Dorchester Minerals

DMLP

Market cap $1.31B

The oil market continues to underestimate geopolitical risk and overestimates global supply resilience, creating opportunities for strategic investors. U.S. Strategic Petroleum Reserve levels have fallen to near-historic lows, heightening the risk of supply shocks and supporting higher oil prices. We discuss three picks with yields of up to 11%, well-positioned to benefit from sustained oil price strength.

NEWS RELEASE Dorchester Minerals, L.P. Release Date: July 6, 2026 3838 Oak Lawn Ave.

Dorchester Minerals, LP is well-positioned for current oil market dynamics and growth opportunities, with expanding Permian acreage and a robust, debt-free balance sheet. DMLP delivered its strongest YoY revenue growth in 11 quarters, driven by higher oil prices, increased production, and recent acquisitions in the Rockies and Permian regions. Despite recent oil price declines and selling pressure post-ceasefire, DMLP appears oversold, presenting renewed buying opportunities supported by technical indicators and a low P/B valuation.

Dorchester Minerals stands to benefit from sustained high oil prices due to supply disruptions. Q1 2026 distribution disappointed at $0.475/unit, but the 10-Q reveals the reasons for it. We expect the Q2 payout to exceed $1.10/unit.

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Dorchester Minerals reported a soft Q1 2026 distribution, but this reflects timing issues and lagged commodity prices, not operational weakness. Q2 results should be materially stronger as higher oil and gas prices and a pending $15.5M lawsuit settlement flow into distributions. DMLP offers a pristine, debt-free balance sheet, Permian-heavy acreage, and a forward yield potentially exceeding 10%, with upside if distributions revert to historic levels.

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DALLAS, May 06, 2026 (GLOBE NEWSWIRE) -- Dorchester Minerals, L.P. (the “Partnership”) (NASDAQ-DMLP) announced today the Partnership's net income for the quarter ended March 31, 2026 of $29,137,000 or $0.59 per common unit.

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