Texas Pacific Land Corporation (TPL)

[couldbebetter]

Not much interest in discussing TPL on this board.
Strange, especially with WTI nearing $70. I would
appreciate any comments on two other stocks:

1. APA Corp. (the old Apache Petroleum.) Is the Permian Basin
operations going to get going again? I have read comments that
it may be of interest to potential acquirers. The stock price is
at the cusp of a new 52 week high.

2. RECAF is a Canadian company which has drilled into the Kavango Basin
in Namibia/Botswana where it claims to have found a working petroleum
system. (Could be a Permian type basin similar to the Permian Basin
in Texas/New Mexico.) The Kavango could hold over 120 billion barrels
of oil. RECAF market cap is under $2 billion. If anyone was looking
for a virgin Permian Basin type discovery...RECAF may have found it!

TPL at $1600 is far different value-wise than what it was when under
$800. Even if it doubles from here over the next 3-5 years it is not
very exciting as a smaller, more speculative play.