Summary

• Dorchester Minerals, LP is well-positioned for current oil market dynamics and growth opportunities, with expanding Permian acreage and a robust, debt-free balance sheet.
• DMLP delivered its strongest YoY revenue growth in 11 quarters, driven by higher oil prices, increased production, and recent acquisitions in the Rockies and Permian regions.
• Despite recent oil price declines and selling pressure post-ceasefire, DMLP appears oversold, presenting renewed buying opportunities supported by technical indicators and a low P/B valuation.
• I reiterate my buy rating on DMLP, citing undervaluation, high sustainability, and positive long-term catalysts such as rising natural gas demand from the data center sector.

In the months that followed my previous coverage, we saw a lot of changes and swings in the oil market. This was reflected and priced in by Dorchester Minerals, LP (DMLP). As you

Analyst’s Disclosure: I/we have a beneficial long position in the shares of DMLP either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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