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TSE:ARX

Arc Resources Ltd (ARX.TO)

33.38
-0.17 (0.51%)
as of Aug 26, 2026, 6:55:49 pm Market Open.
937 watching
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Investor Insights
star iconAug 26, 2026, 12:00 am

This summary was created by AI, based on 39 opinions in the last 12 months.

Arc Resources Ltd (ARX) is currently in a transitional state as it faces an acquisition by Shell. Many analysts believe the deal will likely go through at the stipulated offer price, suggesting limited immediate upside for holding ARX shares. A recurring theme in the reviews is the strategic decision surrounding whether to convert to Shell shares or invest in other Canadian energy stocks. Analysts emphasize the strong asset quality of ARX but acknowledge concerns regarding project delays, specifically the Attachie project, and its implications for future growth. The sentiment seems cautious, with a call for patience and possible reinvestment in other energy firms or sectors while awaiting clearer performance indicators from ARX.

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Consensus
Sell
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Valuation
Fair Value
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CNQ
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.
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.
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