In April, I published an article on Texas Pacific Land (NYSE: TPL ), outlining its path to $1 billion in free cash flow. Since then, the stock has declined by about 15%, primarily due to a sharp drop in oil pricesNikolaos Sismanis holds a BSc in Banking and Finance and has over five years of experience as an equities analyst. He covers a variety of growth stocks and income stocks, including identifying those with the highest expected return potential, and a solid margin of safety. He is a contributing autho ...

Grand Cayman, Cayman Islands--(Newsfile Corp. - May 29, 2025) - Tethys Petroleum Limited (TSXV: TPL) ("Tethys" or the "Company") today announced that it has filed its interim results for the three months ended March 31, 2025 with the Canadian securities regulatory authorities comprising its Audited Financial Statements together with Management's Discussion and Analysis and other required forms. Copies of the filed documents may be obtained via SEDAR at www.sedar.com or on Tethys' website at www.tethys-grou ...

Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .As we have all found out by now, the trade war that kept us all so busy over the past few weeks has shifted into a much lower gear, as talks between theAnalyst’s Disclosure: I/we have a beneficial long position in the shares of TPL, LB either through stock ownership, options, or ...

Texas Pacific Land Corporation (NYSE: TPL ) recently reported its Q1 2025 earnings , so I thought I’d go through the numbers and give some comments on the performance and outlook. The company has performed quiteMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst’ ...

Texas Pacific Land (TPL) Q1 2025 Earnings Call May 08, 2025 10:30 AM ET Company Participants Shawn Amini - VP of Finance and IRTyler Glover - President, CEO & DirectorChris Steddum - CFODerrick Whitfield - Managing DirectorRobert Crain - Executive Vice President of Texas Pacific Water Resources LLC Operator Greetings, and welcome to the Texas Pacific Land Corporation First Quarter twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. A brief question and answer session ...

Texas Pacific Land (TPL) Q1 2025 Earnings Call May 08, 2025 10:30 AM ET Speaker0 Greetings, and welcome to the Texas Pacific Land Corporation First Quarter twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. A brief question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Sean Amini, Investor Relations. Thank you. You may begin. Speaker1 Thank Thank you for joining ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______ to ______ Commission File Number: 1-39804 Exact name of registrant as specified in its charter: Texas Pacific Land Corporation State or other jurisdict ...

Exhibit 99.1 TEXAS PACIFIC LAND CORPORATION ANNOUNCES FIRST QUARTER RESULTS Earnings Call to be Held Thursday, May 8, 2025 at 9:30 am CT DALLAS, TX (May 7, 2025) – Texas Pacific Land Corporation (NYSE: TPL) (the "Company," "TPL," "we," "our" or "us"), one of the largest landowners in the State of Texas with surface and royalty ownership that provide revenue opportunities through the support of energy production, today announced its financial and operating results for the first quarter of 2025. Total may not ...

Grand Cayman, Cayman Islands--(Newsfile Corp. - April 29, 2025) - Tethys Petroleum Limited (TSXV: TPL) ("Tethys" or the "Company") today announced that it has filed its Annual Results for the year ended December 31, 2024 with the Canadian securities regulatory authorities comprising its Audited Financial Statements together with Management's Discussion and Analysis and other required forms. Copies of the filed documents may be obtained via SEDAR at www.sedar.com or on Tethys' website at www.tethys-group.co ...

文章核心观点 - 德州太平洋土地公司（TPL）过去一年表现强劲，股价涨幅达142.8%，远超标普500指数和能源板块，分析其表现强劲原因并探讨当下是否值得买入 [1] 能源行业投资方式 - 综合巨头如埃克森美孚和雪佛龙在油气价值链有多元化业务，且低碳业务不断发展 [2] - 上游公司如康菲石油负责勘探和生产油气，对油价下跌敏感，但在油气价格高时能获取现金流 [2] - 中游公司如金德摩根建设资本密集型能源基础设施资产，支持碳氢化合物运输和储存 [3] - 下游公司如瓦莱罗能源用精炼燃料制造产品 [3] 德州太平洋土地公司业务特点 - 公司是德州最大土地所有者之一，拥有约87.3万英亩土地，水平钻井、水力压裂技术及油气行业发展使其土地价值大增 [4] - 公司通过油气特许权使用费、水销售、地役权、商业租赁、许可证和土地销售盈利，业务模式简单、低风险且资本需求少，即使油价下跌也能盈利 [5] 公司水业务情况 - 公司水业务近年来规模扩大，2024年实现创纪录销售，运营着二叠纪盆地最大的水生产、储存和配送网络之一，开发的节能方法有助于业务持续增长 [6] - 2024年，油气特许权使用费为3.733亿美元，仅比2023年高4.5%，而水销售和采出水特许权使用费合计2.548亿美元，同比增长超30% [7] - 水业务发展提升了公司收益，部分利润通过股息分配给股东 [9] 公司股息情况 - 2021年公司开始支付定期季度股息，近年来大幅增长至每股1.62美元，还会根据业绩支付额外股息，但股息收益率不如其他油气股 [10] - 2024年公司支付创纪录的每股13.51美元股息，但按撰写时股价计算收益率仅1%，追求可靠且可观被动收入的投资者可考虑其他油气股 [11] 公司估值情况 - 公司低运营成本使其能将大部分收入转化为净收入，盈利能力强，但股价表现好导致估值膨胀至往绩市盈率69倍，价格昂贵 [12] 公司投资价值 - 公司股价表现火热，估值高、收益率低，但受益于二叠纪盆地油气产量增加和水需求增长，未来可能持续表现稳定并消化高估值 [13] - 尽管因估值高不如以往有吸引力，但公司拥有优质商业模式，尤其是水业务规模大幅增长 [14]