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
0
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.

consensus icon
Consensus
Cautious
valuation icon
Valuation
Fair Value
review icon
Similar
CNQ
WEAK BUY
Their debt is very low and acceptable and have lots of cash. Book value is over $10 per share. A high yield and good company in the right fairway. They are liquids rich. He thinks this is a very cheap stock, but there are so many others that you can own. There could be another 5-10% downside for weakness. Yield 7.5%.
TOP PICK
It is getting kicked out of the MSCI world index tomorrow and going into the small cap index. It got beaten up and so he is recommending it for an energy stock. (Analysts’ price target is $13.23)
PAST TOP PICK
(A Top Pick Apr 05/18, Down 42%) He got stopped out. Crude prices have not rallied, so the stock has not improved. Energy is great value at the moment, but this would not be his first entry back into the space.
TOP PICK
The disparity in oil stocks between fundamentals and share prices has never been wider, but ARX falls into a nice middle ground. It's been hit the last few days on weak gas prices, but two-thirds of cash flows are supported by oil, but they also have long-term exposure to LNG Canada and LPG export. Plus, they're marketing their products to the States. Well-run and you get paid a 7% dividend. (Analysts’ price target is $13.53)
DON'T BUY
Still on its long downtrend.
HOLD
It is an ultra-high level quality company that has been impacted by its exposure to natural gas production. It only trades at 3-4 times cash flow, when it used to trade at 8 times. The lack of trading liquidity in the space is holding back valuations. The only knock is that they are outspending cash flow this year. A short term issue. A solid name.
COMMENT
Stock is cheap here. Pays a monthly dividend of almost 7%. Book value is $10.39. All natural gas stocks have been beat up. Paid down debt, and equity's gone up. Decent balance sheet. Sitting in the fairway that will benefit from LNG exports 3-4 years from now. Not on his list, but sees the merits of owning it.
DON'T BUY
He used to own it. A great company, but it produces natural gas in Northern BC. The market fundamentals are awful there. He sold out at $14 and he is glad to not own it.
BUY
He sold at the end of the year. This has historically been one of the best run companies. They are caught up in the lack of ability to get gas out of the country. You are getting paid to wait. Consider adding to it here. When these stocks go up, they go up a lot.
RISKY
Pays a good dividend of 6.7%. He likes it now to play the energy sector. It's come down a lot over time but is now in a seasonal period. Lighten up around June.
DON'T BUY
One of the better operators in Alberta. But as underlying price drops, constant pressure on the company. At these levels, as long as you're at 100% payout ratio, you're probably fine. But if oil price dips, they'll have to reduce capex or dividends, and that's not growth. He's not looking at these levels.
TOP PICK
26% of production is in liquids. Strong balance sheet in a depressed industry. PAys a 6.34% dividend (Analysts’ price target is $13.36)
HOLD
Conservative management team. They have re-geared their business around the Montney region. Cash flow today is not a great reflection of what the future will be, he thinks. The dividend has held around 5-6% and he plans to hold for the long term. Yield 5.8%
WEAK BUY
The stock has been devastated. Debt is not a concern. They are producing well. It is a high quality name.
HOLD
Is the dividend safe? He owned it a while ago. It is a really good company with good management and a pristine balance sheet. Even still the stock has not done well, due to the low natural gas prices and no sign of improvement. He is cautious on the dividend and thinks it depends on the natural gas price going forward. He would continue to hold it.
Showing 256 to 270 of 814 entries