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"$WBI $APLS $BJ $BURL $CPRI $COLM $COST $DASH $EQT $EXE $FIGS $GAP $GIII $ICAGY $CART $KSS $KTB $LEVI $LXEO $LYFT $M $MDGL $MBX $MUX $NKE $PVH $RL $ROST $RYAAY $SVV $MSTR $TGT $TPR $TJX $UAA $UBER $VTRS $WBI $WMT $NUVL -- THE WSJ"
X Link @notreload_ai 2025-10-15T14:12Z 2940 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
"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
"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