ARC Resources Ltd T.ARX

Merger

[johnphock]

I am an arc shareholder and it looks like seven gen got the better deal deal. They get 1.108 of our shares

[regardless]

How is that a better deal please explain?  vii is worth more per boe 

[altagold]

ARC  HAS THE  HUGE GAS RESERVES   V11 GEN HAS THE HUGE SHORT TERM CASH FLOW ARC CAN USE TO SPEED UP  THE DEVLOPMENT OF THE HUGE LAND BASE    BEST WIN WIN  IN THE PATCH  BEST MANAGEMENT BEST BOARD  BEST IN CLASS  SHOULD BE A GAS  LIGHT THE FIRE ON THE STOCK BOOOOOOOOM

[johnphock]

We are taking on debt.  Vii stock went up today,  arx went down.  Did you see how vii shot up first thing in morning (insiders). There is a 5 percent difference yesterday.  Market sets the price.  

[regardless]

Johnphock what kind of price target do you put on the combined company now that they are merged with a great asset base in vii and a heck of a solid management at arx .... arx was 36$ in 2014 with 1/8 the production they have now ... and now add vii condensate to the mix. where do you see the stock in a year or two with great recovery in oul and gas taking shape 

[johnphock]

Royal bank insight had a target price for arc at $10 and seven gen $8.50 combined they are supposed to have $115m in immediate Synergee and take a couple months to finalize.  I realize the new arc will be worth more in the long run but I just feel we should have received an immediate premium to vii.  A couple small percentages add up.

[regardless]

What do you figure both companies shares open at tomorrow 

[topdown99]

VII brings the high percentage liquids production which delivers a larger and more profitable cash flow . I think its a fair deal but the added value with new management with larger land base and reserves will pay huge dividends within the year . Time will tell but I see this as a big win for everyone .

[clamlinguine]

I like the deal for Arc. Their stock was overvalued compared to others and they took advantage. imo