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
0
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.

consensus icon
Consensus
Hold
valuation icon
Valuation
Fair Value
review icon
Similar
CND-Q
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.
HOLD
Probably one of the best energy income trusts out there.
BUY
A sustainable business model in the energy area where they retain a certain amount of their cash flow to continue to do the development drilling in order to maintain production. Nicely balanced between oil and gas.
BUY
Very well run business. Conservative management team on a relative basis. Well positioned to replace production this year and maintain current distributions.
BUY
3 good balanced and diversified energy trusts would include Arc Energy (AET.UN-T), which is evenly weighted between oil and gas, Crescent Point Energy (CPG.UN-T) at about 78% oil and a great play in Saskatchewan or Enerplus Resources (ERF.UN-T) with oil sands and exposure. All 3 are excellent value right now.
BUY
Very solid management team. Had very positive news out of their NE BC properties. Undervalued. Should remain as one of the premier mid-cap E & P companies in Canada.
HOLD
(Market Call Minute.) This is a long-term hold.
BUY
(Market Call Minute.) One of the best energy trusts out there.
BUY
(Market Call Minute.) Among the strongest management team and the trusts. They will carry on no matter what happens in the royalty trust world. Good asset base.
BUY
Historically has been a good trust because of quality of management and assets. The high Cdn$ and the new Alberta royalty regime has hurt. It is a winner. Great buying opportunity for a 3 to 5 year horizon.
BUY
Have about a 50-50 split between oil and gas. Good track record of value appreciation over the long term. 13.2 years reserve life index. Very strong technical team. Great place to be if you have a long-term time horizon. Thinks distribution is safe.
COMMENT
(Market Call Minute) A tough one. You may want to hold, but be aware of cuts in distributions in the natural gas group.
HOLD
Would be a little cautious about adding to it here. If we have any kind of a winter at all, natural gas prices should find a base and move up. Distributions should be reasonably safe.
BUY
A very good oil/gas company.
HOLD
He likes the gassy trusts over the oily ones. It has a very long base. Had its low last November and had a higher low this August. It looks okay; just don't let it go down below the August low.
Showing 586 to 600 of 815 entries