Reddit Posts
Limited Brands LB - Stock doesn't exist but shows up on TD?
LB splitting into VSCO and BBWI. What does that mean for a LB stock holder?
LIXTE BIOTECHNOLOGY’S LB-100 ELICITS ANTI- TUMOR ACTIVITY IN SMALL LUNG CANCER MODELS BY UNIQUE MECHANISMS IN AN IMPORTANT PRE-CLINICAL STUDY
Solving a strategic problem? Not really $LB
Solving a strategic problem? Not really $LB
HARP is on its way! 🌙One of the most powerful community token. Very very early stage, take your seats before it is too late. 🚀
$PALI - 30m Mcap. 5m Float. Phase 2 results coming next week!!!
L Brands DD (More Bang for Your Buck) [PART 1]
L Brands DD (More Bang for Your Buck) [PART 1]
QUESTION: Concerning Victoria Secret (LB)
BioVaxys And Bioproduction Partner Bio Elpida Star Construction Of GMP Facility to Produce Clinical Supply for Planned Ovarian Cancer Vaccine Study
TELcoin leads charts after Nebraska Senator signs LB649 into law! TELcoin is the future of digital Asset Banking!🚀
Here is a Market Recap for today Thursday, May 20, 2021
Here is a Market Recap for today Thursday, May 20, 2021
FDA just fast tracked Palisade Bio’s ($PALI) main drug LB1148 for approval. If approved this stock should fly!
FDA just fast tracked Palisade Bio’s ($PALI) main drug LB1148 for approval. If approved this stock should fly!
Here is a Market Recap for today Tuesday, May 11, 2021
Here is a Market Recap for today Tuesday, May 11, 2021
Learnings from 10 yrs of Wall St. experience: Know how sectors > drive stocks and valuation!
Know how sectors > drive stocks and valuation!
SNCA merged with Leading Biosciences to create Palisade Bio (PALI). Potential Investment Opportunity.
SNCA merged with Leading Biosciences to create Palisade Bio (PALI). Potential Investment Opportunity.
SNCA merged with Leading Biosciences to create Palisade Bio (PALI). Potential Investment Opportunity.
SNCA merged with Leading Biosciences to create Palisade Bio (PALI). Potential Investment Opportunity.
SNCA merged with Leading Biosciences to create Palisade Bio (PALI). Potential Investment Opportunity.
ACY - detailed DD on why I think reverse merger is coming soon
Merger of Seneca Biopharma $SNCA and Leading Bio to form Palisade Bio $PALI
Merger of Seneca Biopharma $SNCA and Leading Bio to form Palisade Bio $PALI
ARK Space Exploration & Innovation ETF (ARKX) will begin trading on the Cboe BZX Exchange Tomorrow March 30th.
How to profit off of Melvin's collapse
Mentions
NVDA with the death grip. Looks like it's holding a 1,000LB weight lmao
Murray Stahl is best remembered for owning hard assets in asset light form, and not without reason. His real ethos was that he felt the market was decent at pricing things for 3-6 months but really bad at pricing things over years. Businesses like TPL and LB often appear optically expensive until you map out their potential future cash flows that they gain at essentially zero cost. The market does a terrible job pricing that ability and Stahl made a fortune by doing it. He also excelled at finding names with no cash flows, that were near certain to make large cash flows in 2-3 years. CDZI is a decent example. They are building a water pipeline in California. The market is pricing it for nearly zero cash flows because California is a boondoggle. However, in 2 years they are permitted (as of now) to turn on their pipeline. With the contracts they have already signed they expect annual revenue higher than their current market cap. Stahl referred to this as "time arbitrage". As he says, the market isn't a long term investor, but we are. His letters have a unique way of explaining very big ideas in a way that really isn't hard to understand. If you own land in the Permian, for example, the amount of cash streams it can generate at zero nominal costs is staggering. More if you happen to have a data center built there. All those letters are archived online. I'll miss his quarterly wisdom and his daily buy of 3 shares of TPL. Legend.
TPL down 14% because Stahl was basically the lone voice of reason on an epically incompetent board of directors. Sad. LB apparently moving in sympathy. I like LB more, only because TPL is being managed by the proverbial ham sandwich now.
Apparently Murray Stahl was actually the reason TPL and LB held up so well. His buying everyday is being missed.
people on this sub trying to predict the long term effects of even temporary tariffs https://np.reddit.com/r/stocks/s/Tba6m6Pw98 https://np.reddit.com/r/stocks/s/B8LB2hTuHd
I own PPIH which has a large presence with Saudi natural gas. I'm hoping some of the Canadian royalty names sell off. Wouldn't complain about LB or TPL getting cheap either.
First melon says RK, second one says LB
LB and WBI quickly becoming my largest holdings
15 years is an extremely long time, and most businesses can't outperform that long. I'd stick to long term, physical assets. Airports like CAAP/OMAB. Great cash generation and local monopolies. Land/mineral steaming companies. ELE/WPM/LB are examples where they just take a toll on all the other activities they enable. USLM. Limestone is just awesome. Real estate with long runways and recurring revenue. JOE comes to mind.
VG and LB have been killing it this year and they both still have room to run. VG is up a lot today after the Iran news and earnings this morning
LB earnings: Delivers Q4 revenue growth of 56% year-over-year and 12% quarter-over-quarter and full year 2025 year-over-year revenue growth of 81% Announces full year 2026 EBITDA outlook of $205 million to $225 million Declares quarterly cash dividend of $0.12 per share, representing a 20% increase Announces $50 million share repurchase authorization
What part of the country are you in? I paid $40 for 1 LB same cut from a high end butcher
Appreciate this breakdown. The point about SPX not carrying true volume and leaning on ES profile is key. We do something similar, but what I’m building goes a layer deeper into timing and role separation. I treat structure, volume, and positioning as separate decision agents instead of blending them into one narrative. So BB handles macro bias and positioning context, MB handles structural confirmation, and LB handles precision and intraday behavior. Then timing windows determine when those signals matter most. The goal isn’t just reading levels, it’s sequencing liquidity. Would love to compare notes sometime on how you’re mapping options flow into execution timing.
For now, maybe seek out a financial adviser from Fidelity or Vanguard: https://www.fidelity.com/go/join-fidelity-investments?imm_pid=93736510295&immid=100742_SEA&imm_eid=ep32516600&utm_source=MICROSOFT&utm_medium=paid_search&utm_account_id=7335757735&utm_campaign=BRD&utm_content=93736510295&utm_term=fidelity&utm_campaign_id=100742&utm_id=9224498353&gclsrc=ds&gad_source=7&gad_campaignid=9224498353 https://investor.vanguard.com/?cmpgn=BR:PS:XX:BR:20250128:BG:CROSS:LB~Brand_VN~BG_KC~BD_PR~EVGRN_UN~Keyword_MT~Exact_AT~None_EX~None:NONE:NONE:NONE:KW:NavAlone&gclsrc=ds&gad_source=7&gad_campaignid=20518003806
huh? they don't drink .5 oz per LB they weigh? ha, losers.
Utilities are inherently conservative entities so I doubt they overextend, but I don’t touch utilities that much. I’m more taking about the commodities extraction side, where royalty companies have full unhedged price and volume upside and no capital risk. Nat gas is already becoming the coal replacement and cheap energy source globally regardless of data center buildout. TPL, SJT, PBT, and to some extent LB are well positioned. TPL especially so when it comes to data centers with their large Permian land ownership, gas royalties for power delivery, and water business for cooling.
Silver is going up in value dramatically because of the industrial demand. The data center demand for Silver is exploding. This is not a diversification from the dollar story. do your homework. https://www.barrons.com/articles/silver-price-ai-ev-7ec9bb52?gaa_at=eafs&gaa_n=AWEtsqdQ8oETSNV82FOVl5gieiDWuSP4h225hGEdRziffSoe5yxSsc31vVBEIEo-iow%3D&gaa_ts=697a430b&gaa_sig=5PHP5RIaTht9Yongmx6wTW3R9rtuJhgCFJS-BGGsSTlA8N9LB0qiLTH9tO4DKxluW4u7yLnAt8vmASvyIx-AWw%3D%3D
This guy must be used to tits of 500LB women
Bruh I took heavy on the Bills Random ass turnover by the LB. I’m like ok cool Next play turnover by Josh Allen Wtf!?
The oil bears have been intense, though this rally is really selective. Offshore and Canadian names getting sold. LB and other Permian plays are down. Infrastructure running. PPIH up like 7%. WBI was up initially until the market realized it only benefits from Permian activity.
I show $1.78 billion in debt. It's more than ideal, but they have also been investing in a number of water infrastructure projects lately that haven't started generating cash flows yet. Which I guess is one of the big differences with LB, WBI requires more capital to grow.
Different plays. LB is a royalty and WBI is water disposal. It depends what you want exposure to.
Do you prefer WBI over LB at this point?
189% ytd, LB, MU, RKLB, & TSM!
In my area a LB of beyond meat is about the same price as a pound of 93% ground beef. If they were like $3.50 a lb or so I would be more inclined but im not substituting.
HOUSTON--(BUSINESS WIRE)-- LandBridge Company LLC (NYSE: LB; NYSE Texas: LB) (“LandBridge” or the “Company”) today announced that it has entered into development agreements (Option to Lease Agreements) with subsidiaries of Samsung C&T Renewables, LLC (“SCTR”) providing the option to lease acreage for two potential Battery Energy Storage System ("BESS") projects in Pecos and Loving counties, Texas with an aggregate capacity of 350 MW. The agreements grant SCTR exclusive rights at each site location to deploy and develop a BESS facility designed to enhance grid stability, support renewable energy integration, and deliver clean power to the local grid. The projects, which could achieve commercial operation as soon as year-end 2028, represent the first BESS projects on LandBridge’s acreage and underscore the Company’s commitment to leveraging its premium land assets for innovative projects across conventional and renewable energy development. Interesting news here from $LB. Looks like they’re diversifying. Stock price looks interesting here too
Interesting, thanks for the source. I do wonder if just a 7% uptick in outright home ownership can really prevent a fall. I also think more factors into it as well, like how long a depression would take, etc. For comparison, in the 1990s house ownership was at similar levels as today ([fred link](https://fred.stlouisfed.org/series/CXU980240LB1702M)), and despite that real house prices still [went down](https://fred.stlouisfed.org/series/QUSR628BIS) significantly, but over a longer period than in 2008.
GERBER meat .99 per LB for sale starting today.
if ya wanna hear something sick, my port total is like $7k… bought and sold for small profit some 11/21 LB calls for $130 each… any advice on dealing with missed major potential gains?💀
Thank you. I don’t get WBI but LB looks like a short candidate
How many more times do I need to comment here when is this forum going to take notice of $LB & $WBI
What’s going on with LB share price? Gotham finished short selling the stock?
Hey regards this is not a drill when are you going to buy into $LB &$WBI
LB finally doing something, been holding for a long time at a loss but now up 20%. Debating to sell some before earnings tomorrow or hold it all.
When is this forum going to notice $LB… just needs some mainstream headlines and the rocket will blow
Bulk chicken breast is ~$1/LB too at least where I’m at so the majority of bowls are probably < $2-3 in materials costs. No reason they should be charging $15.
I was interested in their story last year when they IPO’d but recently they’ve seemed to struggle quite a bit. First of all, the “Permian is dead” theme seems to be taking off. Take a look at TPL. It’s pretty much dropped 50% off ATH in the last year. LB is considered a mini TPL so they trade pretty similar. One of the more intriguing stories with LB is the potential for data centers but we haven’t seen any solid deals. The NRG deal was to potentially power a data center in 2029. If you want to make money from the data center theme, there are way better investments than “we potentially have a data center in 4 years”. So, it’s not a very good data center play. The Permian is favored by the market right now. I wouldn’t say it’s undervalued either. Maybe it’s a decent recovery play. I’m personally just holding shares and waiting to sell for some profit.
Credit to u/Mango-livid - Here's some information on why at about $0.50≈ $50m market capitalisation it's so undervalued. And why I feel it would be more fairly valued at around $300m-$500m at this stage. It's worth noting a couple of other single-asset schizophrenia drug companies comparisons for anyone doing DD in the space, and why I believe people should be willing to buy. 1. LBRX (LB pharma) - currently with a market cap of $300m after their IPO in September 2025. Their drug is in P2 - they still have a P3 and 12 month safety study to do, and the efficacy and safety of LB's drug are objectively worse than Reviva's drug. 2. Karuna KRTX: Bought for $14b (Market cap of about $9b before buyout) by BMY in 2023 after the NDA was submitted. The drug KarXT, now known as Cobenfy has efficacy that's not far off, but not as good as, Reviva's. Their safety has a different profile, with a laundry list of undesirable side effects. 3. Cerevel CERE: Bought for $8.7b (Market cap of about $5b before buyout) by Abbvie in 2023 after just Phase 1 trials. The drug, emraclidine, failed phase 2. A 14billion sale that means that Karuna's drug was apparently worth 280 times more than Reviva. 280. 10x sure. 20x...maybe. But more than 100x more? Is it going to sell 100x Reviva's once approved? I think not. KRTX and CERE had higher valuations because of a new mechanism of action. New mechanisms of action don't matter to prescribers unless they have better efficacy or better safety than anything else. Efficacy and safety are what gives a drug, and therefore a company value. And Reviva's Brilaroxazine kicks Cobenfy's ykw in both of those areas. Don't worry about the stock price, worry about the market cap. Reviva should be worth $300m at least at this stage with this data. Even if they need extra funding, Reviva are soooo much further along than LBRX, with a better drug. It's a comfortable buy until the market cap hits $300m. Yes there are challenges with Reviva in terms of funding the next trial if the FDA says it's required, and the patent life may be shorter compared to peers but even so. The valuation disparity is CRAZY.
Credit to u/Mango-Livid: $RVPH- Here's some information on why at about $0.50≈ $50m market capitalisation it's so undervalued. And why I feel it would be more fairly valued at around $300m-$500m at this stage. It's worth noting a couple of other single-asset schizophrenia drug companies comparisons for anyone doing DD in the space, and why I believe people should be willing to buy. 1. LBRX (LB pharma) - currently with a market cap of $300m after their IPO in September 2025. Their drug is in P2 - they still have a P3 and 12 month safety study to do, and the efficacy and safety of LB's drug are objectively worse than Reviva's drug. 2. Karuna KRTX: Bought for $14b (Market cap of about $9b before buyout) by BMY in 2023 after the NDA was submitted. The drug KarXT, now known as Cobenfy has efficacy that's not far off, but not as good as, Reviva's. Their safety has a different profile, with a laundry list of undesirable side effects. 3. Cerevel CERE: Bought for $8.7b (Market cap of about $5b before buyout) by Abbvie in 2023 after just Phase 1 trials. The drug, emraclidine, failed phase 2. A 14billion sale that means that Karuna's drug was apparently worth 280 times more than Reviva. 280. 10x sure. 20x...maybe. But more than 100x more? Is it going to sell 100x Reviva's once approved? I think not. KRTX and CERE had higher valuations because of a new mechanism of action. New mechanisms of action don't matter to prescribers unless they have better efficacy or better safety than anything else. Efficacy and safety are what gives a drug, and therefore a company value. And Reviva's Brilaroxazine kicks Cobenfy's ykw in both of those areas. Don't worry about the stock price, worry about the market cap. Reviva should be worth $300m at least at this stage with this data. Even if they need extra funding, Reviva are soooo much further along than LBRX, with a better drug. It's a comfortable buy until the market cap hits $300m. Yes there are challenges with Reviva in terms of funding the next trial if the FDA says it's required, and the patent life may be shorter compared to peers but even so. The valuation disparity is CRAZY.
Credit to u/Mango-Livid: Here's some information on why at about $0.50≈ $50m market capitalisation it's so undervalued. And why I feel it would be more fairly valued at around $300m-$500m at this stage. It's worth noting a couple of other single-asset schizophrenia drug companies comparisons for anyone doing DD in the space, and why I believe people should be willing to buy. 1. LBRX (LB pharma) - currently with a market cap of $300m after their IPO in September 2025. Their drug is in P2 - they still have a P3 and 12 month safety study to do, and the efficacy and safety of LB's drug are objectively worse than Reviva's drug. 2. Karuna KRTX: Bought for $14b (Market cap of about $9b before buyout) by BMY in 2023 after the NDA was submitted. The drug KarXT, now known as Cobenfy has efficacy that's not far off, but not as good as, Reviva's. Their safety has a different profile, with a laundry list of undesirable side effects. 3. Cerevel CERE: Bought for $8.7b (Market cap of about $5b before buyout) by Abbvie in 2023 after just Phase 1 trials. The drug, emraclidine, failed phase 2. A 14billion sale that means that Karuna's drug was apparently worth 280 times more than Reviva. 280. 10x sure. 20x...maybe. But more than 100x more? Is it going to sell 100x Reviva's once approved? I think not. KRTX and CERE had higher valuations because of a new mechanism of action. New mechanisms of action don't matter to prescribers unless they have better efficacy or better safety than anything else. Efficacy and safety are what gives a drug, and therefore a company value. And Reviva's Brilaroxazine kicks Cobenfy's ykw in both of those areas. Don't worry about the stock price, worry about the market cap. Reviva should be worth $300m at least at this stage with this data. Even if they need extra funding, Reviva are soooo much further along than LBRX, with a better drug. It's a comfortable buy until the market cap hits $300m. Yes there are challenges with Reviva in terms of funding the next trial if the FDA says it's required, and the patent life may be shorter compared to peers but even so. The valuation disparity is CRAZY.
Credit to u/Mango-Livid: Here's some information on why at about $0.50≈ $50m market capitalisation it's so undervalued. And why I feel it would be more fairly valued at around $300m-$500m at this stage. It's worth noting a couple of other single-asset schizophrenia drug companies comparisons for anyone doing DD in the space, and why I believe people should be willing to buy. 1. LBRX (LB pharma) - currently with a market cap of $300m after their IPO in September 2025. Their drug is in P2 - they still have a P3 and 12 month safety study to do, and the efficacy and safety of LB's drug are objectively worse than Reviva's drug. 2. Karuna KRTX: Bought for $14b (Market cap of about $9b before buyout) by BMY in 2023 after the NDA was submitted. The drug KarXT, now known as Cobenfy has efficacy that's not far off, but not as good as, Reviva's. Their safety has a different profile, with a laundry list of undesirable side effects. 3. Cerevel CERE: Bought for $8.7b (Market cap of about $5b before buyout) by Abbvie in 2023 after just Phase 1 trials. The drug, emraclidine, failed phase 2. A 14billion sale that means that Karuna's drug was apparently worth 280 times more than Reviva. 280. 10x sure. 20x...maybe. But more than 100x more? Is it going to sell 100x Reviva's once approved? I think not. KRTX and CERE had higher valuations because of a new mechanism of action. New mechanisms of action don't matter to prescribers unless they have better efficacy or better safety than anything else. Efficacy and safety are what gives a drug, and therefore a company value. And Reviva's Brilaroxazine kicks Cobenfy's ykw in both of those areas. Don't worry about the stock price, worry about the market cap. Reviva should be worth $300m at least at this stage with this data. Even if they need extra funding, Reviva are soooo much further along than LBRX, with a better drug. It's a comfortable buy until the market cap hits $300m. Yes there are challenges with Reviva in terms of funding the next trial if the FDA says it's required, and the patent life may be shorter compared to peers but even so. The valuation disparity is CRAZY.
Credit to u/Mango-Livid: $RVPH - Here's some information on why at about $0.50≈ $50m market capitalisation it's so undervalued. And why I feel it would be more fairly valued at around $300m-$500m at this stage. It's worth noting a couple of other single-asset schizophrenia drug companies comparisons for anyone doing DD in the space, and why I believe people should be willing to buy. 1. LBRX (LB pharma) - currently with a market cap of $300m after their IPO in September 2025. Their drug is in P2 - they still have a P3 and 12 month safety study to do, and the efficacy and safety of LB's drug are objectively worse than Reviva's drug. 2. Karuna KRTX: Bought for $14b (Market cap of about $9b before buyout) by BMY in 2023 after the NDA was submitted. The drug KarXT, now known as Cobenfy has efficacy that's not far off, but not as good as, Reviva's. Their safety has a different profile, with a laundry list of undesirable side effects. 3. Cerevel CERE: Bought for $8.7b (Market cap of about $5b before buyout) by Abbvie in 2023 after just Phase 1 trials. The drug, emraclidine, failed phase 2. A 14billion sale that means that Karuna's drug was apparently worth 280 times more than Reviva. 280. 10x sure. 20x...maybe. But more than 100x more? Is it going to sell 100x Reviva's once approved? I think not. KRTX and CERE had higher valuations because of a new mechanism of action. New mechanisms of action don't matter to prescribers unless they have better efficacy or better safety than anything else. Efficacy and safety are what gives a drug, and therefore a company value. And Reviva's Brilaroxazine kicks Cobenfy's ykw in both of those areas. Don't worry about the stock price, worry about the market cap. Reviva should be worth $300m at least at this stage with this data. Even if they need extra funding, Reviva are soooo much further along than LBRX, with a better drug. It's a comfortable buy until the market cap hits $300m. Yes there are challenges with Reviva in terms of funding the next trial if the FDA says it's required, and the patent life may be shorter compared to peers but even so. The valuation disparity is CRAZY.
Water comes from the ground on the land. Companies sell the water byproducts from other energy drilling. TPL, LB all have revenue from water rights in their lands.
If any of you are holding LB you're welcome. I sold my remaining position yesterday
LandBridge Company LLC (NYSE: LB) (“LandBridge”) announced that it has entered into a strategic agreement with NRG Energy, Inc. (“NRG”) with respect to a potential data center site in Reeves County, Texas, in the Delaware Basin. Finally some good news for LB. Up 16% today
I’m seeing $1.17bil in debt. I could be wrong , but it will be interesting to see how the stock price goes with WBI. They are very aggressive and have grown nice and steady for a number of years . They work with the biggest names in oil / gas . Their deal with the sister company (landbridge - LB) helps both businesses make money, and they aren’t as dependent on oil prices like the operators and E&P companies . I’m not saying to run out and buy WBI. But I’d add it to a watchlist
I work with WBI daily . Their market cap is $775mil, but valuation is like $3bil. They have grown very steadily every year, and they are growing aggressively still. If you look at LB - landbridge company - they went public last year, and they work with us too. LB went public at a crazy low price , and ran up 380% in 4 months. I’ve never used margin before, but I’m planning to pull every penny together to use for WBI . I truly believe it should 2x-3x .
This is an old thread, but if anyone here liked LB, they may like WBI's IPO. Like TPL and LB IPOs, it's been pretty quiet. They just closed it out today: [https://www.businesswire.com/news/home/20250918448117/en/WaterBridge-Announces-Closing-of-Upsized-Initial-Public-Offering-and-Full-Exercise-of-the-Underwriters-Option-to-Purchase-Additional-Shares](https://www.businesswire.com/news/home/20250918448117/en/WaterBridge-Announces-Closing-of-Upsized-Initial-Public-Offering-and-Full-Exercise-of-the-Underwriters-Option-to-Purchase-Additional-Shares) [https://archive.fast-edgar.com/20250917/AW2VS22EZ22R59ZU222R2ZYQUCQPZZ22Z272/](https://archive.fast-edgar.com/20250917/AW2VS22EZ22R59ZU222R2ZYQUCQPZZ22Z272/) [https://www.sec.gov/Archives/edgar/data/2064947/000119312525206805/project\_gulfstream\_prosp.htm](https://www.sec.gov/Archives/edgar/data/2064947/000119312525206805/project_gulfstream_prosp.htm) Hope this helps someone here today.
Would it be a good thing to buy in then? And just hold for a while to see what happens? I was scared to buy in when it came out since I had no way of requesting shares, but I did read about LB.
WBI is going to be one of the best over the next few months. I bet it’s going to do exactly what LB did last year after its ipo (ran 370% in a few months)
> optional good. Consumption spending is not optional spending. It includes some optional spending, but it also includes things like food and clothing. >which is that people making 120,000 a year are taking out HELOCs Along with the "99%" you're just pulling numbers out of your ass. The top 10% decile in the US in 2023 [averaged over $350,000 per year](https://fred.stlouisfed.org/series/CXUINCBEFTXLB1511M). The top 20% [averaged nearly $215,000](https://fred.stlouisfed.org/series/CXU900000LB0106M). >Especially given that the interest rate on helocs shot up massively in 2022. HELOCs have grown consistently [since 2022](https://fred.stlouisfed.org/series/H8B1027NCBCMG). You simply have [no idea what you are talking about](https://fred.stlouisfed.org/series/RHEACBM027SBOG).
I like this one. I plan to grab some shares. Also watch for WBI - Waterbridge- ipo coming soon! Their partner- LB - Landbridge went public last year and went on a 300% run off the bat !
Guys this biotech company LB PHARMACEUTICALS INC (LBRX) will soon do ipo for their phase 3 and I think they unto something. Their management team is quite legit and the results of phase 2 were really great.
I like how weed stocks climbed until i bought a LB and the dealer immediately decided to screw me. Probably free money on puts tbh as long as i hold this swag
Yeah the 6’5 200LB+ lean man is twinkish looking. This comment was brought to you by: https://preview.redd.it/75r2zn5kdsmf1.jpeg?width=226&format=pjpg&auto=webp&s=0c7eea510902b98da3307b6a213e2a81b2c00c2d
Packers LB Micah Parsons has been dealing with an L4/L5 facet joint sprain - ESPN. Wait.. Did Jerry cooked?
I also own OMAB, but I'm debating selling to add to CAAP. I think there's more upside potential on their airport properties. I own both for now. I'm also looking at LNG. The LNG export infrastructure is an amazing asset with lots of tailwinds. As long as natural gas is popular, LNG will do well. Then you have other irreplaceable assets. CHDN for example, which owns Churchill Downs race track. It's an institution, you can't build anything close to that because of the history. There's weird ones like MD which operates pediatric hospitals. Logistics networks are notoriously hard to compete against too. I love HWKN because it has a distribution network for water treatment chemicals. Their network gives them a scale advantage that it would be really stupid to try and compete against. There's also royalty plays like LB, TPL, or PSK.TO. There's tons out there. Meanwhile, some of the best tech companies can be taken out by a single innovation. What happens to ASML if anyone figures out EUV lithography?
Exactly! When you do a service for them, don’t expect to get paid for 6+ months . And expect for them to have an excuse why they don’t owe you the full ticket amount . Usually the companies that pay their bills really slow will get the “asshole tax” .. it’s where the service companies tack on every extra fee they can because you never know if you’ll get paid or not . There’s way better companies like diamondback , Validus , landbridge , kolibri global energy. If I was going to pick an energy company to invest more in, I would do KGEI or LB … (both of them are current customers)
LB earnings: Revenues of $47.5 million, up 83% year-over-year and 8% quarter-over-quarter Net income of $18.5 million(1) Net income margin of 39%(1) Adjusted EBITDA(2) of $42.5 million, up 81% year-over-year and 9% quarter-over-quarter Adjusted EBITDA Margin(2) of 89% Cash flows from operating activities of $37.3 million Free Cash Flow(2) of $36.1 million Operating cash flow margin of 79%
KGEI - kolibri global energy - is a better oil and gas company and they are already profitable . Prairie operating used to be one of our customers when they did some work in Colorado and Oklahoma . I personally wouldn’t invest with them. But that’s just my opinion LB - Landbridge KGEI - kolibri global energy These are my only 2 oil and gas plays . Both are current customers of ours . I’ve been in oil and gas for 17 years . Personally, it might not be the best time to buy oil stocks if OPEC is going to allow more oil to hit the market in September. It will lower oil prices . Of course there’s no way to know for sure , but this is just my opinion. Good luck on your picks !
If you want a good one with some value , check out LB - land bridge , or KGEI - Kolibri global energy (both are our customers). And both are growing consistently
We use their equipment to fly down our pipelines and wellhead areas with Ldar and check for leaks once per week . They can see heat signatures and gas leaks and stuff , that we otherwise wouldn’t see. They can scan it in like 20 minutes, where it would take someone a few hours to walk along it . They also do the same thing for some other large midstream companies that own pipelines and gathering centers , like Landbridge (LB) , and summit midstream. Their weekly inspections are automatically sent to our system, and forwarded to the state for compliance requirements. Their employees are great! Their equipment works exactly how they told us it would , and it’s been a pleasure to work with them. We tried some other companies like ageagle , dragonfly, sperry, and one other . But the other companies had complicated equipment that didn’t streamline our jobs , and the employees were unhappy to work there. In my opinion, you can almost always tell a great company by the employees it has working for them. I no longer deal with that side of the business, but they still do the inspections for us. Ever since we started using them, and talked to some of their employees about all the different things ONDAS is working on in different industries, I started to invest regularly.! Their headquarters is close to a lot of the government agencies headquarters offices . They work in oil / gas , medical , rail , agriculture, defense, robotics , telecommunications, etc… They have partnerships with great companies . They have patents. They have an awesome leadership team. Revenue is up like 500% YOY. They shouldn’t have to dilute now . In my opinion, this is a great company to invest in before they get really big . I like to tell people about ONDAS, but if you do your own research, you can see all the achievements yourself . ONDAS is basically the only company that I actively tell people about for stock picks , because I truly believe in them
Property management near DC (CHCI) West Texas land (LB)
Sold 1 put on LB, own 100 shares in addition
Have you guys seen the “LB” section of the drivers licenses that were leaked from that whore app?
Short report on TPL and LB apparently couldn't even move them. Also, releasing a short report when a stock is already down a lot seems like bad timing.
If y'all can just rotate yo "yoppen" money into RK-LB, that'll be great. Thank you 👍
Have been eyeing ARIS and LB. Energy will come back.
Energy, specifically the Permian plays, getting absolutely fashnuckered today. LB broke the $55 support and ARIS is selling off nicely as well. I think there's some opportunities there, but patience will be required. Also, watching LNG for a potential selloff.
What's the deal with RK-LB? 😢
Added LB to my watchlist a few months ago when I saw some Permian Basin DD posted on here. Haven't looked at it again until today. It's near a major support level on the daily chart of RSI is at 22. What do ya'll know about this company? If I recall, there was some controversy about it being some scam Chinese company or something but I don't remember.
LB trading at a price of about $13,000/acre right now. Murray Stahl thinks they can generate $44,000/acre in annual revenue eventually. 🤔
ONDAS holdings - ONDS Possibly Robinhood - HOOD Land bridge Company - LB What is everyone’s thoughts on webull ? The stock price action is moving somewhat like HOOD did its first year.
Price action’s not great. I’m thinking of grabbing LB around $50. I’m personally betting that the water theme makes a comeback in a few years. Long-term play.
I haven't seen any official news, but I follow both names. Here's my hypothesis: 1) they became data center plays which hasn't yet panned out. 2) they are both big in the Permian basin and since the FANG shareholder letter the narrative has been that the Permian has peaked. 3) they both got really expensive and needed a pullback. I doubt any one of these is solely to blame for the pullback, however a number of Permian adjacent names have been pretty weak of late. ARIS is way down too. With current oil prices it's very likely that Permian production will decline as were below break even for most wells in that basin. That's definitely a negative for TPL/LB.
Anyone know what’s been going on with TPL/LB in the past couple months? I know TPL fluctuates a lot more based on oil prices. LB revenue is mainly from water royalties. Both are currently lower than April prices and I haven’t seen any major news for the drop. I’ve been long on LB since IPO so might add to my position here. I haven’t owned TPL but it’s tempting
LB is down 18.64% in the past 6 months and has a 11248% operating cash yield. What is causing this discrepany?
A lot of people mention the nuclear stocks like CEG, GEV, VST. I’m personally in VST and it’s done very well over the last year. Keep in mind- building nuclear plants takes a while and companies need this energy now. Not to say investing in these companies is a bad idea, but as of today, I don’t think that’s the best approach. I really like LB as a way to get exposure to water, energy, and data centers all in one. They’re literally a company that owns land and collects money from surface rights. Very low CAPEX. FIX (comfort systems) is an interesting name in the HVAC space. Increased energy consumption increases the need for cooling right? I also like VG, which is a natural gas play.
Careful many Sps from LB have been reimburse at 60% I think. More recently all SPs from Credit Suisse Issuer have been taken in UBS books. Yes there is an issuer Risk.
I live in LB and drive through the LA port everyday for work. I have never seen it so empty. It’s been that way for a while, like at least last 6 weeks. I wouldn’t be surprised if there’s some creative number interpretation to keep the illusion going.