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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 Quintessential1on Feb 09, 2023 3:38pm
86 Views
Post# 35278002

RE:Shares 723.9 Million at the end of Q3 2020

RE:Shares 723.9 Million at the end of Q3 2020Sp they spent the 1.5 - 2 billion and got shareholders a $15.40 - $13.10 = $2.30 / $13.10 = 17.5% gain

Is that not shareholder returns?  

Plus a 4% yield. 

Hiigher highs and higher lows are the goal but if you jusge the share price by the low should you not take into account the high?  After all who bought in at $13.10 right?  

Also don't they save the dividend on 108 000 000 shares?  $16.2m per Q and $64.8m per A.

Like Gunner said that would pay for a.10 cent or 16% divy boost per year.

GLTA ARX BULLS

MyHoneyPot wrote: I think the share count should be 616 million now at the end of January 2023.

So they retired 108 million shares roughly.

108/723.9 = roughly 15% of the share float. (Jan 31)

$15.40 * 616million = 9.486 billion

Impact value of buying back 108 million shares.

108,000,000 *15.40 = $1.663 billion in share value today. 

If no buyback took place you could assume share value in a perfect world. 

9.486 billion / 724,000,000 million shares = $13.10 share with 1.5 - 2 billion in additional cash on the balance sheet. 

Does not look like the buyback has done anything for the stock except consume cash. 

IMHO


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