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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 Jan 10, 2023 11:44am
90 Views
Post# 35213511

RE:RE:Top Well Report - ARX Crushing It

RE:RE:Top Well Report - ARX Crushing ItSunrise is a postage stamp, play area 35 sections.

It is full cycle investment, in dry dry gas. Also it is likely not sanctioned anyway. 

I really have a hard time with the spend up there when so much 1/2 cycle opportunity exists at Kakwa, and the netbacks on that production are so low in comparision. 

Also the addition capital they want to spend at Kakwa a 130 million is going to water handling that they said will save 50 cents a boe and pay back in 3 years. Like watching paint dry with this management team. 

What do you think 100 million in just additional wells, 10 more wells producing 2,000 boe/day liquids rich would make a difference.

IMHO
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