Arc Resources Ltd

ARX-T

TSE:ARX

7.48
0.48 (6.86%)
ARC was founded in 1996 as a royalty trust with the acquisition of 21 properties from Mobil Oil Canada. The acquisition was funded by an initial IPO of $180 million on the Toronto Stock Exchange.
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Analysis and Opinions about ARX-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
October 5, 2018

A well respected natural gas producer that had been trading too expensively. It now trades at a more reasonable 6-7 times cash flow. It remains profitable due to its liquids position. West coast LNG will benefit this stock. Yield 4.3%. (Analysts’ price target is $18.25)

A well respected natural gas producer that had been trading too expensively. It now trades at a more reasonable 6-7 times cash flow. It remains profitable due to its liquids position. West coast LNG will benefit this stock. Yield 4.3%. (Analysts’ price target is $18.25)

Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$14.110
Owned
Yes
COMMENT
COMMENT
September 28, 2018

Projecting 11% production growth till 2020. Balance sheet pretty good. Not a lot of cashflow per share growth. Pricier than its peers. An 111% payout ratio. If fund flows come to Canada, they’ll come to this name. Will benefit from LNG. Real key is whether oil will stay at $73. If yes, you can buy a lot of energy names, and ARC is one of them.

Arc Resources Ltd (ARX-T)
September 28, 2018

Projecting 11% production growth till 2020. Balance sheet pretty good. Not a lot of cashflow per share growth. Pricier than its peers. An 111% payout ratio. If fund flows come to Canada, they’ll come to this name. Will benefit from LNG. Real key is whether oil will stay at $73. If yes, you can buy a lot of energy names, and ARC is one of them.

Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$14.400
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
September 26, 2018

He continues to own this as it is primarily natural gas focused and has a great land and reserve base. He was buying it around $12.80.

Arc Resources Ltd (ARX-T)
September 26, 2018

He continues to own this as it is primarily natural gas focused and has a great land and reserve base. He was buying it around $12.80.

Ryan Bushell
President, Newhaven Asset Management
Price
$13.830
Owned
Yes
HOLD
HOLD
September 14, 2018

He has strong reason to believe a go decision will be made for an LNG project – likely in late-October. There are on the ground plans in Kitimat for festivities. ARX-T has good liquids exposure as well. He would prefer Tourmaline.

Arc Resources Ltd (ARX-T)
September 14, 2018

He has strong reason to believe a go decision will be made for an LNG project – likely in late-October. There are on the ground plans in Kitimat for festivities. ARX-T has good liquids exposure as well. He would prefer Tourmaline.

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$13.380
Owned
No
PAST TOP PICK
PAST TOP PICK
August 14, 2018

(A Top Pick August 18, 2017. Down 5%). The company executes excellently. This is primarily a gas company. Gas prices in Canada are extremely depressed because the infrastructure for gas delivery was designed to take southern Alberta gas to the US and Eastern Canada, but all the new discoveries have been made in Northern BC and Northern Alberta. The infrastructure to bring this out is still being built out. Arc has a lot of natural gas liquids. He expects natural gas prices to rise going into the Fall.

(A Top Pick August 18, 2017. Down 5%). The company executes excellently. This is primarily a gas company. Gas prices in Canada are extremely depressed because the infrastructure for gas delivery was designed to take southern Alberta gas to the US and Eastern Canada, but all the new discoveries have been made in Northern BC and Northern Alberta. The infrastructure to bring this out is still being built out. Arc has a lot of natural gas liquids. He expects natural gas prices to rise going into the Fall.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$14.510
Owned
Yes
COMMENT
COMMENT
August 1, 2018

Do not have a final investment decision on the LNG plant project yet. Should have a decision on this project sometime this year. Most are thinking the big LNG plant will get built. Most western Canadian natural gas stocks are very cheap. Western Canada is awash in natural gas and North America does not need it. If LNG gets exported globally, will see an enormous boom. Arc is a low cost, high quality operator in this area and may be some merit to own a small position in hope the plant gets built. There is an element of speculation.

Do not have a final investment decision on the LNG plant project yet. Should have a decision on this project sometime this year. Most are thinking the big LNG plant will get built. Most western Canadian natural gas stocks are very cheap. Western Canada is awash in natural gas and North America does not need it. If LNG gets exported globally, will see an enormous boom. Arc is a low cost, high quality operator in this area and may be some merit to own a small position in hope the plant gets built. There is an element of speculation.

Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$15.280
Owned
Unknown
COMMENT
COMMENT
July 20, 2018

Should get LNG positive approval next Friday. All the signs are there. But will service stocks go up as well?

Should get LNG positive approval next Friday. All the signs are there. But will service stocks go up as well?

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$14.920
Owned
Unknown
DON'T BUY
DON'T BUY
July 17, 2018

His model price is $13.66, so he seeks the stock as almost 6% overvalued. They pay out as much as analysts expect them to earn. There is better value in American stocks.

His model price is $13.66, so he seeks the stock as almost 6% overvalued. They pay out as much as analysts expect them to earn. There is better value in American stocks.

Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$14.590
Owned
No
TOP PICK
TOP PICK
July 16, 2018

It's one of the better-financed oil companies and a strong balance sheet. It has long-life properties to develop. Pays over 4% yield. (Analysts' price target: $18.03)

It's one of the better-financed oil companies and a strong balance sheet. It has long-life properties to develop. Pays over 4% yield. (Analysts' price target: $18.03)

Michael Sprung
President, Sprung Investment Management
Price
$14.450
Owned
Yes
WATCH
WATCH
July 9, 2018

It is attempting to break its downtrend and to base. You want to see it break $15. If it does that and stays for a couple of days you could step in.

It is attempting to break its downtrend and to base. You want to see it break $15. If it does that and stays for a couple of days you could step in.

Keith Richards
Portfolio Manager, ValueTrend Wealth Management
Price
$14.380
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
July 4, 2018

(A Top Pick July 25/17 Down 19%). It is a BC based natural gas producer that has been disappointing due to the lack of takeaway capacity. There is a possible BC LNG facility being talked for the market and demand is growing in North America for natural gas. It is not the time to sell. He likes the yield.

(A Top Pick July 25/17 Down 19%). It is a BC based natural gas producer that has been disappointing due to the lack of takeaway capacity. There is a possible BC LNG facility being talked for the market and demand is growing in North America for natural gas. It is not the time to sell. He likes the yield.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$13.710
Owned
Yes
TOP PICK
TOP PICK
July 3, 2018

Over 60% of their revenues are oil based and represents over 75% of their revenues. There is upside if there is a positive FID for the BC LNG project by Shell. He thinks it has one of the best management teams. Yield 4.5%. (Analysts’ price target is $17.86)

Over 60% of their revenues are oil based and represents over 75% of their revenues. There is upside if there is a positive FID for the BC LNG project by Shell. He thinks it has one of the best management teams. Yield 4.5%. (Analysts’ price target is $17.86)

Ryan Bushell
President, Newhaven Asset Management
Price
$13.550
Owned
Yes
DON'T BUY
DON'T BUY
June 26, 2018

Projected earnings for 2019 are lower than 2018. His model price is 4% lower than the current price. The yield is barely supported by earnings. There is better value elsewhere and the stock is out of favour.

Projected earnings for 2019 are lower than 2018. His model price is 4% lower than the current price. The yield is barely supported by earnings. There is better value elsewhere and the stock is out of favour.

Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$13.690
Owned
No
TOP PICK
TOP PICK
June 25, 2018

He expects Shell to go positive on their investment decision in LNG on the West Coast. That will cause a re-rating on gas stocks. (Analysts’ target: $17.97).

He expects Shell to go positive on their investment decision in LNG on the West Coast. That will cause a re-rating on gas stocks. (Analysts’ target: $17.97).

Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$13.300
Owned
Yes
DON'T BUY
DON'T BUY
April 17, 2018

Very well respected, they drill some of the most economical wells in the country, it trades at a premium because people have been hiding in this stock. Other companies have more potential to rise because they were more beaten down.

Very well respected, they drill some of the most economical wells in the country, it trades at a premium because people have been hiding in this stock. Other companies have more potential to rise because they were more beaten down.

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$13.920
Owned
No
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