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I’m looking for 1750.00 to ave back in.
I made that my target when TPL was at 2750.00. I sold 20% of the position around 2600.00.
??????? ?
It’s been a while guys. I used to post 5-6 years ago.
There’s a energy and commerce committee meeting on YT in Midland Tx, some of you would be interested in.
Some takes from that meeting. TPL was not there.
These smaller independent oil companies can’t get funding fr banks or big PE.
I would think TPL cash flow would be a source of funding for them?
They talked about the water recycling opportunity in this meeting.
The J.P. Morgan analyst report talked about having a 600b short fall of investment in oil and gas. Leading to higher prices.
My take is that the opportunity to grow fr a 14 billion to a 140 billion mkt cap lies in the new management and structure of reinvesting in other opportunities rather than the previous buying back shares, etc.
Good memories guys of conversations when the stock was at 240.00.
M
Long time guys. Good to see TPL and the posts are going strong.
I remember when I was trying to see TPL getting to 1,000 when it was 230.00-305.00 back in Oct of 2016 earnings call.
Now, how can we get TPL to a 100 billion mkt cap?
Strong all day.
We need this drug. If you look up daily cases and deaths you’ll see around 100,000 cases and 500 deaths. That’s like a plane going down every day when we can stop 1/2 of them.
However, most of the public feels it’s over along with the Media.
3-4 billion market cap in the short term is a target with the EUA. Which would be btw 35-50 price.
Obviously longer term with the EUA and other countries and stockpiles it’s higher, but it’s harder to gauge bc of pricing of the drug.
That black box may be good if the MeMe traders come into the stock.
It’s been awhile! Not many are posting for a few months.
TPL reports in a week. We all thought after the trust conversion that more changes would be made. Split, consistent div. it seems now that the opportunity would be to announce a new division that would investing into PE, ESG, EV batteries, Royalty mining, etc.
My analogy has been to leverage the current royalties the way Buffet leverages the insurance premiums.
The allocation of the royalties has been to buy back shares in the past which was successful, but now with EV gaining more traction even today with overpriced tsla and hertz, buying back shares to depleting industry doesn’t seem the best use. Not diversified.
Take care guys,
This coMany is becoming a cannabis play regardless of the FDA nonsense with approving low Nicotine.
Has anyone heard what the 3rd division is for XXII?
After approval of low nicotine and passage of cannabis, could XXII have a combo hybrid of a low nic/cannabis cig?
Any other thoughts? Thx.
I think the politics with this is that Covid is what will push the anti-nicotine cause forward finally beating big tobacco.
If we are fighting against the deaths of this virus, why would we let millions more die every year, when we know the “vaccine” to stop it?
Countries have an economic interest with the healthcare costs of smoking as well. Huge costs!
It could be like Cannabis and Sports Betting, that the low nicotine policy will be by country?
Anyone know about TAAT global? $tobaf
I’m assuming they can go to market bc their beyond tobacco isn’t real tobacco?
Warren Buffet wants to build 10 Nat Gas power plants in Texas?
I wonder where exactly?
To far of a leap to go from anti-gasoline in your car to anti-nicotine in your body?
Better chance of anti big tobacco?
I think we’re hoping for an awareness of Covid deaths vs other annual deaths that also can be avoided? Ie vaccine/low nicotine.
What if Reddit traders, etc would get behind a cause like anti-smoking nicotine, raise the price of XXII as a public service message to the FDA? In addition of being able to fund research into their cannabis division.
Any chance of being able to alter the amount of pro nutrients in plants of fruits and veggies?
Thanks for the heads up on those companies.
I’m just saying that by not splitting, the volume isn’t enough for the exchange to offer options.
I would think that shareholders would want the tools to sell calls on TPL when PE is high.
Diversifying for the longer term future is what I’ve been saying for a while. (EV, Batteries, Recycle, Rare Earths, etc.)
Management has stated that it wants to stick with its expertise of oil and gas, however my vision has always been the BRKB of insurance “float” invested is just a cash flow stream like TPL’s royalty is.
I personally would like a split for options and selling/buying calls and puts.
Comstock mining (lode) takes a stake in Linico (a lithium battery recycling company).
This is an example of a type of deal I’m talking about that TPl management could do.
P.S Linico is in Texas.
It’s been a while.
My forecast of 1000.00 has now been ?? thru.
The PE multiple has increased.
Now it’s about the direction and vision of the new management team. How will we get to 10x or 80 billion mkt cap?
If they go pure play oil and gas (which is what they have said) I think it will put a cap on its value. If they talk about the vision of EV, rare earth and other metals etc coming, and they are diversifying into that sandbox, sky’s the limit.
Current GameStop long shareholders. Make sure your broker has your shares classified in your account as T1 and NOT T2 (meaning those shares can be loaned out to be shorted in T2 but not if classified as T1.
CBMG.
There’s a big poker game going on here I believe. We have a Ceo trying to take a public company private. Is he releasing the best info on the company or keeping his cards close so the price didn’t go above 19.50?
While it’s just connecting dots, this process doesn’t feel right.
It’s reported that TPL only receives royalties on 10% of the land they own.
How many indexes will TPL qualify for when they are a C-Corp?
Answer: Dozens!
I realized a long time ago TPL is a buy and hold and buy more opportunity.
Remember that they have 200 million to buy depressed properties in the area. Plus others in the water business may be struggling and TPL can capture mkt share.
How many revenues sources on one piece of land before one crowds out another?
That’s when TPL will look to diversify.
Example: Selling sand and electric power plants on the property.
Any other opportunities within the circle of competence?
Look for TPL to pick up some bargains bc of the distress in the area.
Don’t we think that technical analysis with TPL is an exception? Not enough volume. It’s the economic shutdown and the price of oil that’s the largest variable.
What could happen is that the cost of mining goes up with inflation but if the mining CO’s are hedge they don’t have the margins and then could go out of business, thus sand not getting the gold.
Cbmg did mention the possible partnership with China hospitals for stem cells to covid19 patients.
Sand.
Let’s remember that they don’t hedge gold and their mining companies don’t hedge gold either.
TPL is not in the indexes or funds so that it’s not getting that bath tub sell volume.
Low interest rates by the Fed allowed for 3rd tier drillers to drill when they shldnt have been.
We could see more selling when earnings are reported.
However it’s the potential of the dollar falling that will put upward pressure on oil, copper, gold.
TPL having alittle to no debt is a short term positive.
Be able to make moves in this environment shld be to TPL’s advantage? The Buffet strategy. But......still no comments from management.
Let’s remember like a football team that keeps scoring more points the gambling betting “over” number keeps going up.
Same thing here with the PE if oil trends higher with TPL trending higher. Expansion of the PE which when TPL was at its high was over 50.
The B2 bombers are coming ready to drop green marble (dollars). Oil, Gold, Copper be the definition of economic gravity go up prices in green marbles.
I have been commenting about leadership with certain companies.
Lyft/Hertz is terrible.
Uber Ceo did come out and make a statement that the street felt good with and the stock rallied on that “put”.
Same thing with TPL. While they normally avoid conference calls and press releases on the vision, this would have been the perfect time to change their ways for the future, but again nothing.
We better not find out about any insider buying/selling while we hear nothing.
The asset is a good looking blonde with a body that doesn’t stop, but the personality suks!
Whenever a stock is bought, usually it’s never confirmed in lockstep upwards.
Sometimes we get thrown a curve ball.
However, nothing has changed with TPL being the end game inflation hedge. The actions by the Fed, Treasury, and other central banks around the world only confirm and give investors who understand how this economic Monopoly game ends, realize the opportunity with TPL.
Again, all of the questions to be answered only give investors more time to get in.
I have a gut feeling that the longer and more this virus spreads plus lower of interest rates and other money printing that the general investing public will figure this out to buy gold and miners like SAND.
When gold is up over 100.00 daily is when I would say my vision has come true.
TPL issues big Dividend.
I’d like to see a higher consistent dividend yield for 3 quarters and then depending on profits issue a year end div. This will create kore demand from yield investors and div funds and etfs.
I think we will be saying that this news went unnoticed bc of the market being down.
We all know how long things can take in this liability and regulatory world we now live in, however I’m starting to get impatient and starting to wonder about these guys now.
Future outlook for TPL.
Remember we could have a expanding PE and expanding EPS along with a Div policy and future business outlook that would push this target of 947.00 much higher.
Could TPL hedge the electric car so called risk of 101 million barrels a day?
Sure! Do a royalty agreement with a nickel/platinum/palladium mine.
Hunter Biden to TPL?
Figure Hunter is looking for a job and now has experience being on the board with an energy company.
Hunter is quoted as saying, “I have a lot in common with the current trustees” I’d be a perfect fit for the right salary.
P.S
Sorry, I couldn’t help myself and needed a good laugh. Hopefully I started your day with a-little humor.
-Chad.
Absolutely. I’m sure Fung you said to your friend, another analyst friend of mine has been saying the same thing on posts for months. ??
Wait until the new shares are issued from a 10 to 20-1 split. Plus a new dividend policy and future business opportunities discussed.
Future business for TPL.
We have talked about how TPL could diversify with its cash flow away from 100% oil and gas.
If they hedged their oil and gas concentration with investments in precious metals, alternative energy, etc.
101 million barrels a day of oil consumption thats rising (yes at a slower rate), however supply may fall in the future, is still an opportunity, but to get TPL to 60 billion market cap (10x) we need more alternative energy vision from the new management team.
Not sure why TPL is releasing the news this way?
A little like Trump and the “Phase 1” trade deal.
Maybe the trustees approval is coming very soon.
I think we’re going to see a stock split of 10-1 and while TPL will still have the ability to buy back shares it’s not going to be the main option. Paying a consistent dividend along with reinvesting cash flow royalties into other revenue generating divisions and opportunities will push the PE higher.
I’ve always said the other hedge for TPL in the long run game is the dollar falling bc of debt and oil going higher.
This opportunity with an asset that’s hard to value, a changing business model with new growth opportunities is what a 10 bagger looks like before it happens.
The perfect storm is coming for TPL. ?? ??
While this is a basic question, it’s one that can be confusing.
The total amount of land owned?
900,000 acres.
The amount of those 900,000 acres that TPL is receiving royalties on and from?
Deducting the difference is the acreage that’s left for more development in the future.
This is what the thought was when Apache reported an untapped gas discovery in the fall of 2016. The question was if TPL lands were a part of that discovery and if Apache was able to discover a new gas and oil find, are there other acres that are unknown and potential discoveries within the strike zone of TPL.
This is a separate opportunity than how to leverage the cash flow into other Golden eggs.
But, it tells us along with the economic debt/inflation/falling dollar that could take the new c-Corp TPL from 5 to 50 billion market cap.
Capital structure of Nickel Creek?
My caution with this company is that even if we get good news and they are heading into production, how will the capital structure be? Reverse splits? Issuing of more shares? Warrants? Expiring options, etc. Pump and dump marketing companies, etc.