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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Similar
CND-Q
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%.
BUY
Has always been a benchmark type of name. Investors have been very comfortable with it. Very large. Long history and big reserves. Has good quality assets and a good track record.
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