AscentXmedia/iStock via Getty Images Introduction & Financials ARC Resources ( AETUF ) is rated a Buy, as this Canadian natural gas and condensate producer has several things going on for it, with an attractive valuation, a solid and sustainable combined dividend plus buybacks yield, high-quality assets, and a great management team, standing to benefit from AI's boom or even country-specific long-...
AscentXmedia/iStock via Getty Images Introduction & Financials ARC Resources ( AETUF ) is rated a Buy, as this Canadian natural gas and condensate producer has several things going on for it, with an attractive valuation, a solid and sustainable combined dividend plus buybacks yield, high-quality assets, and a great management team, standing to benefit from AI's boom or even country-specific long-term tailwinds. ARC Resources IR The company is Canada's largest Montney producer on top of being the largest condensate one, with significantly better asset concentration and quality built over time through several portfolio adjustments, backed by a strong management team that puts a lot of importance on quality and good financials, basically having what we can call a built-in hedge since condensate acts as a hedge for natural gas when the latter is weak (like today) since it sells at a premium. ARC Resources IR ARC reported a solid CAD 1.22 billion in FCF in 2025 thanks to their acquisitions, development projects, and better commodity prices, as the company managed to deliver a significantly better CAD 3.51 per Mcf realized natural gas price in 2025 (and CAD 3.77 per Mcf in Q4) compared to CAD 2.37 per Mcf in 2024 despite the crash in their local markets. That's an FCF of about US$891.21 million in 2025, placing them at a P/FCF ratio of ~11.7. ARC Resources IR As for the guidance, the company sees total production of 405,000 to 420,000 boe/day, expecting yet another year of strong CAPEX, which they expect to reach between CAD 1.8 billion and CAD 1.9 billion, similar to the CAD 1.9 billion seen in 2025, with the company already announcing an agreement to acquire CAD 160 million worth of assets in Kakwa. Despite the current economic uncertainty, the company still expects ~CAD 1.2 billion (US$875.76 million) of free funds flow in 2026 (vs. CAD 1.3 billion in 2025), which is not bad for a ~US$10.44 billion market cap. ARC Resources IR As for the longer term, the company conti...
By Rae Wee SINGAPORE, Feb 26 (Reuters) - Asian stocks advanced on Thursday after upbeat earnings from Nvidia soothed concerns over AI-driven disruption and rising costs, while the yen was in the
By Rae Wee SINGAPORE, Feb 26 (Reuters) - Asian stocks advanced on Thursday after upbeat earnings from Nvidia soothed concerns over AI-driven disruption and rising costs, while the yen was in the
Feb 26 (Reuters) - Gold prices edged higher on Thursday, buoyed by a softer dollar and safe-haven demand fuelled by uncertainty surrounding U.S. tariff policy and U.S.-Iran talks.
Feb 26 (Reuters) - Gold prices edged higher on Thursday, buoyed by a softer dollar and safe-haven demand fuelled by uncertainty surrounding U.S. tariff policy and U.S.-Iran talks.