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Bullboard Post History

by Shaleguy

T.ARX

RE:MHP a voice in the Wilderness

Right on man.

October 5, 2021

T.ARX

Hedging Strategies

MHP always gets my juices going in a good way. First the basics. Hedges are...

October 5, 2021

T.ARX

RE:Backwardation

Carbon taxes are an economic theory meant to incentivize consumers to switch...

October 5, 2021

V.AEC

Arx Enerterpriae Value

Arc debt at 2.3 B. With 726 Million shares this is about 3.13 dollars per...

October 4, 2021

T.ARX

RE:RE:You and Alex Share Price

I'll add debt onto the analysis thank you

October 4, 2021

T.ARX

RE:RE:RE:RE:Kawka General Comments

Uncut. Field operators are permanent contractors or staff and they operate...

October 4, 2021

T.ARX

You and Alex Share Price

Using a normalized share count only, with TOU at 326 million trading at 42...

October 4, 2021

T.ARX

RE:RE:Kawka General Comments

Growing q aside from the first month after completion does not affect opex...

October 4, 2021

T.ARX

RE:Kawka General Comments

Darn thumbs. Makes not James

October 4, 2021

T.ARX

Kawka General Comments

Firstly uncut. James opex is not atrocious. By the end VIi had got it down to...

October 4, 2021

T.ARX

Kakwa Recycle Ratios

As promised here goes. I modelled a Kakwa Nest 2 well making a million and...

September 26, 2021

T.ARX

RE:RE:RE:RE:TOU is up 2.68

Give me a few days and I'll estimate recycle ratio at current prices

September 15, 2021

T.ARX

RE:RE:RE:RE:TOU is up 2.68

Uncut you are absolutely correct. The capital efficiency concept is recycle...

September 15, 2021

T.ARX

RE:RE:TOU is up 2.68

Those long-term t service contracts are looking pretty darn good now with...

September 15, 2021

T.ARX

RE:RE:Great Management Strategy

Really. Down a buck fourty since July 5. Some star

September 8, 2021

T.ARX

Arc Share Price wheres it going

First let me say that Arc has the best suite of assets with perhaps only...

September 6, 2021

T.ARX

RE:RE:Share Buyback/VII Sheetshow

MHP We are on the same side on Kakwa. Nice humour though.

August 30, 2021

T.ARX

Share Buyback/VII Sheetshow

Buying VII was a steal and shows good management although I suspect it was...

August 30, 2021

T.ARX

RE:aeco

Usually it's a temporary operational blip like a line break or compressor...

August 11, 2021

T.ARX

RE:RE:Kakwa Facilities Are Complicated

I can't say why other than its only been less than six months since the...

August 9, 2021

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