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@sockfeetrsrch Avatar @sockfeetrsrch Sockfeet Research

Sockfeet Research posts on X about $lb, $wbi, acquisition, number of the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: X #

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Followers: XXX #

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CreatorRank: XXXXXXXXX #

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Social category influence finance stocks cryptocurrencies

Social topic influence $lb #3, $wbi #1, acquisition #1461, number of, $wes, $aris, $fang, $dkl, $dvn, money

Top assets mentioned Western Midstream Partners, LP. (WES) FANG Token (FANG) Devon Energy Corp (DVN) Arable (ACRE) Texas Pacific Land, Corp. (TPL)

Top Social Posts #

Top posts by engagements in the last XX hours

"We know that the long tail of PW disposal requirements from oil and gas production will continue to drive demand for PW off take solutions. As the industry continues to consolidate (see $WES purchasing $ARIS recent Deep Blue acquisitions from $FANG $DKL purchase of H2O Midstream etc.) one would expect that a smaller number of firms controlling the PW infrastructure would start to exert pricing power on the PW handing fees. As the infrastructure starts to expand further and further out players are likely to become even more entrenched making potential switching costs that much higher. If PW"
X Link @sockfeetrsrch 2025-10-15T04:28Z XXX followers, XXX engagements

"If PW does indeed become an increasing share of an E&Ps LOE I would expect that these same producers will try to get ahead it and control these costs as much as possible. That is why the $DVN pore space reservation directly with $LB is so important as originally pointed out by @310Value. Its a tangible confirmation that at least one E&P is willing to put money down today to potentially mitigate giving away too much PW pricing power in the future. Dealing with $LB directly can act as a counter balance to $WBI exerting too much control allowing $DVN to secure the scarcest input (injection"
X Link @sockfeetrsrch 2025-10-15T04:28Z XXX followers, XXX engagements

"With this latest 1918 Ranch acquisition and WBIs IPO it is a good opportunity to take a closer look at the relationship between $LB and $WBI. First lets scene set a little with $LBs acreage position in the Delaware (colored label overlays are mine). We can also look at an overlay with the new 1918 Ranch acreage:"
X Link @sockfeetrsrch 2025-10-15T04:28Z XXX followers, XXX engagements

"The new 1918 Ranch acquisition is clearly in line with their strategy of fencing in the Delaware Basin. Compiling all the listed acquisitions we can start to make some high level comparisons. The 1918 Ranch acquisition is more expensive on a $/acre basis but looking at the below active wellbore chart its clear that the new acreage is solidly within the E&P hub of the basin. Its not surprising that per acre costs here have exceeded previous purchases along the basin fringes. I would also expect this acreage to become cash generative more quickly"
X Link @sockfeetrsrch 2025-10-15T04:28Z XXX followers, XXX engagements

"I think there is a conscious recognition that both businesses under the same public entity would not attract the same multiple nor should it. I view the interdependence with $WBI as essentially the price you pay for bootstrapping a $TPL v2. Both $LB and $WBI deal regularly with third parties and it appears to have kept them honest internally but this needs to be continually monitored and reevaluated. If you get comfortable with how they deal with one another this predefined customer relationship I believe is actually very beneficial and part of what makes this so hard for other operators to"
X Link @sockfeetrsrch 2025-10-15T10:53Z XXX followers, XXX engagements

"Guaranteed pore space is a great advantage for $WBI especially in key areas such as the Stateline locations. It would likely make negotiations easier for $WBI especially with regards to the preferred large acreage dedication deals with E&Ps. Of course $WBI is also strongly motivated to continue to work with $LB as their acreage positions continues to growth. Either camp is unlikely to part significantly from one another. If you are an $LB investor it is in your best interest to stay informed on $WBI matters and vise-versa. Change of control in either company also seems unlikely since the"
X Link @sockfeetrsrch 2025-10-15T04:28Z XXX followers, XXX engagements

"An exploration of the relationship between LandBridge ($LB) and the newly public WaterBridge ($WBI) sister company. Both operate within the Five Point umbrella but key business model and contractual differences might offer clues as to the relative performance of each company going into the future. Here I will try to elucidate this relationship further and outline why I believe $LB should ultimately be the better bet between the two"
X Link @sockfeetrsrch 2025-10-15T04:28Z XXX followers, 2318 engagements

"From $WBIs S-1 we can see that $WBI earns around $0.77/bbl in revenue from PW handling with an adjusted earnings margin of 50%. We also know that for every XXX kbd of incremental production that $WBI brings onto $LB land $LB earns additional royalty fees of $XXX million to $XXX million per year. Taking the middle royalty value that comes out to $0.14/bbl in royalties for $LB. At a XX% earning margin and $0.77/bbl revenue the total cost comes out to $0.39/bbl and the Cost_less_royalty = $0.25/bbl. The $WBI profit per barrel then also comes out to $0.39/bbl. We can also do a similar exercise"
X Link @sockfeetrsrch 2025-10-15T04:28Z XXX followers, XXX engagements