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TSE:ARX

Arc Resources Ltd (ARX.TO)

33.43
-0.12 (0.36%)
as of Aug 26, 2026, 8:00:01 pm Market Open.
937 watching
0
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-T) is currently under scrutiny due to the impending acquisition by Shell. Many experts indicate that there is little strategic advantage in waiting for the deal to close, particularly for those in taxable accounts, as the conversion to Shell shares may be a more tax-efficient option. While the deal is generally seen as positive, concerns exist regarding the performance of natural gas prices and production profiles post-acquisition. Some analysts recommend transitioning into alternative energy stocks like CNQ or OVV, given that the energy market is expected to experience volatility. Other analysts believe patience is warranted, suggesting that the company's quality assets could yield long-term benefits despite short-term setbacks associated with the Attachie project.

consensus icon
Consensus
Hold
valuation icon
Valuation
Fair Value
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Similar
TOU
BUY
(Market Call Minute.) Has the gas exposure and is a really well run company.
BUY
Best of breed and thinks the dividend is safe. Extremely conservatively managed. Has exposure to Montney. One of the better and more solid companies.
HOLD
Likes it quite a bit. Just lowered distribution in the anticipation that things would get quite tight. Long reserve index. Half oil and half natural gas.
WAIT
12 years life is not a lot of time. In a couple of years it will become a straight energy company. Wait when it gets beaten up because of converting to a corp.
BUY
Fantastic management team. Thinks there is significant upside. May take some time to realize it. Very conservatively managed from a debt perspective. Cut distribution in September and took a hit, making it a good value now.
BUY
It’s one of the good trusts.
TOP PICK
Oil/gas trusts have really taken a beating and virtually all of them are in a Buy zone right now. Excellent management. Big in the Montney and Bakken plays. Good yield.
HOLD
Likes their Montney exposure in BC. Has come off about as far as it will come off and he can see some good upside. Almost 12% yield.
BUY
(Market Call Minute.) Evenly balanced oil and gas.
BUY
Big fan of this trust. Montney region has such great growth potential. Great management. Doesn't currently own but is looking at getting back into it. Excellent cash flow. About a 12% yield.
BUY
Some pretty good underlying fundamentals in terms of operating characteristics and profit growth. 11.2% yield.
COMMENT
(Arc Energy (AET.UN-T) versus Crescent Point (CPG.UN-T).) Less growth but a higher yield. Well managed enough that they have solid prospects.
BUY
Have a very good position in the hot gas play in the Montne. Just pulled the best well recorded in that area. Top tier management.
TOP PICK
Like sit under $30. Thinks oil and gas will stabilize. This one is in both the Montney and Bakken areas. 11% yield.
BUY
(Market Call Minute.) Likes the story. Trading at a pretty rich valuation. Prefers Encana (ECA-T).
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