alvarez In my previous analysis of ARC Resources Ltd. (TSX:ARX:CA) (OTCPK:AETUF), I valued the company primarily based on its planned production growth, noting that its shares were already undervalued. At that time, I considered its liquid natural gas ("LNG") contracts as the "cherry on top" that could add some extra free cash flow ("FCF"). However, as the global LNG market continues to grow, it's clear to me that these contracts are far more important to ARC's investment thesis. With global LNG demand risi ...