Added to YB: 2025-11-17
Pitch date: 2025-11-14
ARX.TO [bullish]
ARC Resources Ltd.
+4.23%
current return
Author Info
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Company Info
ARC Resources Ltd. engages in the acquiring and developing crude oil, natural gas, condensate, and natural gas liquids in Canada.
Market Cap
CAD 13.9B
Pitch Price
CAD 24.57
Price Target
41.00 (+58%)
Dividend
3.48%
EV/EBITDA
5.28
P/E
10.27
EV/Sales
3.03
Sector
Oil, Gas and Consumable Fuels
Category
value
ARC Resources: The Dutch Two-Trade Strategy Reborn in the Montney Basin
ARX.TO: Low-cost Montney producer ($11/boe) w/ dual gas/condensate model generating ~10% FCF yield at current prices. Strategic LNG contracts + marketing moat achieved 175% premium to AECO in Q3. Trading 5x EBITDA vs C$41/share 2P reserves (70% upside). Mgmt returns 100% FCF via buybacks/divs.
Read full article (30 min)