TSE:ARX

Arc Resources Ltd (ARX.TO)

29.80
+0.31 (1.05%)
as of Jun 30, 2026, 8:00:01 pm Market Open.
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Investor Insights
star iconJul 1, 2026, 12:00 am

This summary was created by AI, based on 43 opinions in the last 12 months.

Reviews from various experts indicate a mixed sentiment regarding Arc Resources Ltd. The stock finds itself in a challenging position due to issues surrounding its Attachie project and the overall volatility in natural gas prices. While some analysts maintain a long-term positive outlook, emphasizing its quality assets and potential for growth driven by LNG exports, others advise caution, pointing out production cuts and a lack of immediate upside. The impending acquisition by Shell has added a layer of uncertainty, with opinions split between selling now or holding until the deal closes. Despite the challenges, many experts appreciate the management's efforts in maintaining a solid balance sheet and its commitment to returning capital to shareholders through dividends and buybacks.

consensus icon
Consensus
Hold
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Valuation
Fair Value
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CND-Q
COMMENT
55%/45% natural gas to oil. On conversion, distributions will likely be maintained at around current levels. Well managed and located in good regions.
BUY
Well managed trust. Good properties. 50%/50% oil and gas.
PAST TOP PICK
(A Top Pick Aug 5/09. Up 16%.) Still likes but would hold off before adding to it.
HOLD
50/50 oil and gas. Have some interesting plays, particularly in Northeast BC where he can see good strong production growth. Will be converting some time later this year. Spending capital on processing of natural gas so distribution could possibly be cut.
TOP PICK
Stock has gone sideways for a long time but very well run. Gas play in the Montney and he is positive on gas for the long-term. Accumulate these while they are cheap.
BUY
About 50/50 natural gas and oil. One of the better managed energy trusts. Doesn't have the yield that a lot of other trusts have because you are paying for quality. Good balance sheet.
TOP PICK
About 55% gas, which will go to about 65% as a result of an acquisition of Storm Exploration (SEO-T). One of the first players to move into the Montney Shale formation. 5.5% yield that he expects will not change when they convert to a Corp.
BUY
Daylight (DAY-T) or Arc Energy (AET.UN-T)? Arc would be the better because they are so conservatively managed with big positions in the Montney. When there is a turning gas, this is the name you want to be in.
BUY ON WEAKNESS
Excellent properties and have increased their exposure to the Montney. Announced increased CapX. Recently raised $250 million quite easily to acquire more properties. Would like to see it 10%-15% lower.
TOP PICK
One of the best management teams in the energy sector. Only about 50% gas but will be closer to 60% in 12 months. Attractive valuation.
BUY
(Market Call Minute.) Very solid. One of the best trusts there is. Has a lock on the Montney.
PAST TOP PICK
(A Top Pick June 30/09. Up 24.33%.) Gas weighted so could be in for a rough summer.
PAST TOP PICK
(A Top Pick March 9/09. Up 95.87%.)
HOLD
Would rank this as #2 behind Baytex (BTE.UN-T). Fine assets.
HOLD
50/50 gas oil, very well run energy trust. There is nothing in there to get excited enough on any day. Nice predictable company with exposure to shale plays. He would not buy it buy if you have it, might as well hold it.
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