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@310Value "$lb nice to see them turning scrub land into $$$ but it raises the questionwhats the solar field powering Data center press release incoming"
X Link @310Value 2025-10-09T22:00Z 9747 followers, 10.3K engagements

"@jakesibley Idk could be limited on what they can say given that they are likely in a XX day quiet period post the $wbi IPO. Assume well get more details on the next earnings call which should be around X week after the quiet period ends"
X Link @310Value 2025-10-09T23:28Z 9739 followers, XXX engagements

"@KairosPraxis To expand their shareholder base. Some funds can only invest in companies that pay dividends other funds require growing dividends. For growing companies the best dividend are de minimis and growing. See $hei $rop $che"
X Link @310Value 2025-08-13T18:34Z 9740 followers, 1444 engagements

"IIRC $tpl has land is Pecos county likely near where this ranch is located. Seems like $tpl should have been in a good position to win this business"
X Link @310Value 2025-10-15T15:08Z 9745 followers, 2752 engagements

"$dbrg certainly needs to bring some of their datacenter assets to market stat"
X Link @310Value 2025-10-03T14:15Z 9741 followers, 2754 engagements

"$bn/$bnt Brookfield seems to be working through its refinancing wave at BPG just fine. For '24/25 they had $32B in debt coming due those years. Now it's $15B of which $4B has extensions available. LY in Q1 they weren't paying on X% of debt. X% by Q3 and now 5%. They could resume payments if negotiations are successful. Also the value of BPG is $15ps of the current $XX SOTP. If BPG was a zero (not likely) SOTP would be $XX vs. today's $bn price of $55"
X Link @310Value 2025-03-24T16:05Z 9735 followers, 12.3K engagements

"@DurableCreators 2/ x A good example of this is $wcn's purchase of the assets that $ses.to was forced to sell and $wcn's continued investments in produced water businesses in the Permian Basin. There is an ample spread between municipal waste multiples and that of produced water businesses"
X Link @310Value 2025-09-04T15:05Z 9736 followers, XXX engagements

"Nice Bloomberg interview on $bn and $ses.to"
X Link @310Value 2025-09-12T15:55Z 9736 followers, 3005 engagements

"@joshlacey33 Certainly at $1800 it was overly rich but the lack of buybacks at current levels questions management's and the board's capital allocation acumen particularly in light of how much their lack of share repurchases cost the shareholders during 2020-2023"
X Link @310Value 2025-08-09T14:36Z 9739 followers, XXX engagements

"@agnostoxxx getting on the $lb $tpl $wbi bandwagon"
X Link @310Value 2025-09-29T17:27Z 9736 followers, 1229 engagements

"Texas Capital Securities has a $XXXXXX price target on $LB. God bless them"
X Link @310Value 2025-09-23T15:39Z 9746 followers, 5002 engagements

"Nice long pitch for $apo"
X Link @310Value 2025-10-11T15:32Z 9748 followers, 4112 engagements

"@AKWilk Expansions into non municipal waste sectors such as produced water. $WCN bough the assets $ses.to was forced to sell and recently bought Stone Hill in the Permian"
X Link @310Value 2025-09-12T18:25Z 9736 followers, XXX engagements

"@Sempiterno_Inv $gfl bid on the $ses.to assets they $wcn bought. They couldnt bid too aggressively due to their then leverage issue"
X Link @310Value 2025-08-21T18:53Z 9739 followers, 1102 engagements

"Seems like a good day update the $lb $tpl and $psk.to comps (note: LB is not pro forma for new deal)"
X Link @310Value 2024-11-21T21:11Z 9736 followers, 15.8K engagements