reports
- David Barden
The future of US wireless, right now - Extrapolating 3Q25 wireless tre...
We are taking 3Q25 results and the most recent cNPS data and laying out our latest thinking and forecasts ahead of 4Q results. We expect 4Q results and attendant 2026 guidance to contain material information value for investors and we wanted to share our latest forecasts, data, and trends as a starting point as we navigate this impactful season.
Dorchester Minerals, L.P. Announces Its Fourth Quarter Distribution
Dorchester Minerals, L.P. Announces Its Fourth Quarter Distribution DALLAS, Jan. 22, 2026 (GLOBE NEWSWIRE) -- — Dorchester Minerals, L.P. (NASDAQ:DMLP) announced today the Partnership’s fourth quarter 2025 cash distribution. The distribution of $0.755712 per common unit represents activity for the three-month period ended December 31, 2025 and is payable on February 12, 2026 to common unitholders of record as of February 2, 2026. Cash receipts attributable to the Partnership’s Royalty Properties during the fourth quarter totaled approximately $32.2 million. Approximately 62% of these re...
- Blair Levin
DISH Antitrust Challenge to DIS; Will Content or Distribution Gain Fle...
Earlier this month DISH filed an antitrust complaint against DIS in the latest chapter of a long running dispute over DIS’s efforts to create new sports bundles and DISH’s efforts to create new options for how its customers access programming over its platform. In this note we explore the implications of the battle, how it might affect the flexibility of content and distribution in seeking to adjust to thrive in the media world to come, and what it could tell us about the direction of media and...
Dorchester Minerals, L.P. Announces the Retirement of Mr. William Case...
Dorchester Minerals, L.P. Announces the Retirement of Mr. William Casey McManemin from the Board of Managers; Appointments of Mr. Robert C. Vaughn as Interim Chairman and Mr. Albert G. Nance III to the Board of Managers DALLAS, Dec. 09, 2025 (GLOBE NEWSWIRE) -- Dorchester Minerals, L.P. (the “Partnership”) (NASDAQ-DMLP) announces the retirement of Mr. William Casey McManemin from the Board of Managers of Dorchester Minerals Management GP LLC, the general partner of the Partnership’s general partner (the “Board”), effective December 31, 2025. Mr. McManemin previously led the Partnershi...
Dorchester Minerals Lp: 1 director
A director at Dorchester Minerals Lp bought 5,000 shares at 21.965USD and the significance rating of the trade was 73/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years...
Dorchester Minerals, L.P. Announces Third Quarter Results
Dorchester Minerals, L.P. Announces Third Quarter Results DALLAS, Nov. 06, 2025 (GLOBE NEWSWIRE) -- Dorchester Minerals, L.P. (the “Partnership”) (NASDAQ-DMLP) announced today the Partnership’s net income for the quarter ended September 30, 2025 of $11,173,000, or $0.23 per common unit. A comparison of the Partnership’s consolidated results for the quarters ended September 30, 2025 and 2024 are set forth below: Three Months Ended Nine Months Ended September 30, September 30, 2025 2024 2025 2024Operating Revenues$35,416,000 $53,472,000 $110,975,000 $121,811,000Net Income$11,173,000 $36,4...
Dorchester Minerals, L.P. Announces the Passing of C.W. “Bill” Russell
Dorchester Minerals, L.P. Announces the Passing of C.W. “Bill” Russell DALLAS, Nov. 04, 2025 (GLOBE NEWSWIRE) -- Dorchester Minerals, L.P. (the “Partnership”) (NASDAQ-DMLP) mourns the passing of C.W. “Bill” Russell, a dedicated member of our Board of Managers and Advisory Committee since 2004, and Chairman of the Audit Committee. Bill’s distinguished career in energy taxation, including his leadership at KPMG where he served as National Director, Technical Tax Services – Energy and Chairman of the KMPG International Petroleum Group, brought invaluable expertise to the Partn...
Dorchester Minerals, L.P. Announces Its Third Quarter Distribution
Dorchester Minerals, L.P. Announces Its Third Quarter Distribution DALLAS, Oct. 23, 2025 (GLOBE NEWSWIRE) -- Dorchester Minerals, L.P. (NASDAQ:DMLP) announced today the Partnership’s third quarter 2025 cash distribution. The distribution of $0.689883 per common unit represents activity for the three-month period ended September 30, 2025 and is payable on November 13, 2025 to common unitholders of record as of November 3, 2025. Cash receipts attributable to the Partnership’s Royalty Properties during the third quarter totaled approximately $33.0 million. Approximately 70% of these receipt...
Dorchester Minerals, L.P. Announces Acquisition of Mineral Interests
Dorchester Minerals, L.P. Announces Acquisition of Mineral Interests DALLAS, Sept. 02, 2025 (GLOBE NEWSWIRE) -- Dorchester Minerals, L.P. (the “Partnership”) (NASDAQ-DMLP) announced today it completed an acquisition of mineral interests totaling approximately 3,050 net royalty acres located in Adams County, Colorado. The transaction was structured as a non-taxable contribution and exchange. The contributing entities conveyed their interests to the Partnership in exchange for 915,694 common units representing limited partnership interests in Dorchester Minerals, L.P. Dorchester Minerals...
Dorchester Minerals, L.P. Announces Second Quarter Results
Dorchester Minerals, L.P. Announces Second Quarter Results DALLAS, Aug. 07, 2025 (GLOBE NEWSWIRE) -- Dorchester Minerals, L.P. (the “Partnership”) (NASDAQ-DMLP) announced today the Partnership’s net income for the quarter ended June 30, 2025 of $12,347,000, or $0.25 per common unit. A comparison of the Partnership’s consolidated results for the quarters ended June 30, 2025 and 2024 are set forth below: Three Months Ended Six Months Ended June 30, June 30, 2025 2024 2025 2024Operating Revenues$32,395,000 $37,360,000 $75,559,000 $68,339,000Net Income$12,347,000 $23,628,000 $29,989,00...
Dorchester Minerals, L.P. Announces Its Second Quarter Distribution
Dorchester Minerals, L.P. Announces Its Second Quarter Distribution DALLAS, July 24, 2025 (GLOBE NEWSWIRE) -- Dorchester Minerals, L.P. (NASDAQ:DMLP) announced today the Partnership’s second quarter 2025 cash distribution. The distribution of $0.620216 per common unit represents activity for the three-month period ended June 30, 2025 and is payable on August 14, 2025 to common unitholders of record as of August 4, 2025. Cash receipts attributable to the Partnership’s Royalty Properties during the second quarter totaled approximately $26.6 million. Approximately 73% of these receipts ref...
- Jonathan Moreland
MMLP MARTIN MIDSTREAM PARTNERS L.P.
MERC MERCER INTERNATIONAL INC.
CDXS CODEXIS
PZG PARAMOUNT GOLD NEVADA CORP.
IRIX IRIDEX CORP.
VFF VILLAGE FARMS INTERNATIONAL IN
UEIC UNIVERSAL ELECTRONICS INC.
VRA VERA BRADLEY INC.
CIA CITIZENS INC. CL A
FLL FULL HOUSE RESORTS INC.
ALOT
GRF ASTRONOVA INC.
NHF EAGLE CAPITAL GROWTH FUND INC
BCBP NEXPOINT CREDIT STRATEGIES FUN
RSSS BCB BANCORP INC.
NWPP RESEARCH SOLUTIONS
RFL NEW PEOPLES BANKSHARES INC.
ULBI RAFAEL HOLDINGS CL B
YMAB ULTRALIFE
IMUX Y-MABS THERAPEUTICS
AMPY IMMUNIC INC
INLX AMPLIFY ENERGY
ENX INTELLINETICS
DLHC INC.
COOK EATON VANCE NEW YORK MUNICIPAL BOND FUND
IMRX DALEIGH HOLDINGS CORP
XLO TRAEGER
NVCT INC.
GECC IMMUNEERING CORP
BARK XILIO THERAPEUTICS INC
NNUP NUVECTIS PHARMA INC
ERNA GREAT ELM CAPITAL CORP
GTE ORIGINAL BARK CO
GENK NOCOPI TECHS INC
SRBK ETERNA THERAPEUTICS INC.
NKGN GRAN TIERRA ENERGY INC.
PROP GEN RESTAURANT GROUP INC
ACTU SR BANCORP INC
SUNS NKGEN BIOTECH INC
EVM PRAIRIE OPERATING CO.
MBRX ACTUATE THERAPEUTICS INC.
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WHLR EATON VANCE INSD CALIF MUN BD FD
HYMC MOLECULIN BIOTECH INC.
THAR SELLAS LIFE SCIENCES GROUP INC
RVYL WHEELER REAL ESTATE INVESTMENT TRUST INC.
INUV HYCROFT MINING HOLDING CORPORATION
CCIF THARIMMUNE INC.
RYVYL INC.
INUVO INC.
CARLYLE CREDIT INCOME FUND
- Jonathan Moreland
VAC MARRIOTT VACATIONS WORLDWIDE CORPORATION
HPP HUDSON PACIFIC PROPERTIES INC.
SHEN SHENANDOAH TELECOMMUNICATIONS COMPANY
MOD MODINE MANUFACTURING COMPANY
GLP GLOBAL PARTNERS LP
CDXS CODEXIS
BUSE FIRST BUSEY CORPORATION
AMPH AMPHASTAR PHARMACEUTICALS INC
PZG PARAMOUNT GOLD NEVADA CORP.
GIII G-III APPAREL GROUP LTD.
OXM OXFORD INDUSTRIES INC.
CIA CITIZENS INC. CL A
FLL FULL HOUSE RESORTS INC.
ALOT
MLP ASTRONOVA INC.
BCBP MAUI LAND & PINEAPPLE CO. INC.
BRT BCB BANCORP INC.
STKL BRT APARTMENTS
RSSS SUNOPTA
BWB INC.
BHC RESEARCH SOLUTIONS
SONO BRIDGEWATER BANCSHARES
AMPY BAUSCH HEALTH COMPANIES INC.
ENX SONOS
WSC AMPLIFY ENERGY
DLHC EATON VANCE NEW YORK MUNICIPAL BOND FUND
GRNT WILLSCOT MOBILE MINI HOLDINGS CORP
NUVB DALEIGH HOLDINGS CORP
XLO GRANIT SKOPKE
NVCT NUVATION BIO INC (A)
TCBX XILIO THERAPEUTICS INC
BARK NUVECTIS PHARMA INC
OPAL THIRD COAST BANCSHARES INC
GTE ORIGINAL BARK CO
SRM OPAL FUELS INC
MNR GRAN TIERRA ENERGY INC.
SDHC SRM ENTERTAINMENT INC
NCDL MACH NATURAL RESOURCES LP
SUNS SMITH DOUGLAS HOMES CORP
EVM NUVEEN CHURCHILL DIRECT LENDING CORP
LION SUNRISE REALTY TRUST
HYMC EATON VANCE INSD CALIF MUN BD FD
LIONSGATE STUDIOS CORP
HYCROFT MINING HOLDING CORPORATION
- Jonathan Moreland
PZG PARAMOUNT GOLD NEVADA CORP.
GIII G-III APPAREL GROUP LTD.
CIA CITIZENS INC. CL A
RSSS RESEARCH SOLUTIONS
BWB BRIDGEWATER BANCSHARES
ENX EATON VANCE NEW YORK MUNICIPAL BOND FUND
WSC WILLSCOT MOBILE MINI HOLDINGS CORP
NUVB NUVATION BIO INC (A)
XLO XILIO THERAPEUTICS INC
EVM EATON VANCE INSD CALIF MUN BD FD
- Jonathan Moreland
SHEN SHENANDOAH TELECOMMUNICATIONS COMPANY
GLP GLOBAL PARTNERS LP
CDXS CODEXIS
BUSE FIRST BUSEY CORPORATION
AMPH AMPHASTAR PHARMACEUTICALS INC
OXM OXFORD INDUSTRIES INC.
PLYA PLAYA HOTELS & RESORTS
BCBP BCB BANCORP INC.
BRT BRT APARTMENTS
STKL SUNOPTA
SONO INC.
ENX SONOS
GRNT EATON VANCE NEW YORK MUNICIPAL BOND FUND
TCBX GRANIT SKOPKE
TYRA THIRD COAST BANCSHARES INC
BARK TYRA BIOSCIENCES INC
OPAL ORIGINAL BARK CO
PRME OPAL FUELS INC
GTE PRIME MEDICINE INC
SDHC GRAN TIERRA ENERGY INC.
NCDL SMITH DOUGLAS HOMES CORP
EVM NUVEEN CHURCHILL DIRECT LENDING CORP
EATON VANCE INSD CALIF MUN BD FD
- Jonathan Moreland
TRS TRIMAS CORPORATION
TLYS TILLYS
TCBI TEXAS CAPITAL BANCSHARES INC.
SHEN SHENANDOAH TELECOMMUNICATIONS COMPANY
MTH MERITAGE HOMES CORPORATION
INUV INUVO INC
FFIN FIRST FINANCIAL BANKSHARES INC
CAL CALERES INC.
CABO CABLE ONE INC.
PATK PATRICK INDUSTRIES INC.
ADC AGREE REALTY CORPORATION
TTI TETRA TECHNOLOGIES INC.
UEIC UNIVERSAL ELECTRONICS INC.
VRA VERA BRADLEY INC.
CIA CITIZENS INC. CL A
CC CHEMOURS CO.
IOVA IOVANCE BIOTHERAPEUTICS INC
QTRX QUANTERIX CORPORATION
RSSS RESEARCH SOLUTIONS
BHC BAUSCH HEALTH COMPANIES INC.
BBDC BARINGS BDC INC.
YMAB Y-MABS THERAPEUTICS
ETON ETON PHARMACEUTICALS
IMUX IMMUNIC INC
BLDR BUILDERS FIRSTSOURCE
FNWB INC.
AMPY FIRST NORTHWEST BANCORP
DCTH AMPLIFY ENERGY
ENX DELCATH SYSTEMS
TSHA EATON VANCE NEW YORK MUNICIPAL BOND FUND
SMMT TAYSHA GENE THERAPIES
HLMN SUMMIT THERAPEUTICS INC
COOK HILLMAN SOLUTIONS CORP.
AIRS TRAEGER
GECC INC.
TYRA AIRSCULPT TECHNOLOGIES INC
NNUP GREAT ELM CAPITAL CORP
BHRB TYRA BIOSCIENCES INC
DPG NOCOPI TECHS INC
RNXT BURKE & HERBERT BANK & TR/VA
GTE DUFF & PHELPS GLOBAL UTIL INCOME FD
SRBK RENOVORX INC
NKGN GRAN TIERRA ENERGY INC.
MNR SR BANCORP INC
NBBK NKGEN BIOTECH INC
NCDL MACH NATURAL RESOURCES LP
SDHY NB BANCORP INC.
ABL NUVEEN CHURCHILL DIRECT LENDING CORP
WHLR PGIM SHORT DURATION HIGH YIELD OPPORTUNITIES FUND
ABACUS GLOBAL MANAGEMENT INC.
WHEELER REAL ESTATE INVESTMENT TRUST INC.
- Jonathan Moreland
PLUG PLUG POWER INC.
PBF PBF ENERGY INC. CLASS A
BRKR BRUKER CORPORATION
UEIC UNIVERSAL ELECTRONICS INC.
SWM SCHWEITZER-MAUDUIT INTERNATIONAL INC.
BRT BRT APARTMENTS
QTRX QUANTERIX CORPORATION
RFL RAFAEL HOLDINGS CL B
BBDC BARINGS BDC INC.
CCO CLEAR CHANNEL OUTDOOR HOLDINGS INC
ENX EATON VANCE NEW YORK MUNICIPAL BOND FUND
DLHC DALEIGH HOLDINGS CORP
RNXT RENOVORX INC
- Jonathan Moreland
- Blair Levin
- Blair Levin
- Jonathan Chaplin
- Philip Burnett
Chapter 11 and Spectrum Values – Questions We Didn’t Get To
We hosted a call on Monday that covered our analysis of the impact of the FCC inquiries on spectrum values, and how this could change if the Company files for Chapter 11 protection. We hosted the call with Jeff Carlisle who is perhaps the leading expert on matters that sit at the intersection of telecom policy and bankruptcy. We got more questions than we could answer in the time we had, and so we covered the questions we didn’t get to in this note.
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