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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 Feb 14, 2024 8:48am
121 Views
Post# 35879379

RE:RE:RE:RE:RE:RE:RE:RE:RE:Statement of Personal Nature

RE:RE:RE:RE:RE:RE:RE:RE:RE:Statement of Personal Nature
That’s an insightful question. The company has indicated that a plant expansion to 20,000 tpd could potentially decrease process plus G&A unit costs by 25 to 30%. Based on this, one could infer that a 30% expansion to 13,000 tpd might reduce these costs by approximately 6.25 to 9%.
 
Regarding the increase in head grade, let’s consider two scenarios using the company’s cost per tonne estimates from their 2023 outlook:
 
1. With a gold price of US$1.9k/oz, a recovery rate of 92%, a mill rate of 13K tpd, and a head grade of 1.15 g/t, the model predicts an annual production of 161.4K ounces, an AISC of US$1.47K/oz, and net pre-tax free cash flows of US$77.74M.
 
2. If the head grade is increased to 1.43 g/t while keeping the other parameters constant, the model predicts an annual production of 200K ounces, an AISC of US$1.29K/oz, and net pre-tax free cash flows of US$149.34M.
 
Now, let’s consider a scenario where there’s an increase in head grade and a decrease in process plus G&A unit costs by 9%. Using the company’s 2023 cost per tonne estimates, but factoring in a 9% reduction in process plus G&A unit costs:
 
With a gold price of US$1.9k/oz, a recovery rate of 92%, a mill rate of 13K tpd, and a head grade of 1.43 g/t, the model predicts an annual production of 200K ounces, an AISC of US$1.26K/oz, and net pre-tax free cash flows of US$157.28M.
 
In conclusion, an increase in head grade and a decrease in process plus G&A unit costs by 9%, along with a gold price of US$1.9k/oz, a recovery rate of 92%, a mill rate of 13K tpd, and a head grade of 1.43 g/t, could potentially result in an increase in annual production by 38.6K ounces, a reduction in AISC by .21K/oz, and an increase in net pre-tax cash flows by US$79.54M.
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