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Andrew Mach on Muck Rack

Andrew Mach

Verified
New York
As seen in: Bloomberg Originals, Bloomberg News, ABC News, NBC News, PBS, PBS NewsHour, Seeking Alpha, The Christian Science Monitor, Yahoo, KMGH-TV (Denver, CO)
Social video for @business + @bbgoriginals. Formerly CNN, ABC, PBS, NBC. 🌭 Berliner by heart

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Articles

LandBridge & Texas Pacific Land: The Picks-And-Shovels Of The West Texas AI Boom

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By Andrew Mach Verified
| Seeking Alpha
Jul 09, 2026, 2:31 AM ET, Summary Texas Pacific Land is now primarily an AI infrastructure and data center land play, not just an oil royalty company. TPL’s valuation implies an excessive amount of GW of future data center capacity. I rate TPL a SELL with a $250 price target, as its premium bakes in excessive data center growth; LandBridge is a BUY at $75, reflecting more realistic expectations.
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Topaz Energy: The Best Oil Company Canada Has To Offer

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By Andrew Mach Verified
| Seeking Alpha
Jun 24, 2026, 1:08 PM ET, Summary Topaz Energy has delivered a 23% CAGR over five years, driven by its hybrid model blending infrastructure, royalties, and high-IRR acquisitions. TPZ’s dividend is fully covered by stable infrastructure cash flow and high-margin royalty income, with additional FCF reinvested in new deals yielding 10–18%. Royalty deals with top-tier, low-cost operators minimize drilling risk and support reliable, operator-funded growth in production and cash flow.
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Spartan Delta: 2030 Projection & The Multi-Basin Optionality

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By Andrew Mach Verified
| Seeking Alpha
Jun 17, 2026, 9:00 AM ET, Summary A company rebuilt from almost nothing to C$4B asset base. Sold assets at the peak of the cycle, and returned more than $10 per share to investors. Two basins. Two different commodity exposures. One management team with a demonstrated ability to read cycles and act on it. An outside buyer just put a price tag on a slice of the Duvernay play — the implied valuation of SDE's full position is striking against today's enterprise value.
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