TSE:ARX

Arc Resources Ltd (ARX.TO)

32.45
+0.52 (1.63%)
as of Jul 21, 2026, 8:00:01 pm Market Open.
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Investor Insights
star iconJul 21, 2026, 12:00 am

This summary was created by AI, based on 42 opinions in the last 12 months.

Arc Resources Ltd (ARX-T) has received mixed reviews from experts as it faces challenges related to its Attachie project and weak natural gas prices. While several analysts maintain confidence in the company's long-term potential due to its strong management team and solid balance sheet, many also express concerns about the current performance and valuation, suggesting that the company is navigating a tough environment. Some experts highlight the potential for growth in the LNG market and the importance of patience, advising investors to consider their tax situations when deciding whether to hold or sell. Overall, opinions vary widely, with some recommending to hold onto the stock despite recent dips, while others favor reallocating funds to different energy stocks, indicating a cautious but hopeful outlook for ARX.

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Consensus
Mixed
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Valuation
Fair Value
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BUY ON WEAKNESS
One of his favourites. Great management. About 50% oil and 50% gas. Very tied to the commodity. $25-$26 range is a fantastic price.
BUY
Very conservative and low payout ratio. Some upside in terms of CO2 flooding where they can recover more oil.
TOP PICK
One of the top management teams in the trust sector. About 2-3 years of drilling inventory. Hasn't had to resort to acquisitions.
HOLD
Likes this stock. Has pulled back with the energy prices.
HOLD
Very senior and very steady. Mix of oil and gas. Has not made an acquisition for a while, while others have so he suspects they are doing something behind the scenes.
HOLD
His favourite in the sector but wouldn't buy at this price.
BUY
This is a name that you want to hold in the royalty trust space. Has been very conservative in terms of its management. Law payout ratio. Has potential for upside in coal bed methane and CO2 flooding.
HOLD
The trusts that are more exposed to gas have had a look that the problem with regards to their cash flows. Expect that Arc will be able to hold its distribution.
DON'T BUY
Has taken a 7/8% hit in the last 10 days. Expects this is due to profit deterioration. This is an especially serious matter for trusts. The most important determinant of the performance of trusts is profit growth. When profit growth falters, there is a real risk of distribution cuts.
BUY
If you are taking a balanced approach to trust exposure in oil and natural gas, this is a terrific investment. Yield is lower than what he would like.
HOLD
Valuation is at a slight premium to their peers, which is well deserved, based on their numbers. Their operating costs continue to go down. A good balance between oil and gas.
BUY
Equally weighted in oil/gas. Excellent management. Actively traded in the US.
DON'T BUY
Buys income trusts for yield. When the price of this stock went up, the yield was not that exciting and he sold his holdings. Great management.
BUY
Over time, has been very conservative. Hasn't over promised and under delivered, but has actually under promised and over delivered. Because of its conservative payout strategy, it has also option value in terms of CO2 flood potential where they can get out oil/gas in the Pembina region.
BUY
One of the best run royalty trusts. Good variety of properties. A core holding for most portfolios.
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