TSE:ARX

Arc Resources Ltd (ARX.TO)

31.99
+0.07 (0.22%)
as of Jun 11, 2026, 6:04:05 pm Market Open.
942 watching
0
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.

consensus icon
Consensus
Hold
valuation icon
Valuation
Fair Value
review icon
Similar
TOU
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.
BUY
Excellent energy trust, one of the few companies that can grow production and cut operating cost.
Showing 466 to 480 of 814 entries