Pure Cycle NASDAQ: PCYO used its annual investor tour and fireside chat to emphasize the physical scale of its assets east of Denver, with Mark Harding focusing much of his commentary on the company's Lowry service area, Sky Ranch development and the timing of future residential and commercial cash flows.
Pure Cycle Corporation (PCYO) Analyst/Investor Day Transcript
Pure Cycle NASDAQ: PCYO reported what Chief Executive Officer Mark Harding called “very solid results” for its fiscal third quarter, citing revenue growth, accelerated lot development at its Sky Ranch project and stronger liquidity following earlier development spending.
Pure Cycle Corporation (PCYO) Q3 2026 Earnings Call Transcript
Pure Cycle Corporation (PCYO) Q2 2026 Earnings Call Transcript
Pure Cycle Corporation is rated 'Buy', as operational momentum returns from oil & gas and housing tailwinds. PCYO's revised strategy prioritizes land acquisition and rental housing, accelerating monetization of its water portfolio, and recurring revenues. Improved oil & gas drilling activity and declining mortgage rates are set to boost both water usage and housing demand in Sky Ranch.
Pure Cycle Corporation (PCYO) Q1 2026 Earnings Call Transcript
Pure Cycle Corporation ( PCYO ) Q4 2025 Earnings Call November 13, 2025 8:30 AM EST Company Participants Marc Spezialy - VP, CFO & Principal Accounting Officer Mark Harding - President, CEO, Principal Executive Officer & Director Conference Call Participants Greg Vennett Presentation Marc Spezialy VP, CFO & Principal Accounting Officer Okay. Good morning, everyone, and welcome to Pure Cycle's Year End Investor Presentation.
Pure Cycle Corporation (NASDAQ:PCYO ) Q3 2025 Earnings Conference Call July 10, 2025 8:30 AM ET Company Participants Marc Stephen Spezialy - VP, CFO & Principal Accounting Officer Mark W. Harding - President, CEO, Principal Executive Officer & Director Conference Call Participants Elliot Knight - Unidentified Company Marc Stephen Spezialy Good morning, everybody, and welcome to Pure Cycle Corporation's third quarter earnings call.
Pure Cycle has evolved from a water utility to a land developer, leveraging valuable water assets and the Sky Ranch master-planned community for long-term growth. Sky Ranch's expansion offers strong potential, but the company faces slow development timelines and volatile oil and gas revenue streams, adding execution and timing risks. Free cash flow analysis shows Pure Cycle is fairly valued at current prices, with limited near-term upside unless oil and gas receipts rebound significantly.
Pure Cycle Corporation (NASDAQ:PCYO ) Q2 2025 Earnings Conference Call April 10, 2025 8:30 AM ET Company Participants Mark Harding - President, Chief Executive Officer, and Director Marc Spezialy - Chief Financial Officer Dan Kozlowski - Director Cyrena Finnegan - Controller Conference Call Participants Bill Miller - Private Investor Elliot Knight - Knight Advisors Geoffrey Scott - Scott Asset Management Greg Vennett - Private Investor Operator Good morning. I'd like to welcome you all to our Second Quarter Fiscal Year 2025 Earnings Call.
Pure Cycle stock has been stagnant since 2018 despite various revenue streams from the Sky Ranch development and the oil & gas industry. The company's high-value assets provide a margin of safety. Future growth hinges on commercial development at Sky Ranch promising substantial tap fees ($81 million) and land sales ($421 million).