Black Stone Minerals (BSM)

NYSE: BSM

Each archive contains the following sections: General, YouTube, Write-Ups, Tweets, Podcasts, and Miscellaneous.

As I come across a relevant piece, it will be added.

Happy perusing.

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Last Updated: 06/03/22

Ticker: BSM 0.00%↑

General

• Company Website

• Piper Sandler - 22nd Annual Energy Conference (March 2022)

YouTube

Write-Ups

• Emeth Value Capital H1 2020 Letter

• Value Investor’s Club: September 2020, March 2020, July 2016

• Black Stone Minerals: Undervalued, 10% Yield Haynesville Natural Gas Play (Josh Young)

Tweets

Shrubbery Crash Capital🔥🌳🇺🇦 @agnostoxxx

Shrub’s “Corner of the FT” analysis! $BSM is my largest oil position. It’s a nice & boring Trust and pays me a fat dividend. Current divi yield is 8% but I think has potential for higher distributions. If I’m right, could see 40-80% upside. If I’m wrong, I make 8% div/year 🥳🌳

Yellow Lab Life Capital @YellowLabLife

You know who the koala misses, & never got a chance to connect IRL with before they disappeared from this platform...Phantom Convinced the koala to look at $BSM Koala reads this K-1, it thinks how much easier but less profitable life would be right now if it hadn't bought BSM

PamplonaTrader #TinBarren @TraderPamplona

Koala asked me this before posting the below tweet and I said the five I would buy for my parents are: $WPM $BSM $ALS.TO $APF.L $GLEN.L

Yellow Lab Life Capital @YellowLabLife

Put together a “buy & hold” 2-3 yrs mining book today here is what made the cut: Vale Glencore US Steel Ivanhoe Cu Mtn AlphaMoon Whitehaven Just missed the cut: Century Teck If the person who received this follows the koala, consider this the disclosure we can both deny later

Podcasts

Miscellaneous

Royalty Companies