LB

L0ial

My portfolio has gotten steadily more boring. LB, WMT, O, ETN, SLV and GLD, VXUS, SPHD, and UUP puts. Guess I'm a boomer now.

Soggy-Zucchini-8652

LB

French87

huh? they don't drink .5 oz per LB they weigh? ha, losers.

NatBitty

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.

Middle_Arugula9284

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

fomoandyoloandnogrow

This guy must be used to tits of 500LB women

IslandExact429

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!?

L0ial

LB on the move

creemeeseason

Insider buys at both WBI and LB.

creemeeseason

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.

creemeeseason

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.

creemeeseason

Different plays. LB is a royalty and WBI is water disposal. It depends what you want exposure to.

Puzzleheaded-One-607

Do you prefer WBI over LB at this point?

Miserable_South5265

189% ytd, LB, MU, RKLB, & TSM!

brinerbear

What about LB vs tpl?

Totallycomputername

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. 

Puzzleheaded-One-607

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

scroto_gaggins

FIX, VST, NBIS, CRDO (looking to exit VST though) Excluding big tech (GOOG, META) and some energy names (LB, VG, EQT) which I also think will benefit from increased AI spending.

Davaluper

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.

6ixpapa

GERBER meat .99 per LB for sale starting today.

muchlakin

Look up 5 LB proof of steak

gay_ghoti_yo

Is LB back on the menu?

Logical-Contest-4448

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?💀

SHIBashoobadoza

Thank you. I don’t get WBI but LB looks like a short candidate

BullsAndRookies

How many more times do I need to comment here when is this forum going to take notice of $LB & $WBI

smator1

What’s going on with LB share price? Gotham finished short selling the stock?

BullsAndRookies

Hey regards this is not a drill when are you going to buy into $LB &$WBI

L0ial

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.

gay_ghoti_yo

LB got hot after I left it

gay_ghoti_yo

The $LB glow up

BullsAndRookies

When is this forum going to notice $LB… just needs some mainstream headlines and the rocket will blow

ExplorersX

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.

Get_rch_or_try_dyin

LB - landbridge

scroto_gaggins

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.

Due-Papaya-6217

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.

Due-Papaya-6217

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.

Due-Papaya-6217

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.

Due-Papaya-6217

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.

Due-Papaya-6217

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.

Logical-Contest-4448

LB calls?

ProjectStrange3331

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.

gay_ghoti_yo

If any of you are holding LB you're welcome. I sold my remaining position yesterday

scroto_gaggins

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

L0ial

LB finally doing something

Get_rch_or_try_dyin

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

Get_rch_or_try_dyin

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 .

Equivalent-Pie-3597

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.

Formal_Book_4557

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. 

Get_rch_or_try_dyin

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)

ragnaroksunset

> 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).

Get_rch_or_try_dyin

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 !

No-Adeptness8801

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.

mavreix

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   

Parkingking33

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

potato111a

Packers LB Micah Parsons has been dealing with an L4/L5 facet joint sprain - ESPN. Wait.. Did Jerry cooked?

creemeeseason

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?

Get_rch_or_try_dyin

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)

CemreT

$CRWV and $LB highly recommended.

creemeeseason

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%

Get_rch_or_try_dyin

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 !

Get_rch_or_try_dyin

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

Get_rch_or_try_dyin

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

SinceSevenTenEleven

Property management near DC (CHCI) West Texas land (LB)

Simple-Conference270

Sold 1 put on LB, own 100 shares in addition

MillionBEAR_

Have you guys seen the “LB” section of the drivers licenses that were leaked from that whore app?

creemeeseason

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.

OopsUsedMyName


Working-Math-9610

If y'all can just rotate yo "yoppen" money into RK-LB, that'll be great. Thank you 👍

Peanutbutterpondue

Have been eyeing ARIS and LB. Energy will come back.

creemeeseason

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.

Working-Math-9610

What's the deal with RK-LB? 😢

xtoxicxk23

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.

creemeeseason

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. 🤔

Get_rch_or_try_dyin

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.

Peanutbutterpondue

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.

creemeeseason

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.

scroto_gaggins

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

EntertainmentFast767

LB

hepukesyoudie

RK moth fuckin LB bitches

EntertainmentFast767

LB is down 18.64% in the past 6 months and has a 11248% operating cash yield. What is causing this discrepany?

scroto_gaggins

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.

Conscious-Daikon-308

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.

A_Crazy_Hooligan

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. 

According-Refuse9128

You can ignore it if you want but the LA/LB port is the largest in the nation, once our work dies the economy dies. 

volckerwasright

Now Nebraska: “LB 316 would prohibit raw hemp above 0.3 percent tetrahydrocannabinol (THC) of any concentration and for processed hemp the lesser of 0.3 percent THC on a total weight basis or 10 milligrams per package, effective January 1. The mature stalks of Cannabis sativa and its fiber, oil, cake and any other naturally derived products would not be considered hemp, leaving a narrow legal path for some products such as fibers and textiles.“ We are right around 1/4 of states with partial or full restrictions on psychoactive hemp products, split between prohibitionist red states and protectionist blue states with recreational sales

GotiaCardori

LB is ~30% of my PF (my second largest position) Despite being clearly bullish on the company, I leave you with some topics to keep an eye on. 1- Data centers - the 8M that came in last year is a pre-agreement that gives DC 2 years to choose the construction site. Although it is a good sign, there is no guarantee that it will be built or that it will appear more. 2- Management - in my opinion the company's biggest risk. Obviously they know what they are doing, the execution has been brilliant. Cont However, the management has Waterbridge and Fivepoint, there is some conflict of interest and I don't know to what extent they have to respect fiduciary duties. Mainly the way LB was put on the stock exchange. 3- Debt and dividends - Although the dividend is low, it is consuming a lot of FCF that would bring more value to pay off debt or to inject into the acquisition of more land.This also shows that management will use LB as a cash cow. 4- Lb is not tpl - despite the same geographic location and having similar segments, tpl has a higher net profit per Ha. But this is more conditioned by the price of oil. Although in my opinion it has one of the best business models I know, I recommend management supervision.

berrschkob

Opposite take: if they gave even LB AAA how badly do you have to mess up for them to downgrade you.

setyourfacestofun174

Considering we’re seeing the same thing right now, it must’ve been a winning strategy with LB and BS. They must be swimming in cash right now.

According-Refuse9128

The work at the LA/LB ports seems to be sputtering out, it’s been up and down the last few weeks but has yet to completely stall out. We should be looking at a rough 3-4 week stretch cause of trumps delay in getting a China deal, and then we’ll have to see how 30% impacts the cargo flow. 

scroto_gaggins

Yeah I agree with you but it’s also pretty volatile. I usually wait for pullbacks to add more to my position anyways. The TPL comp is interesting to me since O&G revenues are more significant for TPL. Meanwhile for LB, it’s more about water. To me, I’m bullish on a lot with LB in the long run. Things really start to get interesting if they sign more data center deals. But even without that, the land they own is valuable and they’ll make money regardless.

thelastsubject123

The price will most likely always stay high, multiple wise. They have incredible latitude given their fixed fee contracts + variable production royalties that require no capex on their end. TPL is essentially LB’s future, with 80% EBIT margins and every cent going towards shareholders

touchmyfoodidareyou

you ever heard of something like ST und LB

Yomomschesthair_

Theres 18 boats docked at the La/LB terminals right now there’s another 5 coming this week.

According-Refuse9128

Yeah, I was gonna make a post but I’m gonna wait until the job count for tomorrow night hits to get a better idea of how bad things are, but LA/LB ports are finally getting hit.  Talking about a drop in the 5-800 job range, out of a total 2000 plus jobs, it’s a big hit, we’ll see how much worse it gets. 

Critical-Holiday15

LA/LB were specifically mentioned and is are the busiest in the nation and accounts for 2/3s of the imports from China. To understand the impact the decline in volume at the LA/LB complex needs to be examined.

Drdirt2045

I work in the port of LA/LB we’re still working. Supposedly down 58% decrease next week 🤷🏻‍♂️

scroto_gaggins

LB dropped ~10% after earnings. I didn’t think the report was bad but saw FCF decreased this quarter and no data center news could’ve been related. Maybe just a case where the market was expecting more growth to justify its value. They’re still acquiring land which is great. O&G revenue is a small for them as well. I don’t really have any O&G names but follow SOC which has a decent community on X. Also, TMDX killed earnings. Wish I bought more on the dip last year.

Nota-downer

In 2019, \*6 yrs ago!!!\*, the LB/LA ports brought in collectively over $360b+ of trade value to the US. This does not include surrounding area businesses that obviously benefit from that. Now that area is very quiet with no movement. But we now bigly cheer for the deal with the UK because we potentially gain $5b/yr selling beef and corn to them??? WTF??

Nota-downer

Yes and no. Yes, by signing up deals with China‘s neighbors (in essence ushering them into our sphere of influence), we \*potentially\* have more leverage over China to come to the table and strike a deal with us. But no those countries, individually, don’t affect us as much as China itself. In 2019, the ports in LB/LA collectively brought in some $380ish billion of trade value to the US. That’s only two ports (there are more in CA and WA). Those ships are overly represented by the Chinese. Of course, I’m not minimizing the importance of India or Japan because they are our allies and can assist us in easing off our dependence on China to where, one day, we no longer depend on China. But that takes time and heavy financial investment, something we don’t immediately have. So, we have to get China to the negotiating table asap because at the end of the day, the Chinese can “eat bitterness” but your average American can’t. Heres an interesting factoid: in 2015, President Obama had to intervene due to a longshoreman strike in both ports because the US was losing billions of dollars a day.

creemeeseason

LB earnings: Revenues of $44.0 million, up 131% year-over-year and 20% quarter-over-quarter Net income of $15.5 million(1) Net income margin of 35%(1) Adjusted EBITDA(2) of $38.8 million, up 129% year-over-year and 22% quarter-over-quarter Adjusted EBITDA Margin(2) of 88% Cash flows from operating activities of $15.9 million Free Cash Flow(2) of $15.8 million Operating cash flow margin of 36%