ARC Resources Ltd T.ARX

RE:TOU verses ARC - I need a TOU Opinion

[bagcheese]

RE:TOU verses ARC - I need a TOU Opinion

1) Tourmaline = largest nat gas producer in Canada and is the cheapest most efficient producer, winner TOU
2) Tourmaline has a much higher Insider ownership of shares than ARC, winner TOU
3) ARC price to book is 2.6 Tourmaline has a price to book of 1.07, winner TOU
4) Tourmaline has a market cap of over 10 billion, ARC is 7 billion, winner TOU
5) Tourmaline has an EPS of 3.25, ARC is .53, winner TOU
6) Tourmaline has significantly fewer outstanding share, winner TOU
7) Tourmaline has a P/E ratio of 10, Arc has a P/E of 19 therefore Tourmaline is a better value, winner is TOU
8) Both TOU and ARC have great management but TOU has much better mgmt specifically Mike Rose and his team are spectacular when compared to any other management team, winner TOU
9) TOU had 1.7b of debt and ARC has 1.6b of debt however, TOU produces 500,000 boe / day and ARC produces quite a bit less at 169,000 boe per day, therefore the debt levels for these companies are essentially the same, however TOU produces 3 times more boe per day than ARC, winner TOU
10) TOU has more institutional as well as insider ownership of share. As well TOU has more cash in the bank than ARC does, Winner TOU.
There isn’t really any metrics that ARC beats TOU on, if there it would be very minor as the main metrics to measure a company by Tourmaline wins on them all.

[barneyj44]

11) Arc has Vii Gen, Tou does not. Winner Arc

[Grandcentral]

Spot on Barneyj44 - Q2 production comparison will say it all. Arc's production is about to be an "EXTREME OUTPERFORM". Get ready for some big target increases. Friendly advice, take it or leave it. IMO and GLTA  

[bagcheese]

"stronger yield"?, "share price potential"? "analyst targets".. I don't see any arguments at all and you seem to be hung up on price targets which are NOTHING Secondly, I was replying to an ARX Cronie posting on the TOU board a couple days ago. ARX is nothing in comparison to TOU whatsoever and especially when you consider downside risk, which you're not

[Grandcentral]

You sound nervous and threatened. No knocks on Tou, I'm talking about SP appreciation, and what VII will show with production come Q2. Arc is the sixth largest energy company in Canada now. Bet with your money, and I'll bet with mine. IMO and GLTA

[barneyj44]

Cheesebun nobody said Arc was better then Tou. With the VII addition, it was just one point (11) from the 10 you posted. Both are great Canadian companies that should reward there shareholders.

[MyHoneyPot]

CheesPuff, TOU it really has one and only one prize asset, Mike Rose, and his industry knowlege and business savvy. Arc does not have a Mike Rose.  70% of Arc's revenue comes from liquids, 60 percent from Condensate. Arc produces rougly 3 times the condesate/oil that TOU does, which is 22 % of TOU revenue in the first quater. That ratio will change a lot in the second quater. So if in

[bagcheese]

To keep this short and my last post as I only came on here because an ARC cronie/TOU wannabee came on the TOU board: ARX is extrmely lucky that WTI has doubled in the last 12 months, EXTREMELY LUCKY or ARC would likely be at 5$ per share still. Just the same as you in around about way make reference the US shale space I reference the Middle East, just the same as if US shall fired up, how about

[downwithdotcom1]

"ARX is extrmely lucky that WTI has doubled in the last 12 months, EXTREMELY LUCKY or ARC would likely be at 5$ per share still."  why say that?? POINT IS : IT DID Wty must people continue to come to this BB and make insulting D$%B -A$$ comments to point out among others , how great TOU is and by extension their the better investor?? Great, TOU making investors lots of monies

[bagcheese]

Agreed

[Trapped]

My thoughts exactly, DWDC. It's not exactly a competition in the first place...

[Grandcentral]

Right you are. This is not a one horse race - the entire Canadian energy sector is doing great. Everyone should be overjoyed with the future prospects for this sector. Cost, Worth, Value are an investors tools to making money. Tou is a great company and nothing wrong with holding it. Arc is also a great company, and undervalued compared to its peers - for me the investment choice is simple as my

[Trapped]

I agree Arx has the upper hand here with way more torque when it comes to the potential for serious SP appreciation within the next 12 months. Most of those comparisons were made with outdated financials not taking the acquisition of VII into account. Look forward and it's a very different story. That being said, TOU is a great company and we should cheer all Canadian industry players in this

[Grandcentral]

Arc has a stronger yield Arc has much higher potential SP appreciation 'upside' based on analysts targets Arc is much better diversified And...  this is the Arc bullboard, so keep your propaganda on the Tou board - lame to post after a big Arc up day for extra attention to promote a stock you own on the wrong bullboard. As I said the other day - much better to own an undervalued

[sirmevl]

Umm all this is false . True before the merger false now.  Example vii which merged with arx has more then double the bbls/day. Anyways good post if it was 6 months ago. Give it a few weeks