Dorchester Minerals: Still A Buy, But Beware Of Iran-Driven Risks

IWA Research2.66K FollowersFollow5ShareSavePlay(9min)Comment(1)SummaryDorchester Minerals, L.P. remains a Buy, supported by a debt-free balance sheet and robust distributions despite their recent price appreciation.The partnership’s $15.5 million legal settlement will boost upcoming distributions, enhancing near-term yield.Valuation remains attractive, with intrinsic value estimated above current levels despite using relatively conservative estimates.Iran-driven boost may only be temporary, while the risk of subsequent issues rises with every day that passes. sefa ozel/iStock via Getty Images Introduction Back when I last covered Dorchester Minerals, L.P. (DMLP), I highlighted their pristine balance sheet with zero debt, as well as the potential to deliver solid distributions despite the macro pressures affectingThis article was written byIWA Research2.66K FollowersFollowI've been researching companies in-depth for over a decade, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investing-focused YouTube channel, where I researched hundreds of different companies so far. I would say my favorite type of company to cover are metals and mining stocks, but I am comfortable with several other industries, such as consumer discretionary/staples, REITs and utilities.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in DMLP over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.