ARC Resources Ltd T.ARX

White Tundra Investments' Take on ARC

[Trapped]

Listened to a recorded Twitter Spaces session with this guy. Extremely knowledgeable and bullish on ARC, which currently represents 19 per cent of his portfolio. Praised managment acumen, FCF growth and believes the dividend is where it should be for now, given the continued focus on debt repayment, buybacks and efficient production. Likes that hedging is dropping significantly now and over the next year. Says management is doing all the right things and really likes where the company is headed and its prospects with condy and (even though he's not a gas guy) recognizes its importance as a the trasnitional fuel of choice in the gradual move to a greener energy future.

White Tundra Investments

Cheers and GLTA.

[MyHoneyPot]

Trapped, I don't see any of ARX in his personnel portfolio, and here is his bio, I know we have guy on the board with a lifetime in Energy, take it for what its worth. All his picks pretty well have a seeking alpha writeup attached to them.  [url=https://https://www.whitetundra.ca/]White Tundra[/url] Utilizing his 4+ years of field experience across Alberta and Saskatchewan, Shubham