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.

consensus icon
Consensus
Hold
valuation icon
Valuation
Fair Value
review icon
Similar
TOU
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.
TOP PICK
Her most favourite trust for 2008. Close to 50/50 on oil and gas. 10% yield. Management has a history of under promising and over delivering. Good entry point.
Showing 571 to 585 of 814 entries