TSE:ARX

Arc Resources Ltd (ARX.TO)

31.92
+0.22 (0.69%)
as of Jun 10, 2026, 8:00:01 pm Market Open.
942 watching
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Investor Insights
star iconJun 10, 2026, 12:00 am

This summary was created by AI, based on 45 opinions in the last 12 months.

Arc Resources Ltd (ARX-T) has garnered a mixed set of opinions from various experts, particularly in light of its recent acquisition by Shell. While some experts highlight the certainty of the deal and the potential for dividends, others express skepticism about the stock's upside and recommend selling or reallocating funds to other energy investments. The ongoing issues with the Attachie project seem to weigh on the company's outlook, especially against the backdrop of fluctuating natural gas prices. Despite this, several reviews point to the firm's strong cash flow generation, solid balance sheet, and promising long-term potential due to the underlying quality of its assets, particularly in natural gas. The consensus leans towards caution before the deal closes, urging investors to weigh their tax situations and consider future market dynamics.

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Consensus
Cautious
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Valuation
Fair Value
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WATCH
A good entry now? The company likes the dividend model. The balance sheet is in good shape - $840 million debt vs $3.5 billion in equity. Production is 67% liquids. They expect production growth in Q4 2020. It is on his watch list. He thinks the dividend is secure. Yield 8.5%
HOLD

Income safe? Both ARX (8% yield and 100% payout ratio) and IPL (yield of 7.7% payout ratio of 110%). He thinks both should be fine to continue with the dividend. If he had to pick, he would prefer ARX as a producer and with lower debt.

BUY
Recent price drop? One of his favorites in energy. Relative to its peers, it is well capitalized and has good production prospects. He would recommend it. If you are only going to own a couple of holdings in energy, he would consider holding an integrated. Yield 7.5%
HOLD
A well run company that has a blend of oil and gas. It has rebounded in price nicely. This is one of his five go-to names in the energy space.
STRONG BUY
Arc vs. CPG A high-quality energy company. This used to be a $30 stock. A very well-run company, trading at historically low multiples and pays nearly a 7% yield. They operate in a great location, run by fine managers. Not too much debt. This remains a screaming buy at these levels. If there is a lift in oil sentiment, this will easily rise past $10. Better than CPG.
BUY
A Canadian gas producer that pays a good dividend. Not a very exciting chart, but it is a well managed company. The dividend is safe. With the price of gas taking a beating over the last couple years, it’s probably reached a low point.
BUY
It's been a pretty decent winner. It may seem like you missed the rally, but these stocks got so beaten down. The rally, when compared to a 5 year chart, shows the upside potential. They have high quality assets, and a management team that is tried and tested; an extremely strong balance sheet and optimality on developing their asset with improved completion techniques.
BUY

Last time he was on, it was a good recommendation. It's a great company. He particularly likes that the gas market is going well. Momentum is good.

COMMENT
Tax loss selling? He thinks AECO natural gas prices going up 400% from lows in October are helping the valuation. This may have kept the share price from falling too much with seasonal tax loss selling. He does not know where AECO prices are going forward, but if you feel they are going to hold or go higher, now is the time to buy.
WATCH
The chart is showing a consolidation phase. If the price breaks above the recent high, it would be quite positive.
BUY
It is pretty cheap. Under $6 you should buy it. They can produce gas for the LNG potential. Under $6 it is a gift. Almost a 10% dividend yield. (Analysts’ price target is $9.22)
SELL
The chart is broken and acting poorly. If you're young, you can take a chance with this. Otherwise, sell this.
BUY
Great dividend. The management team is excellent. They have a huge undeveloped land position. They own a lot of infrastructure themselves. They will be increasing egress capacity. There are a lot of positives in this company but nobody wants to own oil and gas companies. This would be his number one choice for an oil and gas company.
BUY
He likes it. It's bottoming. Energy should rise next year and so should this.
BUY
He thinks there is still good upside to come. The sector has put all the good companies in the same camp as the poor performers and dragged all down to the same reduced valuations. Arc is yielding 9.1% and trades at a 25% discount to their reserve valuation. Out to 2021 their spending drops to create a 10% free cash flow yield after paying the dividend. He still sees this as an opportunity.
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