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TSE:ARX

Arc Resources Ltd (ARX.TO)

33.43
-0.12 (0.36%)
as of Aug 26, 2026, 8:00:01 pm Market Open.
937 watching
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Investor Insights
star iconAug 26, 2026, 12:00 am

This summary was created by AI, based on 39 opinions in the last 12 months.

Arc Resources Ltd (ARX-T) is currently under scrutiny due to the impending acquisition by Shell. Many experts indicate that there is little strategic advantage in waiting for the deal to close, particularly for those in taxable accounts, as the conversion to Shell shares may be a more tax-efficient option. While the deal is generally seen as positive, concerns exist regarding the performance of natural gas prices and production profiles post-acquisition. Some analysts recommend transitioning into alternative energy stocks like CNQ or OVV, given that the energy market is expected to experience volatility. Other analysts believe patience is warranted, suggesting that the company's quality assets could yield long-term benefits despite short-term setbacks associated with the Attachie project.

consensus icon
Consensus
Hold
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Valuation
Fair Value
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Similar
TOU
BUY
Has been one of the low performers in the royalty income trust space. As one of the highest quality asset bases out there. Very diversified. Great management team.
HOLD
Has fallen as a result of lower commodity prices. Very well run income trust. Good management.
HOLD
Crème de la crème. Management, based on past performance, is smart enough to figure out what to do in terms of reconverting into more of an exploration vehicle versus a production vehicle. Good long-term. Expensive.
COMMENT
Prefers trusts that have stable payouts. Resource trusts are depleting and are subject to commodity price trends. He prefers longer-term holds with more stable distributions. Those connected with the oil sands would be safer than others.
BUY
One of the better oil/gas trusts. Excellent management and good properties. Reasonable payout ratio and reasonable debt. Exploring CO2 flooding at some of their projects.
COMMENT
Dropped a lot less than some of the other oil/gas income trusts. Very well managed. Reasonable payout ratio. Has been good in terms of replacing production.
BUY
A premier holding in the oil/gas space. Very strong legacy assets. Strong management.
BUY
Very good oil/gas trust. Good management. Gas prices have been improving. Some good gas focused names are Enerplus (ERF.UN-T) Arc Energy (AET.UN-T) Focus (FET.UN-T) and Shining Bank (SHN.UN-T).
BUY
Likes this one. For a unit trust, it’s probably a decent place to be.
HOLD
Fell 25/30%. As clawed its way back about 15%. One of the higher quality of the large energy trusts.
DON'T BUY
Historically, it has been the best managed trust. With the change in tax structure, its business plan is up in the air. Royalty trusts are in a hiatus now and it may be six months before they start moving.
BUY
Stellar management team. Great assets with long reserve life. Good long-term holding in the oil/gas space. Probably won't participate in any near-term rally.
HOLD
Extremely well managed. Given how far it has come down, it is completely fine to own. Not a bad place to be if you want income. Will continue to be choppy in the short term.
BUY
A well run trust. A lot of the trusts have been oversold.
BUY
Likes this one a lot. Pays about 11%.
Showing 631 to 645 of 816 entries