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Bullboard - Stock Discussion Forum ARC Resources Ltd T.ARX

Alternate Symbol(s):  AETUF

ARC Resources Ltd. is a Canadian energy company. It is focused on the exploration, development, and production of unconventional natural gas, condensate, natural gas liquids (NGLs), and crude oil in western Canada. Its operations are focused in the Montney region in Alberta and northeast British Columbia. Its operations in Alberta are located near Grande Prairie and the region includes Kakwa... see more

TSX:ARX - Post Discussion

ARC Resources Ltd > Kakwa Facilities Are Complicated
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Post by Shaleguy on Aug 09, 2021 2:30pm

Kakwa Facilities Are Complicated

Uncut. I don't mean to pile on oe show disrespect. As you point out they have faced many challenges mostly of their own doing As to facilities the field operators are intact and the designs are in place. That's why we do as biultdrawings and keep a library of equipment manuals., And they kept the facility's engineer who built all of the plants and designed the super pads . No learning curve required beyond a three day field tour. That sanctioning doesn't prevent outside issues from affecting project schedule. Keep up the great comments!
Comment by uncutgems on Aug 09, 2021 2:35pm
don't mean to pile one. but I don't understand why you don't offer your analysis of why they are not growing kakwa? I've politely asked a number of times. I am beginning to think you might be avoiding the question. you're very good at the micro level i.e. wells facilities type curves. Can you give us some corporate level analysis? thanks!
Comment by Shaleguy on Aug 09, 2021 5:01pm
I can't say why other than its only been less than six months since the takeover. I think VIi hit the sweet spot for drilling oacll pace at a 100 wells per and 1.1billiin per year. If you look at my previous posts Kakwa is really sensitive to price with a vii value of $47 per share at 70 wti. Since you want .macro level answers, wouldn't a rationale person drill a flurry dollar netbacj ...more  
Comment by uncutgems on Aug 09, 2021 6:16pm
thank you. I think I hear you saying that it hasn't been that long and they will get around to it. But I also hear you saying that a rational manager would be drilling the Hall out of Kakwa right now with wti where it's been. Suggesting a disagreement with management. One thing I notice about ARX. They move at a GLACIAL pace compared to close "peers".  thanks for your ...more  
Comment by topdown99 on Aug 09, 2021 6:29pm
Is it just me or has anyone else noticed how ungluedgems and MHC always show up at the exact same time ????? I can say everything I need to through one account , must be pathetic to feel you need to "manufacture" imaginary friends to validate your parking . Uncutfluff and honeyfluff , pathetic !!!!!
Comment by uncutgems on Aug 09, 2021 6:31pm
this is what happens when you can't argue on the merits. lol bullboard bupkus...
Comment by uncutgems on Aug 09, 2021 6:39pm
bottomsup66 has got his poms poms all in bunch today. could it be the SP?
Comment by topdown99 on Aug 09, 2021 6:47pm
This post has been removed in accordance with Community Policy
Comment by uncutgems on Aug 09, 2021 6:54pm
This post has been removed in accordance with Community Policy
Comment by topdown99 on Aug 09, 2021 7:03pm
This post has been removed in accordance with Community Policy
Comment by uncutgems on Aug 09, 2021 7:07pm
This post has been removed in accordance with Community Policy
Comment by topdown99 on Aug 09, 2021 7:10pm
This post has been removed in accordance with Community Policy
Comment by topdown99 on Aug 09, 2021 6:40pm
52 posts of nonstop negativity against POU and ARX , nobody takes you seriously . You haven't argued "merit" , just propaganda and hollow fear mongering . Get a life (or at least a valid arguement)
Comment by uncutgems on Aug 09, 2021 6:45pm
bottomsup do you do anyting on this site other than "cheer" for the home team? for some reason you don't put me on ignore? why is that? glutton for self punishment?
Comment by topdown99 on Aug 09, 2021 6:48pm
Its all about understand your enemy and when I find out where you live , we"ll party !!!!
Comment by topdown99 on Aug 09, 2021 9:31pm
Why would I put you on ignore when I can argue you into the dirt . A spectator with a knife acting tough at a gun fight . Just tell me where we can have a face to face "discusion" (concusion) and we'll have a REAL debate !!!!