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TSE:ARX

Arc Resources Ltd (ARX.TO)

31.85
-0.08 (0.23%)
as of Jun 11, 2026, 7:54:41 pm Market Open.
942 watching
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Investor Insights
star iconJun 11, 2026, 12:00 am

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

Arc Resources Ltd (ARX) is currently in a state of transition due to its acquisition by Shell, which could result in a stagnation period until the deal closes. While some analysts see the acquisition as a positive move due to Shell's need for assets, others express caution, suggesting limited upside and advocating for selling or reallocating into other energy equities. Many experts highlight the importance of tax implications with the deal's structure, which includes a stock and cash component from Shell. Additionally, there are concerns over Arc's Attachie project, which has faced development issues, impacting overall stock performance. Despite these challenges, the company is recognized for its quality assets and potential growth in natural gas, with several analysts recommending patience and suggesting the stock has solid long-term growth prospects.

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Consensus
Hold
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Valuation
Fair Value
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TOU
DON'T BUY
(Market Call Minute.) Be very careful on the energy stocks.
COMMENT
(Market Call Minute.) Extremely well-run company. Have a lot of upside at Tower, a high liquids rich play. There will be muted production growth but the dividend is quite safe.
TOP PICK
Not too sure why it sold off. This is a gassy stock but they are in the Liquid Natural Gas side of the business. A good area to be in. Company has managed to keep building its earnings through these difficult times. One of the best managements in Western Canada. Still have lots of potential.
DON'T BUY
54% natural gas. If natural gas stays where it is, they could have a problem with their dividend. Good company, but with natural gas where it is, it is all about what sort of hedges they have. Fortunately they have about 64% of their natural gas exposure hedged. Doesn't know what they have for 2013.
HOLD
This is one of his favourites. Because it is about 60% natural gas, its price reflects natural gas pricing. 50% of its oil reserves and 50% of its natural gas production has been hedged for this year and starting to make inroads for hedging for next year. Feels the distribution is going to be sacrosanct.
PARTIAL BUY
The low price is obviously reflecting weaker gas pricing. Have a large exposure to the Montney play. Very well run company. Conservative balance sheet. Good level to start accumulating. 6.3% dividend yield should be safe.
COMMENT
Chart shows it has a major downtrend. If you own, on any kind of a minor rally, sell and move onto something else.
HOLD
About 50-50 oil and natural gas. Have some good hedges in place. Well-managed. He was buying when the stock dropped below $20 this week.
COMMENT
50% weighted towards gas. Recently announced that cap X is an option, not an obligation, in other words they are willing to scale back their cap X and put it towards oil and take it away from gas drilling. Will probably have more bang for your buck in something more oil weighted.
SELL
A tough position to be in. They are not covering their distribution. Price of gas is in free fall so no one knows where the bottom is. There are a lot of natural sellers here. This could take a while. Don’t buy things that are falling in price. If gas prices stay week, it can continue to go lower. Pick a stop.
PAST TOP PICK
(Top Pick Apr 15/11, Up 3.20%) Been one of his income type stocks. About the only gas stock he holds. They were quick to move toward NGLs. Thinks they will continue to well and to pay good dividends. Doesn’t think we will see Nat. Gas go up for years.
TOP PICK
40% oils and liquids and 60% natural gas. 75%+ of revenues come from oil. Have a terrific position in Alberta in the Montne. Very astute about what they're doing with new properties. Shedding old properties that are marginal. Yield of about 4.7%. Great, long term buy.
BUY
Good company and very well run. The dividend which he thinks they will be able to continue to pay. Big exposure to natural gas but at some point, natural gas prices will stabilize.
TOP PICK
In gas liquids and have done a good job. One of the better managed. Yield of about 5%.
BUY
Would nibble away at this stock at these levels. Dividend is safe. If gas went to $1.50, they would cut capital spending. They would take money from DRIP programs and they would sell extraneous land, so the dividend is safe.
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