Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .Warren Buffett may be one of the most famous investors of all time. However, he isn’t flawless. Luckily, hisAnalyst’s Disclosure:I/we have a beneficial long position in the shares of LB, TPL, FIX either through stock ownership, options, or other derivatives. I wrote this article ...

Investors in LandBridge Company LLC (LB) need to pay close attention to the stock based on moves in the options market lately. That is because the Nov 21, 2025 $105.00 Call had some of the highest implied volatility of all equity options today.What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could ...

LandBridge (NYSE:LB) +5.8% pre-market Tuesday after saying it entered into a strategic collaboration with NRG Energy (NYSE:NRG) to explore the development of a potential data center site in Texas' Delaware Basin. The site could contain a 1,100 MW natural gas ...

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) ("LandBridge†) announced that it has entered into a strategic agreement with NRG Energy, Inc. ("NRG†) with respect to a potential data center site in Reeves County, Texas, in the Delaware Basin. The site could potentially house a 1,100 MW, grid-connected natural gas power generation facility, which NRG could construct if an appropriate power purchase agreement for a data center is secured. Initial air permit applications and electric i. ...

Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .It’s time to talk about energy stocks again. My most recent in-depth article on this subject wasn’t that long ago, when I wrote "I’m Convinced Energy Is The Most MisunderstoodAnalyst’s Disclosure:I/we have a beneficial long position in the shares of TPL, LB, CNQ either through s ...

We came across a bullish thesis on LandBridge Company LLC on X.com by sockfeetrsrch. In this article, we will summarize the bulls’ thesis on LB. LandBridge Company LLC's share was trading at $52.40 as of September 10th. LB’s trailing and forward P/E were 67.74 and 21.60 respectively according to Yahoo Finance. Decline In Crude Oil Prices Zach Schreiber LandBridge ($LB) is a high-margin, capital-efficient business with a durable competitive advantage derived from its large contiguous land holdings in the ...

文章核心观点 - 作者在年初频繁讨论国防承包商行业 但未提供具体数据或百分比变化 [1] 作者持仓情况 - 作者通过股票、期权或其他衍生品持有RTX、NOC、GE、LHX、CNQ、TPL、LB的多头头寸 [2] 内容免责声明 - 文章内容仅代表作者个人观点 未获得除Seeking Alpha外任何形式的报酬 [2] - 作者与提及股票的公司不存在任何业务关系 [2] - 过往业绩不预示未来结果 文章不构成任何投资建议 [3] - 观点不代表Seeking Alpha整体立场 平台非持牌证券交易商或投资顾问 [3] - 分析师团队包含未受机构认证的专业投资者与个人投资者 [3]

公司协议修订 - 公司与独立期权方签订修订协议 修改2024年10月26日签署的矿产期权协议条款 涉及新斯科舍省西戈尔锑金矿周边Ammo勘探区的100%权益获取权 [1] - 修订后将剩余现金支付义务2.5万美元调整为发行384,615股普通股 支付条件为加拿大证券交易所接受修订协议后的5个交易日内 [2] - 此次修订加速了资产收购进程 使公司获得项目100%权益 [3] 历史支付情况 - 已累计向期权方支付现金2.5万美元并发行750,000股普通股 [2] - 所有已发行及拟发行股份均受四个月法定限售期约束 符合证券法规定 [4] 项目资产组合 - 持有阿根廷萨尔塔省Incahuasi盐湖Candela II锂盐项目80%权益 [5] - 全资拥有不列颠哥伦比亚省海达瓜伊Riley Creek锑金项目 [5] - 通过期权协议可获得新斯科舍省Ammo锑金项目100%权益 [5] 战略规划 - 已完成前期数据汇编工作 正在规划后续勘探计划 [3] - 项目区域为成熟锑金矿带 毗邻Military Metals公司西戈尔项目 具备历史生产记录 [3]

服务推广 - 提供包括REITs、抵押型REITs、优先股、BDCs、MLPs、ETFs及其他收益型替代品的深度研究服务 [1] - 提供免费两周试用服务 已获得438份用户评价且多数为五星好评 [1] 分析师持仓披露 - 分析师通过股票持有、期权或其他衍生品方式对TPL和LB公司持有长期多头仓位 [2] - 分析内容为独立观点 未获得除Seeking Alpha外任何公司补偿 [2] 平台性质说明 - 过往业绩不预示未来结果 不提供具体投资建议 [3] - 观点不代表Seeking Alpha整体立场 平台非持牌证券交易商或投资顾问 [3] - 分析师团队包含未受监管机构认证的第三方专业投资者与个人投资者 [3]

项目进展 - 公司在Yath铀矿项目圈定了17个高优先级勘探靶区 这些靶区通过综合审查历史勘探数据集确定 包括地球物理、地球化学、普查和钻探数据 [1] - 已完成123平方公里矿区的航空移动大地电磁测量 测量线路总长890公里 线距150米 采集了高分辨率磁法、VLF和电磁数据 [4] - 目前正在结合历史勘探记录分析测量结果 以优化和优先确定钻探靶区 预计近期将公布大地电磁数据解释成果 [5] 资产优势 - Yath项目位于努纳武特Angilak铀矿区 该区域是加拿大最活跃的新兴勘探营地之一 公司土地位置毗邻Angilak矿化带 拥有富集构造带、有利岩性和已证实的矿化趋势 [2] - 项目包含多个高潜力靶区：VGR趋势带为5公里长的矿化走廊 沿复活基底断层分布 具有普遍蚀变、硫化物和放射性构造 延伸超过3公里；Embryo Creek历史抓样品位达9.81% U₃O₈ 并伴生铜、钼和银 显示多金属潜力；Lucky Break发现沥青铀矿和多金属硫化物矿化 距Lac Cinquante约11公里 [7] - 其他靶区包括Nest、BA-BB、Bog等 均显示显著放射性（经常超过10,000 cps）或地表化验结果支持铀及多金属矿化 [7] 战略定位 - 公司通过Yath项目直接对接加拿大最具前景的铀矿区之一 17个靶区的确定证明了在已证实铀矿带发现新矿藏的潜力 [4] - 作为加拿大铀勘探公司 拥有100%控股的Yath铀项目 具备高优先级勘探靶区管道和已证实含铀走廊的暴露 有望为清洁核能未来供应做出贡献 [7]