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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 Dec 11, 2021 3:13pm
110 Views
Post# 34221998

RE:Holding Back production to buy shares

RE:Holding Back production to buy sharesExactly, ARC management are acting like kids that were given their Dads piggy bank and now they have broke it open and they have all their cash and flexibility they never had before with ARX being primarily a dry gas producer.
  • Management can squander 75  million on Attachie, while they look to hire an new aboriginal negociator at the same time, when they can provide shareholders no certainity regarding the comissioning of attachie. ( Do they work for the shareholders? )

  • They can throw 115 million dollars in the direction of a DRY gas prospect (Sunrise) that likely has 1/3 the boe returns as Kakwa. I am sure it doesn't impact their bonus plan or they would not do it. 

ARC's management were giving Kakwa on a silver platter, and all they have done is messed up the economic's with a hedging strategy that is industry leading, "AS The WORST". One stroke of ARC's rookie CFO's pen, Bibby was able to wipe out potentially 3 billion dollars in future CF.  

ARC management is out of their league and should resign, and the stock would go up 3 dollars just on that news. This was the worst deal in the world for VII Generations share holders.

IMHO
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