ARC Resources Ltd T.ARX

New Eric Nuttall Financial Post Article

[Trapped]

Eric Nuttall: Energy investors need to rise above fear and see oil price weakness as a gift | Financial Post

[Grandcentral]

Thanks for posting Trapped - I just doubled down on Arx and added a bunch - I feel fortunate to be able to add again at this level. VII was over a 5 billion dollar acquisition at a very opportune time - Arx will be rewarded when the massive dust cloud settles - the outstanding positive numbers will win back investors in a very big way. I stand by Arx being the number 1 name to hold into 2022

[Trapped]

No problem GC and I agree... They'll knock the stuffing out of the debt by then and a lot of the more painful hedges will have come off. This sets us up for significant FCF, which will be increasingly difficult for the market to ignore. Long story short: Very good times ahead for investors. Cheers and GLTA ARX longs!

[hoffbag]

Nuttall and the industry may want to keep the lid on the "significant cash flow" story because it will get taxed.  Trudeau going after the banks today, O&G tmrw.....

[Beakr123]

What a stupid comment.

[hoffbag]

If that was directed at my comment, tell me what is ok with paying more taxes.  You are  hopelessly naive. Call it the Dividend Recovery Fund or the TMX Payback Surtax........ I was very surprised he shook the banks down first.

[Beakr123]

Public companies with improving financials aren't going to broadcast profitability to attract new investors all so they can avoid a potential unknown tax? Makes sense.

[hoffbag]

Of course it doesnt.  The point being that there is a looming, not unknown, tax.  Public companies better get their drums beating in defense..... This board has been going back and forth on Arc valuation, "drill this, drill that, build this, build that".  "Why dont people get it".  Maybe the reason needs to drop in their laps.   Analysts lead

[Robertboblaw]

Gotta jump in here. Banks are getting taxed on earnings, of which they produce a $hit ton. How much "earnings" potential is there in oil and gas? The answer, Not anywhere near as much as banks etc. Maybe at $90+ oil there's some earnings but earnings are significantly less than free cash flow. Can't tax free cash flow. Ever notice most oil and gas cos carry deficits and tax

[Uraniuman308]

I doubled down on Arc last week, a steal at these levels!  JMO