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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 08, 2024 5:24pm
138 Views
Post# 35871108

RE:Happy earnings day, everybody!

RE:Happy earnings day, everybody!Looking forward to earnings also Trapped!  

Bluechip dividend payer BCE just underwhelmed with a 3% div increase down from their regular 5%.

Of course they didn't have as good a year as ARX and I still expect at least a 10% increase.

They did not pause buybacks but are buying back considerably less so that leaves room for one.

I do wonder if they are buying back just enough shares for incentives and bonuses rather than issueing new ones out of the treasury for that purpose. I am not sure if that is a more cost effective way to do it even with the 2% buyback tax.

GLTY and all ARX BULLS






Trapped wrote: It will be very interesting to see after hours. As we saw the other day, some absolute monster wells came on in Q4, so maybe a production surprise to the upside, but who knows.

Overall, its not the best moment for the industry, but strong players will continue to do well and each passing month gets us closer to the  initial Attachie phase coming online.

I have no opinion on a dividend increase at this time. Honestly no idea, but chime in if you feel strongly either way because I would love to hear your thoughts.

Cheers and GLTA ARX Bulls!


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