TSE:ARX

Arc Resources Ltd (ARX.TO)

31.92
+0.22 (0.69%)
as of Jun 10, 2026, 8:00:01 pm Market Open.
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Investor Insights
star iconJun 10, 2026, 12:00 am

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

Arc Resources Ltd (ARX-T) has garnered a mixed set of opinions from various experts, particularly in light of its recent acquisition by Shell. While some experts highlight the certainty of the deal and the potential for dividends, others express skepticism about the stock's upside and recommend selling or reallocating funds to other energy investments. The ongoing issues with the Attachie project seem to weigh on the company's outlook, especially against the backdrop of fluctuating natural gas prices. Despite this, several reviews point to the firm's strong cash flow generation, solid balance sheet, and promising long-term potential due to the underlying quality of its assets, particularly in natural gas. The consensus leans towards caution before the deal closes, urging investors to weigh their tax situations and consider future market dynamics.

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Consensus
Cautious
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Valuation
Fair Value
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CNQ
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.
BUY
Excellent entry point. One of the top trusts when looking at the underlying portfolio. Roughly 50%-50% oil/gas. Fantastic management record.
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