Arc Resources

ARC Resources is engaged in the exploration for, development and production of crude oil, natural gas and natural gas liquids in western Canada. As of Dec 31 2011, net proven reserves for light and medium oil, heavy oil, natural gas and natural gas liquids were 87,905 thousand barrels, 1,801 thousand barrels, 1,197 billion cubit feet and 15,002 thousand barrels, respectively.
  • TickerARX.
  • ISINCA00208D4084
  • ExchangeToronto Stock Exchange
  • SectorOil & Gas Producers
  • CountryCanada

Analysts

An unfavourable environment weighs on ARC RESOURCES LTD., which sees a downgrade to Slightly Negative

The independent financial analyst theScreener just requalified the general evaluation of ARC RESOURCES LTD. (CA), active in the Exploration & Production industry. As regards its fundamental valuation, the title still shows 3 out of 4 stars and its market behaviour is seen as risky. theScreener believes that the unfavourable environment weighs on the sector and penalises the company, which sees a downgrade to its general evaluation to Slightly Negative. As of the analysis date January 17, 2020, the closing price was CAD 7.72 and its target price was estimated at CAD 6.04.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

EM Remains In Favor; Shanghai Comp Breaking Out A weakening US dollar (DXY) continues to be a major tailwind for both EM equities and the commodity Sectors. Improving price and RS trends for these risk-on areas of the market are among the many characteristics consistent with historical bull markets. Therefore, we continue to label this a bull market and we believe global equities are still in the early innings of a broad-based advance. • EM Equities. Price action has remained weak for the US dollar (DXY), which has been great news for EM equities. As outlined in our 12/19/19 Int'l Compass an...

Arc Resources Ltd: 1 director bought

A director at Arc Resources Ltd bought 134,200 shares at 8.180CAD and the significance rating of the trade was 82/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of ...

An unfavourable environment weighs on ARC RESOURCES LTD., which sees a downgrade to Slightly Negative

The independent financial analyst theScreener just requalified the general evaluation of ARC RESOURCES LTD. (US), active in the Exploration & Production industry. As regards its fundamental valuation, the title still shows 1 out of 4 stars and its market behaviour is seen as moderately risky. theScreener believes that the unfavourable environment weighs on the sector and penalises the company, which sees a downgrade to its general evaluation to Slightly Negative. As of the analysis date October 11, 2019, the closing price was USD 4.15 and its target price was estimated at USD 3.71.

Joe Gemino

Morningstar | Lowering Our Fair Value Estimate on ARC Resources; Stock Remains in 3-Star Territory

After taking a fresh look at no-moat ARC Resources' first-quarter earnings, we are lowering our fair value estimate to CAD 9 from CAD 9.50. The change is driven by our lower forecast for price realizations due to pipeline shortages coupled with our increased forecast for operating costs. The shares are now trading near CAD 8, in 3- star territory. Accordingly, we suggest that potential investors remain on the sidelines. Although the company’s Montney production possesses a low-cash-cost structure, full-cycle breakeven prices approximate $4 per thousand cubic feet for Henry Hub. Additionally, c...

Joe Gemino

Morningstar | Lowering Our Fair Value Estimate on ARC Resources; Stock Remains in 3-Star Territory

After taking a fresh look at no-moat ARC Resources' first-quarter earnings, we are lowering our fair value estimate to CAD 9 from CAD 9.50. The change is driven by our lower forecast for price realizations due to pipeline shortages coupled with our increased forecast for operating costs. The shares are now trading near CAD 8, in 3- star territory. Accordingly, we suggest that potential investors remain on the sidelines. Although the company’s Montney production possesses a low-cash-cost structure, full-cycle breakeven prices approximate $4 per thousand cubic feet for Henry Hub. Additionally, c...

Joe Gemino

Morningstar | Lowering Our Fair Value Estimate on ARC Resources; Stock Remains in 3-Star Territory. See Updated Analyst Note from 08 May 2019

After taking a fresh look at no-moat ARC Resources' first-quarter earnings, we are lowering our fair value estimate to CAD 9 from CAD 9.50. The change is driven by our lower forecast for price realizations due to pipeline shortages coupled with our increased forecast for operating costs. The shares are now trading near CAD 8, in 3- star territory. Accordingly, we suggest that potential investors remain on the sidelines. Although the company’s Montney production possesses a low-cash-cost structure, full-cycle breakeven prices approximate $4 per thousand cubic feet for Henry Hub. Additionally, c...

Joe Gemino

Lowering Our Fair Value Estimate on ARC Resources; Stock Remains in 3-Star Territory

After taking a fresh look at no-moat ARC Resources' first-quarter earnings, we are lowering our fair value estimate to CAD 9 from CAD 9.50. The change is driven by our lower forecast for price realizations due to pipeline shortages coupled with our increased forecast for operating costs. The shares are now trading near CAD 8, in 3- star territory. Accordingly, we suggest that potential investors remain on the sidelines. Although the company’s Montney production possesses a low-cash-cost structur...

Joe Gemino

Morningstar | ARC Resources Exceeds Our Expectations but Faces Second-Quarter Headwinds

No-moat ARC Resources reported first-quarter production volumes of 139 thousand barrels of oil equivalent per day compared with 131 mboe/d in the year-ago quarter and 136.5 mboe/d in the prior quarter. First-quarter production was also above our expectations driven by additional production flowing through the Sunrise Phase 2 plant. Despite the outperformance, management expects second-quarter production to decline by 5% from first-quarter levels owing to spring break-up and third-party pipelines outages. Beyond the second quarter, management expects production to ramp-up during the second half...

Joe Gemino

ARC Resources Exceeds Our Expectations but Faces Second-Quarter Headwinds

No-moat ARC Resources reported first-quarter production volumes of 139 thousand barrels of oil equivalent per day compared with 131 mboe/d in the year-ago quarter and 136.5 mboe/d in the prior quarter. First-quarter production was also above our expectations driven by additional production flowing through the Sunrise Phase 2 plant. Despite the outperformance, management expects second-quarter production to decline by 5% from first-quarter levels owing to spring break-up and third-party pipelines...

Arc Resources Ltd: 1 director bought

A director at Arc Resources Ltd bought 134,200 shares at 8.180CAD and the significance rating of the trade was 82/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of ...

An unfavourable environment weighs on ARC RESOURCES LTD., which sees a downgrade to Slightly Negative

The independent financial analyst theScreener just requalified the general evaluation of ARC RESOURCES LTD. (CA), active in the Exploration & Production industry. As regards its fundamental valuation, the title still shows 3 out of 4 stars and its market behaviour is seen as risky. theScreener believes that the unfavourable environment weighs on the sector and penalises the company, which sees a downgrade to its general evaluation to Slightly Negative. As of the analysis date January 17, 2020, the closing price was CAD 7.72 and its target price was estimated at CAD 6.04.

An unfavourable environment weighs on ARC RESOURCES LTD., which sees a downgrade to Slightly Negative

The independent financial analyst theScreener just requalified the general evaluation of ARC RESOURCES LTD. (US), active in the Exploration & Production industry. As regards its fundamental valuation, the title still shows 1 out of 4 stars and its market behaviour is seen as moderately risky. theScreener believes that the unfavourable environment weighs on the sector and penalises the company, which sees a downgrade to its general evaluation to Slightly Negative. As of the analysis date October 11, 2019, the closing price was USD 4.15 and its target price was estimated at USD 3.71.

ValuEngine Toronto Quantitative Stock Report for ARX

ValuEngine Toronto Quantitative Stock Report for ARX

ValuEngine Toronto Quantitative Stock Report for ARX

ValuEngine Toronto Quantitative Stock Report for ARX

ValuEngine Toronto Quantitative Stock Report for ARX

ValuEngine Toronto Quantitative Stock Report for ARX

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

EM Remains In Favor; Shanghai Comp Breaking Out A weakening US dollar (DXY) continues to be a major tailwind for both EM equities and the commodity Sectors. Improving price and RS trends for these risk-on areas of the market are among the many characteristics consistent with historical bull markets. Therefore, we continue to label this a bull market and we believe global equities are still in the early innings of a broad-based advance. • EM Equities. Price action has remained weak for the US dollar (DXY), which has been great news for EM equities. As outlined in our 12/19/19 Int'l Compass an...

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