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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 Aug 13, 2024 2:31pm
278 Views
Post# 36177031

RE:Attachie

RE:AttachieOh I think we are just starting to see the market starting to price it in.

If crew was worth $1.3B (and you have to think that Mike Rose got a deal) then what is attachie worth?

Crew was producing aprx 30 000 boe/d with 21% liqiuds

Attachie will bring on aprx 30 000 boe/d with 60% liquids

That is worth a crew every year with a better liquids to NG ratio begining in 2025.  Every year!

Except in 2028 that volume is expected to more than double with Attachie II.

The market sees this and that is why I believe ARX's share price is drafting the crew share price in the TOU takeover and rising accordingly.

The market also knows that the proof is in the pudding so you can expect that these numbers are not yet fully priced in and won't be until they show up on a balance sheet in an earnings report.

But the market does know they are coming and does want to get in early.  I hope.

GLTY and all ARX BULLS    



sirmevl wrote: Whats everyones thoughts on the 30,0000 bpd thats suppose to start up in Q4, Do you think this is priced in or are we going to see a jump at the end of q4?ARC Resources: Attachie Will Come Online In 2025 (OTCMKTS:AETUF) | Seeking Alpha


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