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.

consensus icon
Consensus
Hold
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Valuation
Fair Value
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Similar
CND-Q
BUY
One of the core names in the oil patch. High quality management team. Strong technical focus and good history of delivering value added results. Expect there will be softness on gas prices.
BUY
A great long-term core holding. When you're looking for energy exposure, this will be one of the long-term stable names. Have a fantastic asset base. One of the few that have been lowering their costs of operations.
WAIT
Arc Energy (AET.UN-T) and Penn West (PWT.UN-T) are probably 2 of the better trusts with some of the best quality assets and the 2 biggest owners in the Pembina oilfield. If you are a bull on long-term oil prices, these are one of the better places to be
HOLD
Half oil, half natural gas. For valuation, it's okay at the moment. Doesn't see any compelling reason to purchase at this moment. Yield of around 12%. Production profile is pretty stable. Reserve life index is around 10 years. Distribution is relatively
WAIT
Has gotten very cheap. Going into the shoulder season with oil prices so you don't need to be in a big rush. Towards the beginning of November would be a great time to be moving into these oil/gas names.
BUY
Price to cash flow is very favourable relative to others. Also, price to NAV is favourable.
HOLD
Great company that pays a double-digit yield of 12%. One of the finest developers of oil/gas properties.
BUY
Conservatively managed trust. Has good upside. Good balance sheet. Nice mix between oil and gas. CO2 flooding potential.
BUY
Has not recovered since the October 06 bombshell. They grow by the drill bit, not by the chequebook. Conservative management. Almost 12% yield.
TOP PICK
Oil/gas. A trust that will survive the tough times and thrive in the good times. Has a great long-term track record of creating value. Excellent portfolio of properties and excellent management. Good price.
COMMENT
Have a market cap of $6 billion, which will allow them to expand their equity-base without violating the government’s rules on trusts. One that he would consider owning.
DON'T BUY
Prefers others. Production profile going forward looks relatively flat to down. Have not been replacing reserves as effectively as others.
TOP PICK
Management delivers on a pretty consistent basis. 50% natural gas/50% oil. Healthy balance sheet so can take advantage of acquisition opportunities. Sustainable model with lower payout ratio and lower yield, but very good at reinvesting money back into the ground. Longer term, have some pretty decent resource plays. Good at increasing recovery through CO2 injection.
PAST TOP PICK
Then $25.39 Continues to be a great company. Pay out high yields.
HOLD
One of the better oil/gas income trusts. Good management team.
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