Aug. 26 at 6:31 PM
$DMEHF The bears keep complaining about DME's well count, proving they haven't actually read the legally binding contract filings. DME doesn't need to drill thousands of wells to supply a multi-megawatt AI hub. The definitive 25-year contract states that DME gets a 5% management fee on ALL natural gas used by the Roswell Information Park—irrespective of who produces or transports it. When competitors pipe gas in to feed those servers, DME sits at the gate and clips a 5% gross coupon with zero CapEx, zero decline risk, and zero drilling costs. They aren't just an exploration company; they are a monopoly infrastructure toll road.