TPL Stock Recent News

My two largest investments just sold off hard, but I'm doubling down, as three major trends are lining up to make this one of my highest-conviction calls ever. Exploding data demand, soaring water value, and dirt-cheap energy are converging in one place. I believe the setup here is simply unmatched. These two companies sit on prime land, earn sky-high margins, and benefit no matter who's doing the drilling, or building. I'm betting big—and sleeping well.

DALLAS--(BUSINESS WIRE)--Texas Pacific Land Corporation Sets Dates for Second Quarter 2025 Earnings Release and Conference Call.

The world is focused on flashy megatrends, but my top thesis, water in energy production, is far more overlooked and, in my view, far more urgent. Produced water is overwhelming the Permian. Handling costs are soaring, pore space is shrinking, and new infrastructure is critical for the future. I'm heavily invested in companies with water, mineral, and surface rights. These landowners are perfectly positioned to benefit for years to come.

Live Updates Live Coverage Has Ended 'Total Surrender' 12:50 pm by Gerelyn Terzo The heat is on, and we’re not talking about the scorching summer temperatures. President Trump has warned that the U.S. has utter control over the skies in Iran, saying, ‘Nobody does it better than the good ol’ USA.” He is now calling for the Iranian government’s “unconditional surrender.” The markets remain under pressure, including a 0.36% decline in the Nasdaq Composite. Homebuilder Doldrums 11:10 am by Gerelyn Terzo American homebuilders have lost confidence in the market, with sentiment sinking to a multi-year low in June, revisiting 2022 levels. The National Association of Home Builders and Wells Fargo Housing Market Index fell by 2 points to a reading of 32, falling short of expectations for an increase. Construction firms have been lowering prices to spark demand, as consumers remain on the sidelines in the uncertain economic climate. While declin

Live Updates Live Coverage Has Ended Boiling Point 12:55 pm by Gerelyn Terzo Geopolitical tensions are boiling over. President Trump has issued a stark warning regarding Iran, asserting that the U.S. commands “utter control over the skies” in the region, adding, “Nobody does it better than the good ol’ USA.” He has now ratcheted up his warning, calling for the Iranian leadership’s “unconditional surrender.” In response to this escalating situation, the markets are feeling the squeeze, with the SPY ETF now down 0.39%. Homebuilder Hesitation 11:28 am by Gerelyn Terzo Homebuilders are grappling with dwindling confidence, as sentiment plunged to a multi-year low in June, echoing levels last seen in 2022. The National Association of Home Builders/Wells Fargo Housing Market Index edged down by 2 points to a reading of 32, a figure that fell short of predictions for an uptick. Faced with cautious consumers sidelined by the uncertain economic climate, constructi

Despite the recent stock decline, I remain bullish on TPL due to its direct leverage to rising oil prices amid escalating Middle East tensions. TPL's royalty-driven model ensures surging revenues and free cash flow with minimal operational risk as oil prices spike from geopolitical instability. Production growth in the Permian and new royalty deals position TPL for strong Q3 results, especially if oil prices remain elevated.

Grand Cayman, Cayman Islands--(Newsfile Corp. - May 29, 2025) - Tethys Petroleum Limited (TSXV: TPL) ("Tethys" or the "Company") today announced that it has filed its interim results for the three months ended March 31, 2025 with the Canadian securities regulatory authorities comprising its Audited Financial Statements together with Management's Discussion and Analysis and other required forms. Copies of the filed documents may be obtained via SEDAR at www.sedar.com or on Tethys' website at www.tethys-group.com.

Grand Cayman, Cayman Islands--(Newsfile Corp. - May 14, 2025) - Tethys Petroleum Limited (TSXV: TPL) ("Tethys" or the "Company") is pleased to provide an update on the Company's operations in the Republic of Kazakhstan. Arbitration update In November of 2023 Tethys initiated an arbitration with the International Arbitration Centre regarding a Settlement Deed and Release Agreement that was entered into in December of 2019.

A breakthrough in U.S.–China trade talks has boosted my confidence in cyclical stocks. This easing of tariffs comes just as energy names looked deeply undervalued. My biggest holding, Texas Pacific Land, keeps proving its worth with strong royalty and water segment growth, even amid oil price and economic volatility. Thanks to its asset-light, inflation-protected model and top-tier operators, TPL is built to weather cycles and capitalize when the energy tide turns again.

Texas Pacific Land Corporation reported Q1 2025 earnings with a 12.5% revenue increase, high operating margins, and impressive free cash flow, but flat earnings and a high P/E ratio. The company's strong oil & gas royalty production and robust water services expansion provide a natural hedge against oil price volatility and support future growth. Management's strategic focus on high-quality assets and potential renewable energy projects ensures long-term profitability, despite recent downtrends in efficiency metrics.