LANDMAN
4.9K posts
LANDMAN
@HoganPash
Land is Priceless. Just my opinions not financial advice.
Bergabung Mart 2013
1.1K Mengikuti697 Pengikut
Better example considering it includes myself. Farmland price value over the years in Iowa. Now understand data center, power/energy generation, chip manufacturing infrastructure giving land another and even bigger use case. National average is $245,000 per acre for data center infrastructure
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What do you think is going to happen to the market the rest of the year? Up or down? We have midterms coming up and a new Fed chairman. A lot of uncertainty in my opinion. Could see the market pull back because of this. However, we have the Trump administration talking about hyper growth and trying to out grow our debt. Warsh talking about cutting rates and that AI is deflationary. Interesting time we are living in.
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The President should be lowering costs, not trading stocks.
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Your goal should be creating cash flowing assets. You need the cash flow to escape your 9-5 and to fund your investments. Most folks are stuck working the rest of their lives and wonder what they could have done different. Dont be that person. Right now is the most important time to take action. Take a risk to set yourself apart from others. Focus on building the first cash flowing business and work on the next after you finish the first.
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@HoganPash @310value/note/p-187002940?r=535cw&utm_medium=ios&utm_source=notes-share-action" target="_blank" rel="nofollow noopener">substack.com/@310value/note…
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$DVN has been focused on their cash flow and the $CTRA merger creates consistent cash flow for them. This is incredibly bullish for $LB
The Transcript@TheTranscript_
$DVN Devon Energy CEO on what their North Star is: "What's the North Star, what are we focused on, what are we driving for. For us, sustainable free cash flow, durable sustainable free cash flow is what we're driving towards. We are clear on that"
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#E15 is the new standard….way cheaper than regular 87.
jan tenbensel@jantenbensel
"E15" why 96% of the liquid fuels industry is making the right choice. Octane in Fuels – From Engine Knock to Ethanol
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@SawyerWhisler You have hedge against grain prices. Find more than just one avenue of income. Bring in something consistent rather than wait all year and get shafted at harvest. Would love to see grain prices go up tho.
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@GreyHairOpsGuy Are you buying the space ex ipo? Def understand the thesis.
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@HoganPash That’s why we need to build data centers in space. There are millions of acres of cheap land available in space.
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I think the REAL bottleneck is Land. Data centers/ai infrastructure, chip manufacturing, power generation, energy/gas all require significant amount of land. Theres a reason Kevin O Leary is building a 40,000 acre data center site instead of a little 200-300 acre site. More power. More GW. More efficiency. More money. Texas is at the heart of the 4th industrial revolution. $LB $EROK $TPL
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@SolutionOrganic Yes they are on my watchlist but i dont have a position in either
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@HoganPash Not really. There is a lot of land out there.
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$LB $TPL $EROK Texas land is some of the most valuable land in the world given its use case for digital infrastructure.
Jack Prandelli@jackprandelli
🚨Matador just paid $1.1 billion for 5,154 acres in the Delaware Basin. Same week Devon set a $4 billion federal auction record. The Permian land grab is accelerating The details: → 5,154 net undeveloped acres in the "core-of-the-core" of the Delaware Basin → 141+ net drilling locations (normalised to 2-mile laterals) → At least 9 prospective formations → 10-year lease term, 87.5% net revenue interest → Laterals of 3 miles or more possible Matador can afford it. Adjusted free cash flow expected to approach $1.2 billion in 2026. RBL already repaid. Acquisition debt expected fully cleared by H1 2027. This is a company buying premium inventory while it has the balance sheet to do it. The midstream angle matters too. Several tracts sit adjacent to San Mateo Midstream's existing gathering and processing systems. More acreage means more throughput the infrastructure earns alongside the drillbit. Matador's prior federal acreage plays in the Delaware State Line and Rodney Robinson, acquired in 2018 have already returned $1.9 billion above acquisition and development costs. They know how this trade works.
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@310Value Interesting take….That could be the case….they used the IPO to pay off debt but could see them using the rest to buy more land. Like you said, pore space or use the land for infrastructure. Wouldnt be surprised to see a land acquisition pr here the next few months
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@HoganPash 1) build up a massive position of pore space in the Midland Basin.
2) sell to $lb or Deep Blue.
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$LB my favorite given they own the land and data center campus developer Powerbridge, $TPL working with Eric Schmidt company bolt to develop power infrastructure on their land whats it store for $EROK ? Also in the permian basin but has more land in New Mexico. My guess they will follow a similar path as LB and TPL but with a little twist.
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