruit and opportunities at hand. 

Eneryone knows about the Treaty 8 issues, and it going to be a slug to get that project built, it will not happen for a couple of years from now? What should ARX do sit on its hands during this high price commodity cycle? 

Why is management no pursuing opportunity at hand, they obviously are cash flush and they could buy back 11 million shares. However production at Kakwa went down last quater.

Karr wells directly adjacent to ARC are paying out in 4 months, and almost 50% condensate. 

Management needs to get out of their rocking chairs, and do something for the shareholders and the company and quit pusuing their personnel agenda's. All they are good at is spending money on share buybacks and pursing flawed hedging strategies, that have a track record of not working.

IMHO


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