Disclaimers Forward-Looking Statements The information in this presentation includes forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act…
LandBridge: A Compelling Long-Term Investment Opportunity Recent Highlights Completed three ranch acquisitions totaling 148,000 acres in Lea County, NM and Loving, Winkler and Andrews Counties, TX Bringing total surface position…
LandBridge is Critical to Energy and Broader Industrial Development Diversified Revenue Streams Driving Long-Term Value With Substantial Free Cash LandBridge Overview and Strategy Flow Growth We own and actively manage 220,000 surface…
LandBridges History and Disciplined Growth LandBridge has grown through disciplined acquisitions and attractive commercial agreements to become a leading actively managed land management business Strategic Acquisitions Commercial…
LandBridges Advantaged Combination of High Margins and Growth 52% Adjusted EBITDA growth from 2022 to 20231 LandBridge Business Model Highlights 100 % LandBridge Pro Forma Royalty business model for revenue generation 100 % that…
Active Land Management Activities Activity Active & High Potential on Land Drivers Areas Oil and Gas Activities Drilling and completions activity Fresh/Brackish Water Sand mining Across all acreage Crypto currency mining…
Strategically Positioned to Capture Data Center Buildout We recently entered into a non-binding letter of intent for a long-term Our contiguous acreage and abundant water resources strategically ground lease on our land in Reeves…
Diversified Revenue Streams 1H24 % of Revenue Surface Use Royalties and Revenues Surface Use Royalties and Revenues Royalties include produced water transportation and handling operations, skim oil recovery and waste reclamation…
LandBridge / WaterBridge Relationship Active surface manager that promotes efficient A leading water management solutions provider industrial development of our land and to the energy industry resources LandCo / OpCo Land…
Disciplined Capital Allocation We intend to use our significant and growing free cash flow base in a balanced and sustainable manner which will create value for our shareholders over the long term. Our free cash flow will generally…
Appendix 13
LandBridges Delaware Basin Footprint The Northern and Stateline regions in which our land is located represent some of the most productive acreage in the Delaware Basin with a high concentration of hydrocarbons and growing drilling and…
Delaware Basin Pore Space LandBridge positioned at intersection of high producer activity and ample Delaware Mountain Group pore space which offers significant capacity for water disposal Targeted injection zones in highly…
Non-GAAP Financial Measures Adjusted EBITDA and Adjusted EBITDA Margin Three Months Ended June 30, S ix Months Ended June 30, 2024 2023 2024 2023 (In thousands) Net (loss) income (57,653) 44,664 (46,877) 44,017 Adjustments:…
Non-GAAP Financial Measures Contd Adjusted EBITDA and Adjusted EBITDA Margin Predecessor Pro Forma Year Ended December 31, Year Ended December 31, 2023 2022 2023 (In thousands) (In thousands) Net (loss) income 63,172 (6,361)…
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