LandBridge: It’s the Pore Space Stupid!
LandBridge’s produced-water pore-space royalties, 69% of Q3 2025 revenue, offer durable value beyond its volatile Permian data-center…
Sector
Oil & Gas
Everything our editor has picked under this sector, best first.
160 stories
Contrarian Low-Cost Producer at a 15% FCF Yield + Excess Real Estate
California Resources (CRC) trades at a 15% FCF yield, owns roughly $80 per share of proven reserves and acquired Berry Petroleum at a steep…
Data Centers in the Permian Basin Part 3 - First Comes Power
Chevron’s proposed $6.5 billion, 2.5GW West Texas gas plant could support Permian AI data centers, with TPL, Oxy and WaterBridge land…
Multiples Capital on X
1 oz of Silver > 1 barrel of Oil $SLV $SIL
Biographies: Standing on the shoulders of Giants - Week 2 picks
Phil Knight, John D. Rockefeller and North Korean defectors anchor three recommended biographies of ambition, capitalism and survival.
Drilling Down on Disposal: Parallels Between Produced Water and Municipal Waste Disposal
WaterBridge and Secure trade at 10–11x 2025 EBITDA despite produced-water disposal economics resembling higher-multiple municipal waste…
Drilling Down on Disposal: Parallels Between Produced Water and Municipal Waste Disposal
WaterBridge and Secure trade at roughly 11x and 10x 2025 EBITDA despite produced-water disposal’s lower maintenance capex and…
RKDA- Reverse Merger with Roosevelt Resources LP
Arcadia Biosciences plans to merge with Permian E&P Roosevelt Resources, which targets CO2-enhanced recovery from a 13,892-acre Texas field…
A Modern Day Delta Duck Club?
Otto Energy trades below cash while winding down Gulf of Mexico oil interests, with a proposed AUD 40M tax-free capital return delayed…
Tullow Oil: Fire Sale
Tullow Oil faces falling Ghana production, heavy debt and tax-arbitration risk as Kosmos weighs a possible acquisition structure.
Alpha Vulture on X
@Ron284Ron From obscure micro-cap to S&P 500 constituent. Impressive run, and for me the first time to see this happen. $TPL #noposition #sadly
One More for the Offshore Basket: An Orphaned Microcap Driller
Offshore drillers have fallen 25-30% despite floater dayrates above $500,000 and utilization in the high-80% to low-90% range.
catechwilliams on X
$OII Niche leader in subsea robotics at 12x P/E. Offshore rig count accelerating (70% share), A&D growing DD, new autonomous tech a major growth driver in other end markets (lifts, etc). Investor day next week will showcase products and new LT targets. >50% NTM upside, IMO.
IOFNF- Iofina (buy)
Iofina’s IO10 iodine plant is due in Q3 2024, adding 100 to 150 metric tons of capacity while higher brine costs pressure earnings.
Little Owl Research on X
@DeepDuDiligence Doing some DD on $TPET at the moment, have they given any guidance on how many wells they expect to start producing this year? Or what the BOPD could be?
Little Owl Research on X
@Tonyforever2003 @marketplunger1 This is exactly what came to my mind when reading this. I'm long $GPRK and $GTE for precisely this reason.
