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Brigham Minerals, Inc. (MNRL)

NYSE - Nasdaq Echtzeitpreis. Währung in USD
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26,81+0,37 (+1,40%)
Börsenschluss: 04:00PM EDT
27,02 +0,21 (+0,78%)
Nachbörse: 07:49PM EDT
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  • E
    Eric
    $RTLR conversation
    The buyout won’t close until the 3rd quarter, so $RTLR becomes a $FANG tracking stock for a few months. $RTLR was wildly undervalued and you could hear the frustration during earnings calls. But a big question remains. Why do the big drop-down transaction of QEP midstream assets that closed on Dec. 1 then take this action so soon?

    If I were to wildly speculate, $FANG is being courted for acquisition. $RTLR’s assets are core to their business and are becoming more valuable with time (takeaway capacity is become scarce in the Permian).

    $VNOM is valuable, but not core to the business. It could be sold to someone like $MNRL at a really nice premium.

    Suddenly, $FANG corporate and asset structure will be more fully valued and less complex.

    I own 40k shares of $RTLR. I’m not selling today.