DENVER, July 31, 2024 /PRNewswire/ -- Antero Midstream Corporation (NYSE: AM) ("Antero Midstream" or the "Company") today announced its second quarter 2024 financial and operating results.  The relevant unaudited condensed consolidated financial statements are included in Antero Midstream's Quarterly Report on Form 10-Q for the three months ended June 30, 2024.Second Quarter 2024 Highlights:Net Income was $86 million, or $0.18 per diluted share, in line with the prior year quarter on a per share basisAdjust ...

DENVER, July 10, 2024 /PRNewswire/ -- Antero Midstream Corporation (NYSE: AM) ("Antero Midstream") today announced that the Board of Directors of Antero Midstream declared a cash dividend of $0.225 per share for the second quarter of 2024. In addition, Antero Midstream announced plans to issue its second quarter 2024 earnings on Wednesday, July 31, 2024 after the close of trading on the New York Stock Exchange.Second Quarter 2024 Return of CapitalThe Board of Directors of Antero Midstream declared a cash di ...

The stock market has been stellar so far in 2024. The S&P 500 and Nasdaq have hit fresh all-time highs, but volatility could creep back in as rate cuts take effect. This may seem counter-intuitive. But historically speaking, recessions and downturns have aligned with the Federal Reserve initiating rate cuts.Yet, despite the near-term uncertainty, I remain optimistic about the market’s prospects over the mid-to-long term. Why? History has shown repeatedly that a well-diversified portfolio of high-quality com ...

文章核心观点 - 作者拥有10年投资银行从业经验,专注于行业和公司研究,擅长解读各种新闻、事件、财报等,发现潜在的投资机会和风险[1] - 作者主要目标是讨论可能影响投资组合的重要"大局势"发展,提供有价值的学习经验[3] - 作者认为,以股息投资是最佳方式,可以在较低风险下战胜市场[4] - 作者目前只持有22只单只股票,保持集中投资组合,但同时也维护一个长期观察名单[5][6] 分组1: 公司概况 Texas Pacific Land Corporation (TPL) - 公司成立于1888年,拥有约87万英亩的佩米安盆地土地资产,是美国最大的油气盆地之一[11][12] - 公司从各类活动中获利,包括油气生产、管道、可再生能源、水资源销售等,是一家高效的公司[12][13] - 公司无负债,正在大力发展水资源业务,有望大幅提升土地价值[14] - 过去10年公司股价上涨1460%,未来预计仍有10-15%的年化回报[15][19] Lockheed Martin (LMT) - 是美国最大的纯粹防务公司,是作者投资组合中4只防务股票之一[20][21] - 公司业务模式具有护城河,在全球地缘政治不确定性加剧的背景下,其主要项目如F-35、CH-53K、UH-60M等前景看好[22][23] - 公司重视股东回报,过去10年回购了约四分之一的股份,连续21年增加股息[24][25] 分组2: 行业分析 Antero Midstream (AM) - 是一家天然气管道公司,资产位于美国最大天然气盆地马塞勒斯页岩[30][31] - 公司受益于天然气需求强劲,尤其是液化天然气出口市场,以及母公司Antero Resources的优势[32][33][34] - 公司杠杆已降至3.1倍EBITDA,未来有望通过并购等方式实现单位现金流的中低个位数增长[35][36] Old Dominion Freight Line (ODFL) - 是一家优质的"非整车运输"(LTL)公司,拥有高效的网络和优质的客户服务[40][41][42][43] - 公司市占率从2022年的3%提升至2023年的12%,收入年均增长11.8%[43] - 公司运营效率高,经营利润率在70%左右,现金流充沛,有利于股息增长和回购[45][46][47] - 行业产能收缩有利于公司定价能力提升,公司有望从中受益[48][49]

It has been about a month since the last earnings report for Antero Midstream Corporation (AM) . Shares have added about 1.3% in that time frame, underperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Antero Midstream due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts. Antero Midstream Q1 Ear ...

aluxum/E+ via Getty Images Introduction It's time to talk about energy - yes, again. However, in this article, I'll do things differently, as this is an article I had on my planning for a while, I just missed some "puzzle pieces" to complete what I'm working on here. As most of my readers know, I have been very bullish on oil (and gas) since the end of the pandemic, mainly due to increasingly favorable supply/demand dynamics. With that said, I cover a wide range of energy stocks in a variety of industri ...

DENVER, May 2, 2024 /PRNewswire/ -- Antero Midstream Corporation (NYSE: AM) ("Antero Midstream" or the "Company") today announced a bolt-on acquisition of gathering and compression assets in the Marcellus Shale for $70 million from Summit Midstream Partners LP (NYSE: SMLP). The transaction closed on May 1, 2024 with an effective date of April 1, 2024. In addition, the Company announced that it has called for redemption all of its outstanding 7.875% Senior Notes due 2026 (the "2026 Notes") for redemption on ...

grandriver Introduction The latest trading week was truly fascinating. Not only because we were hit by a massive earnings wave but also because we witnessed a very rapid rotation back from value stocks to growth stocks. Although legendary investor Bill Gross agrees with my longer-term thesis of moving money from growth to value stocks, the market did the opposite. With inflation up, economic growth down and two-year Treasury yields testing 5%, Bill Gross sensed the music in markets was fading, and sa ...

财务数据和关键指标变化 - 公司第一季度实现了多项财务和运营记录,包括营收、EBITDA和自由现金流等指标均创新高 [19] - 公司的债务杠杆率从年末的3.3x下降至3.1x,处于良好水平 [20][21][22][23] 各条业务线数据和关键指标变化 - 公司天然气收集和加工业务量同比分别增长4%和6% [19] - 公司淡水输送业务在第一季度创下单季度113,000桶/天的新纪录,效率大幅提升 [11][12][13][14] 各个市场数据和关键指标变化 - 公司天然气主要销往美国东南部和墨西哥湾沿岸的LNG出口市场,获得较高的价格溢价 [14][15] 公司战略和发展方向及行业竞争 - 公司持续优化资产,如新建Grays Peak压缩站,提高资本效率和投资回报率 [8][9][10] - 公司与上游业务高度整合,在完井、水输送等方面实现协同,提高运营效率 [13][14] 管理层对经营环境和未来前景的评论 - 管理层认为公司的低成本优势和天然气价格溢价将为公司带来持续发展动力 [16][17] - 管理层表示公司有望在2024年下半年实现3倍债务杠杆目标,为未来资本回报创造条件 [23]

Antero Midstream (AM) reported first-quarter 2024 adjusted earnings per share of 24 cents, in line with the Zacks Consensus Estimate. The bottom line improved from the year-ago quarter’s level of 21 cents.Total quarterly revenues of $279 million surpassed the Zacks Consensus Estimate of $274 million. The top line also increased from $259.5 million recorded in the year-ago quarter.The in-line earnings were driven by higher compression volumes and increased gathering volumes.Operational PerformanceIn the firs ...