Independent Research, Turtles all the way down

Turtles all the way down

Independent Research

Writing short articles about mis-priced boring stocks around the world.

Equity Bottom-Up

<ul>
<li>Falcon Minerals (FLMN) is a royalty trust whos primary asset was the Karnes trough in the Eagle Ford shale</li>
<li>This is one of the lowest breakeven oil reservoirs in the US with a 10+ year drilling inventory with high quality large operators</li>
<li>It seems to have mostly traded at a discount to other royalty trusts. Probably because it has a much smaller asset base, and management with a spotty track record.</li>
</ul>


Falcon Minerals (FLMN) is a royalty trust whos primary asset was the Karnes trough in the Eagle Ford shale
This is one of the lowest breakeven oil reservoirs in the US with a 10+ year drilling inventory with high quality large operators
It seems to have mostly traded at a discount to other royalty trusts. Probably because it has a much smaller asset base, and management with a spotty track record.


Falcon Minerals: High Quality Royalty Trust at a 30% Discount

United States

Falcon Minerals Corporation operates as an oil & gas minerals company. The Company focuses on acquisition, drilling, and development of oil and natural gas assets. Falcon Minerals serves customers in the United States.

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Falcon Minerals (FLMN US)

Falcon Minerals: High Quality Royalty Trust at a 30% Discount

Falcon Minerals (FLMN) is a royalty trust whos primary asset was the Karnes trough in the Eagle Ford shale. This is one of the lowest breakeven oil...

Turtles all the way down

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)