TSE:ARX

Arc Resources Ltd (ARX.TO)

31.92
+0.22 (0.69%)
as of Jun 10, 2026, 8:00:01 pm Market Open.
942 watching
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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
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.
BUY
One of the largest trusts. 50% natural gas/50% oil. Excellent management. 1st quarter results were better than expected. Have some very interesting things in front of it. Has interests in the Pembina area.
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