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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 Lifexprton Mar 27, 2024 12:15pm
207 Views
Post# 35955732

RE:SOLD

RE:SOLDWrong move Argo. 

Magino is gone but so are hedges and debt. 

In fact you are getting 1 for 1 shares of new company which holds Florida Canyon and mexican mines debt free with a $10 million injection from Alamos. NAV of this spinco is $170M but on paper it's $60M. Richard can easily triple and more that valuation especially given they referred to it as cornerstone asset. Not a bad deal given Alamos paid much more per share than the $.34 cents given debt and hedges. Spinco is producing 100k oz with AISC much lower than today's gold prices, effectively being cashflow positive. That must be worth more than $60M, no?
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