Sitio Royalties' new presentation slides at the link below agrees with my forecast model.
It pays variable dividends that should be going up since their production volumes and realized oil, gas and NGL prices are all going up.
The proforma production shown in the new presentation exceeds my Q3 forecast of 35,500 Boepd (~50%).
https://s201.q4cdn.com/966197541/files/doc_presentations/2023/Sep/18/09-18-23-sitio-investor-presentation-vfinal.pdf
Sitio Royalties (STR) New Presentation - Sept 18
Sitio Royalties (STR) New Presentation - Sept 18
Dan Steffens
Energy Prospectus Group
Energy Prospectus Group