Arc Resources Ltd (ARX.TO) Buy, Sell or Hold

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Arc Resources Ltd (ARX.TO)

33.60

+0.05 (0.13%)

as of Aug 26, 2026, 1:39:05 pm Market Open.

937 watching

Investor Insights

Aug 26, 2026, 12:00 am

This summary was created by AI, based on 39 opinions in the last 12 months.

Arc Resources Ltd (ARX) is currently in a transitional state as it faces an acquisition by Shell. Many analysts believe the deal will likely go through at the stipulated offer price, suggesting limited immediate upside for holding ARX shares. A recurring theme in the reviews is the strategic decision surrounding whether to convert to Shell shares or invest in other Canadian energy stocks. Analysts emphasize the strong asset quality of ARX but acknowledge concerns regarding project delays, specifically the Attachie project, and its implications for future growth. The sentiment seems cautious, with a call for patience and possible reinvestment in other energy firms or sectors while awaiting clearer performance indicators from ARX.

Consensus

Sell

Valuation

Fair Value

Similar

CNQ

BUY

Great company in the natural gas space. Very flexible asset base. Top quartile producer. Able to add reserves at a very low cost. Flush with cash through 2013. One concern he has about this company and natural gas is that he doesn’t know how much higher gas prices can go until there is LNG exported.

BUY ON WEAKNESS

Natural gas. Very much hopes it goes up and he thinks it will. This company is on his list if it starts to look better. Would like to see the stock off $2-$3, which would be a good entry point.

PAST TOP PICK

(A Top Pick Oct 26/11. Up 4.2%.) Sold this stock during the weakness of natural gas prices. Would look at this name in the lower $20’s.

COMMENT

Fairly stable pricewise. As long as oil prices stay above $80 and gas prices are $3 or so, he thinks they will be able to get through it. Well managed.

COMMENT

Gas producer with the strong likelihood of being taken over as part of the whole LNG story. Most of the intermediate gas producers are trading at a discount to what is supposed to be their NAV. Probably okay. Maybe not in a year but at some point there is a good probability it gets bought.

BUY

Has a lot of support within the research industry in terms of what they have been able to do. Fairly strong in natural gas liquids. Good managers. Feels it should be a $30 stock.

COMMENT

Likes it because it is a great window on natural gas. Good yield at 5%. Feels the dividend is totally safe even if natural gas prices and oil collapse. (See Top Picks.)

DON'T BUY

Bonavista (BNP-T) or Arc Resources (ARX-T)? In North America we have had very low gas prices and lots of volume growth. He has tried to take advantage of gas by being on the infrastructure side of things and benefiting from processing and transportation. If you want to own gas specifically, he would be more inclined towards Peyto (PEY-T), which is a very low cost producer and they have lots of liquids which are quite valuable.

PAST TOP PICK

(A Top Pick Oct 26/11. Down 2.04%.) Because of the weakness in natural gas in the 1^st quarter he got out of the stock in his portfolio but his firm still has some. Company just announced a big financing to help shore up the balance sheet just as he had expected.

DON'T BUY

Fully valued. Had a run up $ 13.63. Doesn’t like it.

BUY ON WEAKNESS

This is one of his favourites. Feels that natural gas is going to recover. With US recovery, there could be a pickup in demand for natural gas. Wait for a pullback.

BUY

This is a core holding for him. Great management. Have been able to increase production tenfold since 1996. If gas prices go up, as he expects, his name will certainly benefit. Low-cost producer. A lot of their production is liquids rich so they get the benefit of selling off some by-products. With their assets, this stock could easily be worth $28-$30 in a year or 2. 5.2% dividend yield.

COMMENT

Thinks the 5.5% distribution is safe. Company has hedged most of its natural gas this year. Withstood the correction much better than some of the other producers.

TOP PICK

Defensive way to play a rebound in gas. Dividend is safe; good mix between oil and gas. Great track record of adding value. Company has massive exposure to gas.

DON'T BUY

Probably his favourite natural gas name. 83% hedged this year and thinks it will be 27% next year, which will give them a lot more fire power. Reduced their CapX last quarter but was still able to maintain their full year guidance. Beat guidance on both cash flow and production. Because it is a natural gas company, he wouldn’t be buying yet.

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