Added to YB: 2026-01-05
Pitch date: 2025-12-31
NRP [bullish]
Natural Resource Partners L.P.
+18.05%
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
$1.6B
Pitch Price
$104.37
Price Target
313.20 (+154%)
Dividend
2.39%
EV/EBITDA
9.91
P/E
11.48
EV/Sales
7.77
Sector
Oil, Gas and Consumable Fuels
Category
value
Show full summary:
Portfolio Review, 5 Elevator Pitches and 2026 Goals - Natural Resource Partners L.P.
NRP: Pure-play coal mining royalty generating $160M FCF in downturn. Net cash by 2026. Cycle turn by 2028 could drive $250-300M FCF. Re-rating from 9.4x to 15x P/E targets $3.7-4.5B market cap vs current $1.35B. 3x return potential over 3yrs (40% IRR).
Read full article (1 min)