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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 northmanon Feb 10, 2023 2:36pm
147 Views
Post# 35280331

RE:ARC slide deck #25 - Feb Prsentation

RE:ARC slide deck #25 - Feb PrsentationPersonally I have always disliked that particular chart. I find it very hard to read! Is each one of those colours a different producer in the respective region? Which one is ARC?

One chart that stood out to me is the dividend as a % of FFO on page 41. For anyone hoping for more dividends in the future look no further than this chart. Were the share price ever to normalize (ie not be intrinsically undervalued) we should expect to see a material increase in the dividend as buybacks start to fall off. 

However that's also a bit of chicken and egg. I'm sure more dividend would cause the share price to go up all on its own. So let's buy back as many shares as we can while the market undervalues, then right as LNG Canada and Cheniere Train 7 come online we can ramp up the dividend as ae start to get some global LNG pricing. 

Looks good! I am in this for the next 20-30 years, personally.
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