TSE:ARX

Arc Resources Ltd (ARX.TO)

29.80
+0.31 (1.05%)
as of Jun 30, 2026, 8:00:01 pm Market Open.
941 watching
0
Investor Insights
star iconJul 1, 2026, 12:00 am

This summary was created by AI, based on 43 opinions in the last 12 months.

Reviews from various experts indicate a mixed sentiment regarding Arc Resources Ltd. The stock finds itself in a challenging position due to issues surrounding its Attachie project and the overall volatility in natural gas prices. While some analysts maintain a long-term positive outlook, emphasizing its quality assets and potential for growth driven by LNG exports, others advise caution, pointing out production cuts and a lack of immediate upside. The impending acquisition by Shell has added a layer of uncertainty, with opinions split between selling now or holding until the deal closes. Despite the challenges, many experts appreciate the management's efforts in maintaining a solid balance sheet and its commitment to returning capital to shareholders through dividends and buybacks.

consensus icon
Consensus
Hold
valuation icon
Valuation
Fair Value
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CND-Q
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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