ARC Resources Ltd T.ARX

Should ARC receive a TOU evaluation just based on ASSETS

[MyHoneyPot]

A plan to pay down 2% debt is not very exciting for a home owner, and should be even less exciting for a 10Billion dollars enterprise company. 

ARC a company with almost 9 Billion in enterprise value, is concerned about paying down 2% debt.

It goes a long way for share holders doesn't it? Not in my opinion.

Last quater paying off 300 million in debt, did that immediately increase the share value 42 cents a share, i don't think so. 

ARC's leadership lacks Pizazz, resulting in a lack of ability to get market interest in the stock.

I think the finance group if they really want to be compared to TOU, make their quaterly reports looks the same, i don't like ARC reports, and the tourmaline reporting structure works for me TOU are significantly more respected than ARC, and ARC report looks like it written for accountants not investors that are looking at ARC peers, like tourmaline. 

IMHO

[Cheadle12]

MyHoneyPot gets critcized a lot on here, unfairly.  I fully agree with MHP. A big part in attracting funds is the combination of "Sentiment" & "Story".  The sentiment is fairly strong, but ARX lacks a compelling "Story" to be told. Sure they've merged and lots of $$ to be made with VII's C5.  But does paying down down when already have a

[topdown99]

Charismatic growth leaders ?  Really Cheadle ? Mike Rose has been a rockstar when it comes to M&A and running TOU . Tourmaline just released new operating/production guidance which was stellar but the share price has drifted  . ARX seems to be trading the same way while fundimentals would indicate the shares should be appreciating . Large positions bank on the impatience of smaller

[Cheadle12]

I agree about Mike Rose.  Their TOU/TPZ spinoff was excellent.  TOU has been gobbling up Juniors like pacman. ARX on the other hand..this is the ONLY deal theyve done.. so boring & flat.

[downwithdotcom1]

In MHP 's case, everyone is entitled to their own opinion BUT WHY POST THE SAME DRIVAL about ARC's direction DAY AFTER DAY AFTER DAY?? Like it , or not , company has stated in black and white 2021 company priorities SO MOVE ON!!!... In YOUR CASE , didn't you post the rather  DIM-WITTED remarks about ARC having weak management  and was going to the $4.50's ??? I say 2 peas

[GorgeousGeorge1]

I appreciate MHPs opinion, he raises some great points. If you don't like reading it put him on ignore, simple

[Trapped]

That's fine, but I agree with the other posters who suggested that he might just be invested in the wrong company. Like it or not, ARX guards its balance sheet jealously and plays the long game. This business has never looked for a quick fix, but those with patience and a reasonable time horizon will definitely be rewarded in due course. So why carp about it day after day on a public forum

[GorgeousGeorge1]

Agreed, and this is the clash of cultures between ARX and VII unfortunately, hence the sell off post takeover. Why VII agreed on a sale in such a bullish macro environment is beyond me, we were looking at 3 - 4x at $80+ wti

[Trapped]

You're not likely to generate much 'Pizazz' in the Canadian energy space. Let's leave that to Tesla. This company is doing all the right things and the general market trajectory based on real-world fundamentals is with us for the foreseeable future. Kind of getting tired of your comparisons to TOU. This isn't TOU and there are a lot of investors who see value in this

[Robertboblaw]

I would agree wholeheartedly with this poster. There were many excellent TOU comparisons done many months ago on here way BEFORE the VII/ARX merger, but now it's just beating a dead dawg. The fundamentals likely won't have improved much for Arx since then, even given the high quality assets from VII. It won't improve overnight y'all. TOU has been acquiring assets and improving

[PabloLafortune]

There seems to be a fundamental difference between the way Tourmaline and ARX operate. Tourmaline are like devil in the detail kaizen hands on micromanagers buying small bolt on assets here and there and adding their secret sauce. Whereas ARX appears to be bigger picture, top down decision making in the belief that you can't make a silk purse from a sow's ear. Personally I prefer TOU