Added to YB: 2025-09-15
Pitch date: 2025-09-12
NRP [bullish]
Natural Resource Partners L.P.
+2.2%
current return
Author Info
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Company Info
Natural Resource Partners L.P., together with its subsidiaries, owns, manages, and leases a portfolio of mineral properties in the United States.
Market Cap
$1.4B
Pitch Price
$102.13
Price Target
N/A
Dividend
2.89%
EV/EBITDA
8.24
P/E
9.49
EV/Sales
6.47
Sector
Oil, Gas and Consumable Fuels
Category
value
I waited as long as I could to re-enter Natural Resource Partners
NRP: MLP royalty on US mineral rights, mostly coal. $150M FCF (~10%+ yield) near trough, $180M operating income vs $300M peak. Within 12 months of zero debt completion triggering major dividend hike catalyst. 35% infrastructure revenue smooths volatility. Soda ash income collapsed but will recover. AI/onshoring tailwinds. MLP structure creates buying opportunity despite strong fundamentals.
Read full article (4 min)