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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

Post by Quintessential1on Apr 18, 2024 2:23pm
169 Views
Post# 35996450

Capital Gains Inclusion Raised in the Budget.

Capital Gains Inclusion Raised in the Budget.Well trapped if we were worried about the tax man before, we should be downright sweating now!  LOL

I am wondering if it will affect ARX's returns to shareholder policies.

Creating growth by increasing share value could end up shooting large shareholders in the foot if they don't or can't sell in tranches that generate less than $250,000 in capital gains. 

Are increased dividends the best way to extract returns now?

If you made a double on ARX share price, bought in at $12.50 ish per share,  you would have to sell 20 000 shares per year to trigger the increased inclusion rate.  I am not sure I would want a 10 000 share sale included in my tax calculations so unless I had to, I probably would not sell.

Another way of looking at it is maybe the Government just disincentivized large sell offs and associated volatility if you are looking for any upside and I agree, there is very little upside.

The good news is the new tax is probably as temporary as the existing administration and probably ousted with them and the 2% buyback tax one year or so from now.

But will ARX management wait for that to happen to adjust?   Will they adjust?

As he who shall not be named likes to remind us management do not own a lot of shares.  Certainly more than me but probably less than Trapped! ;-)

Good first world problems for us to have.

GLTA ARX BULLS


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