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.

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Consensus
Hold
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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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