LandBridge on CNBC July 1, 2024 tpltblogger12 Comments Here’s the competition Share this: Click to share on X (Opens in new window) X Click to share on Facebook (Opens in new window) Facebook Like Loading...
He did a wonderful job of promoting the company. Should come to our side and promateTPL LikeLiked by 1 person
Long on hype, short on facts. The point about not needing to invest any of its capital to generate cash revenues seems to apply as well to TPL. LikeLiked by 1 person
Isn’t this land that the Trust once owned before the Corporation ? It seemed MS didn’t like the sale. LikeLike
Via direct sale, it’s a no sir. But could have acres come from a prior deal, perhaps. Need to investigate LikeLike
this Lawrence J. Goldstein Santa Monica Partners, L.P. (914) 833-0875 – Office (914) 262-9569 – Cell ljg@smljg@smplp.complp.com http://www.smplp.com LikeLike
Certainly played into the “mass market” talking about data centers instead of the O&G and water royalty plays. Is there any dilution risk here with only 20% being offered to the public? LikeLike
Not a great interview, inauthentic, nervous, repeating his catchphrases… trying to be everything to everybody. It’s ok, I still bought some shares today at $23. LikeLike
Our TPL fanboy on Seeking Alpha has a positive article on LandBridge. Worth a read. Betting Big On A Tiny Texan – Why I Just Bought LandBridge https://seekingalpha.com/article/4702496-betting-big-on-tiny-texan-why-just-bought-landbridge?source=emailshare $LB LikeLiked by 1 person
Simply WallSt website is reporting Horizon Kinetics LLC Holds 2,058,823 shares of Landbridge as of 30 June 2024 LikeLike
The Texas Pacific Land Trust Investor 
He did a wonderful job of promoting the company. Should come to our side and promateTPL
LikeLiked by 1 person
Long on hype, short on facts. The point about not needing to invest any of its capital to generate cash revenues seems to apply as well to TPL.
LikeLiked by 1 person
Isn’t this land that the Trust once owned before the Corporation ? It seemed MS didn’t like the sale.
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No sir
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”No, sir” this is not Landon’s owned by TPL?
Or “No, sir” MS did not like the sale?
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Via direct sale, it’s a no sir. But could have acres come from a prior deal, perhaps. Need to investigate
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this
Lawrence J. Goldstein
Santa Monica Partners, L.P.
(914) 833-0875 – Office
(914) 262-9569 – Cell
ljg@smljg@smplp.complp.com
http://www.smplp.com
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Certainly played into the “mass market” talking about data centers instead of the O&G and water royalty plays.
Is there any dilution risk here with only 20% being offered to the public?
LikeLike
Not a great interview, inauthentic, nervous, repeating his catchphrases… trying to be everything to everybody. It’s ok, I still bought some shares today at $23.
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My understanding is that they only own surface rights, no royalty rights.
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Our TPL fanboy on Seeking Alpha has a positive article on LandBridge. Worth a read.
Betting Big On A Tiny Texan – Why I Just Bought LandBridge
https://seekingalpha.com/article/4702496-betting-big-on-tiny-texan-why-just-bought-landbridge?source=emailshare
$LB
LikeLiked by 1 person
Simply WallSt website is reporting Horizon Kinetics LLC Holds
2,058,823 shares of Landbridge as of 30 June 2024
LikeLike