ARC Resources Ltd T.ARX

Reaction to Earnings

[retiredcf]

ARX production doubled YOY to 335,701 boe/d from 166,510 boe/d. But earnings did miss estimates as results reflected the Seven Gen acquisition. The dividend was increased by 10%. With energy companies, it is better to focus on cash flow as depletion and other charges impact earnings but have no cash impact. In that regard, per share cash flow more than doubled to 75 cents from 35 cents, and we would consider the results solid. 

So said the crew at 5iResearch. GLTA

[downwithdotcom1]

       MY, MY...who to believe??? 5i Research or the  rantings of XXX (refuse to even dignify saying the poster's name) and the newest  "johnny come latelys (ALIASES???) supporting said  ranting by now effectively repeating the same,tired ARC is broken message...AGAIN, nothing wrong with differences in opinion , just why the need to spew up to 20 times a

[uncutgems]

extremely misleading. comparing this quarter to 2020, the very bottom of the pandemic oil price fall where WTI actually went negative. I can tell you this. compared to the first quarter of 2021, when arx didn't include 7g, funds flow per share is down from $.77 to $.75. FCF per share, compared to q1 is even worse, $.42 to $.35.  I don't even know who 5iresearch is. But they sure

[MyHoneyPot]

The peak quater for natual gas, and Arx liquids ratio was pretty low. Pick a quater when oil WTI prices average 70 dollars and do the same thing, this seem like i will see the numbers the way i want to see them and if is don't i will skew the circumstances. IMHO