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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 Mar 28, 2024 12:10pm
119 Views
Post# 35958206

RE:RE:RE:RE:RE:RE:Not a Done Deal

RE:RE:RE:RE:RE:RE:Not a Done DealLife… Florida Canyon is a write-off. If you run the mill using the operating data from the 2024 guidance, the Net Present Value (NPV) with a 5% discount rate, gold price at $2,100 per ounce, and an initial investment of US$0, is negative US$200 million. This calculation excludes the royalties. I was hoping the company would sell off this operation, as investor relations stated the company wasn’t focused on the operation but was focused on Magino. The operation needed a lot of work to make it profitable. The company needs to increase the recovery rate and AU head grade, as well as increase reserves and resources. SpinCo’s first objective will be to obtain capital for exploration for Florida Canyon. They’ll dilute the hell out of your consolidated shares..
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