Texas Pacific Land Trust Aktie News

DALLAS--(BUSINESS WIRE)--Texas Pacific Land Corporation Sets Dates for Second Quarter 2025 Earnings Release and Conference Call.

The world is focused on flashy megatrends, but my top thesis, water in energy production, is far more overlooked and, in my view, far more urgent. Produced water is overwhelming the Permian. Handling costs are soaring, pore space is shrinking, and new infrastructure is critical for the future. I'm heavily invested in companies with water, mineral, and surface rights. These landowners are perfec...

Inflation isn't just back, it's becoming policy. From skewed CPI data to deficit-driven dollar moves, we're entering a new and lasting macro era. The U.S. may now prefer higher inflation to fix its balance sheet and boost growth. That changes everything, including how we invest, where we invest, and why. I'm not overhauling my strategy. But I'm sharpening my focus on pricing power, hard assets,...

Despite the recent stock decline, I remain bullish on TPL due to its direct leverage to rising oil prices amid escalating Middle East tensions. TPL's royalty-driven model ensures surging revenues and free cash flow with minimal operational risk as oil prices spike from geopolitical instability. Production growth in the Permian and new royalty deals position TPL for strong Q3 results, especially...

A breakthrough in U.S.–China trade talks has boosted my confidence in cyclical stocks. This easing of tariffs comes just as energy names looked deeply undervalued. My biggest holding, Texas Pacific Land, keeps proving its worth with strong royalty and water segment growth, even amid oil price and economic volatility. Thanks to its asset-light, inflation-protected model and top-tier operators, T...

Texas Pacific Land Corporation reported Q1 2025 earnings with a 12.5% revenue increase, high operating margins, and impressive free cash flow, but flat earnings and a high P/E ratio. The company's strong oil & gas royalty production and robust water services expansion provide a natural hedge against oil price volatility and support future growth. Management's strategic focus on high-quality ass...

I have been putting far more capital to work this year than I expected, taking advantage of volatility and strong risk/reward setups, not perfect timing. Fearful headlines and trade uncertainty keep many sidelined, but I believe downturns offer the best long-term buying opportunities. My five largest holdings now make up half my portfolio, reflecting deep conviction. In this article, I present ...

Texas Pacific Land Corporation (NYSE:TPL ) Q1 2025 Results Conference Call May 8, 2025 10:30 AM ET Company Participants Shawn Amini - IR Tyler Glover - President, CEO & Trustee Chris Steddum - CFO Robert Crain - EVP, Texas Pacific Water Resources LLC Conference Call Participants Derrick Whitfield - Texas Capital Operator Greetings, and welcome to the Texas Pacific Land Corporation First Quarter...