Excellent Presentation! Thank's for posting. Right now with oil prices at a high point I would recommend trimming positions on any spikes. The current PE ratio may be at a historic high...whether it is justified or not. Just an opinion that taking some shares off as this boils higher might be a good way to go.
The presentation is very well done. I wish there would have been more about what pro-active plans management might have to increase shareholder value. For example, if they could buy additional assets for TPL stock that would be accretive to shareholder value, why not? Then use the additional returns to buy back stock if the market presents good opportunities to do so. I am AMAZED at how high TPL is in such a short period of time. My sincerest congratulations to those who held or added to their positions. You deserve what your getting here.
Final thought...be careful. (Maybe the runup is from index funds having to scale in?)
TPL can generate a new sources of income without any capex?
Think wind and solar farms.
“Renewables” added to SLEM (see page 7).
Texans can use some additional electricity capacity. I know first hand having gone several days without any. I never knew a 21st century home to drop to 43 degrees inside!
News 
Market Data 
Discover 
