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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

Post by MyHoneyPoton Aug 18, 2022 3:24pm
302 Views
Post# 34905544

Poor Communication

Poor Communication
I sent an email to investor relations,

On the last confrence call Bibby the CFO confessed that the dividend that is to be reviewed yearly? was based on absurdly low and unrealistic prices for commodities, and it is unrealistic to use those numbers for projecting a dividend for the stock. So what does that mean the dividend is at the sole discression of the CFO? Really stupid statement. 

People have zero confidence in this management team, and everytime they open their mouths they shoot themselves in the foot. 

Until ARX gets a new President, they stock will languish because you have a technician running the company, that really does not have a strategy for ARX as a shareholder investment.

Is ARX an income producing stock yes or no? this is a real question investors might ask,  i would say NO if they are going to base the dividend on 2 dollar gas and 40 dollare WTI does not show investors a lot of confidence. 

So management is dismal and have cost the shareholders billion in mismanagement.  Once the condensate hedges roll off at the end of the year a big pop will happen in Cash Flow.

Now we only have dismal gas hedges left. 

IMHO 


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