ARC Resources Ltd T.ARX

Undervalued, or Depressed because of bad Management

[MyHoneyPot]

Really Kakwa has produced 60,000 more boe/day historically. 

That means ARX has 33% upside in terms of production at the Kakwa play area, all half cycle with a proven production history, what is wrong here?

I think it the Green Movement, you don't want to be to efficient or make to much money because you need to support the energy transition. You need to subsudized green energy, that has a different standard regarding carbon footprint, and uses slave labor in manufactoring and development. 

If Kakwa were to increase production 33 percent it would likely add 25% to ARX FCF.

That would take the place of 2 billion in share buybacks, and i think they could do it a lot cheaper than that. 

Really ARX need to determine if they are in the energy business, or if the want to be lead by a group of Accountant to fiscal disaster. 

IMHO

[Trapped]

Nobody cares about your worthless rants anymore. You might have had some credibility when this was stuck <$10 but ARX is well on its way. It only gets better going forward and management is being recognized widely for its steady hand on the busines through a brutally tough period. At this point I could buy matching Bentleys for my wife and myself off of this, so just give it up already and

[MyHoneyPot]

Sorry Trapped for hurting your feeling, but i make it hard argure when you have to come up with facts or any kind of meaningful inteligent exchange. ARC is highly depress in terms of value, by a management team, and especially a business team that is not qualified to manage a 10 Billion enterprise value company. Arc has several advantages to a company like TOU that is the darling of this space.

[Trapped]

I'm not here to provide you with facts, just to tell you that your repetitive whining becomes less and less relevant with each passing day as the SP increases in value. And if I want to hear about TOU, I'll be sure to visit their page. I'm in ARX with a sub-$10 average on a large position and we're in the very early innings of a multi-year structural bull market. So why would I