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    Betty John

    Vice President and Equity Research Analyst at Barclays

    Betty John is a Vice President and Equity Research Analyst at Barclays, specializing in coverage of large-cap consumer and retail companies including Walmart, Target, and Costco. She is recognized for her thorough analysis and actionable investment recommendations, achieving a success rate of 68% and average annual returns of 13% on her published calls according to industry ranking sites. Betty began her career as an associate analyst at Morgan Stanley in 2011, later moving to Credit Suisse, before joining Barclays in 2018 where she advanced to her current role. She holds Series 7 and Series 63 securities licenses and is a registered representative with FINRA, noted for her insightful sector outlooks and contributions to various industry panels.

    Betty John's questions to ANTERO RESOURCES (AR) leadership

    Betty John's questions to ANTERO RESOURCES (AR) leadership • Q4 2024

    Question

    Betty John asked for the long-term outlook on C3+ NGL premiums, considering Gulf Coast export dynamics and Antero's marketing efforts. She also inquired about the long-term evolution of the company's liquids mix.

    Answer

    SVP of Liquids Marketing Dave Cannelongo explained the strong 2025 premium guidance is supported by locked-in export volumes, the full-year benefit of its domestic marketing plan, and a favorable butane contract repricing. While the export market will influence future years, he noted high Mont Belvieu prices are also beneficial. CFO Michael Kennedy added that the liquids mix should remain similar to the current level of around 38%.

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