ARC Resources

Attachie project, now online, is boosting ARC's production with premium-priced condensates, which, together with rising gas prices, more than doubling the 2025 FCF compared to 2024. Despite the recent rise in share price, ARC remains undervalued, with a price target in the range of C$30-35 (upside ~30%). LNG contracts are adding exposure to international gas pricing, potentially significantly boosting ARC's FCF.» Mehr auf seekingalpha.com

From a production view, ARC is ~60% gas producer. From a cash flow view, predominantly condensates producers. LNG contracts will provide a third leg to revenues. The international contracts have significant upside potential, but there are risks if LNG prices fall, potentially leading to penalties. Financial analysis shows potential FCF yields up to 21% by 2029, driven by production growth, LNG contracts, and improved capital efficiencies. (Not accounted for shares reduction).» Mehr auf seekingalpha.com

ARC Resources is defying weak natural gas prices by bringing the Attachie project online. The company is shutting in dry gas production until prices recover. Despite the challenging market, ARC Resources is investing in growth projects, paying dividends, and maintaining financial strength.» Mehr auf seekingalpha.com