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Antero AR
Posted: Thu Nov 10, 2022 1:00 pm
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
Re: Antero AR
Posted: Thu Nov 10, 2022 1:32 pm
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.
Re: Antero AR
Posted: Thu Nov 10, 2022 2:46 pm
by Fraser921
Good picks!!
I'm on the CRK bandwagon as well, bad hedges are rolling off and they have the cheapest NG around