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 > April Investor Presentation

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Comment by Quintessential1on Apr 12, 2023 6:21pm

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Post# 35391715

RE:April Investor Presentation

You are not wrong. That is a lot of buybacks. That 70 million I was speculating about seems small.

GLTA ARX BULLS

northman wrote: Morning All,

Correct me if I am wrong, but I believe there is new language in the presentation about wanting to buyback enough shares to get to pre-merger levels by 2027 ish. That would mean about another 250mm shares repurchased.

2026/2027 timeline for me looks pretty amazing:

1. 350mm shares outstanding
2. Attachie in full operation / cash flow mode
3. LNG Canada pumping at full steam
4. Cheniere energy train 7 operational giving ARC exposure to Global LNG prices

It's hard not to look forward with rose coloured glasses at this point. My investing time horizon for ARC is at leas 20 years, and I firmly believe that this company will be crushing it over that entire timeline.