TSE:ARX

Arc Resources Ltd (ARX.TO)

32.45
+0.52 (1.63%)
as of Jul 21, 2026, 8:00:01 pm Market Open.
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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 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.
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.
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