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
0
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.

consensus icon
Consensus
Hold
valuation icon
Valuation
Fair Value
review icon
Similar
CND-Q
BUY
One of the best run large trusts and a core holding for most portfolios. Has a $3.8 billion market cap. Pays a relatively low return, but a high quality, well managed trust.
BUY
Has one of the top tier management in this space. Distribution is very safe. As a result of their ability to drill at relatively low cost, they have the ability to maintain production through '05 and '06.
BUY
Their preference in royalty trusts.
BUY
Long term positive on light/sweet oil such as this one, Crescent Point (CPG.UN-T) and Enerplus (ERF.UN-T).
BUY
Likes this trust and is a core holding. Has a relatively high reserve life index at 12 years. Very strong management. Can replace production through low risk development type drilling.
BUY
A steady Eddy player. Have never had a revision or re-statement of their earnings. Tend to pay out less than some of the other income trusts which is very, very healthy.
BUY
One of the very high quality trusts in the oil/gas royalty space. Have kept distributions flat through 2004 which they like. Instead of increased distributions, they paid down their debt, decreased their payout ratio and re-invested the money into capital expenditure.
HOLD
It's not particulary cheap at the moment.
HOLD
Highest quality oil income trust. Keep for long term or take short dividends.
DON'T BUY
Have done a reasonably good job in replacing their production, about 85%. Yield will depend on the price of oil/gas. Feels that oil/gas will be lower. Fair value is somewhere in the $19/20 range. Would probably take profits in the sector right now.
BUY
A recent major study was very negative on oil/gas trusts so these trusts took a hit. However, part of their study used a low $33 oil for 2006 and $30 out from there. Feels the price is more likely to be $50 rather than $30. Expects the oil/gas trusts will turn around after some of the selling has gone through the system. Production has weakened, but still likes.
BUY
Can't get hurt with this trust if you want exposure to the oil/gas sector. One of the top management teams. Good track record in making accretive acquisitions as well as development and exploitation.
BUY
Income trusts are trading at a premium. What you look for is good solid management, good solid assets and a good track record. This one qualifies. Haven't had a negative reserve revision in their lifetime. Not a bad time to get in and not sure it will get a lot cheaper.
HOLD
Great track record. Good management. Believes that royalty trusts are discounting long term oil prices. Fully valued. Bonavista would be a better choice.
BUY
Would be a core holding in any portfoio he put together. A favourite. Excellent management team. Not a spectacular grower but grows nice and steady. Spend about 40% of their income on re-investment. Made some very good acquisitions.
Showing 706 to 720 of 815 entries