Drill Capital
Energy, value, long only, event-driven

Antero Resources - Nearly 50% Upside From Current Levels, Street Estimates Too Low, Midstream Assets Undervalued

As specialists in researching and investing in the North American energy space, we have canvassed the industry and have taken a deep dive into the companies that we believe will benefit from the boom in shale oil and gas production. We believe our top pick, Antero Resources Corp. (NYSE: "AR") the Denver-based oil and gas exploration company has been significantly undervalued by the market and has a 48% upside potential from current trading levels. AR is positioned in the highest return regions, the Utica and Marcellus shale plays, is well capitalized to invest significantly more in its production capabilities going forward and is hedged appropriately against fluctuations in oil and gas prices.

Antero Resources Corp. (NYSE: AR) is a...

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