Very interesting thanks for the coverage. It seemed on the Q2 call that Colorado is not going to be as much as a boom area for datacentres. Did the conference call comments change your thinking at all with regard to the commercial opportunity for Pure Cycle when it comes to DCs? Secondly, it seems as though they are unlikely to monetise their water rights directly. I fear the most likely path for the thesis is gradual tap fees / water utility growth over a period of 5 decades. Whilst this presents a highly durable asset, it will take a long time to be repaid the investment at current market cap in terms of cash returned to shareholders.
Danke für Ihre ausführlichen Texte rund um das Thema Wasser/Wasserknappheit.Ein sehr komplexes Thema, welches in den nächsten Jahren sicher mehr Aufmerksamkeit verdient.
Erwägen Sie auch einen Bericht über Cadiz Inc. zu verfassen?
Thanks for reading! Currently working on a report about Cadiz for this week or next week. It is definitely a complex topic/business!
Dank fürs Lesen! Arbeite derzeit an einem Bericht über Cadiz für diese oder nächste Woche. Es ist auf jeden Fall ein komplexes Thema / ein komplexes Geschäft!
Very interesting thanks for the coverage. It seemed on the Q2 call that Colorado is not going to be as much as a boom area for datacentres. Did the conference call comments change your thinking at all with regard to the commercial opportunity for Pure Cycle when it comes to DCs? Secondly, it seems as though they are unlikely to monetise their water rights directly. I fear the most likely path for the thesis is gradual tap fees / water utility growth over a period of 5 decades. Whilst this presents a highly durable asset, it will take a long time to be repaid the investment at current market cap in terms of cash returned to shareholders.
Danke für Ihre ausführlichen Texte rund um das Thema Wasser/Wasserknappheit.Ein sehr komplexes Thema, welches in den nächsten Jahren sicher mehr Aufmerksamkeit verdient.
Erwägen Sie auch einen Bericht über Cadiz Inc. zu verfassen?
J.R.
Thanks for reading! Currently working on a report about Cadiz for this week or next week. It is definitely a complex topic/business!
Dank fürs Lesen! Arbeite derzeit an einem Bericht über Cadiz für diese oder nächste Woche. Es ist auf jeden Fall ein komplexes Thema / ein komplexes Geschäft!