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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 Sunsurfer12on Jun 02, 2022 4:24pm
204 Views
Post# 34727654

RE:RE:Opportunity City - Sell this Pig!!

RE:RE:Opportunity City - Sell this Pig!!the interesting part will be to watch at what point the remaining 2022 hedges are totally discounted by the market as being immaterial....

The forward futures curve to next March are still over $8 and are over $5 to Feb 2024 ...as each month with hedges slips by that will feed ever stronger into a unhedged share price which, as a result,  should start rising a lot faster now into the ends of Q2.

Some may recall I liked to sell off covered calls in the past due to expectation of slow share price increases..no longer..too dangerous now and risk/reward isnt worth it anymore..fully expect $22 before end of June and we hit $24-25 in July.



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