ARC Resources Ltd T.ARX

Why is ARX a Lagger

[MyHoneyPot]

Sunrise

I am not interested in ARX for sunrise, dry gas with $115 million full cycle investment to bring on 15,000 boe of low value DRY gas.

Dawson

Who really cares about the electrification of Dawson, 45 million to electrify Dawson, tell me how that represents improving the capital efficiency of ARX, and is a compelling investment opportunity for shareholders improving their returns. Is this ARX's idea of top tier capital efficiency?

Attachie

Capital efficiency is not gambling investors capital on a project that is not sanctioned. Maybe you can save 10 cents a foot on pipe today, many you can’t because of supply chain issues the verdict is out. Really capital efficiency/deployment is suppose to get you the best returns, rusting pipe lying on the ground while ARX management negotiated getting Attachie sanctioned from a position of weakness, sorry this is not Capital Efficiency.

Add to the capital efficiency objective that fact that 30% of you FCF going to Risk Management sounds like great use of capital and superior returns regarding capital efficiency.

It is clear why the stock is a lagger, it kind of wrapped up in the actions of ARX’s management team.

IMHO

[angelnicky]

when is the CFO ready to retire, I am assuming the CFO is with ARC for a number of years and could be getting ready or very close to retirement from the oil/gas patch

[Galou10]

I own ARX & WCP. If you want to see a laggard check out Whitecap.  

[barneyj44]

Agree I own them both as well. Whats with Whitecap, stuck in mud. The Carbon Sequestration hasn't done a thing for the stock. Maybe Fagerheim is in another buying mode. Love the Arx.

[RusticHit]

If u wanna see laggard  PEY is top Dog in that space Natty Up market Up but Peyto down seems like hedgies r shorting Pey and long every thing ,,,,as always

[Cheadle12]

ARX up 4% at the time of writing.. Tourmaline flat again.  Both great names. MHP, I take it you sold this morning given your misalignment with mgmt and no confidence in them..  Please update on your ARX status.  Sold today?  Will continue to hold (why if you don't believe in mgmt?) ?  Buying more for the new $27 price targets ARX now has on it? It is true that

[clamlinguine]

Arx up 42% since mid december. Tou up 18%.  Not lagging but still undervalued.

[Westcoastenergy]

I've been gone from this board for months now, happily making money.  I see Honeypot continues to spew moronic nonsense.  Apparently the market does not agree.  ARX is a must hold for anyone going forward IMHO. I own a lot of WCP and am not worried about it going forward.  I expect a major increase in dividends from it and, actually, from ARX, which I suspect may be behind