ARC Resources Ltd T.ARX

Management unclear + has not put forth a Compelling Agenda

[MyHoneyPot]

Energy companies considered Responsible to the Shareholders are foregoing Full Cycle projects, in lieu of Paying down Debt, Increasing Dividends and Creating share holder value. 

The market shows zero enthusium about Attachie, neither does it want the Company to engage in a bottomless pit of Capex experiment or expenditures that will leave the current shareholders frustrated, and wanting to sell the company to get it our of managements hands. This is exactly why investors are staying away from ARC, management dilusional view of the world, and the ambigious picture regarding investment, investment returns, return on capital and risk associated with Attachie. Really where is the clarity and honesty investors deserve, dragging them into a very high risk project? 

This is what happened at Kakwa, managements pursuit of their own objectives, neglecting shareholders and shareholder return, ultimately lead to shareholder frustration and allowed the sale of the company. Kakwa has likely 3 billion dollars worth of capital investment for 180,000 boe/day, ARC management want to purse their own version of Kakwa, however the resouce is half as good and when considering all the capital (3 billion) has already been invested in Kakwa, your right its a stupid idea.

Really i can't believe stupid are ARC Management? is this the right time to pursue this? NO, not especially when you stock is trading at a 50% discount, you want to go down the road of creating a bigger equity embalance for shareholders. 

You buy one company that overspent on Capex, then go down the same road yourself, brilliant management learn for others mistakes, they don't need to repeat them. 

So the plan has to be defined, it has to provide clarity to the share holders and it has to be compelling, ARC has none of this or the share price would be different.

No investment is full cycle projects until share holder value is recognized in the current assets, does that not seem like a thoughtful, resonable objective.

IMHO

[Grandcentral]

Don't be a two footed driver - it's not the cars fault you're always getting car sick - get off the brake and use the gas. LOOK AT COMODITIES! TAKE ARC PRODUCTION, ADD in VII PRODUCTION, TIMES THAT BY MARKET PRICING ARC IS GETTING = MASSIVE PROFITS. I feel an obligation to post something positive after all your bs, but it's nearly impossible to keep up... my god, man. We will all

[renoman1960]

You call management stupid incompetent idiots, but earlier today you said you were buying the dip today if you can call 20cents a dip. So what's your story if the company is that bad why are you supposedly buying again today. I think you should change your name to bi polar honey pot. I am invested in a company called mind cure. It has meds for mental health issues I would recommend you read up

[Trapped]

Mhp has zero discipline or patience as an investor. The moment he doesn't get his way, he runs crying to mommy and lashes out at everyone around him instead of actually doing something productive about it. Sad, soggy two year old baby...