ARC Resources Ltd T.ARX

Investors should take comfort…

[Grandcentral]

In knowing Arc is very strong, healthy and profitable - with an extremely bright future (short and long term).
O and G's are trading the 'Delta News', and it's compounded significantly by hedge funds who love to smother stocks and exasperate cautious investors who panic because of 'unexpected and unknown SP depreciation'. They do this for one simple reason - greed (they make money off of disaster and the loss of others). When a hedge fund makes 15% on a forced sell off in SP because the open the selling floodgates, they will make 17.65% on the stock returning to where it was - driving a stock down gives them additional upside on top of the short sell to go long and bring it back, as the percentage climb is even greater than the decline.
Arc would typically attract what I would call 'safe and sound' investing, but the volatility in the sector is discouraging investors - and the fight back against the hedge funds is weak. It will be the same greedy bunch that drives the stock back up when they feel the time is right. The hedge funds will switch to long at some point, and we are in for a larger percentage upswing then what we've sold off.
Until hedge funds are discouraged or prevented from doing these bait and switch moves on stocks (OandG is an easy target), we will continue to see unnerving volatility. A modern chart on most stocks looks like a jarring heart attack - where if we were trading 20 years ago before the over abundance of shorts and hedge funds, we would have looked like a rocket shooting into orbit. It's just the name of the game right now, and has ZERO to do with company fundamentals - it is all market manipulation driven by macroeconomic news (irregardless if it has any real bearing on a specific stock or not). Arc and it's gassy peers are setting records as I type... I'm not at all concerned about Arc - meme stocks, cryptocurrency, short sellers, hedge funds... yes, but from my experience, a profitable company always comes out on top.
GLTA the longs. Try not to get discouraged, as that's exactly what the hedge funds want, and the loud little weasel investors riding with them... you all know who you are.

[Shaleguy]

Brilliantly stated Grand. As a former VIi holder it was painful to watch them kill the company.

[uncutgems]

here are some of the big factors I see for the decline in arx stock management turmoil. I recall a year or so ago that arx lost some seasoned talent. the replacements are mostly arx insiders ---  but without the flair, and creativity of manfgement at tou, which hatched topaz. the acquisiton of 7g was out of character and not justified by the numbers. nor did it make sense geographically

[Grandcentral]

WRONG. No fault of Arc, or management. Do you blame your car for only going 30km/h when stuck in traffic? - it's not the car's fault, or the driver, it's simply the road, congestion, and the government who built it and put the lights in. Sure you can try for a detour, but again, it has nothing to do with the car. Why do you think all O and G's are h*ll bent on ESG - they are

[MyHoneyPot]

WRONG. Is fault of Arc, and their management. The absence of a meaningful growth plan, declines at Kakwa, pursing expensive dry gas projects at sunrise, full cycle capex, paying down 2% debt.  There are better ways of doing things, and management is long in the tooth regarding their ways of thinking. Time for some new blood at Arc Resources.  P.S. don't forget those gross hedging

[Grandcentral]

You think too small MHP. The problem is larger than Arc and Management - it's a market problem, and all o and g's are experiencing it. PS - hedge losses are only what they are because commodities skyrocketed - those losses are digested by large gains on unhedged production, and one day, will be massive future hedge gains when commodities dip - do you understand hedging at all? Hedges will

[Trapped]

Totally agree. GC for the win!

[PabloLafortune]

Q2 #s overall were enlightening in general though every E&P is down anywhere from 5 to 25% from their 52wk high.  ARXs #'s look good to me, honestly I don't see much reason to be concerned - they have to get the job done but certainly north of $1B annual FCF if prices hold and they are capex disciplined, similar to TOU profitability on a per boe basis IMO (and that includes an