I admit to being surprised at the speed of m&a consolidation. OXY will probably be a bridesmaid for a while longer as Vicki likes her debt, but once it’s rolled up it’s off to the races.
2 thoughts on “Sentiment Shift”
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The Texas Pacific Land Trust Investor 
What has always suprised me and even more so after reading the article you provided, is with rig counts at lows in the Permian, how is so much oil still coming out of the ground? Are most of the rigs making such a little amount of oil?
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Wanted to drop this link here for all the TPL investors. One of the HK guys (Peter Doyle) did Pomp’s podcast. He talks about their investments, specifically in Bitcoin and also in TPL (TPL discussion starts around the 11:30 mark). Hopefully this gets some of the Bitcoin crowd interested in TPL! https://open.spotify.com/episode/4u8kAulgwrIhHDijwlxEae?si=Z-Aa5OLYRZ2AmdwbQW0J0A
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