Antero Resources（0A71）株式概要独立系石油・天然ガス会社であるアンテロ・リソーシズ・コーポレーションは、米国で天然ガス、天然ガス液化石油ガス（NGL）、石油鉱区の開発、生産、探鉱、買収に従事している。 詳細0A71 ファンダメンタル分析スノーフレーク・スコア評価6/6将来の成長2/6過去の実績5/6財務の健全性4/6配当金0/6報酬当社が推定した公正価値より61.9%で取引されている 収益は年間7.22%増加すると予測されています 過去1年間で収益は296.6%増加しました 同業他社や業界と比較して、良好な取引価格 アナリストらは、株価が47.9%上昇するだろうとほぼ一致している。 リスク分析過去3か月間に大規模なインサイダー売却が発生 すべてのリスクチェックを見る0A71 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueUS$Current PriceUS$33.526.5% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-2b8b2016201920222025202620282031Revenue US$7.4bEarnings US$1.3bAdvancedSet Fair ValueView all narrativesAntero Resources Corporation 競合他社Ithaca EnergySymbol: LSE:ITHMarket cap: UK£3.8bSeplat EnergySymbol: LSE:SEPLMarket cap: UK£3.1bGulf Keystone PetroleumSymbol: LSE:GKPMarket cap: UK£380.5mCapricorn EnergySymbol: LSE:CNEMarket cap: UK£211.5m価格と性能株価の高値、安値、推移の概要Antero Resources過去の株価現在の株価US$33.5252週高値US$46.4552週安値US$29.11ベータ0.321ヶ月の変化-13.39%3ヶ月変化-22.57%1年変化-21.85%3年間の変化53.16%5年間の変化130.35%IPOからの変化292.51%最新ニュースお知らせ • Jun 11+ 1 more updateAntero Resources Corporation Files Motion to Intervene with Federal Energy Regulatory CommissionAntero Resources Corporation (“Antero”) filed this Motion to Intervene in the above-captioned proceeding. This proceeding involves Rover Pipeline LLC’s (“Rover”) filing of the revised tariff records listed in Appendix A to Rover’s filing to be part of its FERC NGA Gas Tariff, Original Volume No. 1-A. Antero respectfully shows as follows: The names and mailing addresses of the persons to whom service is to be made and to whom communications are to be addressed in this proceeding are: Katherine Garrett Director Gas Scheduling Marketing & Transportation Antero Resources Corporation 1615 Wynkoop Street Denver, Colorado 80202 Phone: (303) 357-6811 Email: kgarrett@anteroresources.com James E. Olson Claire Parker Ian Silfies JONES DAY 717 Texas, Suite 3300 Houston, TX 77002 Phone: (832) 239-3866 jolson@jonesday.com cparker@jonesday.com isilfies@jonesday.com Parties to be designated on the Commission’s official service list. Antero respectfully requests that the Commission waive Rule 203(b)(3), 18 C.F.R § 385.203(b)(3), in order to allow all designated representatives to be included on the Commission’s official service list. Antero submits this motion pursuant to Rules 212 and 214 of the Rules of Practice and Procedure of the Federal Energy Regulatory Commission (“Commission”), 18 C.F.R §§ 385.212 & 385.214 (2025). Rover states that the purpose of its filing is to file an executed copy of a new non-conforming service agreement with Range Resources-Appalachia, LLC (“Range”) under Rate Schedule FTS (“Agreement”). Rover states that it entered into the Agreement with Range for a primary term of fifteen years, commencing on June 1, 2026, for firm transportation service under Rate Schedule FTS initially in an amount of 170,600 dekatherms per day and increasing to 250,000 dekatherms per day during the primary term. Rover states that the Agreement contains a non-conforming term of service that deviates from the creditworthiness provisions in Rover’s General Terms and Conditions. Rover requests that the Commission find the non-conforming negotiated credit provisions to be a permissible material deviation as they reflect unique circumstances involved with constructing infrastructure, do not present a risk of undue discrimination, do not affect the operational conditions of providing service, and do not result in any customer receiving a different quality of service. Rover requests an effective date of June 1, 2026. The exact legal name of Antero is Antero Resources Corporation. Antero is a corporation organized and existing under the laws of the State of Delaware. Antero maintains its principal place of business at 1615 Wynkoop Street, Denver, Colorado 80202. Antero is a natural gas producer in the Marcellus Shale play. In order to transport its production to market, Antero has existing long-term firm service agreements on Rover. Antero has a direct and substantial interest in this proceeding that cannot be adequately represented by any other party. Antero will be directly affected by the Commission’s actions herein. Therefore, Antero respectfully requests that the Commission grant this motion to intervene and permit Antero to participate in this proceeding with full rights as a party thereto. WHEREFORE, for the foregoing reasons, Antero respectfully requests that the Commission grant this motion to intervene and permit Antero to participate in this proceeding with full rights as a party thereto. I hereby certify that I have this day electronically served the foregoing document upon each person designated on the official service list compiled by the Secretary in this proceeding. Dated at Houston, Texas, this 8th day of June, 2026.Recent Insider Transactions • May 10Chief Compliance Officer recently sold US$1.6m worth of stockOn the 4th of May, Yvette Schultz sold around 39k shares on-market at roughly US$39.27 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$4.2m more than they bought in the last 12 months.お知らせ • May 02+ 1 more updateAntero Resources Corporation Provides Production Guidance for the Second Quarter and Second Half of 2026 and Reaffirms Production Guidance for the Year 2026Antero Resources Corporation provided production guidance for the second quarter and second half of 2026 and reaffirmed production guidance for the year 2026. The company expects second quarter production to average 4.1 Bcfe/d, a 6% increase from the first quarter of 2026, driven by a full quarter of production from the HG acquisition. The second half of 2026 is expected to average approximately 4.2 Bcfe/d. This results in a full year average of approximately 4.1 Bcfe/d, unchanged from prior guidance.Reported Earnings • Apr 30First quarter 2026 earnings released: EPS: US$1.73 (vs US$0.67 in 1Q 2025)First quarter 2026 results: EPS: US$1.73 (up from US$0.67 in 1Q 2025). Revenue: US$1.95b (up 37% from 1Q 2025). Net income: US$535.2m (up 157% from 1Q 2025). Profit margin: 28% (up from 15% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.New Risk • Apr 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.6% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (US$1.3m sold).お知らせ • Apr 25Antero Resources Corporation, Annual General Meeting, Jun 03, 2026Antero Resources Corporation, Annual General Meeting, Jun 03, 2026.最新情報をもっと見るRecent updatesお知らせ • Jun 11+ 1 more updateAntero Resources Corporation Files Motion to Intervene with Federal Energy Regulatory CommissionAntero Resources Corporation (“Antero”) filed this Motion to Intervene in the above-captioned proceeding. This proceeding involves Rover Pipeline LLC’s (“Rover”) filing of the revised tariff records listed in Appendix A to Rover’s filing to be part of its FERC NGA Gas Tariff, Original Volume No. 1-A. Antero respectfully shows as follows: The names and mailing addresses of the persons to whom service is to be made and to whom communications are to be addressed in this proceeding are: Katherine Garrett Director Gas Scheduling Marketing & Transportation Antero Resources Corporation 1615 Wynkoop Street Denver, Colorado 80202 Phone: (303) 357-6811 Email: kgarrett@anteroresources.com James E. Olson Claire Parker Ian Silfies JONES DAY 717 Texas, Suite 3300 Houston, TX 77002 Phone: (832) 239-3866 jolson@jonesday.com cparker@jonesday.com isilfies@jonesday.com Parties to be designated on the Commission’s official service list. Antero respectfully requests that the Commission waive Rule 203(b)(3), 18 C.F.R § 385.203(b)(3), in order to allow all designated representatives to be included on the Commission’s official service list. Antero submits this motion pursuant to Rules 212 and 214 of the Rules of Practice and Procedure of the Federal Energy Regulatory Commission (“Commission”), 18 C.F.R §§ 385.212 & 385.214 (2025). Rover states that the purpose of its filing is to file an executed copy of a new non-conforming service agreement with Range Resources-Appalachia, LLC (“Range”) under Rate Schedule FTS (“Agreement”). Rover states that it entered into the Agreement with Range for a primary term of fifteen years, commencing on June 1, 2026, for firm transportation service under Rate Schedule FTS initially in an amount of 170,600 dekatherms per day and increasing to 250,000 dekatherms per day during the primary term. Rover states that the Agreement contains a non-conforming term of service that deviates from the creditworthiness provisions in Rover’s General Terms and Conditions. Rover requests that the Commission find the non-conforming negotiated credit provisions to be a permissible material deviation as they reflect unique circumstances involved with constructing infrastructure, do not present a risk of undue discrimination, do not affect the operational conditions of providing service, and do not result in any customer receiving a different quality of service. Rover requests an effective date of June 1, 2026. The exact legal name of Antero is Antero Resources Corporation. Antero is a corporation organized and existing under the laws of the State of Delaware. Antero maintains its principal place of business at 1615 Wynkoop Street, Denver, Colorado 80202. Antero is a natural gas producer in the Marcellus Shale play. In order to transport its production to market, Antero has existing long-term firm service agreements on Rover. Antero has a direct and substantial interest in this proceeding that cannot be adequately represented by any other party. Antero will be directly affected by the Commission’s actions herein. Therefore, Antero respectfully requests that the Commission grant this motion to intervene and permit Antero to participate in this proceeding with full rights as a party thereto. WHEREFORE, for the foregoing reasons, Antero respectfully requests that the Commission grant this motion to intervene and permit Antero to participate in this proceeding with full rights as a party thereto. I hereby certify that I have this day electronically served the foregoing document upon each person designated on the official service list compiled by the Secretary in this proceeding. Dated at Houston, Texas, this 8th day of June, 2026.Recent Insider Transactions • May 10Chief Compliance Officer recently sold US$1.6m worth of stockOn the 4th of May, Yvette Schultz sold around 39k shares on-market at roughly US$39.27 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$4.2m more than they bought in the last 12 months.お知らせ • May 02+ 1 more updateAntero Resources Corporation Provides Production Guidance for the Second Quarter and Second Half of 2026 and Reaffirms Production Guidance for the Year 2026Antero Resources Corporation provided production guidance for the second quarter and second half of 2026 and reaffirmed production guidance for the year 2026. The company expects second quarter production to average 4.1 Bcfe/d, a 6% increase from the first quarter of 2026, driven by a full quarter of production from the HG acquisition. The second half of 2026 is expected to average approximately 4.2 Bcfe/d. This results in a full year average of approximately 4.1 Bcfe/d, unchanged from prior guidance.Reported Earnings • Apr 30First quarter 2026 earnings released: EPS: US$1.73 (vs US$0.67 in 1Q 2025)First quarter 2026 results: EPS: US$1.73 (up from US$0.67 in 1Q 2025). Revenue: US$1.95b (up 37% from 1Q 2025). Net income: US$535.2m (up 157% from 1Q 2025). Profit margin: 28% (up from 15% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.New Risk • Apr 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.6% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (US$1.3m sold).お知らせ • Apr 25Antero Resources Corporation, Annual General Meeting, Jun 03, 2026Antero Resources Corporation, Annual General Meeting, Jun 03, 2026.お知らせ • Apr 16Antero Resources Corporation to Report Q1, 2026 Results on Apr 29, 2026Antero Resources Corporation announced that they will report Q1, 2026 results After-Market on Apr 29, 2026お知らせ • Feb 24Infinity Natural Resources, LLC and Northern Oil and Gas, Inc. (NYSE:NOG) completed the acquisition of Upstream assets located in Ohio from Antero Minerals LLC, Monroe Pipeline LLC and Antero Resources Corporation (NYSE:AR).Infinity Natural Resources, LLC and Northern Oil and Gas, Inc. (NYSE:NOG) entered into a purchase and sale agreement to acquire Upstream assets located in Ohio from Antero Minerals LLC, Monroe Pipeline LLC and Antero Resources Corporation (NYSE:AR) for $800 million on December 5, 2025. INR Holdings will acquire an undivided 51% interest, and Northern will acquire an undivided 49% interest, INR Holdings’ share of the purchase price for the Upstream Assets is $408 million, and Northern’s share of the purchase price for Upstream Assets is $392 million. The Transaction is expected to be funded through cash on hand and borrowings under Infinity’s Credit Facility. In a related transaction Infinity Natural Resources, LLC and Northern Oil and Gas, Inc. also acquire midstream assets. Matt Kelly from Carnelian was appointed to the Board of Directors, and Brian Seline and Sarah James from NGP resigned from the Board. The transaction is subject to approval of merger agreement by target board, approval of offer by acquirer board and subject to antitrust regulations. The deal has been approved by the board. The transaction is expected to be completed in the first quarter of 2026. Accretive across key financial metrics, including Adjusted EBITDAX margins, cash flow per share, and net asset value per share. William C. Eiland II of Kirkland & Ellis LLP acted as legal advisor for Infinity Natural Resources, LLC and Northern Oil and Gas, Inc. Rahul D. Vashi of Gibson, Dunn & Crutcher LLP acted as legal advisor for Infinity Natural Resources, LLC and Northern Oil and Gas, Inc. Moelis & Company acted as financial advisor for Northern Oil and Gas, Inc. Citigroup Inc. acted as financial advisor for Infinity Natural Resources, LLC. Wells Fargo & Company acted as financial advisor for Antero Resources Corporation. Scott Rubinsky and Chris Bennett of Vinson & Elkins LLP acted as legal advisor for Antero Resources Corporation. RBC Capital Markets, LLC acted as financial advisor for Antero Resources Corporation. Infinity Natural Resources, LLC and Northern Oil and Gas, Inc. (NYSE:NOG) completed the acquisition of Upstream assets located in Ohio from Antero Minerals LLC, Monroe Pipeline LLC and Antero Resources Corporation (NYSE:AR) on February 23, 2026.Reported Earnings • Feb 12Full year 2025 earnings released: EPS: US$2.05 (vs US$0.18 in FY 2024)Full year 2025 results: EPS: US$2.05 (up from US$0.18 in FY 2024). Revenue: US$5.28b (up 23% from FY 2024). Net income: US$634.4m (up US$577.2m from FY 2024). Profit margin: 12% (up from 1.3% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 2.1% growth forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.お知らせ • Feb 12+ 1 more updateAntero Resources Corporation Reports Impairment of Property and Equipment for the Fourth Quarter Ended December 31, 2025Antero Resources Corporation reported impairment of property and equipment for the fourth quarter ended December 31, 2025. for the quarter, the company reported Impairment of property and equipment of $5,215,000 against $28,475,000 a year ago.New Risk • Feb 12New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 17% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.お知らせ • Feb 04Infinity Natural Resources, LLC and Northern Oil and Gas, Inc. (NYSE:NOG) completed the acquisition of Upstream assets located in Ohio from Antero Minerals LLC, Monroe Pipeline LLC and Antero Resources Corporation (NYSE:AR).Infinity Natural Resources, LLC and Northern Oil and Gas, Inc. (NYSE:NOG) entered into a purchase and sale agreement to acquire Upstream assets located in Ohio from Antero Minerals LLC, Monroe Pipeline LLC and Antero Resources Corporation (NYSE:AR) for $800 million on December 5, 2025. INR Holdings will acquire an undivided 51% interest, and Northern will acquire an undivided 49% interest, INR Holdings’ share of the purchase price for the Upstream Assets is $408 million, and Northern’s share of the purchase price for Upstream Assets is $392 million. The Transaction is expected to be funded through cash on hand and borrowings under Infinity’s Credit Facility. In a related transaction Infinity Natural Resources, LLC and Northern Oil and Gas, Inc. also acquire midstream assets. The transaction is subject to approval of merger agreement by target board, approval of offer by acquirer board and subject to antitrust regulations. The deal has been approved by the board. The transaction is expected to be completed in the first quarter of 2026. Accretive across key financial metrics, including Adjusted EBITDAX margins, cash flow per share, and net asset value per share. William C. Eiland II of Kirkland & Ellis LLP acted as legal advisor for Infinity Natural Resources, LLC and Northern Oil and Gas, Inc. Rahul D. Vashi of Gibson, Dunn & Crutcher LLP acted as legal advisor for Infinity Natural Resources, LLC and Northern Oil and Gas, Inc. Moelis & Company acted as financial advisor for Northern Oil and Gas, Inc. Citigroup Inc. acted as financial advisor for Infinity Natural Resources, LLC. Wells Fargo & Company acted as financial advisor for Antero Resources Corporation. Scott Rubinsky and Chris Bennett of Vinson & Elkins LLP acted as legal advisor for Antero Resources Corporation. RBC Capital Markets, LLC acted as financial advisor for Antero Resources Corporation. Infinity Natural Resources, LLC and Northern Oil and Gas, Inc. (NYSE:NOG) completed the acquisition of Upstream assets located in Ohio from Antero Minerals LLC, Monroe Pipeline LLC and Antero Resources Corporation (NYSE:AR) on February 3, 2026.お知らせ • Jan 15Antero Resources Corporation to Report Q4, 2025 Results on Feb 11, 2026Antero Resources Corporation announced that they will report Q4, 2025 results After-Market on Feb 11, 2026お知らせ • Dec 09Antero Resources Corporation (NYSE:AR) entered into a definitive agreement to acquire HG Energy II Production Holdings, LLC from HG Energy II, LLC for $2.8 billion.Antero Resources Corporation (NYSE:AR) entered into a definitive agreement to acquire HG Energy II Production Holdings, LLC from HG Energy II, LLC for $2.8 billion on December 5, 2025. The purchase price is subject to customary closing adjustments. In a related transaction, Antero acquired HG Energy II Midstream Holdings, LLC. In connection with the purchase agreement, Antero entered into a debt commitment letter dated December 5, 2025 with Royal Bank of Canada, RBC Capital Markets and JPMorgan Chase Bank, N.A. pursuant to which the Banks have committed to provide the Antero with an unsecured 364-day term loan facility in an aggregate principal amount of $800 million and an unsecured 3-year term loan facility in an aggregate principal amount of $1.5 billion. Antero intends to fund the HG acquisition and related fees and expenses with a combination of cash on hand, free cash flow, borrowings under the Term Loan A Facility, proceeds from the Antero Resources Utica Disposition and/or borrowings under its revolving credit facility of $1.3 billion, which Antero currently have. The Purchase Agreement provides that the closing of the acquisitions are subject to the satisfaction or waiver of customary closing conditions, including, among others, the accuracy of the representations and warranties of each party, compliance by each party in all material respects with their respective covenants, the expiration or termination of all waiting periods imposed under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended and approval of Antero Board of Directors. The transactions were unanimously approved by the Antero Board of Directors. The aacquisition is expected to close in the first half of 2026. RBC Capital Markets served as financial advisor to Antero Resources, Lazard served as financial advisor to the Antero Resources Conflicts Committee. Chris Bennett and Scott Rubinsky of Vinson & Elkins L.L.P. served as legal counsel to Antero and the Antero Resources Conflicts Committee. Jefferies LLC, Wells Fargo and Truist served as financial advisors to HG Energy. David M. Castro Jr., P.C., Lindsey M. Jaquillard and Jonathan Strom of Kirkland & Ellis served as legal advisor to HG Energy.Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: US$0.25 (vs US$0.066 loss in 3Q 2024)Third quarter 2025 results: EPS: US$0.25 (up from US$0.066 loss in 3Q 2024). Revenue: US$1.21b (up 18% from 3Q 2024). Net income: US$76.2m (up US$96.6m from 3Q 2024). Profit margin: 6.3% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.お知らせ • Oct 09Antero Resources Corporation to Report Q3, 2025 Results on Oct 29, 2025Antero Resources Corporation announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Oct 29, 2025Buy Or Sell Opportunity • Sep 29Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to US$33.56. The fair value is estimated to be US$42.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 28% over the last 3 years. Earnings per share has declined by 81%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 106% in the next 2 years.お知らせ • Aug 15+ 6 more updatesAntero Resources Corporation Appoints Brendan E. Krueger as Chief Financial OfficerAntero Resources and Antero Midstream announced that Brendan E. Krueger, currently Chief Financial Officer, Vice President—Finance and Treasurer of Antero Midstream and Vice President—Finance and Treasurer of Antero Resources, will be named Chief Financial Officer of Antero Resources and will continue to serve as Treasurer for each company. Since joining Antero in 2014, Mr. Krueger has been involved in a wide range of capital markets activities and strategic transactions for the Antero family of companies, including two initial public offerings. From 2007 to 2014, Mr. Krueger worked in investment banking focused on equity and debt financing and M&A advisory primarily with Wells Fargo Securities and Robert W. Baird & Co.Mr. Krueger earned his Bachelor of Business Administration in Finance from the University of Notre Dame.Reported Earnings • Jul 31Second quarter 2025 earnings released: EPS: US$0.51 (vs US$0.21 loss in 2Q 2024)Second quarter 2025 results: EPS: US$0.51 (up from US$0.21 loss in 2Q 2024). Revenue: US$1.30b (up 33% from 2Q 2024). Net income: US$156.6m (up US$222.2m from 2Q 2024). Profit margin: 12% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance.お知らせ • Jul 10Antero Resources Corporation to Report Q2, 2025 Results on Jul 30, 2025Antero Resources Corporation announced that they will report Q2, 2025 results After-Market on Jul 30, 2025Recent Insider Transactions • May 21Chief Compliance Officer recently sold US$1.0m worth of stockOn the 16th of May, Yvette Schultz sold around 25k shares on-market at roughly US$39.86 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$3.7m more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$40.76, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 4x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 12% over the past three years.Reported Earnings • May 01First quarter 2025 earnings released: EPS: US$0.67 (vs US$0.12 in 1Q 2024)First quarter 2025 results: EPS: US$0.67 (up from US$0.12 in 1Q 2024). Revenue: US$1.35b (up 22% from 1Q 2024). Net income: US$208.0m (up 472% from 1Q 2024). Profit margin: 15% (up from 3.3% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in the United Kingdom are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.お知らせ • Apr 26Antero Resources Corporation, Annual General Meeting, Jun 04, 2025Antero Resources Corporation, Annual General Meeting, Jun 04, 2025.お知らせ • Apr 10Antero Resources Corporation to Report Q1, 2025 Results on Apr 30, 2025Antero Resources Corporation announced that they will report Q1, 2025 results After-Market on Apr 30, 2025New Risk • Apr 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.6% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin). Significant insider selling over the past 3 months (US$864k sold).New Risk • Feb 13New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 31% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin).Reported Earnings • Feb 13Full year 2024 earnings released: EPS: US$0.18 (vs US$0.81 in FY 2023)Full year 2024 results: EPS: US$0.18 (down from US$0.81 in FY 2023). Revenue: US$4.33b (down 3.6% from FY 2023). Net income: US$57.2m (down 76% from FY 2023). Profit margin: 1.3% (down from 5.4% in FY 2023). Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 1.7% decline forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.お知らせ • Feb 13+ 1 more updateAntero Resources Corporation Reports Impairment Charges for the Fourth Quarter Ended December 31, 2024Antero Resources Corporation reported impairment charges for the fourth quarter ended December 31, 2024. For the quarter, the company reported impairment of property and equipment of $28,475,000 as compared to $6,556,000 a year ago.お知らせ • Jan 14Antero Resources Corporation to Report Q4, 2024 Results on Feb 12, 2025Antero Resources Corporation announced that they will report Q4, 2024 results After-Market on Feb 12, 2025Reported Earnings • Nov 01Third quarter 2024 earnings released: US$0.066 loss per share (vs US$0.059 profit in 3Q 2023)Third quarter 2024 results: US$0.066 loss per share (down from US$0.059 profit in 3Q 2023). Revenue: US$1.06b (down 5.3% from 3Q 2023). Net loss: US$20.4m (down 215% from profit in 3Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 2.2% decline forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 8% per year.お知らせ • Oct 31+ 1 more updateAntero Resources Corporation Appoints Jeffrey Muñoz to its Board as Class II DirectorAntero Resources Corporation announced on October 29, 2024, the Company appointed Jeffrey Muñoz to its Board as a Class II director. Mr. Muñoz has over 30 years of experience in the energy industry with a legal and accounting background. Mr. Muñoz spent ten years as a partner with Latham and Watkins LLP, where he served as a member of the firm's Diversity Committee. Prior to that he spent 20 years with Vinson and Elkins, LLP, the last 11 years there as a partner. After receiving his undergraduate degree Mr. Muñoz spent several years at Arthur Andersen LLP in the oil and gas audit division. He received his Juris Doctorate from Stanford University and Bachelor of Business Administration from the University of Texas. Mr. Muñoz will serve on the Audit and Nominating and Governance committees. The appointment increases the size of the Board to nine directors, eight of whom are independent directors.お知らせ • Oct 10Antero Resources Corporation to Report Q3, 2024 Results on Oct 30, 2024Antero Resources Corporation announced that they will report Q3, 2024 results After-Market on Oct 30, 2024Recent Insider Transactions • Aug 07Chief Compliance Officer recently sold US$1.3m worth of stockOn the 5th of August, Yvette Schultz sold around 50k shares on-market at roughly US$25.24 per share. This transaction amounted to 45% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$1.7m. Insiders have been net sellers, collectively disposing of US$4.7m more than they bought in the last 12 months.Reported Earnings • Aug 01Second quarter 2024 earnings released: US$0.21 loss per share (vs US$0.28 loss in 2Q 2023)Second quarter 2024 results: US$0.21 loss per share (improved from US$0.28 loss in 2Q 2023). Revenue: US$978.7m (up 4.4% from 2Q 2023). Net loss: US$65.7m (loss narrowed 21% from 2Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in the United Kingdom are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 11Antero Resources Corporation to Report Q2, 2024 Results on Jul 31, 2024Antero Resources Corporation announced that they will report Q2, 2024 results After-Market on Jul 31, 2024Recent Insider Transactions • May 16Senior VP of Finance & CFO recently sold US$1.7m worth of stockOn the 14th of May, Michael Kennedy sold around 50k shares on-market at roughly US$33.72 per share. This transaction amounted to 6.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Michael's only on-market trade for the last 12 months.お知らせ • Apr 28Antero Resources Corporation, Annual General Meeting, Jun 05, 2024Antero Resources Corporation, Annual General Meeting, Jun 05, 2024, at 08:30 Mountain Daylight. Agenda: To elect the two Class II members of Antero Resources Corporation’s Board of Directors to serve until Antero’s 2027 Annual Meeting of Stockholders; to ratify the appointment of KPMG LLP as Antero’s independent registered public accounting firm for the year ending December 31, 2024; to approve, on an advisory basis, the compensation of Antero’s named executive officers; to approve the Amended and Restated Antero Resources Corporation 2020 Long Term Incentive Plan; and to transact other such business as may properly come before the meeting and any adjournment or postponement thereof.Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: US$0.12 (vs US$0.72 in 1Q 2023)First quarter 2024 results: EPS: US$0.12 (down from US$0.72 in 1Q 2023). Revenue: US$1.12b (down 12% from 1Q 2023). Net income: US$36.3m (down 83% from 1Q 2023). Profit margin: 3.2% (down from 17% in 1Q 2023). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 1.4% decline forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 11Antero Resources Corporation to Report Q1, 2024 Results on Apr 24, 2024Antero Resources Corporation announced that they will report Q1, 2024 results After-Market on Apr 24, 2024Recent Insider Transactions • Mar 16Insider recently sold US$736k worth of stockOn the 13th of March, Sheri Pearce sold around 28k shares on-market at roughly US$26.29 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$4.0m more than they bought in the last 12 months.Reported Earnings • Feb 16Full year 2023 earnings released: EPS: US$0.81 (vs US$6.18 in FY 2022)Full year 2023 results: EPS: US$0.81 (down from US$6.18 in FY 2022). Revenue: US$4.49b (down 49% from FY 2022). Net income: US$242.9m (down 87% from FY 2022). Profit margin: 5.4% (down from 22% in FY 2022). The decrease in margin was driven by lower revenue. Oil reserves Proven reserves: 29 MMbbls Gas reserves Proven reserves: 10614 Bcf LNG reserves Proven reserves: 1222 MMbbls Combined production Oil equivalent production: 206.292 MMboe (194.955 MMboe in FY 2022) Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in the United Kingdom are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.New Risk • Feb 16New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.8% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.お知らせ • Feb 15+ 1 more updateAntero Resources Corporation Provides Production Guidance for the Year 2024Antero Resources Corporation provided production guidance for the year 2024. For the year, the company's net production is expected to average 3.3 Bcfe/d to 3.4 Bcfe/d, including 192 Bcfe/d to 204 MBbl/d of liquids. The company expects net daily natural gas production to be in the range of 2.16 Bcf/d to 2.17 Bcf/d, net Daily C3+ NGL Production to be in the range of 112 MBbl/d to 117 MBbl/d, net Daily Ethane Production to be in the range of 70 MBbl/d to 75 MBbl/d and net Daily oil Production to be in the range of 10 MBbl/d to 12 MBbl/d.お知らせ • Jan 11Antero Resources Corporation to Report Q4, 2023 Results on Feb 14, 2024Antero Resources Corporation announced that they will report Q4, 2023 results After-Market on Feb 14, 2024Buying Opportunity • Dec 21Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 6.6%. The fair value is estimated to be US$27.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 7.7% in 2 years. Earnings is forecast to grow by 2.3% in the next 2 years.Valuation Update With 7 Day Price Move • Nov 10Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$25.80, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 6x in the Oil and Gas industry in the United Kingdom. Total loss to shareholders of 30% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$37.97 per share.Buying Opportunity • Nov 06Now 23% undervaluedOver the last 90 days, the stock is up 5.5%. The fair value is estimated to be US$38.07, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.お知らせ • Oct 26Antero Resources Corporation Revises Production Guidance for the Full Year 2023Antero Resources Corporation revised production guidance for the full year 2023. For the period, the company expected net production to be in the range of 3.39 Bcfe/d to 3.41 Bcfe/d compared to previous guidance of 3.35 to 3.4 Bcfe/d. Net Natural Gas Production to be in the range of 2.22 Bcf/d to 2.24 Bcf/d compared to previous guidance of 2.2 to 2.225 Bcf/d. Net Liquids Production to be in the range of 194,000 to 195,500 Bbl/d compared to previous guidance of 188,000 to 199,000 Bbl/d. Net Daily Oil Production to be in the range of 10,500 to 11,000 Bbl/d compared to previous guidance of 10,500 Bbl/d to 11,500 Bbl/d.Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: US$0.059 (vs US$1.83 in 3Q 2022)Third quarter 2023 results: EPS: US$0.059 (down from US$1.83 in 3Q 2022). Revenue: US$1.13b (down 56% from 3Q 2022). Net income: US$17.8m (down 97% from 3Q 2022). Profit margin: 1.6% (down from 22% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 2.9% decline forecast for the Oil and Gas industry in the United Kingdom.お知らせ • Oct 12Antero Resources Corporation to Report Q3, 2023 Results on Oct 25, 2023Antero Resources Corporation announced that they will report Q3, 2023 results After-Market on Oct 25, 2023Valuation Update With 7 Day Price Move • Oct 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$27.26, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 7x in the Oil and Gas industry in the United Kingdom. Total loss to shareholders of 21% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$22.96 per share.New Risk • Aug 15New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (7.3% average weekly change).New Risk • Jul 28New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 4.3% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (7.7% average weekly change). Significant insider selling over the past 3 months (US$3.2m sold).お知らせ • Jul 27+ 1 more updateAntero Resources Corporation Increases Production Guidance for the Full Year 2023Antero Resources Corporation increased production guidance for the full year 2023. For the year, the company expected net production guidance of 3.35 Bcfe/d to 3.4 Bcfe/d as compared to prior guidance of 3.25 Bcfe/d to 3.30 Bcfe/d; Net Natural Gas Production to be 2.2 Bcf/d to 2.225 Bcf/d as compared to prior guidance of 2.10 Bcf/d to 2.15 Bcf/d; Net Liquids Production to be 188,000 Bbl/d to 199,000 Bbl/d as compared to prior guidance of 184,000 Bbl/d to 195,000 Bbl/d.Reported Earnings • Jul 27Second quarter 2023 earnings released: US$0.98 loss per share (vs US$2.46 profit in 2Q 2022)Second quarter 2023 results: US$0.98 loss per share (down from US$2.46 profit in 2Q 2022). Net loss: US$296.5m (down 139% from profit in 2Q 2022). Revenue is expected to fall by 9.3% p.a. on average during the next 3 years compared to a 4.1% decline forecast for the Oil and Gas industry in the United Kingdom.Board Change • Jul 26Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Independent Director Brenda Schroer was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.株主還元0A71GB Oil and GasGB 市場7D-3.5%-5.8%2.4%1Y-21.8%21.2%18.2%株主還元を見る業界別リターン: 0A71過去 1 年間で21.2 % の収益を上げたUK Oil and Gas業界を下回りました。リターン対市場: 0A71は、過去 1 年間で18.2 % のリターンを上げたUK市場を下回りました。価格変動Is 0A71's price volatile compared to industry and market?0A71 volatility0A71 Average Weekly Movement4.6%Oil and Gas Industry Average Movement7.7%Market Average Movement5.6%10% most volatile stocks in GB Market11.2%10% least volatile stocks in GB Market3.1%安定した株価: 0A71 、 UK市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 0A71の 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2002632Mike Kennedywww.anteroresources.com独立系石油・天然ガス会社であるアンテロ・リソーシズ・コーポレーションは、米国で天然ガス、天然ガス液化液（NGL）、石油資産の開発、生産、探鉱、買収に従事している。事業セグメントは3つ：探鉱・生産、販売、Antero Midstreamへの持分法投資。2025年12月31日現在、同社はアパラチアン・ベースンに約537,000エーカー、アッパー・デボニアン・シェールに約168,000エーカーの権益を保有している。同社のガス収集・圧縮システムは、アパラチア盆地に731マイルのガス収集パイプラインを有している。以前はAntero Resources Appalachian Corporationとして知られ、2013年6月に社名をAntero Resources Corporationに変更した。2002年に法人化され、コロラド州デンバーに本社を置く。もっと見るAntero Resources Corporation 基礎のまとめAntero Resources の収益と売上を時価総額と比較するとどうか。0A71 基礎統計学時価総額US$10.50b収益（TTM）US$961.66m売上高(TTM)US$5.63b10.9xPER（株価収益率1.9xP/Sレシオ0A71 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計0A71 損益計算書（TTM）収益US$5.63b売上原価US$1.84b売上総利益US$3.78bその他の費用US$2.82b収益US$961.66m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）3.10グロス・マージン67.23%純利益率17.09%有利子負債／自己資本比率32.4%0A71 の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/18 23:54終値2026/06/18 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Antero Resources Corporation 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。43 アナリスト機関Joseph AllmanBairdJeffrey RobertsonBarclaysWei JiangBarclays40 その他のアナリストを表示
お知らせ • Jun 11+ 1 more updateAntero Resources Corporation Files Motion to Intervene with Federal Energy Regulatory CommissionAntero Resources Corporation (“Antero”) filed this Motion to Intervene in the above-captioned proceeding. This proceeding involves Rover Pipeline LLC’s (“Rover”) filing of the revised tariff records listed in Appendix A to Rover’s filing to be part of its FERC NGA Gas Tariff, Original Volume No. 1-A. Antero respectfully shows as follows: The names and mailing addresses of the persons to whom service is to be made and to whom communications are to be addressed in this proceeding are: Katherine Garrett Director Gas Scheduling Marketing & Transportation Antero Resources Corporation 1615 Wynkoop Street Denver, Colorado 80202 Phone: (303) 357-6811 Email: kgarrett@anteroresources.com James E. Olson Claire Parker Ian Silfies JONES DAY 717 Texas, Suite 3300 Houston, TX 77002 Phone: (832) 239-3866 jolson@jonesday.com cparker@jonesday.com isilfies@jonesday.com Parties to be designated on the Commission’s official service list. Antero respectfully requests that the Commission waive Rule 203(b)(3), 18 C.F.R § 385.203(b)(3), in order to allow all designated representatives to be included on the Commission’s official service list. Antero submits this motion pursuant to Rules 212 and 214 of the Rules of Practice and Procedure of the Federal Energy Regulatory Commission (“Commission”), 18 C.F.R §§ 385.212 & 385.214 (2025). Rover states that the purpose of its filing is to file an executed copy of a new non-conforming service agreement with Range Resources-Appalachia, LLC (“Range”) under Rate Schedule FTS (“Agreement”). Rover states that it entered into the Agreement with Range for a primary term of fifteen years, commencing on June 1, 2026, for firm transportation service under Rate Schedule FTS initially in an amount of 170,600 dekatherms per day and increasing to 250,000 dekatherms per day during the primary term. Rover states that the Agreement contains a non-conforming term of service that deviates from the creditworthiness provisions in Rover’s General Terms and Conditions. Rover requests that the Commission find the non-conforming negotiated credit provisions to be a permissible material deviation as they reflect unique circumstances involved with constructing infrastructure, do not present a risk of undue discrimination, do not affect the operational conditions of providing service, and do not result in any customer receiving a different quality of service. Rover requests an effective date of June 1, 2026. The exact legal name of Antero is Antero Resources Corporation. Antero is a corporation organized and existing under the laws of the State of Delaware. Antero maintains its principal place of business at 1615 Wynkoop Street, Denver, Colorado 80202. Antero is a natural gas producer in the Marcellus Shale play. In order to transport its production to market, Antero has existing long-term firm service agreements on Rover. Antero has a direct and substantial interest in this proceeding that cannot be adequately represented by any other party. Antero will be directly affected by the Commission’s actions herein. Therefore, Antero respectfully requests that the Commission grant this motion to intervene and permit Antero to participate in this proceeding with full rights as a party thereto. WHEREFORE, for the foregoing reasons, Antero respectfully requests that the Commission grant this motion to intervene and permit Antero to participate in this proceeding with full rights as a party thereto. I hereby certify that I have this day electronically served the foregoing document upon each person designated on the official service list compiled by the Secretary in this proceeding. Dated at Houston, Texas, this 8th day of June, 2026.
Recent Insider Transactions • May 10Chief Compliance Officer recently sold US$1.6m worth of stockOn the 4th of May, Yvette Schultz sold around 39k shares on-market at roughly US$39.27 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$4.2m more than they bought in the last 12 months.
お知らせ • May 02+ 1 more updateAntero Resources Corporation Provides Production Guidance for the Second Quarter and Second Half of 2026 and Reaffirms Production Guidance for the Year 2026Antero Resources Corporation provided production guidance for the second quarter and second half of 2026 and reaffirmed production guidance for the year 2026. The company expects second quarter production to average 4.1 Bcfe/d, a 6% increase from the first quarter of 2026, driven by a full quarter of production from the HG acquisition. The second half of 2026 is expected to average approximately 4.2 Bcfe/d. This results in a full year average of approximately 4.1 Bcfe/d, unchanged from prior guidance.
Reported Earnings • Apr 30First quarter 2026 earnings released: EPS: US$1.73 (vs US$0.67 in 1Q 2025)First quarter 2026 results: EPS: US$1.73 (up from US$0.67 in 1Q 2025). Revenue: US$1.95b (up 37% from 1Q 2025). Net income: US$535.2m (up 157% from 1Q 2025). Profit margin: 28% (up from 15% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.
New Risk • Apr 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.6% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (US$1.3m sold).
お知らせ • Apr 25Antero Resources Corporation, Annual General Meeting, Jun 03, 2026Antero Resources Corporation, Annual General Meeting, Jun 03, 2026.
お知らせ • Jun 11+ 1 more updateAntero Resources Corporation Files Motion to Intervene with Federal Energy Regulatory CommissionAntero Resources Corporation (“Antero”) filed this Motion to Intervene in the above-captioned proceeding. This proceeding involves Rover Pipeline LLC’s (“Rover”) filing of the revised tariff records listed in Appendix A to Rover’s filing to be part of its FERC NGA Gas Tariff, Original Volume No. 1-A. Antero respectfully shows as follows: The names and mailing addresses of the persons to whom service is to be made and to whom communications are to be addressed in this proceeding are: Katherine Garrett Director Gas Scheduling Marketing & Transportation Antero Resources Corporation 1615 Wynkoop Street Denver, Colorado 80202 Phone: (303) 357-6811 Email: kgarrett@anteroresources.com James E. Olson Claire Parker Ian Silfies JONES DAY 717 Texas, Suite 3300 Houston, TX 77002 Phone: (832) 239-3866 jolson@jonesday.com cparker@jonesday.com isilfies@jonesday.com Parties to be designated on the Commission’s official service list. Antero respectfully requests that the Commission waive Rule 203(b)(3), 18 C.F.R § 385.203(b)(3), in order to allow all designated representatives to be included on the Commission’s official service list. Antero submits this motion pursuant to Rules 212 and 214 of the Rules of Practice and Procedure of the Federal Energy Regulatory Commission (“Commission”), 18 C.F.R §§ 385.212 & 385.214 (2025). Rover states that the purpose of its filing is to file an executed copy of a new non-conforming service agreement with Range Resources-Appalachia, LLC (“Range”) under Rate Schedule FTS (“Agreement”). Rover states that it entered into the Agreement with Range for a primary term of fifteen years, commencing on June 1, 2026, for firm transportation service under Rate Schedule FTS initially in an amount of 170,600 dekatherms per day and increasing to 250,000 dekatherms per day during the primary term. Rover states that the Agreement contains a non-conforming term of service that deviates from the creditworthiness provisions in Rover’s General Terms and Conditions. Rover requests that the Commission find the non-conforming negotiated credit provisions to be a permissible material deviation as they reflect unique circumstances involved with constructing infrastructure, do not present a risk of undue discrimination, do not affect the operational conditions of providing service, and do not result in any customer receiving a different quality of service. Rover requests an effective date of June 1, 2026. The exact legal name of Antero is Antero Resources Corporation. Antero is a corporation organized and existing under the laws of the State of Delaware. Antero maintains its principal place of business at 1615 Wynkoop Street, Denver, Colorado 80202. Antero is a natural gas producer in the Marcellus Shale play. In order to transport its production to market, Antero has existing long-term firm service agreements on Rover. Antero has a direct and substantial interest in this proceeding that cannot be adequately represented by any other party. Antero will be directly affected by the Commission’s actions herein. Therefore, Antero respectfully requests that the Commission grant this motion to intervene and permit Antero to participate in this proceeding with full rights as a party thereto. WHEREFORE, for the foregoing reasons, Antero respectfully requests that the Commission grant this motion to intervene and permit Antero to participate in this proceeding with full rights as a party thereto. I hereby certify that I have this day electronically served the foregoing document upon each person designated on the official service list compiled by the Secretary in this proceeding. Dated at Houston, Texas, this 8th day of June, 2026.
Recent Insider Transactions • May 10Chief Compliance Officer recently sold US$1.6m worth of stockOn the 4th of May, Yvette Schultz sold around 39k shares on-market at roughly US$39.27 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$4.2m more than they bought in the last 12 months.
お知らせ • May 02+ 1 more updateAntero Resources Corporation Provides Production Guidance for the Second Quarter and Second Half of 2026 and Reaffirms Production Guidance for the Year 2026Antero Resources Corporation provided production guidance for the second quarter and second half of 2026 and reaffirmed production guidance for the year 2026. The company expects second quarter production to average 4.1 Bcfe/d, a 6% increase from the first quarter of 2026, driven by a full quarter of production from the HG acquisition. The second half of 2026 is expected to average approximately 4.2 Bcfe/d. This results in a full year average of approximately 4.1 Bcfe/d, unchanged from prior guidance.
Reported Earnings • Apr 30First quarter 2026 earnings released: EPS: US$1.73 (vs US$0.67 in 1Q 2025)First quarter 2026 results: EPS: US$1.73 (up from US$0.67 in 1Q 2025). Revenue: US$1.95b (up 37% from 1Q 2025). Net income: US$535.2m (up 157% from 1Q 2025). Profit margin: 28% (up from 15% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.
New Risk • Apr 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.6% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (US$1.3m sold).
お知らせ • Apr 25Antero Resources Corporation, Annual General Meeting, Jun 03, 2026Antero Resources Corporation, Annual General Meeting, Jun 03, 2026.
お知らせ • Apr 16Antero Resources Corporation to Report Q1, 2026 Results on Apr 29, 2026Antero Resources Corporation announced that they will report Q1, 2026 results After-Market on Apr 29, 2026
お知らせ • Feb 24Infinity Natural Resources, LLC and Northern Oil and Gas, Inc. (NYSE:NOG) completed the acquisition of Upstream assets located in Ohio from Antero Minerals LLC, Monroe Pipeline LLC and Antero Resources Corporation (NYSE:AR).Infinity Natural Resources, LLC and Northern Oil and Gas, Inc. (NYSE:NOG) entered into a purchase and sale agreement to acquire Upstream assets located in Ohio from Antero Minerals LLC, Monroe Pipeline LLC and Antero Resources Corporation (NYSE:AR) for $800 million on December 5, 2025. INR Holdings will acquire an undivided 51% interest, and Northern will acquire an undivided 49% interest, INR Holdings’ share of the purchase price for the Upstream Assets is $408 million, and Northern’s share of the purchase price for Upstream Assets is $392 million. The Transaction is expected to be funded through cash on hand and borrowings under Infinity’s Credit Facility. In a related transaction Infinity Natural Resources, LLC and Northern Oil and Gas, Inc. also acquire midstream assets. Matt Kelly from Carnelian was appointed to the Board of Directors, and Brian Seline and Sarah James from NGP resigned from the Board. The transaction is subject to approval of merger agreement by target board, approval of offer by acquirer board and subject to antitrust regulations. The deal has been approved by the board. The transaction is expected to be completed in the first quarter of 2026. Accretive across key financial metrics, including Adjusted EBITDAX margins, cash flow per share, and net asset value per share. William C. Eiland II of Kirkland & Ellis LLP acted as legal advisor for Infinity Natural Resources, LLC and Northern Oil and Gas, Inc. Rahul D. Vashi of Gibson, Dunn & Crutcher LLP acted as legal advisor for Infinity Natural Resources, LLC and Northern Oil and Gas, Inc. Moelis & Company acted as financial advisor for Northern Oil and Gas, Inc. Citigroup Inc. acted as financial advisor for Infinity Natural Resources, LLC. Wells Fargo & Company acted as financial advisor for Antero Resources Corporation. Scott Rubinsky and Chris Bennett of Vinson & Elkins LLP acted as legal advisor for Antero Resources Corporation. RBC Capital Markets, LLC acted as financial advisor for Antero Resources Corporation. Infinity Natural Resources, LLC and Northern Oil and Gas, Inc. (NYSE:NOG) completed the acquisition of Upstream assets located in Ohio from Antero Minerals LLC, Monroe Pipeline LLC and Antero Resources Corporation (NYSE:AR) on February 23, 2026.
Reported Earnings • Feb 12Full year 2025 earnings released: EPS: US$2.05 (vs US$0.18 in FY 2024)Full year 2025 results: EPS: US$2.05 (up from US$0.18 in FY 2024). Revenue: US$5.28b (up 23% from FY 2024). Net income: US$634.4m (up US$577.2m from FY 2024). Profit margin: 12% (up from 1.3% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 2.1% growth forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 12+ 1 more updateAntero Resources Corporation Reports Impairment of Property and Equipment for the Fourth Quarter Ended December 31, 2025Antero Resources Corporation reported impairment of property and equipment for the fourth quarter ended December 31, 2025. for the quarter, the company reported Impairment of property and equipment of $5,215,000 against $28,475,000 a year ago.
New Risk • Feb 12New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 17% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
お知らせ • Feb 04Infinity Natural Resources, LLC and Northern Oil and Gas, Inc. (NYSE:NOG) completed the acquisition of Upstream assets located in Ohio from Antero Minerals LLC, Monroe Pipeline LLC and Antero Resources Corporation (NYSE:AR).Infinity Natural Resources, LLC and Northern Oil and Gas, Inc. (NYSE:NOG) entered into a purchase and sale agreement to acquire Upstream assets located in Ohio from Antero Minerals LLC, Monroe Pipeline LLC and Antero Resources Corporation (NYSE:AR) for $800 million on December 5, 2025. INR Holdings will acquire an undivided 51% interest, and Northern will acquire an undivided 49% interest, INR Holdings’ share of the purchase price for the Upstream Assets is $408 million, and Northern’s share of the purchase price for Upstream Assets is $392 million. The Transaction is expected to be funded through cash on hand and borrowings under Infinity’s Credit Facility. In a related transaction Infinity Natural Resources, LLC and Northern Oil and Gas, Inc. also acquire midstream assets. The transaction is subject to approval of merger agreement by target board, approval of offer by acquirer board and subject to antitrust regulations. The deal has been approved by the board. The transaction is expected to be completed in the first quarter of 2026. Accretive across key financial metrics, including Adjusted EBITDAX margins, cash flow per share, and net asset value per share. William C. Eiland II of Kirkland & Ellis LLP acted as legal advisor for Infinity Natural Resources, LLC and Northern Oil and Gas, Inc. Rahul D. Vashi of Gibson, Dunn & Crutcher LLP acted as legal advisor for Infinity Natural Resources, LLC and Northern Oil and Gas, Inc. Moelis & Company acted as financial advisor for Northern Oil and Gas, Inc. Citigroup Inc. acted as financial advisor for Infinity Natural Resources, LLC. Wells Fargo & Company acted as financial advisor for Antero Resources Corporation. Scott Rubinsky and Chris Bennett of Vinson & Elkins LLP acted as legal advisor for Antero Resources Corporation. RBC Capital Markets, LLC acted as financial advisor for Antero Resources Corporation. Infinity Natural Resources, LLC and Northern Oil and Gas, Inc. (NYSE:NOG) completed the acquisition of Upstream assets located in Ohio from Antero Minerals LLC, Monroe Pipeline LLC and Antero Resources Corporation (NYSE:AR) on February 3, 2026.
お知らせ • Jan 15Antero Resources Corporation to Report Q4, 2025 Results on Feb 11, 2026Antero Resources Corporation announced that they will report Q4, 2025 results After-Market on Feb 11, 2026
お知らせ • Dec 09Antero Resources Corporation (NYSE:AR) entered into a definitive agreement to acquire HG Energy II Production Holdings, LLC from HG Energy II, LLC for $2.8 billion.Antero Resources Corporation (NYSE:AR) entered into a definitive agreement to acquire HG Energy II Production Holdings, LLC from HG Energy II, LLC for $2.8 billion on December 5, 2025. The purchase price is subject to customary closing adjustments. In a related transaction, Antero acquired HG Energy II Midstream Holdings, LLC. In connection with the purchase agreement, Antero entered into a debt commitment letter dated December 5, 2025 with Royal Bank of Canada, RBC Capital Markets and JPMorgan Chase Bank, N.A. pursuant to which the Banks have committed to provide the Antero with an unsecured 364-day term loan facility in an aggregate principal amount of $800 million and an unsecured 3-year term loan facility in an aggregate principal amount of $1.5 billion. Antero intends to fund the HG acquisition and related fees and expenses with a combination of cash on hand, free cash flow, borrowings under the Term Loan A Facility, proceeds from the Antero Resources Utica Disposition and/or borrowings under its revolving credit facility of $1.3 billion, which Antero currently have. The Purchase Agreement provides that the closing of the acquisitions are subject to the satisfaction or waiver of customary closing conditions, including, among others, the accuracy of the representations and warranties of each party, compliance by each party in all material respects with their respective covenants, the expiration or termination of all waiting periods imposed under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended and approval of Antero Board of Directors. The transactions were unanimously approved by the Antero Board of Directors. The aacquisition is expected to close in the first half of 2026. RBC Capital Markets served as financial advisor to Antero Resources, Lazard served as financial advisor to the Antero Resources Conflicts Committee. Chris Bennett and Scott Rubinsky of Vinson & Elkins L.L.P. served as legal counsel to Antero and the Antero Resources Conflicts Committee. Jefferies LLC, Wells Fargo and Truist served as financial advisors to HG Energy. David M. Castro Jr., P.C., Lindsey M. Jaquillard and Jonathan Strom of Kirkland & Ellis served as legal advisor to HG Energy.
Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: US$0.25 (vs US$0.066 loss in 3Q 2024)Third quarter 2025 results: EPS: US$0.25 (up from US$0.066 loss in 3Q 2024). Revenue: US$1.21b (up 18% from 3Q 2024). Net income: US$76.2m (up US$96.6m from 3Q 2024). Profit margin: 6.3% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.
お知らせ • Oct 09Antero Resources Corporation to Report Q3, 2025 Results on Oct 29, 2025Antero Resources Corporation announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Oct 29, 2025
Buy Or Sell Opportunity • Sep 29Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to US$33.56. The fair value is estimated to be US$42.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 28% over the last 3 years. Earnings per share has declined by 81%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 106% in the next 2 years.
お知らせ • Aug 15+ 6 more updatesAntero Resources Corporation Appoints Brendan E. Krueger as Chief Financial OfficerAntero Resources and Antero Midstream announced that Brendan E. Krueger, currently Chief Financial Officer, Vice President—Finance and Treasurer of Antero Midstream and Vice President—Finance and Treasurer of Antero Resources, will be named Chief Financial Officer of Antero Resources and will continue to serve as Treasurer for each company. Since joining Antero in 2014, Mr. Krueger has been involved in a wide range of capital markets activities and strategic transactions for the Antero family of companies, including two initial public offerings. From 2007 to 2014, Mr. Krueger worked in investment banking focused on equity and debt financing and M&A advisory primarily with Wells Fargo Securities and Robert W. Baird & Co.Mr. Krueger earned his Bachelor of Business Administration in Finance from the University of Notre Dame.
Reported Earnings • Jul 31Second quarter 2025 earnings released: EPS: US$0.51 (vs US$0.21 loss in 2Q 2024)Second quarter 2025 results: EPS: US$0.51 (up from US$0.21 loss in 2Q 2024). Revenue: US$1.30b (up 33% from 2Q 2024). Net income: US$156.6m (up US$222.2m from 2Q 2024). Profit margin: 12% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 10Antero Resources Corporation to Report Q2, 2025 Results on Jul 30, 2025Antero Resources Corporation announced that they will report Q2, 2025 results After-Market on Jul 30, 2025
Recent Insider Transactions • May 21Chief Compliance Officer recently sold US$1.0m worth of stockOn the 16th of May, Yvette Schultz sold around 25k shares on-market at roughly US$39.86 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$3.7m more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$40.76, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 4x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 12% over the past three years.
Reported Earnings • May 01First quarter 2025 earnings released: EPS: US$0.67 (vs US$0.12 in 1Q 2024)First quarter 2025 results: EPS: US$0.67 (up from US$0.12 in 1Q 2024). Revenue: US$1.35b (up 22% from 1Q 2024). Net income: US$208.0m (up 472% from 1Q 2024). Profit margin: 15% (up from 3.3% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in the United Kingdom are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 26Antero Resources Corporation, Annual General Meeting, Jun 04, 2025Antero Resources Corporation, Annual General Meeting, Jun 04, 2025.
お知らせ • Apr 10Antero Resources Corporation to Report Q1, 2025 Results on Apr 30, 2025Antero Resources Corporation announced that they will report Q1, 2025 results After-Market on Apr 30, 2025
New Risk • Apr 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.6% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin). Significant insider selling over the past 3 months (US$864k sold).
New Risk • Feb 13New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 31% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin).
Reported Earnings • Feb 13Full year 2024 earnings released: EPS: US$0.18 (vs US$0.81 in FY 2023)Full year 2024 results: EPS: US$0.18 (down from US$0.81 in FY 2023). Revenue: US$4.33b (down 3.6% from FY 2023). Net income: US$57.2m (down 76% from FY 2023). Profit margin: 1.3% (down from 5.4% in FY 2023). Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 1.7% decline forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.
お知らせ • Feb 13+ 1 more updateAntero Resources Corporation Reports Impairment Charges for the Fourth Quarter Ended December 31, 2024Antero Resources Corporation reported impairment charges for the fourth quarter ended December 31, 2024. For the quarter, the company reported impairment of property and equipment of $28,475,000 as compared to $6,556,000 a year ago.
お知らせ • Jan 14Antero Resources Corporation to Report Q4, 2024 Results on Feb 12, 2025Antero Resources Corporation announced that they will report Q4, 2024 results After-Market on Feb 12, 2025
Reported Earnings • Nov 01Third quarter 2024 earnings released: US$0.066 loss per share (vs US$0.059 profit in 3Q 2023)Third quarter 2024 results: US$0.066 loss per share (down from US$0.059 profit in 3Q 2023). Revenue: US$1.06b (down 5.3% from 3Q 2023). Net loss: US$20.4m (down 215% from profit in 3Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 2.2% decline forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 8% per year.
お知らせ • Oct 31+ 1 more updateAntero Resources Corporation Appoints Jeffrey Muñoz to its Board as Class II DirectorAntero Resources Corporation announced on October 29, 2024, the Company appointed Jeffrey Muñoz to its Board as a Class II director. Mr. Muñoz has over 30 years of experience in the energy industry with a legal and accounting background. Mr. Muñoz spent ten years as a partner with Latham and Watkins LLP, where he served as a member of the firm's Diversity Committee. Prior to that he spent 20 years with Vinson and Elkins, LLP, the last 11 years there as a partner. After receiving his undergraduate degree Mr. Muñoz spent several years at Arthur Andersen LLP in the oil and gas audit division. He received his Juris Doctorate from Stanford University and Bachelor of Business Administration from the University of Texas. Mr. Muñoz will serve on the Audit and Nominating and Governance committees. The appointment increases the size of the Board to nine directors, eight of whom are independent directors.
お知らせ • Oct 10Antero Resources Corporation to Report Q3, 2024 Results on Oct 30, 2024Antero Resources Corporation announced that they will report Q3, 2024 results After-Market on Oct 30, 2024
Recent Insider Transactions • Aug 07Chief Compliance Officer recently sold US$1.3m worth of stockOn the 5th of August, Yvette Schultz sold around 50k shares on-market at roughly US$25.24 per share. This transaction amounted to 45% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$1.7m. Insiders have been net sellers, collectively disposing of US$4.7m more than they bought in the last 12 months.
Reported Earnings • Aug 01Second quarter 2024 earnings released: US$0.21 loss per share (vs US$0.28 loss in 2Q 2023)Second quarter 2024 results: US$0.21 loss per share (improved from US$0.28 loss in 2Q 2023). Revenue: US$978.7m (up 4.4% from 2Q 2023). Net loss: US$65.7m (loss narrowed 21% from 2Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in the United Kingdom are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 11Antero Resources Corporation to Report Q2, 2024 Results on Jul 31, 2024Antero Resources Corporation announced that they will report Q2, 2024 results After-Market on Jul 31, 2024
Recent Insider Transactions • May 16Senior VP of Finance & CFO recently sold US$1.7m worth of stockOn the 14th of May, Michael Kennedy sold around 50k shares on-market at roughly US$33.72 per share. This transaction amounted to 6.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Michael's only on-market trade for the last 12 months.
お知らせ • Apr 28Antero Resources Corporation, Annual General Meeting, Jun 05, 2024Antero Resources Corporation, Annual General Meeting, Jun 05, 2024, at 08:30 Mountain Daylight. Agenda: To elect the two Class II members of Antero Resources Corporation’s Board of Directors to serve until Antero’s 2027 Annual Meeting of Stockholders; to ratify the appointment of KPMG LLP as Antero’s independent registered public accounting firm for the year ending December 31, 2024; to approve, on an advisory basis, the compensation of Antero’s named executive officers; to approve the Amended and Restated Antero Resources Corporation 2020 Long Term Incentive Plan; and to transact other such business as may properly come before the meeting and any adjournment or postponement thereof.
Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: US$0.12 (vs US$0.72 in 1Q 2023)First quarter 2024 results: EPS: US$0.12 (down from US$0.72 in 1Q 2023). Revenue: US$1.12b (down 12% from 1Q 2023). Net income: US$36.3m (down 83% from 1Q 2023). Profit margin: 3.2% (down from 17% in 1Q 2023). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 1.4% decline forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 11Antero Resources Corporation to Report Q1, 2024 Results on Apr 24, 2024Antero Resources Corporation announced that they will report Q1, 2024 results After-Market on Apr 24, 2024
Recent Insider Transactions • Mar 16Insider recently sold US$736k worth of stockOn the 13th of March, Sheri Pearce sold around 28k shares on-market at roughly US$26.29 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$4.0m more than they bought in the last 12 months.
Reported Earnings • Feb 16Full year 2023 earnings released: EPS: US$0.81 (vs US$6.18 in FY 2022)Full year 2023 results: EPS: US$0.81 (down from US$6.18 in FY 2022). Revenue: US$4.49b (down 49% from FY 2022). Net income: US$242.9m (down 87% from FY 2022). Profit margin: 5.4% (down from 22% in FY 2022). The decrease in margin was driven by lower revenue. Oil reserves Proven reserves: 29 MMbbls Gas reserves Proven reserves: 10614 Bcf LNG reserves Proven reserves: 1222 MMbbls Combined production Oil equivalent production: 206.292 MMboe (194.955 MMboe in FY 2022) Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in the United Kingdom are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.
New Risk • Feb 16New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.8% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.
お知らせ • Feb 15+ 1 more updateAntero Resources Corporation Provides Production Guidance for the Year 2024Antero Resources Corporation provided production guidance for the year 2024. For the year, the company's net production is expected to average 3.3 Bcfe/d to 3.4 Bcfe/d, including 192 Bcfe/d to 204 MBbl/d of liquids. The company expects net daily natural gas production to be in the range of 2.16 Bcf/d to 2.17 Bcf/d, net Daily C3+ NGL Production to be in the range of 112 MBbl/d to 117 MBbl/d, net Daily Ethane Production to be in the range of 70 MBbl/d to 75 MBbl/d and net Daily oil Production to be in the range of 10 MBbl/d to 12 MBbl/d.
お知らせ • Jan 11Antero Resources Corporation to Report Q4, 2023 Results on Feb 14, 2024Antero Resources Corporation announced that they will report Q4, 2023 results After-Market on Feb 14, 2024
Buying Opportunity • Dec 21Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 6.6%. The fair value is estimated to be US$27.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 7.7% in 2 years. Earnings is forecast to grow by 2.3% in the next 2 years.
Valuation Update With 7 Day Price Move • Nov 10Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$25.80, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 6x in the Oil and Gas industry in the United Kingdom. Total loss to shareholders of 30% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$37.97 per share.
Buying Opportunity • Nov 06Now 23% undervaluedOver the last 90 days, the stock is up 5.5%. The fair value is estimated to be US$38.07, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.
お知らせ • Oct 26Antero Resources Corporation Revises Production Guidance for the Full Year 2023Antero Resources Corporation revised production guidance for the full year 2023. For the period, the company expected net production to be in the range of 3.39 Bcfe/d to 3.41 Bcfe/d compared to previous guidance of 3.35 to 3.4 Bcfe/d. Net Natural Gas Production to be in the range of 2.22 Bcf/d to 2.24 Bcf/d compared to previous guidance of 2.2 to 2.225 Bcf/d. Net Liquids Production to be in the range of 194,000 to 195,500 Bbl/d compared to previous guidance of 188,000 to 199,000 Bbl/d. Net Daily Oil Production to be in the range of 10,500 to 11,000 Bbl/d compared to previous guidance of 10,500 Bbl/d to 11,500 Bbl/d.
Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: US$0.059 (vs US$1.83 in 3Q 2022)Third quarter 2023 results: EPS: US$0.059 (down from US$1.83 in 3Q 2022). Revenue: US$1.13b (down 56% from 3Q 2022). Net income: US$17.8m (down 97% from 3Q 2022). Profit margin: 1.6% (down from 22% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 2.9% decline forecast for the Oil and Gas industry in the United Kingdom.
お知らせ • Oct 12Antero Resources Corporation to Report Q3, 2023 Results on Oct 25, 2023Antero Resources Corporation announced that they will report Q3, 2023 results After-Market on Oct 25, 2023
Valuation Update With 7 Day Price Move • Oct 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$27.26, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 7x in the Oil and Gas industry in the United Kingdom. Total loss to shareholders of 21% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$22.96 per share.
New Risk • Aug 15New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (7.3% average weekly change).
New Risk • Jul 28New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 4.3% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (7.7% average weekly change). Significant insider selling over the past 3 months (US$3.2m sold).
お知らせ • Jul 27+ 1 more updateAntero Resources Corporation Increases Production Guidance for the Full Year 2023Antero Resources Corporation increased production guidance for the full year 2023. For the year, the company expected net production guidance of 3.35 Bcfe/d to 3.4 Bcfe/d as compared to prior guidance of 3.25 Bcfe/d to 3.30 Bcfe/d; Net Natural Gas Production to be 2.2 Bcf/d to 2.225 Bcf/d as compared to prior guidance of 2.10 Bcf/d to 2.15 Bcf/d; Net Liquids Production to be 188,000 Bbl/d to 199,000 Bbl/d as compared to prior guidance of 184,000 Bbl/d to 195,000 Bbl/d.
Reported Earnings • Jul 27Second quarter 2023 earnings released: US$0.98 loss per share (vs US$2.46 profit in 2Q 2022)Second quarter 2023 results: US$0.98 loss per share (down from US$2.46 profit in 2Q 2022). Net loss: US$296.5m (down 139% from profit in 2Q 2022). Revenue is expected to fall by 9.3% p.a. on average during the next 3 years compared to a 4.1% decline forecast for the Oil and Gas industry in the United Kingdom.
Board Change • Jul 26Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Independent Director Brenda Schroer was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
