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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 SideshowBob1on Feb 08, 2023 7:59pm
96 Views
Post# 35275953

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

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

Off base again Gooner. Plant, property, equipment is also not a great metric to base any valuation to for an oil company. Why? Every piece of equipment plant/field is falling apart the second they splurge on it. It all requires intensive maintenance, constant upgrading,  and once the field inevitably declines to nothing (they all do), the company is left with the remediation/abondonement liability. You ever been to a plant or field site and try to convince yourself it's prime real estate?

Plant/property/equipment: great for depreciation amortization purposes at tax time, not great for assigning meaningful valuation. IMO. As for drilling locations - give us all a break on that nonsense. 


Clarity on Attachie is where the answer to the low buybacks lies. I expect them to release news on attachie spending tomorrow, undoubtedly some 100's of millions that were once slated for buybacks, now
its drill baby drill, Terry Anderson's dream to fruition. 

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