ARC Resources Ltd T.ARX

Kakwa - the rising star

[MyHoneyPot]

Kakwa only had 9 additional completion in Q4, and its production ramped up big time. The middle montney inventory alone will all Kakwa to produce at that 200,000 boe/day for many years. 

What about Wapiti, Deep South, Gold Creek, etc

Kakwa has tons of potential, and I expect to see Kakwa hit that 200,000 boe market before the first half of next year. 

It is obvious given the number of question regarding Kakwa on the confrence call that is what investors are really interested in.

Next quater will be a great one for the liquids rich part of ARX portfolio and really be given an opportunity to shine.

IMHO

[iwpete]

blind squirrel

[MyHoneyPot]

I have been all over this for a long time Kakwa is likely 200,000 boe a day next year with a large number of wells to come on production in Q1. IMHO

[iwpete]

should  have said blind squirrels leading CC we might get lucky and winter comes back and gas goes to $3.50 and we'll see ARX at $20 Nuttall is raising cash, so he's not buying even though Russians cut 500,000 blls..weird

[MyHoneyPot]

True, but i think the gas think is overdone, and gas will not stay at these low prices. If Freeport didn't explode, we would be 200 BCF down from last years levels.  I think Kakwa will be 200,000 boe/day next quarter, and now that the majority of those hedges are gone Arx will not be loosing almost 300 million a Quarter on hedging losses, The FCF could of been 900 million in Q4, utterly

[Quintessential1]

Did they say how involved on the CC?  Lot of messing around with NE BC stuff, but it is good to hear ARX is not to involved with the blueberry indians.  GLTA

[GunnerG]

Great insight MHP  

[GunnerG]

Make up your mind MHP, this morning you said $36.60 and now it's $25.00. Yes things would be different if Freeport online; stating the obvious. It's 2BCF / D. Kakwa s/b approaching 200,00 just as management said. Cash in the bank for Sunrise which was postage stamp sized. Now it's not so small.  Lol  

[GunnerG]

Make up your mind MHP, this morning you said $36.60 and now its $25.00.   Yes things would be different if Freeport online; stating the obvious. Its 2BCF / D. Kakwa s/b approaching 200,00 just as management said. Cash in the bank for Sunrise which was postage stamp sized according to you last week. Now its not so small. Lol

[GunnerG]

Exactly what Arc management has been telling you for many many quarters. No other analyst close to your $36.60. What is it you are missing.   

[MyHoneyPot]

The is no other play like Kakwa in the entire country, and it is significantly under valued. All these other liquds rich plays are on postage stamp land bases, kakwa is a diamond in the ruff. It demands a higher evaluation.