ARC Resources Ltd T.ARX

kakwa

[uncutgems]

worst capital efficiency in North America bar none
most expensive DCET costs in NA bar none.

thanks for playing :)

[Shaleguy]

Yes the earlier regimes had no regard for watching pennies. But they have gotten Dcet down from 15 million to 11. At 70 dollars cdn the recycle ratio is over three. That is wise deployment of capital. Based on TOUs Q2 report they spent 6 Million per well. I'll do some recyle calcs at various gas prices. BTW VIi was a complete and utter shite show before Holt came along. I suspect he will turn

[uncutgems]

okay thanks. makes sense. I would refer to page 17 of most recent tou presentation. D&C costs range from $3.4m (ADB) to $2.3m in NE BC/PRH maybe you can estimate  Equip and Tie in Costs.