Post by
MyHoneyPot on Nov 18, 2022 9:47pm
Squandered Opportunity - Kakwa
Terry Anderson was handed a Golden Goose on a silver platter, the most prolific play, the most economic production, in the best commodity enviroment.
With billions of dollars of infastructure built, all the future transportation required, and the most supportive and economic commodity enviroment, ARX management squandered the opportunity.
Not only could they not pursue plant expansion at SunSet (100 million), they were and still are a long way off for any kind of sanctioning at Attachie.
So Kakwa a play that represents the most prolific wells in the Montney, with the best well performance, with plant capacity in place (1/2 cycle) to double production capacity, with the ample transportation, Management Squandered the Opportunity.
Time for new Management, they sat on their hands, pursued 5% improvements in economics in a 20% inflation enviroment, destroying the value and opportunity of the most prolific play in the Montney.
Management must go, they are totally incompetant.
IMHO
Comment by
Quintessential1 on Nov 19, 2022 9:15am
You can't even spell incompetent. Easy hold! GLTA ARX BULLS
Comment by
MyHoneyPot on Nov 20, 2022 10:11pm
Listen to the earning call, you will hear that Kakwa has more than 1000 locations conservatively booked. Look at the top wells in the montney, the majority are drilled in Kakwa. They more than 2 billion in plants at Kakwa running at 49% and if you listen to the confrence call there is a lot more resouce there beside the montney. Shake you head, take a pill and check in with reality. IMHO
Comment by
Quintessential1 on Nov 21, 2022 7:03am
Exaclty what? All mhp keeps saying is that he wants to fire a managment that has raised the share price over 150% and increased the dividend 200% in the last 2 years. That is a hard no from me. Stay the course. Easy hold! GLTA ARX BULLS
Comment by
Windsorman on Nov 21, 2022 12:00pm
With nat gas up over 5% today and increase in dividend this is a very good investment. Earned $1.13 the last two quarters. Long cold winter is here already. GLTA
Comment by
angelnicky on Nov 21, 2022 3:11pm
gs cuts prices in 2023 stocks cuts will forthcoming
Comment by
Quintessential1 on Nov 21, 2022 4:01pm
Yeah are they undercutting your mom on a blowy and a handy? Otherwise known as a slurp and jerk combo at GS Stocks will be fine ARX will be better EASY HOLD GLTA ARX BULLS
Comment by
Cheadle12 on Nov 21, 2022 7:36pm
You really are a vulgar & vile individual. If you think you add any value on this investor forum other than to highlight your red neck / rough neck / trailer park upbringing, you are incorrect. Well said MHP, you offer value, whether people agree or disagree, it's good analysis.
Comment by
Quintessential1 on Nov 21, 2022 8:25pm
STFU DB! I am invested and you and mhp can KMA! LOL GLTA ARX BULLS
Comment by
Quintessential1 on Nov 21, 2022 8:38pm
LOL. It is not even mhp's post or analysis. You are an idiot cheedle.
Comment by
Quintessential1 on Nov 22, 2022 6:05am
Cheese needle D Only losers bash stocks they don't own on boards they don't belong on. Thats you right, loser? GLTA ARX BULLS
Comment by
Trapped on Nov 22, 2022 7:08am
Umm, actually Quint's a dedicated ARX shareholder and only says what he says to call out cowardly bashers who spread misinformation about the company and its prospects. ARX is an extremely solid blue chip and I'm getting tired of the constant lies from the bashers. I'd take his comments over those of the haters any time.
Comment by
angelnicky on Nov 23, 2022 7:57am
CNBC Cramers shows that based on TA, oil may move lower from high 70 to mid 60 and after that it will take a bounce to move upwards to 80 and then 90
Comment by
yureja22 on Nov 22, 2022 1:52am
This post has been removed in accordance with Community Policy