Added to YB: 2026-01-05
Pitch date: 2025-12-31
NRP [bullish]
Natural Resource Partners L.P.
+0.72%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
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
$105.00
Price Target
313.20 (+201%)
Dividend
2.87%
EV/EBITDA
8.30
P/E
9.56
EV/Sales
6.51
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)