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.

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Consensus
Hold
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Valuation
Fair Value
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TOU
BUY
Going to Buy it. His entry was to be $21.50 or better. This is a good entry point and you can hold it for some time.
BUY
(Market Call Minute) Fantastic finding and development costs. Well-run company and makes money with $5 gas.
TOP PICK
It remains run by one of the smartest management teams out there. They have great properties. It’s an unconventional gas play. An above average growth pattern. Commodity prices are the biggest risk.
PAST TOP PICK
(A Top Pick June 30/09. Up 18.57%.) Still a buy.
PAST TOP PICK
(A Top Pick Jan 23/09. Up 39.86%.) Still buys on weakness.
PAST TOP PICK
(A Top Pick Feb 6/09. Up 9.47%.) Still a buy.
TOP PICK
Even balance between oil and gas, which he likes. Economics down to $4-5 per mcf. 13-15 years inventory. Well positioned to transition into a growth company at the end of the year. Interesting oil assets. This has been a laggard in the trust space. Excellent balance sheet.
BUY
About 50/50 natural gas and oil. Have some great assets. 6% yield. Already cut the dividend a significant amount so as they convert he does not expect further cuts. Good management. Expect you will get 10%-15% return.
SELL
Well managed but there is a potential small cut when they convert to a corp. Even a small cut in the short term would hurt the price so he would consider Crescent Point (CPG-T), which has already converted and the yield is very similar and they have better growth.
SELL
Well run. Not as dynamic as it was. Big broad producer and is well hedged and will move with the commodity. Hard to have growth. He would rather have something like Imperial Oil (IMO-T), which doesn't have the trust structure and is very transparent in what they are doing.
PAST TOP PICK
(A Top Pick Dec 5/08. Up 32.98% plus distributions.) Too much gas. He is negative on the gas side but this is one of the better operators. Still a Hold.
BUY
On his potential buy list. They acquired some assets and are doing an issue to pay for them. Doesn’t know if there is dilution, but thinks not. Risks are major spike in interest rates, pickup in inflation or further decline in US$. Deficit spending in US is bothering him.
HOLD
A great trust. Claim they can keep their distribution going as they have a lot of tax loss carry forward they can use. They can make money on their new Montney gas play in northern BC.
BUY
(Market Call Minute.) Superbly managed trust. Good long-term hold.
BUY ON WEAKNESS
Very high quality holding. Will have very good exposure to low-cost natural gas. Cut their distribution and will likely be up to maintain the current level of 5.7%. Good exposure to the Montney play in BC.
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