TSE:ARX

Arc Resources Ltd (ARX.TO)

32.44
+0.52 (1.63%)
as of Jun 11, 2026, 1:47:01 pm Market Open.
942 watching
0
Investor Insights
star iconJun 11, 2026, 12:00 am

This summary was created by AI, based on 45 opinions in the last 12 months.

Arc Resources Ltd (ARX) is currently in a state of transition due to its acquisition by Shell, which could result in a stagnation period until the deal closes. While some analysts see the acquisition as a positive move due to Shell's need for assets, others express caution, suggesting limited upside and advocating for selling or reallocating into other energy equities. Many experts highlight the importance of tax implications with the deal's structure, which includes a stock and cash component from Shell. Additionally, there are concerns over Arc's Attachie project, which has faced development issues, impacting overall stock performance. Despite these challenges, the company is recognized for its quality assets and potential growth in natural gas, with several analysts recommending patience and suggesting the stock has solid long-term growth prospects.

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Consensus
Hold
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Valuation
Fair Value
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Similar
TOU
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).
BUY ON WEAKNESS
Like this a lot. Just increased its capital expenditure program which will go to good use. Exposure in the Montney region. Has land/opportunities in great areas.
BUY
(Market Call Minute.) Trusts are probably not a bad way to weather the uncertainty in the oil market.
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