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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
valuation icon
Valuation
Fair Value
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Similar
TOU
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.
BUY
Has been flat and range bound in the last little while. This is a relatively good buying opportunity. One of the premier oil/gas income trusts.
DON'T BUY
Has been relatively flat recently. Good management. Reasonably fully priced, so has not been adding to his position. He is also a bit concerned about the price of gas.
HOLD
Income trusts like this one, are going to be put into the MSCI (Morgan Stanley index) this month which will create some extra buying. Gives you an 11% yield, a large part of which is tax deferred.
BUY
A premier income trust. Management continues to do a good job in replacing reserves and making small acquisitions.
BUY
One of the best run income trusts out there. Somewhat natural gas oriented. Very sustainable.
BUY
Excellent management. Recently bought into Pembina, Canada's oldest oilfields. Good upside with CO2 use which will fall under Kyoto agreements.
BUY
Very positive on this trust. Feels that gas/oil will remain high. Good entry point.
TRADE
A more conservative stock. He likes it, and it's well managed.
PAST TOP PICK
(A Top Pick Oct 28/05. Up 17%.) In the top 4/5 in energy trusts. Good long track record. Good assets. Long reserve life index. Low debt.
HOLD
Top quality trust. Hesitate to say stable. Long term value. Payout is low at 60%. Hang on to it.
HOLD
A blue-chip royalty trust. Have a very stable group of assets. Very comfortable reserve life at 12 years. Recent acquisition of a pool of light oil should be good.
BUY
Just made an acquisition that the market felt was too high a price. They feel the acquisition, even though it is expensive, is an excellent one and they are continuing to buy. Expecting news on a secondary recovery scene that should increase the value.
BUY
Recently made an acquisition of about 462 million from Imperial oil in the North Pembina area. Paid a very high price for it but they are high-quality, long life reserves. Thinks they will do well. Its payout is about 66% and the yield is about 9.1%.
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