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Bullboard - Stock Discussion Forum
ARC Resources Ltd
T.ARX
Alternate Symbol(s):
AETUF
Energy
Oil & Gas E&P
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.
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TSX:ARX - Post Discussion
ARC Resources Ltd
> ARX is for Old Ladies, and People that dont understand FCF
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•••
MyHoneyPot
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Post by
MyHoneyPot
on Mar 05, 2021 8:50pm
ARX is for Old Ladies, and People that dont understand FCF
ARC investors think like this, they like their 3% divy
Tell Arc to leave VII Gens alone and take a long walk of a short plank....
Arc pays a measly 3% dividend, relative to it share price, a dividend it just recently had to carve back, they had been paying it off the balance sheet for simply to long, it was not sustainable. So the share price is trading at 33X the value of the dividend.
VII generation can easily pay a 1.50 in divident, and it would still have 500 million a year to pay down debt. Good compromise pay the share holders and pay down debt.
At 1.50 dividend using ARX dividend multiplier the stock would make VII generations a 50 dollar stock on its own, without the ARC baggage.
VII generations forward anual cash flow would equal your their current debt.
You funds flow would be in the 1.7-1.8 billion dollars range
Your FCF would be in the 1 billion range.
STUPID DEAL to Merge Arc with a real liquids producer VOTE NO.
Condensate was trading for 66 U.S. yesterday, today it will be 68 U.S or about 86 dollars Canadian, that is equalivent to 5 boe of gas in the 3 dollar range.
ARC and VII generations are not equals..
IMHO
(11)
•••
powerlunchmoney
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Comment by
powerlunchmoney
on Mar 05, 2021 10:31pm
you're preaching to the converted here. You really think ARX shareholders are going to reject this Merger? Give yer a head a shake bud.
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