BS BSM Black Stone Minerals, L.P. Loading... : Bullish and Bearish Analyst Opinions

Blackstone Minerals (BSM) is a "choke point" asset that owns mineral rights/royalties rather than just operations. In an inflationary or "end of times" geopolitical environment, you want to own assets that kick off cash without heavy capex. BSM pays an ~8% yield and is highly capital efficient. Long as a cash-flowing inflation hedge. A collapse in energy prices would directly impact royalty payouts.