ARC Resources Ltd T.ARX

Arc disciplined strategy a big positive

[Grandcentral]

ARX will better navigate the uncertainty of the next month or so because of their disciplined business strategy. I'm pleased to be predominantly invested in Arc - it's been an ugly month for SP, but Arc management have built high walls and the internals are doing excellent - they may even be looking at opportunities as others flounder under new stress tests, as that has always been when and how they optimize acquisitions.
The reality is, more O and Gs are doing very well than not, but stock SP is susceptible to the fear trade - some will win from this, and some will lose.
I wish all the loyal investors good fortune and health as we weather the new Covid trade.
GLTA

[MyHoneyPot]

Disciplined thats a joke, the diciplined strategy has had management suggest attachie is a project to reduce risk, proposing a project with 700 million in capex, and is a death march in the lite of the recent supreme court ruling and ongoing negociations with the Province of BC and the Treaty 8 nations, what a joke.  Pouring full cycle capex into the play areas they now call Dawson, which

[Beakr123]

MHP your a joke. 

[MyHoneyPot]

Quit beaking off beakr123. You cheerleading is falling on deaf ears, look at the dismal performance of the stock. Think about how much cash the company has lost in terms of opportunity, because they are not pursuing 1/2 cycle plays with ther very best economics in the entire basis.  Either they purchased Kakwa, or maybe their objective is to drive it into the ground. First quater results is

[Beakr123]

Your still a joke MHP.

[Speciallygood]

Always love your views Grandcentral....your optimism is a breath of fresh air...even tho I have sold ARX and traded in for TOU...no picture is rosey...just ave not llost as much with the switch...wishing all GL  and profits....

[Grandcentral]

You will do well with TOU speciallygood. It would have been nice to still have you with Arc, but we all have our visions, goals and strategies. ARX and TOU are both in no real danger right now - this is just a sector wide SP sell off that nobody is 'immunized against'. It will have only potentially good results for the larger companies with cash in hand like ARX (Cash is king, and when