EagleRock Land is a land manager for oil drillers in the Permian Basin, controlling 236,000 surface acres and water infrastructure on 70,000 acres—like a toll road operator for drilling rights.
Revenue is tiny (USD 0.14B in 2025) and comes from land leases and water services. Gross margin is high (67.52% TTM), but net margin is negative (-6.50%), so it's not yet profitable—money is recurring but thin.
Its Permian land position is hard to replicate, but the moat is eroding as larger competitors like Diamondback Energy and ConocoPhillips acquire adjacent acreage, squeezing its standalone value. moat_level: eroding
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EagleRock Land LLC ($EROK) is highlighted as a Permian Basin stock. The discussion involves its inclusion in a list of new stock write-ups, suggesting a focus on fundamental analysis.
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Added 71 new stock write-ups to the site (pt 3): @310Value (Permian Basin stocks) - $EROK, $TPL, $GFL, $WBI, $LB @juniorminingpro (overviews) - $STMN.CN, $QIMC.CN, $ISO.TO @MattJMcClintock - $DECK @thegresearch - $AADX @Divergent7651 - $TPL (overview) https://t.co/ibGHH98mBc
Where is money flowing today? $MRVI $TEM $BTDR $LB $MARA $AKO-A $SIM $DE $AUPH $ANDG $IOVA $COIN $CAI $NDSN $XXI $TALO $HIMS $MEOH $HSAI $LIF $LIF $GLXY $RIOT $CF $DRD $SM $NMM $BMNR $SKHY $GRAL $EROK $CNH $HTFL $ALM $KMX $LIME $VIST $BULL $MSTR $HUT https://www.hedgefundtips.com
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