Late to the Landbridge Party? $LB
5 months ago
Unemployed Value Degen
"LB: Surface rights play w/ 277K acres in Permian Basin. 181% YoY growth in surface royalties to $26.2M. 88-90% of revenue converts to EBITDA. Currently 31x P/S, 37x P/EBITDA. At 40-131% growth rates, P/EBITDA reaches 10x by 2027-2029. CEO hinting at positive news for Aug 7 earnings. $55 to $85 target by 2026."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
Late to the Landbridge Party? $LB
Source:
Unemployed Value Degen
Published:
August 4, 2025
Idea Type:
Stock Idea