NYSE:LBReal Estate
Is LandBridge (LB) Quietly Pivoting From Datacenters To A Pore Space Royalty Power Play?
In recent months, LandBridge Company LLC has drawn attention for highlighting that most of its revenue comes from surface use royalties tied to pore space, particularly through its relationship with WaterBridge, while recent acquisitions have expanded its pore space footprint.
A key takeaway for investors is that LandBridge’s underlying value appears increasingly tied to its ownership of subsurface pore space rather than to datacenter development, positioning it as a differentiated play on...