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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 GunnerGon Feb 08, 2023 2:36pm
184 Views
Post# 35275152

RE:RE:RE:Reason to own ARX over TOU

RE:RE:RE:Reason to own ARX over TOU

It is close to a double for Arx and if Tou gets to CIBC Cameron Beans predictions it will be 80% +.UPSIDED for TOU as well.  This is your bs come back. 

As I said, no correlation to market cap and dividends, no matter what bs you throw out  Lol

Arc with a fraction of TOUs property plant and equipment, Arc way more debt, twice the shares, and 1/5 the drilling locations. What about the long term leases?  Correct me if I am wrong.  Were you not the VII shareholder complaining about the merge because Arc had the huge long term leases?  About $870M now.  I am 99% sure it was you, ROF.

Easy to see why market cap of TOU is 2X; even without  any prized Kakwa holdings.  The above items are what makes the market cap so different.

Arc could pay more dividends but would leave them with sooo many shares outstanding and lots of debt and  long term leases hanging over their head.  

MyHoneyPot wrote: Scotia bank  27, Rbc says 26, TD says 26

Its trading around 15 dollars, that is a 80% unside, pretty close to a double isn't it Guner.

I think this is low, and TOU does not have a play area that will generate the kind of returns kakwa does, put it in your pipe and smoke it. 

IMHO

 

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