LandBridge Announces BESS Development Agreements with Samsung C&T Renewables

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB; NYSE Texas: LB) (“LandBridge” or the “Company”) today announced that it has entered into development agreements (Option to Lease Agreements) with subsidiaries of Samsung C&T Renewables, LLC (“SCTR”) providing the option to lease acreage for two potential Battery Energy Storage System ("BESS") projects in Pecos and Loving counties, Texas with an aggregate capacity of 350 MW. The agreements grant SCTR exclusive rights at each site lo.

Business Wire • Dec 11, 2025

Laurentian Bank of Canada (LB:CA) Q4 2025 Earnings Call Transcript

Laurentian Bank of Canada (LB:CA) Q4 2025 Earnings Call Transcript

Seeking Alpha • Dec 5, 2025

Strong Vote of Confidence: Institutional Player Ups Stake in Energy Sector Stock

Added 66,806 shares, raising the position by $1,028,693 Post-trade stake: 244,982 shares valued at $13,069,801 LandBridge is now 3.43% of fund AUM, placing it outside the fund's top five holdings

The Motley Fool • Dec 1, 2025

My Biggest Energy Call In Years - And Almost Everyone Is Missing It

Texas Pacific Land Corporation, LandBridge Company LLC, and WaterBridge Infrastructure LLC are poised to benefit from the next phase of U.S. shale, dubbed "shale 4.0." Innovative extraction technologies and increased water needs are driving demand for land, water disposal, and infrastructure, boosting pricing power for TPL and LB. Despite current market apathy due to low oil prices, the long-term outlook for asset-light land and water businesses in the Permian Basin remains highly bullish.

Seeking Alpha • Nov 25, 2025

LandBridge Announces Launch of $500,000,000 Offering of Senior Notes

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB; NYSE Texas: LB) (“LandBridge”) announced today that DBR Land Holdings LLC, a subsidiary of LandBridge, intends to offer $500 million in aggregate principal amount of senior notes (the “Notes”) in a private placement to eligible purchasers, subject to market conditions. LandBridge intends to use the net proceeds from the offering of the Notes, together with borrowings under its new credit facility, to repay all outstanding borrowings un.

Business Wire • Nov 19, 2025

LandBridge Announces Pricing of $500,000,000 Offering of Senior Notes

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB; NYSE Texas: LB) (“LandBridge”) announced today that DBR Land Holdings LLC, a subsidiary of LandBridge, has priced its offering of $500 million aggregate principal amount of 6.250% senior notes due 2030 at par (the “Notes”). The offering is expected to close on November 25, 2025, subject to customary closing conditions. LandBridge intends to use the net proceeds from the offering of the Notes, together with borrowings under its new cred.

Business Wire • Nov 19, 2025

LandBridge Announces Secondary Public Offering of Class A Shares

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (“LandBridge” or the “Company”) today announced the commencement of an underwritten public offering of 2,500,000 Class A shares representing limited liability company interests (“Class A shares”) by LandBridge Holdings LLC (the “Selling Shareholder”). LandBridge will not sell any Class A shares in the offering and will not receive any proceeds therefrom. The Selling Shareholder expects to grant the underwriter a 30-day option to purcha.

Business Wire • Nov 17, 2025

LandBridge Announces Pricing of Secondary Public Offering of Class A Shares

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (“LandBridge” or the "Company") today announced the pricing of an underwritten public offering of 2,500,000 Class A shares representing limited liability company interests (“Class A shares”), at a price to the public of $71.00 per share, by LandBridge Holdings LLC (the “Selling Shareholder”). LandBridge will not sell any Class A shares in the offering and will not receive any proceeds therefrom. The Selling Shareholder granted the unde.

Business Wire • Nov 17, 2025

LandBridge: The Water Bottleneck Is Exploding (Q3 Earnings Review)

LandBridge is emerging as a royalty landlord in the heart of the Permian water bottleneck, with a fee-based model that delivers exceptional margins and cash flow. Q3 confirmed the flywheel: record surface revenues, record produced-water volumes, and EBITDA margins near 90%, all while crude prices slide — proving LB isn't a commodity play. The business is outstanding, but the stock isn't cheap: at roughly $80, LB trades at premium multiples that leave little margin of safety unless new surface-use catalysts materialize quickly.

Seeking Alpha • Nov 13, 2025

LandBridge Company LLC (LB) Q3 2025 Earnings Call Transcript

LandBridge Company LLC ( LB ) Q3 2025 Earnings Call November 13, 2025 10:30 AM EST Company Participants Mae Harrington Jason Long - President & CEO Scott McNeely - Executive VP & CFO Conference Call Participants John Mackay - Goldman Sachs Group, Inc., Research Division Theresa Chen - Barclays Bank PLC, Research Division Alexander Goldfarb - Piper Sandler & Co., Research Division Charles Meade - Johnson Rice & Company, L.L.C., Research Division Derrick Whitfield - Texas Capital Securities, Research Division Kevin MacCurdy - Pickering Energy Partners Insights Presentation Operator Thank you for standing by.

Seeking Alpha • Nov 13, 2025