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ARC Resources Ltd: 4 directors
Four Directors at ARC Resources Ltd bought 13,019 shares at 27.020CAD. The significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years cl...
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
Value Sectors Take The Lead On Rising Global Yields Market dynamics remain largely constructive and critical supports are holding on the broad global indexes. Therefore, our global outlook remains neutral yet constructive, as we continue to expect more consolidation and mixed markets ahead. Index Overview. Key support levels that we have been focusing on for months continue to hold. Important support levels we are watching include $54 on MSCI ACWI ex-US (ACWX-US), $76.50 on MSCI EAFE (EFA-US),...
ARC RESOURCES LTD with less fundamental stars is reduced to Neutral
ARC RESOURCES LTD (US), a company active in the Exploration & Production industry, loses a star(s) at the fundamental level and sees its general evaluation downgraded. The independent financial analyst theScreener just removed a fundamental star(s) for a 3 over 4-star rating. As such, market behaviour remains unchanged and is evaluated as moderately risky. theScreener believes that the loss of a star(s) merits downgrade to the general evaluation of the title, which passes to Neutral. As of the a...
ARC RESOURCES LTD with less fundamental stars is reduced to Neutral
ARC RESOURCES LTD (CA), a company active in the Exploration & Production industry, loses a star(s) at the fundamental level and sees its general evaluation downgraded. The independent financial analyst theScreener just removed a fundamental star(s) for a 3 over 4-star rating. As such, market behaviour remains unchanged and is evaluated as moderately risky. theScreener believes that the loss of a star(s) merits downgrade to the general evaluation of the title, which passes to Neutral. As of the a...
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
EM Remains In Favor; Shanghai Comp Breaking Out A weakening US dollar (DXY) continues to be a major tailwind for both EM equities and the commodity Sectors. Improving price and RS trends for these risk-on areas of the market are among the many characteristics consistent with historical bull markets. Therefore, we continue to label this a bull market and we believe global equities are still in the early innings of a broad-based advance. • EM Equities. Price action has remained weak for the US...
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- Joe Gemino
Morningstar | Lowering Our Fair Value Estimate on ARC Resources; Stock...
After taking a fresh look at no-moat ARC Resources' first-quarter earnings, we are lowering our fair value estimate to CAD 9 from CAD 9.50. The change is driven by our lower forecast for price realizations due to pipeline shortages coupled with our increased forecast for operating costs. The shares are now trading near CAD 8, in 3- star territory. Accordingly, we suggest that potential investors remain on the sidelines. Although the company’s Montney production possesses a low-cash-cost struct...
- Joe Gemino
Morningstar | Lowering Our Fair Value Estimate on ARC Resources; Stock...
After taking a fresh look at no-moat ARC Resources' first-quarter earnings, we are lowering our fair value estimate to CAD 9 from CAD 9.50. The change is driven by our lower forecast for price realizations due to pipeline shortages coupled with our increased forecast for operating costs. The shares are now trading near CAD 8, in 3- star territory. Accordingly, we suggest that potential investors remain on the sidelines. Although the company’s Montney production possesses a low-cash-cost struct...
- Joe Gemino
Lowering Our Fair Value Estimate on ARC Resources; Stock Remains in 3-...
After taking a fresh look at no-moat ARC Resources' first-quarter earnings, we are lowering our fair value estimate to CAD 9 from CAD 9.50. The change is driven by our lower forecast for price realizations due to pipeline shortages coupled with our increased forecast for operating costs. The shares are now trading near CAD 8, in 3- star territory. Accordingly, we suggest that potential investors remain on the sidelines. Although the company’s Montney production possesses a low-cash-cost struct...
- Joe Gemino
Morningstar | ARC Resources Exceeds Our Expectations but Faces Second-...
No-moat ARC Resources reported first-quarter production volumes of 139 thousand barrels of oil equivalent per day compared with 131 mboe/d in the year-ago quarter and 136.5 mboe/d in the prior quarter. First-quarter production was also above our expectations driven by additional production flowing through the Sunrise Phase 2 plant. Despite the outperformance, management expects second-quarter production to decline by 5% from first-quarter levels owing to spring break-up and third-party pipelines...
- Joe Gemino
ARC Resources Exceeds Our Expectations but Faces Second-Quarter Headwi...
No-moat ARC Resources reported first-quarter production volumes of 139 thousand barrels of oil equivalent per day compared with 131 mboe/d in the year-ago quarter and 136.5 mboe/d in the prior quarter. First-quarter production was also above our expectations driven by additional production flowing through the Sunrise Phase 2 plant. Despite the outperformance, management expects second-quarter production to decline by 5% from first-quarter levels owing to spring break-up and third-party pipelines...
- Joe Gemino
Morningstar | Low Gas Prices Limit ARC's Potential
ARC Resources is an independent energy company engaged in the acquisition, exploration, development, and production of conventional oil and natural gas in Western Canada. The majority of the firm’s production comes from the Montney resource play. ARC is continuing to shift its production mix toward the Montney, which provides growth opportunities with favorable economics.Cash break-even prices on ARC’s Montney natural gas production are generally less than $2 per thousand cubic feet Henry Hu...
- Joe Gemino
Low Gas Prices Limit ARC's Potential
No-moat ARC Resources reported fourth-quarter production volumes of 136.5 thousand barrels of oil equivalent per day compared with 133.4 mboe/d in the year-ago quarter and 135.4 mboe/d in the prior quarter. Fourth-quarter production was also above our expectations driven by additional production flowing through the Sunrise Phase 2 plant and new condensate-rich production from Dawson Phase 3 and Attachie West. Management also reiterated its 2019 annual production target range of 135-142 mboe/d, w...
- Joe Gemino
Morningstar | ARC Resources Exceeds Our Expectations
No-moat ARC Resources reported fourth-quarter production volumes of 136.5 thousand barrels of oil equivalent per day compared with 133.4 mboe/d in the year-ago quarter and 135.4 mboe/d in the prior quarter. Fourth-quarter production was also above our expectations driven by additional production flowing through the Sunrise Phase 2 plant and new condensate-rich production from Dawson Phase 3 and Attachie West. Management also reiterated its 2019 annual production target range of 135-142 mboe/d, w...
- Joe Gemino
ARC Resources Exceeds Our Expectations
No-moat ARC Resources reported fourth-quarter production volumes of 136.5 thousand barrels of oil equivalent per day compared with 133.4 mboe/d in the year-ago quarter and 135.4 mboe/d in the prior quarter. Fourth-quarter production was also above our expectations driven by additional production flowing through the Sunrise Phase 2 plant and new condensate-rich production from Dawson Phase 3 and Attachie West. Management also reiterated its 2019 annual production target range of 135-142 mboe/d, w...
- Joe Gemino
Morningstar | Pipeline Expansions Are Canada's Lifelines
Canada’s oil supply continues to surpass expectations, and aided by technological advancements, namely solvent-assisted technology, there is no shortage of economic growth opportunities. But pipelines are operating at maximum capacity, leaving few options to move new supply out of the country. To make matters worse, needed expansion projects continue to hit road bumps. With limited market access, Canadian crude sold at record lows during the fourth quarter of 2018. To combat low prices, Canada...
- Joe Gemino
Morningstar | ARC Resources Continues to Be Fairly Valued
We are lowering our fair value estimate on no-moat ARC Resources to CAD 9.50 per share from CAD 12. The change is driven by lower near-term commodity price estimates coupled with lower crude price realizations due to pipeline shortages. The shares are now trading near CAD 8.50, in 3-star territory. Accordingly, we suggest that potential investors remain on the sidelines. Although the company’s Montney production possesses a low-cash-cost structure, full-cycle break-even prices approximate $4 ...
- Joe Gemino
Morningstar | ARC Resources Continues to Be Fairly Valued. See Updated...
We are lowering our fair value estimate on no-moat ARC Resources to CAD 9.50 per share from CAD 12. The change is driven by lower near-term commodity price estimates coupled with lower crude price realizations due to pipeline shortages. The shares are now trading near CAD 8.50, in 3-star territory. Accordingly, we suggest that potential investors remain on the sidelines. Although the company’s Montney production possesses a low-cash-cost structure, full-cycle break-even prices approximate $4 ...
- Joe Gemino
Morningstar | ARC Resources Now Looks Fairly Valued
No-moat ARC Resources reported third-quarter production volumes of 135.4 thousand barrels of oil equivalent per day compared with 129.5 mboe/d in the year-ago quarter and 127.9 mboe/d in the prior quarter. Third-quarter production was also above our expectations driven by stronger production from Attachie West and recoveries from second-quarter maintenance and turnaround activities. Despite the strong quarter, ARC tightened its full-year production target to the range for 131-133 mboe/d from its...
- Joe Gemino
Morningstar | ARC Resources Now Looks Fairly Valued. See Updated Analy...
No-moat ARC Resources reported third-quarter production volumes of 135.4 thousand barrels of oil equivalent per day compared with 129.5 mboe/d in the year-ago quarter and 127.9 mboe/d in the prior quarter. Third-quarter production was also above our expectations driven by stronger production from Attachie West and recoveries from second-quarter maintenance and turnaround activities. Despite the strong quarter, ARC tightened its full-year production target to the range for 131-133 mboe/d from its...
- Joe Gemino
ARC Resources Now Looks Fairly Valued
No-moat ARC Resources reported third-quarter production volumes of 135.4 thousand barrels of oil equivalent per day compared with 129.5 mboe/d in the year-ago quarter and 127.9 mboe/d in the prior quarter. Third-quarter production was also above our expectations driven by stronger production from Attachie West and recoveries from second-quarter maintenance and turnaround activities. Despite the strong quarter, ARC tightened its full-year production target to the range for 131-133 mboe/d from its...
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