ARC Resources Ltd T.ARX

Oil up 2.5%, ARX Unchanged

[Mike975]

This is getting absolutely ridiculous, on a day when oil is up significantly along with Nat gas and the stock is essentially flat...this is a joke

[alta0264]

SP is acting like they removed all their hedges or something!! 

[barneyj44]

Agree very poor performance , Baytex up over 7% and here we are struggling again.

[Speciallygood]

Best move I've ever made....Trading in all my ARX for TOU on Friday

[topdown99]

I gotta agree with that , I cleared out today . There is no way this company is healthy when it trades like this . Remember to turn off the light when the last guy leaves .

[alertmeipp]

ARX is quite a bit cheaper.  I suspect VII shareholders are selling out, ARX is too conservative for them I think. 

[uncutgems]

no it's not.

[uncutgems]

why would a conservatively managed company like arx need to cut their dividend twice and lose over 60% of it's value in the last 5 years alone? this is a SERIOUS question btw. would love the hear answers from the group assembled. conservatism is more than just talking the talk.

[Beakr123]

Have you seen the natural gas market over the past few years prior to COVID? 

[MyHoneyPot]

Just the dismal management presentations, lack of plan plan and declining stock price, that all i can see. IMHO

[uncutgems]

tou was more exposed to nat gas than arx was. compare the two performances. tou never billed itself as a conservative company that will preserve your capital. thought that's precisely what it did.

[Trapped]

No offense but do you live under a rock? Ever heard of last year's Saudi-Russia price war? Do you recall WTI going negative after the pandemic was declared? They cut the dividend because the alternative under the circumstances would have been to fund it with debt in a declining commodity price enviroment. Trust me, they did the right thing.

[uncutgems]

no offense but do you live in a CAVE? tou BIRTHED a new company, made SEVERAL acquisitions, and has rasied their dividend 6 times during the downturn. NO CUTS...as far as I know tou "lived through" the same crises as ARX did. again performance NOT platitudes. comapre that performance of the two companies over the last 5 years and 10 years. report your FINDINGS. if you are going to talk

[uncutgems]

tou walked the walk. arx talked the talk.  it's THAT SIMPLE.

[renoman1960]

Tou divy 1.9% arx 3.08% enough said

[uncutgems]

rotflma....you do realize that at one time ARX was paying $1.20 a year? do you know what the yield would be if arx had not chopped your dividend twice? the yield would be ove 14%. the yield is higher than tou today because the arx share price is so low, and the tou share price is so high. but you do you and go to your mail box every 3 months and open that envelope. if this is how you choose to

[renoman1960]

I am here at 7.00 average I like the potential to double, why are you here PLUS you might be taken serious if you have been around on stockhouse longer than 21 days, another entitled youngster still wet behind the ears that knows it all 

[uncutgems]

i don't need to tell you why I'm here.  I don't care if you take me seriously. I am not here to get approval from trapped. I don't care what you believe about my tenure. you obviously value my posts because you READ them and react to them. if you didn't want to read them you would ignore me. my posts speak for themselves. I note how LITTLE pushback I get on the

[uncutgems]

can you update us on how your canacol is doing? thanks.

[renoman1960]

Yeah it's doing great I trade in and out currently 3.30 average down a bit but pulling in 6.8% divy happy with it you should read up on it great divy biggest gas producer in Columbia 

[uncutgems]

lol i read your post history. that stock has been nothing but down for YEARS. I hope but of course you "traded" it for a profit. :) I have a question. don't you prefer penny stocks and stocks under $5 and vancouver stocks? arx seems like an odd name for you.

[renoman1960]

Yes I do like them also own banks unlike you a first time punk investor I have a lot of stocks I also build houses you want to judge my houses as well. Sure you wouldn't even know which end of a hammer to hold. Now your on mhp list bye bye

[uncutgems]

why so mad? hey I didn't ask for your life story man. lol

[Speciallygood]

Best part of your Bs ran down your mother's leg

[renoman1960]

Wow how Original used that line 40 yes ago loser

[Speciallygood]

Tou Div up 100 % since  2018...ARX  down 227 % since 2018.....enough said

[Beakr123]

Didnt you say you sold your ARX shares Speciallygood? Beat it.

[uncutgems]

beaker why do wish to control the discourse of this board? why censor and make this an echo chamber? why not be open to all voices and all points of view?

[Trapped]

I will never fault another investor for doing what's best for them. I'm holding firm as my time horizon is 3 - 5 years and so I couldn't care less what this does in the near term. I only wish all the non-believers would sell and exit the board. Happy for you, SpeciallyGood!

[alertmeipp]

So in next 3-5 years. - VII's asset base decline rate will be much lower - Attachie will be generating 450mm FCF (at 75 cdn oil) - Debt will be next to nil. - and LNG Canada will be online 

[uncutgems]

you're even more optimistic than ARX. ARX says ATTA is going to generate $250m. but what's $200m a year among friends?

[alertmeipp]

check the price assmption they are using vs mine. the #s are from RBC report

[uncutgems]

arx assumptions are reasonable and conservative, unlike your chosen Bankers. we are talking about 2024, and beyond, not today. The project has yet to be sanctioned by ARX bod. they need to pay off more debt first.