TSE:ARX

Arc Resources Ltd (ARX.TO)

32.44
+0.52 (1.63%)
as of Jun 11, 2026, 1:47:01 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
PAST TOP PICK
(A Top Pick June 30/09. Up 21%.) There is 3 years of visible production growth and it is very profitable.
PAST TOP PICK
(A Top Pick Nov 26/08. Up 0.53% plus distributions.)
BUY
Very well managed. Will change into a corp in the latter part of next year probably. About 50/50 oil and gas. In some great areas. 5.8% yield.
PAST TOP PICK
(A Top Pick Oct 31/08. Up 17%.) Good management. Still likes. A little big gassy.
PAST TOP PICK
(A Top Pick June 30/09. Up 15.3%.) Next year there will be substantial growth from their Montney project, which will still make money at $4 gas.
BUY
(Market Call Minute.) Longer-term Buy. One of the most conservative names. Well managed but a little gassy weighted and increasingly so.
PAST TOP PICK
(A Top Pick Sept 26/08. Down 16.96%.)
BUY
(Market Call Minute) Valuation is reasonable. Could buy for the long term.
BUY
Quality company but about 50/50 oil and gas. Although natural gas prices are not encouraging, over the long-term he is looking for much better pricing levels.
BUY
Have cut distributions, as have most of the oil/gas trusts. About 50/50 oil and gas. Very attractive land position in the Montney. Allocating a lot of CapX to building a gas facility and putting some infrastructure in place. When their gas comes on stream in 2010, you should see a lot of pick up in production growth.
BUY
One of his favourites. Pretty well balanced between oil and natural gas. Good management. On his watch list. 6.7% yield.
TOP PICK
A little bit overweight natural gas and he thinks natural gas merits some consideration. Have good hedges in place.
PAST TOP PICK
(A Top Pick Nov 26/08. Down 7.28%.) Has more oil than gas but gas is what pulled it down. Well managed. Distribution should be safe.
PAST TOP PICK
(A Top Pick June 30/09. Up 0.19%.) Expecting substantial growth out of the Montney play next year. Gas is there and they just have to build the infrastructure to get it out. One of the better management teams.
PAST TOP PICK
(A Top Pick Aug 1/08. Down 37.9%.) Gassy but still likes.
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