TPL News and Press, Texas Pacific Land Trust From 06/28/22

Wedgewood Partners’ 13F portfolio value decreased from ~$753M to $709M this quarter. They increased Meta Platforms, Taiwan Semi, and PayPal while reducing Alphabet and Keysight Technologies. Their top five positions are at 38% of the overall portfolio. For further det...

The most important, and economically viable, pair trade in the market is: short fossil fuels - long renewables. Yes, yes, please hear me out. Before you click away, I will address dilemmas and hindrances to my thesis, including governmental inefficiency, wasteful spending, and risky i...

Texas Pacific Land's stock is only up about 3% since my March 16, 2021 article, but oil is up about 81% and natural gas is up 260%. Their largest shareholder, Horizon Kinetics, strongly supports the company's move into cryptocurrency mining. Approved drilling permits in Permian Ba...

LRT Capital is a fundamental investment hedge fund. We invest only in companies with durable competitive advantages, i.e. “moats.”. May’s results for the LRT Economic Moat Strategy were below expectations. The effectiveness of our hedging strategy has been lim...

A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates. Companies with upcoming pay dates. For further details see: Dividend Champion, Contender, An...

Texas Pacific Land Corp has entered into a strategic alliance with two cryptocurrency mining companies to develop a mining operation on some of TPL’s land. It appears that this venture will focus, at least initially, on excess power from the electricity grid. Inflation is a...

Horizon Kinetics LLC, founded in 1994, is an independently owned and operated investment adviser. With a long-term absolute return mindset, and based on first-hand research, our portfolios tend to be concentrated and avoid tracking or mimicking any benchmark or index. Texas Pacific La...

A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates. Companies with upcoming pay dates. For further details see: Dividend Champion, Contender, An...

Texas Pacific Land (NYSE:TPL) said Wednesday it signed a letter of intent with Milestone Carbon to evaluate acreage owned by TPL to determine if it could be used for sequestering captured carbon dioxide. Milestone Carbon will perform the evaluation, which will cover 21K acres in the Permian B...

Texas Pacific Land Corporation (NYSE: TPL) (“TPL”) together with Milestone Carbon, LLC today announced that a Letter of Intent (“LOI”) has been executed between TPL and Milestone Carbon to evaluate geological and geophysical characteristics of certain acreage...