Antero see page 5

[Fraser921]

A repeat of the same weekly withdrawals as last winter would result in the U.S. ending withdrawal season with only about 12 million barrels in storage, significantly below 5-year minimum storage level 4 to 6 day supply

Current price is 71 % of WTI, Last year it was 10 %

NG Fundamentals

Go to antero resources investors page to open the pdf files

[dan_s]

Thanks for posting this. I am going to send it to our "Visiting Expert" from Raymond James and ask him to comment on the propane shortage that we see coming this winter during our September 17th webinar.

Register for the LIVE PRESENTATION by J.R. Weston, CFA Associate Analyst | Equity Research, Midstream/MLPs with Raymond James & Associates

You can register on the EPG Home Page or on one of the emails that Sabrina will be sending out.

[dan_s]

This is why I continue to believe that AR trading below book value per share is INSANE. AR should be a double for us in six months.

I have highlighted Comstock Resources (CRK) in my podcast, which is now available on the EPG website home page.

[Fraser921]

They are working off so caled "bad hedges" 2022 could be the year of a double in the name

[Fraser921]

Record is 76 per cent

Ar sells a lot of that

[dan_s]

Hedges: Keep in mind that the impact on AR or any company that has a lot of their production hedged is the same if it is 10 cents or 10 dollars over the ceiling on their hedges. All of their gas is sold at market prices in the "real world" and they settle the hedges base on the price they hedged at and where the NYMEX strip or other index settled. The net impact on their "realized price" is about the same.

All of the "gassers" have some unhedged production, so they do benefit from higher gas prices.

AR's NGLs are not hedged, so they are getting a significant revenue boost.