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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 Feb 13, 2022 2:25pm
134 Views
Post# 34424573

RE:RE:Absolutely Pathetic 4th Quarter (Year End)

RE:RE:Absolutely Pathetic 4th Quarter (Year End) Most pathetic approach to running a business i have ever seen, you have an accountant masqurading as a CFO.

They have fixed the dividend and the only way the amount of dividends will increase is with production increases. ($50 WTI, $2.50 Aeco) 280 million a year.

All the extra cash goes to the balance sheet, debt repurchases, and share buybacks, and Pet Project capex. 

The have fixed divided payouts as long as production remains flat the amount paid in dividends will be 280 million dollars. 

Whats their plan for production growth, while thats their dividend growth, they say to forecast 5% a year, but not this year production will be flat and the review will be annual. 

While they can loose a billion dollars in Risk management and not say one word about it at the 4th quater year end. They don't talk about all the full cycle capex expenditures.

However they talked about the dividend like it was a concern however with a billion dollars they have flushed, they never said a word.

The entire management team should be fired, management discount on the stock is 7 dollars. 

IMHO 
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