Antero Resources: Unexpected Transition
ARAntero Resources(AR) Seeking Alpha·2024-03-25 12:04

bjdlzx Antero Resources (NYSE:AR) has long gotten premium pricing for their products. The transition to more export capacity has management sitting in a very good position to continue to take advantage of that premium. Unexpectedly, operations transitioned to a significantly lower cost structure. That new lower cost structure promises a lot more free cash flow at the same price levels and far better reported results in the future. Usually something like that kind of cost progress spreads through the industr ...