ARC Resources Ltd. (AETUF)

I focus on big, long-term trends and dedicate energy to sectors with tremendous value, even if they're temporarily out of favor. Earlier this year, defense contractors were extremely undervalued, but ...

ARC Resources is quietly compounding value through production growth, margin expansion from LNG-linked pricing, and a shift toward more liquids in its production mix. The recent Kakwa acquisition stre...

AI's growth is defying expectations, with data centers consuming power like major nations. Yet we're still underestimating its long-term energy and infrastructure demands. Natural gas is the unsung he...

This is the strangest economy I've ever seen. Headline growth looks strong, but real consumer demand is weakening beneath the surface. AI is distorting the data. Big Tech is spending wildly, but I'm f...

Arc Resources Ltd. (OTCPK:AETUF) Q2 2025 Earnings Call August 1, 2025 10:00 AM ET Company Participants Armin Jahangiri - Senior VP & COO Dale Lewko - Manager of Capital Markets Kristen J.

Arc Resources (AETUF) came out with quarterly earnings of $0.49 per share, beating the Zacks Consensus Estimate of $0.36 per share. This compares to earnings of $0.29 per share a year ago.

ARC Resources closed a highly accretive Kakwa acquisition. Management's opportunistic deal-making and strong execution are underappreciated assets. The Attachie production startup and the Kakwa deal w...

In the sluggish Zacks Oil and Gas - Exploration and Production - Canadian industry, AETUF, OVV, OBE, and IPOOF stand out on the back of their execution strength.