22 thoughts on “Comment Thread”

  2. being up just 150% on the year sucks…said no one ever. Volatility creates opportunity, especially in TPL!

    Like

  3. Thank you for keeping the blog active! To reduce anxiety focus on the 3-5-10 year charts rather than daily, weekly, or monthly. In my opinion, the long term story hasn’t changed, even if / when the stock price gets ahead of itself at times.

    Liked by 1 person

  4. Is anybody else shocked we were added to the S&P 500 without another split being done. It is still a low float stock for the S&P 500 hence the volatility.

    Or am I way off….

    Like

    • With new administration and most likely less conflicts in Middle East oil is going to stabilize at very modest levels. We have to count on execution and diversification of operations to continue earnings growth.

      Like

  6. I think it’s possible that the increased volume from s&p inclusion is allowing for options activity that wasn’t happening before, which is putting downward pressure on the stock

    Liked by 1 person

  7. Note Steve Bregman has some interesting commentary on TPL and LB in the HK Q3 letter.

    (FYI I’m a former podshop analyst and first-time poster. Just wanted to thank tpltblogger for the effort that’s gone into providing this useful site, and my fellow commentators for their input.)

    Liked by 1 person

  8. In the last two weeks of November TPL Short Interest increased from 5.25% to 5.69% a change of 102,856 shares shorted on an Average Daily Volume of 738,030 resulting in a Days to Cover of 1.77 days.

    In the same time period LB Short Interest increased from 8.38% to 13.24% a change of 815,702 shares shorted on an Average Daily Volume of 725,407 resulting in a Days to Cover of 3.06 days.

    The data source is the FINRA website. To add to the picture both stocks now have options trading enabled. Would anyone care to comment on the options activity?

    Like

  10. The full implications of joining the S&P 500 and the big leagues seem clearly beyond the grasp of this amateur management team. The run-up occurred after the announcement, but ever since the day it actually joined the index it has been in free fall. So frustrating to only be able to speculate it has something to do with options trading, low float, etc. but no answers. I think it is pretty damn clear that management should have prepared for this selloff by executing another stock split.

    Like

  15. My questions are: (1) Why is management not personally buying a ton of shares? (2) Why is TPL not actively doing share buy backs? (3) Are the end of year profit takers about done? (3) Why was another split not done as TPL was selected for the S&P 500?

    And kudos for keeping this site alive, well done.

    Liked by 1 person

  16. Has anyone else noticed that HK is a net seller of TPL?

    even though they continue their daily buys, they are net sellers when considering Mutual Funds that are not subject to filling a Form 4.

    Like

    • Yes. Murray addressed this recently. Some clients with HK are taking profits. He has not personally sold any TPL

      Like

      • hi, please let us know where exactly he said this. I’d like to read/listen to the full context. If you remember! Thanks

        Like

  17. Murray made these comments during one of his regular roundtable discussions with clients and people interested in HK’s thoughts. This one was last Tuesday. Replays are usually available a week later.

    Like

Comments are closed.