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Stock impact report

Black Stone Minerals: Expecting Production To Ramp Back Up During 2026 (Rating Downgrade) [Seeking Alpha]

Black Stone Minerals, L.P. Common units representing limited partner interests (BSM) 
NASDAQ:AMEX Investor Relations: investor.blackstoneminerals.com
Company Research Source: Seeking Alpha
At guidance midpoint, Black Stone expects 34,500 BOEPD in 2026 production, with production ramping up during the year. At the current strip, I project Black Stone to have 1.06x distribution coverage with a $0.30 per unit quarterly distribution. This excludes significant acquisition spending for seismic data and mineral and royalty interests, though. Black Stone is heavily hedged in 2026. Looking for more investing ideas like this one? Get them exclusively at Distressed Value Investing. Learn More » halbergman/iStock via Getty Images Black Stone Minerals ( BSM ) is expecting its production to ramp up during 2026 after falling to around 32,100 BOEPD in Q4 2025. It expects an average of roughly 34,500 BOEPD in 2026 production (roughly More on my IG service Free Trial Offer We are currently offering a free two-week trial to Distressed Value Investing . Join our community to receive exclusive research about various companies and other opportunities along with full access Show less Read more
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