ARC Resources Ltd T.ARX

ARC Liquids Rich Condensate - Gas Producer

[MyHoneyPot]

People need to appreciate that ARC is a liquids rich company, and all their majore prospects going forward are more than 50% Liquids. With the acquisiton they have defined theirselves as the LEADING CONDENSATE PRODUCER in Canada. 

Their pursuit and prioritization of Attachie this confirms that objective.

Adding Attachie production to the equation would bring this daily condensate production up over 100,000 boe a day, not to shabby.This is the reason why every BOE produced by ARC resouces is equalivent to 1.5 boe produced by TOU. 

Common Sense.

It seems like ARC future will be driven by the commodity enviroment,  Feb 10 was when ARC announced it acquition, and prices are up like 50% since that date. There are no more 2% objective that ARC originally had that are relative. 

PEDAL to the Medal for 1/2 cycle opportunity that will provide great cash flow into the future. Oil can be hedge 1 year into the future at 70 dollars US a boe, which make ARC liquids rich plays a gold mine.

ARC MANAGEMENT

If ARX management doesn't believe their new acquisition is a gold mine how do they expect to encourage investors to invest in the Company. Kakwa is a gold mine with the best economics in the entire montney, and is it half cycle to boot. 

Is are job to help management understand the great investment they made?

IMHO

 

[uncutgems]

Kakwa = most expensive DCET costs in north America. bar none. 

[MyHoneyPot]

uncutgems - Just because you say it doesn't make it so. Kakwa is the most prolific liquids play in all of North America, that is why they are the #1 condensate producer.  Out trolling again uncut. On days like today, with Condensate is trading north of 100 dollars a boe Canadian, i wonder to myself why the entire TOU board does not cash in their chips and join ARX, with an upside north

[uncutgems]

you don't like to talk much about their DCET costs do you? you focus on operating costs (which are high at kakwa) and ignore capital costs (which are insane at kakwa). you can fool a lot of people here MHP. I aint one of em. there is a reason TOU is 4x the stock price of ARX.

[uncutgems]

I remember not that long ago you said nat gas was WORTHLESS and that TOU was "in trouble" and all their nat gas plants were "obsolete." your favorite producer at the time was POU, which I don't believe ever had a quarter where they actually produced free cash flow until 2021....or never had a quarter when the banks were not knocking on their door...until 2021. you were

[MyHoneyPot]

I guess TOU figured that for themself and divested all their gas plants, put royalities on all their properties, and put a veil over the finiicial health so no one will know the truth. 

[uncutgems]

they didn't divest all their gas plants. they divested a fraction of them. they sold royalites and bought more RESOURCES. In fac they are building 2 new ones currently. they sold royalties HIGH and bought new assets LOW. just like you're supposed to. the "veil"  they have over their financial health is called ZERO DEBT. and SPECIAL DIVIDENDS. ZERO DEBT. And SPECIAL

[MyHoneyPot]

Uncut TOU has asperations to be what ARC is today, and Liquids Rich Natural Gas Producer.  Today ARC produces 75,000 boe of Condensate   TOU 15000 boe Today every boe of ARC production generates 150% if the CF of a TOU boe. The numbers SPEAK for THEMSELVES. IMHO

[uncutgems]

more gibberish. tou has ZERO aspirations to be ARX. why would they wish to be a company that destroyed it's long term shareholders? TOU is 22% liquids and 78% gas. which is the EXACT mix they want. notice that tou has never attempted to drill an Alberta Montney well? notice that tou never has bought an asset focused on Alberta Montney? can you guess why? tou = 4*arx

[MyHoneyPot]

Because the have a special relationship with the Blueberry Nation, and is not caught up in Treaty 8 issues?