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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 > ARC Management Lacks the Support of Economic Reasoning
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Post by MyHoneyPot on Aug 14, 2021 6:57pm

ARC Management Lacks the Support of Economic Reasoning

Dawson, before the merger was around 60,000 boe a day, then are decided  they woudl group in Parkland, and Tower into what they now call Dawson, These seperate plays put into one bucket for reporting purposes but each having it own infastructure and own different play variables and independently are small potatoes, small footprint play areas. 

Dawson is really a ( Dawson Play + Parkland Play + Towner Play) they are not integrated, the infastructure in not integrated, they are all small scale, and their economics combined do not compare with Kakwa. 

This is what Kakwa looks like, ARC management has never managed a resouce of this quality and scale ever before.

User image

So the economics of the three plays Dawson + Parkland + Tower, have three set of operational enviroments. 

ARC needs to grow up, and man up for the opportunity at Kakwa rather then squander capital in inferior projects like DAWSON complex, with inferiror returns.

Kakwa clearly has better economics by a country mile, their pursuit is declines, and they don't have a economic rational to support their endeavors. 

IMHO
Comment by Beakr123 on Aug 15, 2021 12:32pm
Just because you see new posters on the board doesn’t mean you have to restart your mass anti-ARC campaign of propaganda MHP.
Comment by MyHoneyPot on Aug 15, 2021 12:51pm
It for you to, it time to wake up from your stupor, do some real numeric analysis, put out some meaningful number and facts, and keep your meaningless opinions to yourself.  IMHO
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