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HFI Research

Trade Alert - Exiting Antero Resources

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HFI Research
Oct 20, 2022
∙ Paid

Trade

Sell all of AR at $35.15 for a gain of 16.20%. 

Reasoning:

I don't feel comfortable holding onto Antero given 1) the weakness we are seeing in US natural gas prices (price is invalidating our thesis that prices have bottomed) and 2) warmer than normal weather expected on the horizon. 

AR was an exceedingly large trading position for us, so we are taki…

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