ARC Resources Ltd T.ARX

Alternate Symbol(s): AETUF

Energy Oil & Gas E&P

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.

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ARC Resources Ltd > Peer to Peer Analysis: TOU

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Comment by GunnerGon Feb 07, 2023 11:50am

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Post# 35271931

RE:RE:RE:RE:RE:Peer to Peer Analysis: TOU

I also mentioned before Tou got hundreds of millions for those GOR. For a guy who wants all his returns yesterday, thought you would want that.

Also, the premium in lands you talk of is easily covered by the a small portion of TOUs 5X drilling locations. One of the biggest reasons for market cap difference.

MyHoneyPot wrote: I have heard it all, and i think TOU is a great company, its like ARX owns the Permian Basin in Canada, that is Kakwa, Wapiti, the Deep South, etc.

They have no over riding royalities, GOR's which are a real pain.

I think ARX has a much better production balance that TOU. TOU has way better management and does not waste share holder capital on buyback, that have to date provided little in return.

So the scientists will pick TOU, the people that want to make money will pick ARX.

IMHO