MNR Share Price Performance
US$0
-14.42 (-100.00%)
Price US$0
Fair ValueUS$18.43
Share Pricen/a
Narrative Update • Jul 13
Mach Natural Resources LP Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 34 Fair Values set on narratives written by author
MNR Community Narratives
AN
Fair Value
·Fair Value US$18.43 29.0% undervalued intrinsic discount
Growing US Natural Gas Demand Will Unlock Long-Term Value
2users have liked this narrative
0users have commented on this narrative
18users have followed this narrative
AN
Fair Value
·Fair Value US$20 34.6% undervalued intrinsic discount
Long Life Acreage And Growing Reserves Will Support Stronger Future Cash Distributions
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
Fair Value
·Fair Value US$14 6.5% undervalued intrinsic discount
Deep Anadarko Cost Pressures Will Challenge Cash Distributions Yet Long Reserve Life Should Support Returns
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
Long Life Acreage And Growing Reserves Will Support Stronger Future Cash Distributions
Mach Natural Resources is betting that its huge, low-cost land position and growing reserves can keep production going for a long time while still sending meaningful cash back to investors. The key question is whether its shift toward bigger, deeper natural-gas projects and planned asset sales can lift cash flow enough to offset the risk of weak gas prices and high drilling costs.Read more
AN
US$20
34.6% undervalued intrinsic discount
Fair Value
Revenue
8.69% p.a.
Profit Margin
34.31%
Future PE
9.93x
Price in 2029
US$24.57
Growing US Natural Gas Demand Will Unlock Long-Term Value
U.S. demand for natural gas looks set to rise as export projects, power needs, and data centers expand, and Mach Natural Resources aims to ride that wave with low-cost wells and flexible drilling plans. The catch is that this strategy leans heavily on gas prices and continued deal-making, which could get harder if energy rules tighten or funding dries up.Read more
AN
US$18.43
29.0% undervalued intrinsic discount
Fair Value
Revenue
6.1% p.a.
Profit Margin
19.28%
Future PE
17.51x
Price in 2029
US$22.64
Deep Anadarko Cost Pressures Will Challenge Cash Distributions Yet Long Reserve Life Should Support Returns
Catalysts About Mach Natural Resources Mach Natural Resources is an energy producer focused on oil, natural gas and NGL production across the Mid-Continent and San Juan Basin, with a model centered on cash distributions to unitholders. What are the underlying business or industry changes driving this perspective?Read more
AN
US$14
6.5% undervalued intrinsic discount
Fair Value
Revenue
8.46% p.a.
Profit Margin
14.05%
Future PE
18.85x
Price in 2029
US$17.14
Trending Discussion
No trending discussion available.
Recently Updated Narratives
AN
MNR: Future Cash Distributions Will Support Attractive Unit Repricing Potential
Fair Value: US$20 34.6% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
MNR: 2026 Distributions And Equity Offerings Will Support Future Upside
Fair Value: US$18.43 29.0% undervalued intrinsic discount
18 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Deep Anadarko Cost Pressures Will Challenge Cash Distributions Yet Long Reserve Life Should Support Returns
Fair Value: US$14 6.5% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Mach Natural Resources LP Key Details
About MNR
- Founded
- 2023
- Employees
- 840
- CEO
- WebsiteView website
Mach Natural Resources LP, an independent upstream oil and gas company, focuses on the acquisition, development, and production of oil, natural gas, and natural gas liquids (NGL) reserves. The company owns a portfolio of midstream assets, as well as owns gathering systems, processing plants. and water infrastructure. It also operates proved developed producing (PDP) wells. The company has operations in Anadarko Basin region of Western Oklahoma, Southern Kansas and the panhandle of Texas; the San Juan Basin region of New Mexico and Colorado; and the Permian Basin region of West Texas. The company was incorporated in 2023 and is headquartered in Oklahoma City, Oklahoma.
