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
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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.

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Consensus
Hold
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Valuation
Fair Value
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Similar
CND-Q
BUY
(Market Call Minute.) Trusts are probably not a bad way to weather the uncertainty in the oil market.
BUY
Signed an agreement with the Alberta Research Council on carbon capture storage. The large amount invested cuts into the profits available for shareholders. Expect it will continue to be a pretty good performer.
BUY
9.5% yield. A stable producer that has become a growth producer and, as a result, the price will move higher and the yield comes into line with other growth trusts.
PARTIAL SELL
Some of these stocks could correct another 10%-15%. From a longer-term perspective, he likes this one quite a bit. Have a significant exposure in the Monte area of B.C., which is a big resource play and will underpin some strong growth. 2010 and 2011 are very positive for the company.
TOP PICK
Distribution of over 9%. Gas people are just making money hand over fist. This company is one of the best in the industry. Also have 140 sections in the Montney, which gives them some long-term hits. Expect distributions will be increased.
BUY
10% distribution. Quite a bit above its 200-day moving average.
BUY
(Market Call Minute.)
HOLD
(Market Call Minute.) One of a nice, but larger, slower growing trusts but you can get a nice yield on it.
BUY
Alternative to BCE. Horizontal fracturing stimulates wells that were not economic previously. Increasing production but priced as if flat production, so could rally, plus a good yield. Not a on year deal, but good total return.
HOLD
(Market Call Minute.) Hold at this point in time.
BUY ON WEAKNESS
50/50 oil and natural gas. Had a dramatic run-up and at these levels would be a Hold but a Buy on a pullback. Some excellent natural gas plays in the Montney play in northeast B.C. Also have an opportunity for a CO2 flood in their Alberta fields. Great management and very strong Q1 results.
PAST TOP PICK
(A Top Pick July 11/07. Up 36%.) This is one of those core holdings that you want to have in your portfolio for energy exposure. Good holdings in the Montney B.C. play.
HOLD
(Market Call Minute.) Likes the stock. Has had a pretty good run.
TOP PICK
Payout ratio is well within his acceptable limits. Through good and bad times, management has consistently added value to the company. Benefiting from the tight gas exposure in the Montney play in B.C.
COMMENT
One of the better energy trusts in the oil patch. Continue to have results that surprise the market on the upside. Fairly solid play. Very good properties and very good reserve replacements. Getting a little pricey now, but for longer-term holders it should be OK.
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