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Antero Resources Corp T.AR


Primary Symbol: AR

Antero Resources Corporation is an independent natural gas and natural gas liquids (NGLs) company. The Company is engaged in the acquisition, development and production of unconventional properties located in the Appalachian Basin in West Virginia and Ohio. The Company targets large, repeatable resource plays where horizontal drilling and advanced fracture stimulation technologies provide the means to economically develop and produce natural gas, NGLs and oil from unconventional formations. The Company operates through three segments: the exploration, development, and production of natural gas, NGLs and oil; marketing of excess firm transportation capacity; and midstream services through its equity method investment in Antero Midstream Corporation (Antero Midstream). The Company holds approximately 515,000 net acres of natural gas, NGLs and oil properties located in the Appalachian Basin, primarily in West Virginia and Ohio.


NYSE:AR - Post by User

Comment by ARGONAUTGOLDon Sep 18, 2023 6:46pm
192 Views
Post# 35642449

RE:RE:RE:RE:RE:Argonaut Gold: Magino - The diamond in the rough

RE:RE:RE:RE:RE:Argonaut Gold: Magino - The diamond in the rough

We're going to proccess 20,000 tpd, 1.43 g/t and a 92% recovery rate. Magino will produce 300k oz annually easily. Plus the additional production from FC and the Mexican mines. Argonaut Gold theoretically could produce 400k oz in 2024.

 

Alamos Gold's price-to-earnings ratio is ~30, and the average price-to-earnings ratio of 80 different gold mining companies is 26.1. Considering the USD/CAD conversion rate, Argonaut Gold market cap could hit ~CA$5B late 2024 or 2025. ~CA$5 billion market cap, that is ~CA$5 a share bud.

 

"Some of the paragraphs I emphasized on while reading Argonaut Gold's latest financial report excited me. For instance, the company claims the plant is running at or above nameplate capacity which is 10,000 tpd. The company also insisted the conversion of resources to reserves could support an increase to process capacity from 10,000 tpd to a range of 15,000 tpd - 20,000 tpd. Continue reading and you'll find this tid bit of information in the end-notes section which insinuates a 15% improvement due to over design of the process plant combined with a 15% increase in throughput from the addition of the pebble crusher could increase throughput by as much as 30% over the current nameplate capacity of the process plant of 10,000 tonnes per day to 13,000 tonnes per day. In regards to these statements, the company will only need to increase process capacity by a range of 2,000 tpd - 7,000 tpd for the company to achieve a process capacity in the range of 15,000 tpd - 20,000 tpd. 20,000 tpd, 1.43 g/t and a 92% recovery rate. Magino will produce 300k oz annually easily. Plus the additional production from FC and the Mexican mines. Argonaut Gold theoretically could produce 400k oz in 2024."

 

 

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