AM News and Press, Antero Midstream Partners LP representing limited partner interests From 07/08/20

Mr. Market has yet to learn that nothing succeeds like low financial leverage when midstream operations are analyzed. Antero Midstream ( AM ) consistently keeps its debt leverage under 4. Not many midstream companies are even close to that conservative ratio. Management has also managed to kee...

A dividend yield above 10% is usually a sign of trouble. The market will push yields to such heights when it's concerned about the payout's long-term sustainability. That warning sign is flashing brightly for several  energy stocks . Three that seem to be most at risk for a dividend...

Stocks of all kinds were positive in this pre-holiday week, except for MLPs. Midstream overall lagged the broad market, despite oil and natural gas price gains. The publicity of upstream bankruptcies (I believe four filed Ch. 11 this week) may have been a factor in the underperformance of MLPs...

Antero Resources (AR) has long had some very unconventional ways to make money in this business. Wall Street has long valued continuing operations as the main source for valuing the stock. A bunch of "one time" or "non-repeating" items never made the radar of Mr. Market. Mr. Market has always ...

Photo Credit: Encyclopedia Britanica The United States of a Mess Happy 4 th of July to all. Hope you sweep the spiders off your lawn chair and find a great spot to watch some beautiful fireworks. Thank you to everyone who messaged me... asking where I've been, why I haven't penned a May...

With crude and natural gas production volumes slowing and a notable bankruptcy filing from producer Chesapeake Energy ( CHK ) this week, questions have arisen about the durability of midstream contracts. What protections are in place that can support operational resilience? How are companies h...

After a solid start to the week, midstream stocks collapsed over the last four days this week, including big declines Tuesday and Friday. Broad stock market volatility and weakness due to ramping COVID-19 cases drove the overall weakness, with commodity prices correlation driving much more dow...

It was an up and down week for midstream, but overall positive vs. last week, helped by a huge day Monday. The Supreme Court ruling in favor of pipeline development across the Appalachian Trail seemed to help midstream stocks broadly on Monday. Then midstream stocks struggled the rest of the w...

Shares of  Antero Resources   (NYSE: AR) jumped 10% by 10:30 a.m. EDT on Monday. Fueling the  natural gas stock  was a royalty transaction. That deal also helped fuel shares of its midstream affiliate  Antero Midstream   (NYSE: AM) , which, likewise, l...

After an all-time good week across the sector last week, Midstream stocks gave it all back this week. Most of the damage came on Thursday, when the broad equity market dropped 6%. Midstream stocks sold off even more Thursday, dragged down by an 8% decline in oil prices and $832mm in new equity...