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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 Trappedon Jan 12, 2022 1:22pm
201 Views
Post# 34308998

RE:Meaningful Dividends out of Investor Grasp

RE:Meaningful Dividends out of Investor GraspI'm up almost $300K on this, which feels pretty meaningful to me. For dividends, I let ENB, TRP, the banks, insurers and telcos do the heavy lifting. ARX is a deep value / recovery play that will reward investors handsomly with rapid share appreciation in the near term.

MyHoneyPot wrote: The company's stated goal is to buy back shares until the float is 600 million, all that means for the shareholders of ARX is as the stock price increases so does the capital requirement to meet their buyback objective. It pushes any kind of meaningful dividend futher into the future. 

Today, they would have to spend roughly 1.355 billion to buy back the shares.
Today they want to spend 700 million to build out Attachie.
Today they want to pay off 1 billion in debt. 

All that is ahead of the share holders and above any current capex or operational plan that is in place. 

So a meaningful dividend, maybe 2-3 years from now, but by then I am sure they will come up with a whole bunch more objectives that require capital that will push shareholders futher down the road. 

Too Bad, So Sad.

IMHO


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