ARC Resources Ltd T.ARX

100,000 boe of Oil and Liquids

[MyHoneyPot]

With oil at 65.38 U.S. this morning as we speak, it is not those gassy boe that will move this stock. ARC produces roughtly 3 Times the oil and condensate that TOU produces and still the management of the company can not garner the respect of the investment community. Do you think maybe it is because the have none/zero of their own money at risk? 

ARC should trade at a premium to TOU and today with oil at 65.38 condensat is trading at roughly 67 dollars U.S.  Using a 80 cent exchange rate that make a boe of condensate equal to 83.75. The AECO price for gas is roughly 3 dollars that make on boe of condensate equal to about 28 mcf of gas or 5:1 for every boe of condensate.

So the dismal market acceptance of this deal, VII generations share holders would of been way better off without ARC.

The cash they are generating right now is getting into stupid terriority. The only ones holding the bag here are the share holders.

IMHO

[Westcoastenergy]

WCP this morning just issued better than expected results with huge FCF and more expected in the future.  The market has reacted positively after WCP has languished for the past month or so.  I expect it might just take off from here. I feel that ARX will be the same after the results come out on May 5.  Let's hope so.  Patience is the key, particularly as oil continues its