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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 Jan 29, 2022 12:05pm
104 Views
Post# 34374565

RE:RE:Hedging losses

RE:RE:Hedging lossesPerhaps the future hedging was put in place to guarantee the refinancing of the VII G debt 3 years out and has saved more money than they have cost or at least mtigated those losses.

I am going to hold my shares and let management do what they do as long as my total return looks as good as it does.

The only control you can excercise is buy and hold or sell and short.  Your share votes about what happens with management is lost in a sea of institutional investor votes. 

You know this and new investors reading this should know that all you are trying to do here is shake the tree so that you can catch the falling fruit.

GLTA Longs



MyHoneyPot wrote: Sorry the context of these hedges is the product of management utter stupidity, and inability to work within a hedging framework, or defined strategy.  

If you had a hedging methodology, or follow a hedging strategy you would never have 47 dollar hedges 3 years into the future, for so much of your production. 

You woud layer hedges on over time in a methodocial manner, to protect the downside and participate in the upside of commodity cycles. 

This was not done at ARX, their hedges represent hedging malpractice. Junior High Approach

IMHO


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