- The five oil and gas royalty and mineral companies examined in this article have distribution/dividend yields ranging from 4.4% to 10.9% and several look cheap relative to recent asset transactions.
- Viper, Black Stone and Brigham are particularly well positioned to take advantage of the current environment for opportunistic acquisitions or share buybacks.
- Key metrics such as oil/gas mix, leverage, and undrawn credit capacity are examined to assess key differentiators for each of the companies.
For further details see:
Royalties & Minerals: Black Stone, Viper, Kimbell, Dorchester, Brigham