Awesome deck. I’m still absorbing. Here are a few questions I’d ask:
1) Tell me about the 19 years. How is that calculated? How can I do it myself to verify?
2) 7% of royalty acreage is developed. What’s the pragmatic maximum that this figure can get to. It can’t be 100%.
3) When is that cash being returned? And why is it in the slide deck as an ROC now?
cash should not be in the slide deck as return of capital to shareholders. Lowest amount of shares bought back in years.
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Maybe the money is for the lawyers, and they own shares?
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The lawyer money might be the squiggly break line.
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TPL Blogger where do you see any mention of a Road Show? Sorry, perhaps I missed the invite or announcement.
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Clearly TOLT Blogger was given info from a source that he won’t share. This was asked last week as well.
It’s fine. I believe him. It will happen. No need to share a source.
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TPL blogger…
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I’m not questioning his credibility, I’m simply asking if there is public information available so I can review the information myself.
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[…] thought whether they might use it for a (secret) roadshow they seem to have right now, according to TPLblog.com. However, their flights are always within Texas, mostly between the 3 cities of Dallas, Midland, […]
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