ARC Resources Ltd T.ARX

ARC slide deck #25 - Feb Prsentation

[Sunsurfer12]

https://www.arcresources.com/wp-content/uploads/2023/02/February-2023-Investor-Presentation_vF.pdf

very interesting graphic on slide #25 showing breakeven costs for the various formations..for Haynesville, Utica, Marcellus, Eagle Ford, Rockies..its all USD $2-$3 just to break even...expect at todays prices we will see a sharp rertaction in drill rigs for these areas as who can risk capital $ for such small returns based on current pricing.  Should bode well for Arc

[barneyj44]

Great post Sunsurfer12, thankyou

[Sunsurfer12]

Lo and behold confirmation...Baker Hughes just came out with rig report..gas rigs down 8 to 150..thats 5% in one week..

[northman]

Personally I have always disliked that particular chart. I find it very hard to read! Is each one of those colours a different producer in the respective region? Which one is ARC? One chart that stood out to me is the dividend as a % of FFO on page 41. For anyone hoping for more dividends in the future look no further than this chart. Were the share price ever to normalize (ie not be