Antero AR

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Fraser921
Posts: 3240
Joined: Mon Mar 22, 2021 11:48 am

Antero AR

Post by Fraser921 »

You like AR?

So does Fidelity!

They just announced a 15.1 % stake, 45.4 m shares. Previous filing was 10.0 %

https://www.sec.gov/Archives/edgar/data ... filing.txt
dan_s
Posts: 37306
Joined: Fri Apr 23, 2010 8:22 am

Re: Antero AR

Post by dan_s »

Yesterday I was interviewed on a radio station based in Vancouver, CA.
I'm on it each month. At the end of each 30 minute interview they ask me for some of my top picks.
Here is what I told them on November 9

My Top Picks
For Natural Gas
> Antero Resources (AR): Marcelus/Utica Shale (Appalachia)
> Comstock Resources (CRK): Haynesville Shale (Louisiana)
> SilverBow Resources (SBOW): Eagle Ford (South Texas)

For oil:
> Earthstone Energy (ESTE): Permian Basin (Texas) See note below
> Ranger Oil (ROCC): Eagle Ford (South Texas)
> PDC Energy (PDCE): DJ Basin (Colorado)

My top picks in Canada:
> InPlay Oil (IPO)
> Hemisphere Energy (IPO)
> Surge Energy (SGY)
> Crescent Point (CPG)

All are profitable and generating a lot of free cash flow from operations.
Dan Steffens
Energy Prospectus Group
Fraser921
Posts: 3240
Joined: Mon Mar 22, 2021 11:48 am

Re: Antero AR

Post by Fraser921 »

Good picks!!

I'm on the CRK bandwagon as well, bad hedges are rolling off and they have the cheapest NG around
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