AM News and Press, Antero Midstream Partners LP representing limited partner interests From 06/17/22

The dividend coverage remains tight (or worse). The financial leverage is very low. Capital expenditures will decline, so the dividend coverage will increase. Excess capacity should allow free cash flow to rise considerably in the future. This midstream is run very conserv...

The excess transportation capacity that was thought to be a liability is now an asset. That excess capacity will now be a revenue generator instead of an avenue for more losses. Management caught a lot of flack for managing the company long term even though the strategy has worked...

Inflation is creating bear markets in stocks, bonds, and real estate. Delineating inflationary and deflationary cycles creates alpha. This growth and technology stock bear market is far from over. Energy, agriculture, mining, precious metals, commodities, and master limited pa...

Glenn Greenberg's 13F portfolio value increased from $3.14B to $3.39B this quarter. Brave Warrior Advisors added Lithia Motors and increased Apollo Global while decreasing UnitedHealth and dropping Berkshire Hathaway. The largest three positions are Anthem Inc., Fidelity National ...

The following slide deck was published by Antero Midstream Corporation in conjunction with this event. For further details see: EIC Presentation

The war in Ukraine continues to dominate market movements. I have started exiting one of my apartment REITs and predominantly focus on adding dividend income via select purchases. The combination of soaring inflation and geopolitical uncertainty has rattled markets and following t...

Despite their high dividend yield, I was not previously a fan of Antero Midstream, although this now changes following the phase out of Russian gas exports to Europe. Whilst not an easy task, Europe will seek as much gas supplies outside of Russia as possible, which is bullish for Uni...

Antero Midstream Corp (AM) Q1 2022 Earnings Conference Call April 28, 2022, 12:00 ET Company Participants Justin Agnew - Finance Director Paul Rady - President, Chairman & CEO Brendan Krueger - CFO, VP, Finance & Treasurer Conference Call Participants John Mackay - Goldman Sachs Group...

Image source: The Motley Fool. Antero Midstream Partners (NYSE: AM) Q1 2022 Earnings Call Apr 28, 2022 , 12:00 p.m. ET Operator Continue reading For further details see: Antero Midstream Partners (AM) Q1 2022 Earnings Call Transcript

Antero Midstream press release (NYSE:AM): Q1 Non-GAAP EPS of $0.19 misses by $0.02. Revenue of $218.49M (-2.5% Y/Y) misses by $7.12M. Adjusted EBITDA was $209 million (non-GAAP measure) Capital expenditures were $95 million Net cash provided by operating activities was $185 million Free Cash ...