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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 Sep 21, 2024 2:13pm
73 Views
Post# 36234781

RE:RE:RE:Here is my Question I sent to ARX IR

RE:RE:RE:Here is my Question I sent to ARX IROkay

1. The dividend doesn't go down the yield percentage does.

2.  As you have stated many times insiders at ARX do not own large blocks of shares.

3.  Options grants as performance bonuses are controlled and aprroved by the BOD

4.  The BOD is approved by the share holders. Most ARX shareholders are institutions with pretty good oversight and if they thought anything was untoward they would call it out in a heartbeat.  Unlike Kelt who's majority ownership is insiders that can control their own options and performance bonuses that you don't seem to have a problem with.

5.  What was the average cost per share of all buybacks to date? (I really want you to answer this question honestly and post it and if you don't, this will be the last civil conversation we have)  Based on that alone you should know why buybacks are a good investment for longterm shareholders.  When ARX share price goes to $35 per share even the $26 buybacks are going to look like a bargain. 

6.  Shares are the the debt the company owes to shareholders.  Without shares the company would own itself.  Every share bought back increases the value of the company per share for the remaining shareholders.

GLTY and ALL ARX BULLS
 

MyHoneyPot wrote: It also depends on the production profile, and the share count.

1. Reducing the share count should increase the value of the remaining shares
2. Increasing production should increase the CF per remaining shares. 

It took roughly 4 years to buy 130 million shares.

With attachie is coming on line, and LNG Canada is starting up CF should increase

ARC current dividend is 2.97% at the current share prices, if the share price goes up the dividend will go down. 

240 million shares will likely cost north of 6 Billion dollars.

This is their capital allocation strategy. 

IMHO
MHP


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