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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

Post by SHEEPBAAA1on Oct 14, 2023 9:29am
237 Views
Post# 35683546

From Taylor Dart Article on Seeking Alpha

From Taylor Dart Article on Seeking Alpha
"Finally, it's important to note that if one is bullish on gold which I imagine is the case for most investors reading this as they are looking for leverage to the metal using producers, Argonaut does not provide the same leverage that many expected 18 months ago when they invested for Magino's eventual first gold pour. This is because the company has over 40% of 2024-2026 gold production sold forward at an average price of ~$1,830/oz, meaning it's not benefiting nearly as much from the higher gold prices as some of its peers. This isn't a deal-breaker, but with nearly half of 2025 and 2026 gold sales locked in at $1,821/oz, this could be a significant drag on profits if a new bull market in gold emerges, and this could actually lead to underperformance relative to peers given that Argonaut is now one of the most hedged names sector-wide."
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