ARC Resources Ltd T.ARX

90% of the Disappointment is in the Presentation

[MyHoneyPot]

When you writing down hedging losses against forward strip for the year, and you create a loss, it is hard for common investors to understand earnings. That why companies like TOU don't put earning on the first page of their press release.

They talk about CF and FCF, I think ARX actually delivered in line with my expectations. However like alway their communications is dismal. 

Royalities will get up, because payout of wells is accelerating, and the province is going to get higher royalities sooner, because of the commodity prices. A good Finance department could spin it in a positive way. They  are going to earn higher ROI on the wells.

Production is Flat, because none of the original ARX project area's can be invested in because of Treaty8 issues. ARX has been sitting on their hands for a year telling us about the great investment opportunities are Sunrise and Attachie, that have not materialized, while 1/2 cycle production at Kakwa has been idle? 

Indigenous Relations Advisor

They have been looking for one of these for 6 months now, it may be impacting their plans going forward. 

IMHO

[GunnerG]

Speaking of dismal communications.

[MyHoneyPot]

Your right, i just get pissed and need to slow it down a bit, thankyou....

[Longrunner11]

What do you make of the fact that there was only one person (asking two questions) during the Q&A? I don't think I have every experienced this on a quarterly conference call before.

[MyHoneyPot]

Poor Poor Management, Terry is a strong operational engineer, worked as COO for many years and is socially ackward.  Bibby is a CFO, that wants to run the company, and i don't like the way they present the numbers because i feel the number need to explain themselves, and when you have figure them out it just accountants more power.  They writedowns for hedges and all that stuff

[GunnerG]

I don't think its the pace causing your issues.  Every post is the same. Had to listen to the call to try and understand some of your comments.  You must know Terry and Bibby personally as I don't get what you saying about them from the CC. How exactly do the writedowns for hedges and all that stuff confuse Cash Flow and FCF?  Specifics please.  I belive TOU is doing

[Quintessential1]

So TOU treats their shareholders like dumb children and with kid gloves? Doesn't that seem kind of condescending to you? Besides, if you had 40% of an NCIB left in the toolbox how would you go about being able to use that tool?  By insuring that the share price was fixed and trying to artificially prop it up?  Or just smash it on the ground and see what breaks and pick up the

[MyHoneyPot]

TOU Premier Company Sorry i don't buy that, Mike Rose is likely the most successful Oil+Gas executive in Canada, and obviously he understands the patch.  Given the number of questions on this board regarding Earning Loss, increased Royalities, and Flat production and declines at Kakwa.  The TOU NCIB they don't have to implement it at a time of high commodity prices and high

[Volkomm]

Tourmaline has less than half the share float that Arc does, at ~330mil. Mike Rose and the insiders also hold a significant share-block as they believe in the company, something that Arc insiders do not. Because of this they don't need to buy shares as many are locked up already.  At the end of the day we can all agree that Arc is a good company, they have great assets, and made a good

[Quintessential1]

Your reading comprehension is just as poor as your writing composition. I get that english is probably a second language for you and as such I give you a lot of lattitude on your written posts but your assesment of the context of my post is so far off point that I have to assume that the rest of your observations are too and are based on poor comprehension of the english language in general

[MyHoneyPot]

$1.50 share Q1 Special Dividend (Extra) IMHO

[Quintessential1]

So less than ARX's yield?  Is that every quarter or every year or ever again? Tou is down today.  So is that the number one O&G company with the number one CEO sucking or what? Maybe investors saw those hedging losses burried on the back page after they got over their special divy misdirection magic trick?   Or maybe no one had the hindsight-foresight that you have.

[angelnicky]

arx is one of the poorest performers thankyou to all of the shareholders who have given leadership /management a raise so much for your increase in shareholder value downgrades are coming and shareholders got caught holding

[Quintessential1]

Your mom got caught holding, with both hands.  She calls it skiing.  She likes to eat the snow. 5% drop....That's the end of the world for you? TOU has dropped  1.5% on their terrific earnings and a forecasted yield of over 8%? ARX is only 3.5% more down than the mighty TOU? WOW! GLTA Longs

[angelnicky]

i hope your grandmother and your sons and daughters and most importanly your wife if you have one,  read your posts. You are so unprofessional and a per???et

[Quintessential1]

Yeah I was going to give your mom the day off Sunday but she says that is her best day for tips. Get it?  TIPS!    Turns out your mom has seen more cockends than weekends. You are a professional investor?   Maybe you should spend more time researching stocks instead of slagging them off? Remember this is an ARX BB.  I am invested and supposed to be here. 

[angelnicky]

Have a nice week end  with your family "pumper " Remenber a recession is coming and your investment is going to dcecrease Hey tell Arx management they are doing well for you by increasing your wealth Give them aother vote. Remeber bulls and bears win, this is also a bear board

[topdown99]

Its obvious you spent more time in high school trying to get laid than you did trying to learn . Pigs get fat , hogs get slaughtered , dummies end up being roadkill and the boy/girl who cried Wolf ended up being dinner . This isn't the tech sector so go get a Midol and try reading a book , you might start with something called a dictionary . Monthly bleeding generally only lasts a few days

[Quintessential1]

Bulls invest in the company.  They make the earnings and the profits and the dividends possible.  Hell they make the markets possible and this BB possible. Bears do not invest in f all.  They do not own f all.  They don't make f all possible.  Including this board.  You're the parasites of the market. GLTA Longs

[ratsnake220]

i am a bull on oil....but well run companies who dont hedge in a bull oil market

[GunnerG]

I think you just made up your criteria for investing in oil. If not, you should have done a tiny bit of DD to see ARX had hedges.  Stop blaming everyone else for your pi$$ poor research. Boo hoo, Eric didn't say anything.  Learn how to ready the financial statements, it's all there.

[topdown99]

I see nicky is still playing the angles , Debbie Downer was looking for far worse but let's face it , when you're too stupid to make any sense out of a quarterly report , bashing is all you have . You'd think after 3 months of this , she'd have gotten bored . But as Johnny Depp is finding out , women can be very vendictive 

[mrbb]

elon musk dated amber heard for a while, thanks god he didn't marry her  

[topdown99]

Yup , put a ring on that magic finger and they all turn into Sybil

[Jmark1]

I like your posts! They resonate with this mature investor. TOU is top notch all the way! Oh and don't forget TOU is forecasting that fat special dividend for each quarter for the rest of the year!   

[GunnerG]