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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COMMENT
Cut distributions once already. Likes the exposure to Montney gas play in BC. That will be a huge upside for them in the long haul. Natural gas prices are very weak. Wouldn't buy for a 1-year perspective but for a 3-year perspective he would put it on his list. Could be a further distribution cut.
TOP PICK
Have cut their payout about 3 times but hasn't suffered that much. In the Montney Shale and have lots of property. Also in the Bakkens. A growth company.
COMMENT
Cut distributions because of declining commodity prices. One of the best well-managed trusts. Evenly balanced between oil and gas. In the Montney in BC. If a long-term investor and thinks natural gas will increase in the long-term, he would be a holder.
STRONG BUY
(Market Call Minute.) Good exposure to Montney. Conservative management. Survivor and possible consolidator in the patch.
BUY
Any call on any of the oil/gas trusts will be very dependent on your outlook for the price of energy. This has one of the best management teams. Very solid balance sheet. Very good quality name. A cheap way to play the Montney exposure.
TOP PICK
Oil/gas. One of the highest rated managements in the oil/gas income trust area. They are in the hot plays of the Montney and Bakken. Big positions in the Montney. They have been able to increase production and operate in an efficient way.
BUY
Cut distributions in September. Longer period of lower energy prices might result in distribution cuts again. Payout ratio is a little high especially factoring in their CapX program. Not particularly well hedged going into 2009. If you have a longer term view, this is a tremendous opportunity.
BUY
Thinks they will have to cut distributions because of where gas prices are. Have good reserves. Payout ratio looks unsustainable. Of all the oil/gas trusts, this is the one he likes the most.
TOP PICK
Likes to get paid while he waits for the energy sector to recover. Excellent management team. Very steady with distributions. Reserve life indexes have held on extremely well.
BUY
(Market Call Minute.) Great oil and gas company. Good Montney exposure.
TOP PICK
Increased distributions as commodity prices increased and have now brought them back down again. When it announced distribution decrease, it also announced an increase in its reserves. One of the dominant players in the Montney formation in northeast BC. Very disciplined management.
BUY
(Market Call Minute.) Will probably have to cut the distribution a little more. However, it is reasonably priced.
TOP PICK
A good oil company that happens to be an income trust. Will be a good oil and gas after they convert. May not have to convert until 2012-2013 because of their tax pools. Numbers on their Montney were so good that the units were up today. Great yield.
BUY
Balanced oil and gas. Some nice land positions in BC in the Montney. Top tier management team. The risk you run it as a short-term small distribution cut but suspects it will still yield between 12% and 14%.
BUY
(Market Call Minute.) Has the gas exposure and is a really well run company.
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