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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
0
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
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.
BUY ON WEAKNESS
A high-quality management team. Payout ratio or is in the 60% range. Very methodical in making acquisitions. In general, she feels the oil/gas trusts are pretty expensive and will continue to be so over the next month are two. Would wait for a pullback, perhaps in March. Good long-term hold.
BUY
Great assets. Has performed phenomenally well. High quality management. A little rich if you’re a short-term holder, but if you are a long-term holder, this is one you almost have to own.
BUY
Intrigued by their recent acquisitions from Imperial Oil (IMO-T) and Exxon Mobile. They are long life assets in an area where they are working so a very complimentary fit.
BUY
Has a long reserve life of about 12 years. Management is very focused on return on investment. They led the way in reduced payout ratios. Low debt.
BUY
The premier royalty trust. Has been very innovative as a trust. Very well managed. Have acquired smartly.
BUY
A great company with a top class management team. Great asset base. Just had a distribution increase and would expect another one in 2006. Good price.
BUY
A premier name. Doesn't own because he prefers trusts with a higher gas content.
BUY
Should be a core holding for royalty trust investors. Have some of the most conservative policies when it comes to reserve life index. Conservative payout.
TOP PICK
In the top quartile in terms of management teams. A premier trust in terms of fundamentals and the way they handle their business. Undervalued. 12+ years of reserve life index. Great balance sheet.
BUY
A high quality trust. This and Enerplus Resources (ERF.UN-T) are the blue chip trusts in the market place. Sensitive to the prices of oil and gas.
BUY
A well managed company. One of the first to come into the trust world with a sustainability model. What they are earning they use to grow their production. Very innovative.
BUY
A very high quality trust. One of the best management teams in the oil patch. High quality asset base. Relatively low payout ratios.
TOP PICK
Strong management. Excellent properties balanced between oil and gas. Plenty of opportunity to add value through drilling property it already owns. Excellent assets.
BUY
Can't do much better than this one in the trust area. The blue chip one. Low operating costs and low payout ratios.
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