AM News and Press, Antero Midstream Partners LP representing limited partner interests From 03/05/21

Broyhill Asset Management is a boutique investment firm, established as a family office and guided by a value orientation. Our largest contributors for the second half were investments in LatAm Airports, Anheuser Busch InBev, and Dollar Tree Stores. There were no material detractors f...

We are entering a commodity cycle. This market and economy could look like the 1970s. MLPs, Antero Midstream and Antero Resources are compelling. FAANGs, large-cap tech, large-cap growth, utilities and bonds are sales. For further details see: Equity Bull Market Lose...

With only a single cut and a few additional names growing their dividends, the overall picture for dividends has continued to improve. For AMNA, a broad midstream composite index containing both MLPs and C-Corps, 37 of 38 dividend-paying names raised or maintained their dividends sequ...

Glenn Greenberg’s 13F portfolio value increased from $2.24B to $2.72B this quarter. Brave Warrior Advisors increased Aon plc while decreasing Antero Midstream. The largest three positions are Berkshire Hathaway, Aon plc, and JPMorgan Chase and they add up to one third of th...

Captive partnerships suffer from a basically free call option available to the general partner to "take them under" at low valuations. Noble Midstream is the latest casualty, Phillips 66 Partners could be next. Reading the tea leaves of a recent 13-D filing could mean a roll up. S...

The following slide deck was published by Antero Midstream Corporation in conjunction with their 2020 Q4 earnings call. For further details see: Antero Midstream Corporation 2020 Q4 - Results - Earnings Call Presentation

Image source: The Motley Fool. Antero Midstream Partners LP (NYSE: AM) Q4 2020 Earnings Call Feb 18, 2021 , 12:00 p.m. ET Operator Continue reading For further details see: Antero Midstream Partners LP (AM) Q4 2020 Earnings Call Transcrip...

Antero Midstream Corporation (AM) Q4 2020 Earnings Conference Call February 18, 2021, 12:00 pm ET Company Participants Michael Kennedy - SVP, Finance & CFO Paul Rady - Chairman & CEO Glen Warren - President Conference Call Participants Shneur Gershuni - UBS James Kirby - JPMorgan John...

Gainers: U.S. Well Services (USWS) +19%. Origin Agritech (SEED) +16%. ZK International (ZKIN) +13%. Crescent Point Energy (CPG) +11%. North American Construction (NOA) +9%.Losers: SM Energy (SM) -21%. Nine Energy Service(NINE ) -13%. Molecular Data (MKD) -12%. Gevo (GEVO) -12%. Ante...

Shares of Antero Resources (NYSE: AR) and Antero Midstream (NYSE: AM) were each down by more than 10% as of 10:45 a.m. EST Thursday. Weighing on the natural gas stocks were their fourth-quarter results and outlooks for 2021. Antero Resou...