TSE:ARX

Arc Resources Ltd (ARX.TO)

32.45
+0.52 (1.63%)
as of Jul 21, 2026, 8:00:01 pm Market Open.
940 watching
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Investor Insights
star iconJul 21, 2026, 12:00 am

This summary was created by AI, based on 42 opinions in the last 12 months.

Arc Resources Ltd (ARX-T) has received mixed reviews from experts as it faces challenges related to its Attachie project and weak natural gas prices. While several analysts maintain confidence in the company's long-term potential due to its strong management team and solid balance sheet, many also express concerns about the current performance and valuation, suggesting that the company is navigating a tough environment. Some experts highlight the potential for growth in the LNG market and the importance of patience, advising investors to consider their tax situations when deciding whether to hold or sell. Overall, opinions vary widely, with some recommending to hold onto the stock despite recent dips, while others favor reallocating funds to different energy stocks, indicating a cautious but hopeful outlook for ARX.

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Consensus
Mixed
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Valuation
Fair Value
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BUY
Excellent energy trust, one of the few companies that can grow production and cut operating cost.
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.
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