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Over seven months later, it appears that those bullish on Antero have been wrong, and those bearish have been right, which is certainly not debatable over that time frame. Thus, for those of you just getting started on these out-of-favor natural gas equities, I encourage you to read the commentary stream of both articles, as the bullish and bearish cases are well articulated.
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Personally, I believe the imminent forthcoming roll-over in both dry gas production and liquids production ($WTIC oil prices rose 34.5% in 2019, yet oil directed drilling rigs, completion crews, and frac spreads were all down more than 20% year-over-year at the end of 2019) has already taken the fangs out of this thesis, however, it is good to judge for yourself. Roughly two weeks after this article was published, Ian Bezek, an author and investor I respect, published a counterpoint view, articulating why he was shorting Antero Resources, specifically outlining the growth of associated gas production. In fact, on July 31st, 2019, I made the public introduction, with a more detailed private research effort, that Antero Resources ( NYSE: AR) had a case for the number one position in an investor's equity portfolio, with an article titled, " Antero Resources' Case For The Number One Position In Your Equity Portfolio," when Antero shares closed at $4.04 on July 29th, 2019, which is when this aforementioned article was submitted for publication.
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More specifically, I have been particularly drawn to natural gas equities, which I believe are the most undervalued, under-owned, and unloved energy equities, as dry natural gas prices have been in a roughly 14-year bear market, and almost all market participants believe there is a plethora of available dry natural gas at almost any price level. It is no secret that, as a contrarian value investor, I have become, with the significant help of my research team at The Contrarian, increasingly, and ultimately, massively interested in downtrodden energy equities.
![Chk chk chk myth takes zip](https://kumkoniak.com/93.jpg)