AM News and Press, Antero Midstream Partners LP representing limited partner interests From 08/25/20

Antero Midstream ( AM -1.5% ) tilts lower after a new company presentation updates full-year guidance, including a reduced capital spending outlook of $200M-$215M vs. $300M-$325M in its prior forecast. More news on: Antero Midstream Corporation, Energy stocks news, Read more ... ...

After a few weeks of positive performance, midstream rolled over this week. Energy stocks in general were negative, despite benign commodity price movements and strength among market indexes (which clearly are dominated by tech stocks). The ramping up of election rhetoric with the Democratic N...

Antero Midstream ( AM ) had just opened the latest quarterly conference call to questions when the inevitable capital allocation question surfaced yet again. For some reason yet another analyst had a problem with the distribution that currently yields approximately 20%. Even though managemen...

The latest income report shows a second quarter loss of $168 million from a derivative "mark-to-market" revaluation for Antero Resources ( AR ). This is a swing from a more than $300 million gain in the second quarter of the previous year. This derivative contract re-valuation is largely res...

This article is part of a series that provides an ongoing analysis of the changes made to Glenn Greenberg’s 13F portfolio on a quarterly basis. It is based on Greenberg’s regulatory 13F Form filed on 08/14/2020. Please visit our Tracking Glenn Greenberg’s Brave Warrior ...

Midstream followed up last week's big week with another strong week of price action. Midstream's gains were mostly isolated to Monday and Wednesday, but those two days were good enough for a 3% week for the group overall, better than the S&P 500, utilities and infrastructure. Natural Gas...

The COVID-19 pandemic and the resulting business lockdown has created historic market and economic volatility over the last year. These extreme conditions have provided rare investment opportunities to those investors who analyzed both valuations and market risks and then capitalized on rare s...

Reddit Editor's Note: The summary bullets for this article were chosen by Seeking Alpha Read more ...

Bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria. -- Sir John Templeton Introduction I have been bullish on dry natural gas prices and natural gas equities for a long time. Two recent published examples of this bullish include the rec...

Midstream was higher each of the first 4 days this week, before taking a breather Friday, to finish up 5-6% over last week. MLPs were particularly strong, especially gathering & processing stocks. Natural gas prices spiked throughout the week, finishing at their highest point all year, sup...