GBA Presents: RADIO SAVANT-!

Well I hate to take the fun out of tomorrow but the winner is OLLI.

hands down.

I found some lease liabilities at 5 below that has me concerned... plus they are discounting like crazy.

OLLI on the other hand is grabbing high endish customers to their stores and benefiting from the buy in bulk mentality and their inventory is very full and fresh stuff coming from other retailers offloading.

OLLI OLII OXEN FREE!
 
Last edited:
I WISH THIS GUY HAD KEPT HIS MOUTH SHUT.

cat out of the bag dept.

Why did ServiceNow shares drop 13% today? It's what the CEO had to say
Jul. 12, 2022 4:11 PM ETServiceNow, Inc. (NOW
image_1173020535.jpg



ServiceNow (NYSE:NOW) shares fell early Tuesday, never found their footing and ended the day down by more than 13% on the heels of some cautious comments about the economy from Chief Executive Bill McDermott.

Investors took ServiceNow (NOW) to task after McDermott said in an interview on CNBC on Monday that issues such as rising interest rates, increasing energy costs, and the war between Ukraine and Russia could soon have an impact on the enterprise spending plans of many businesses.

Brad Reback, of Stifel, said these issues "are likely to be felt across the [software] group" and that there could be a slate of "downward estimate revisions" to software earnings and revenue expectations on the way.

ServiceNow (NOW) shares have fallen more than 34% this year.

With ServiceNow (NOW) in the lead, other cloud-based software companies also had a rough go of it on Tuesday. Workday (WDAY) shares fell more than 5%, Salesforce (CRM) dropped by almost 5%, Freshworks (FRSH) gave up almost 12%, Adobe (ADBE) slipped by 2% and Microsoft (MSFT) ended the day down by more than 4%.

Microsoft (MSFT) also confirmed that it has launched a round of job cuts that came to about 1% of the company's workforce....

tic,tic,tic...
 
WOW I heard rumors about this but Texas put out some false propaganda that said this mother stopped at the fence- Damnit she went in! When no one else did. Holy Crap-what a hero

Shame on those cops. Do you know one guy had a dead on head shot of the killer as he strode across the school's lawn? & he radioed for his supervisor! WTF is this Sweden?--we dust Americans every day for less- for running with no gun. This is hunting kids with an AR!

Maddening!
 
PCYO-

What we do is we operate in really multiple complementary business segments. And really the underpinning of that segment is our Water Wastewater Resource Development segment, where we're providing water utilities in an area where we own a portfolio of water rights, which is an accomplishment because it's an area that doesn't have a lot of water and water certainly getting a ton of press these days, particularly out west with the limited supplies and the ongoing drought that we have. Our portfolio has the capacity to provide about 60,000 SFE.

We got a little typo in the slide there, so it's actually 60,600 or 60,000 with a missing decimal. 60,000 Single-Family equivalents, primarily in the Denver metropolitan area. We provide water and wastewater service to land development that we are developing, where we also have a land development segment and then also provide water to other customers in the regional area. Our Land Development segment is focused on a particular piece of property in the I-70 quarter, which is probably the most attractive and sought after corridor in the Denver metropolitan area.


It's directly south of Denver International Airport. It's about four miles south of Denver, DIA is right along the interstate where we have an interchange that accesses our property. We have a property interest about a half a mile frontage along the interstate. So, in addition to the residential opportunities where we have about 30 to 3400 residential opportunities.

When you take a look at the multifamily development, And a couple million square feet of commercial retail industrial uses on that, and we're developing residential commercial lots for national homebuilders, then we provide water and wastewater service to those. More recently, we're holding back a few of the lots that we're developing within our own community, and we're actually moving into building homes on that. Will contract for someone to build those homes for us, and we'll keep those homes in our portfolio and rent those out to the marketplace as a single family rental segment of the business. And that's a nice growing segment for us, and certainly a profitable segment where we can capitalize on the equity value that we have on the water side, as well as the land development side.
 
I'm into business plans as they are unique sometimes and this one from Pure Cycle may represent the future when water is fought over- so smart!

We have, as I mentioned, the portfolio of water rights. We have about 29,000 acre feet of water rights. It's a mix of groundwater and surface water with a capacity to serve about 60,000 connections. And we rate the connections by an average of single-family.

How much water a single family house uses. We have some very valuable surface rights and we develop sort of our system cradle to grave, where we own the water, all of the infrastructure that is used to divert that water supply, treat that water supply, put it into a distribution system. We collect two fees for that, we collect connection fees, which are one time fees typically paid by the homebuilder, which gives you access to the water and wastewater systems. Our current cap fees are listed here, and they're about a little more than $32,000 now.

And then the house, the homeowners will use that water supply. That's your metered monthly water bill that typically generates about $1,000 per connection on the water side, and about $500 per connection on the sewer side. So you have water and wastewater, monthly connected to our monthly usage fees. We collect that wastewater.

We bring that through our water reclamation facility, and we treat that back to its full reuse capability. And then we have a separate distribution system that takes that out for reuse, either to outdoor irrigation uses through the parks and open space areas that we have in our master plant community, or we take that to some of our irrigation or our industrial customers. So we're reusing, using, and reusing every drop of water that we divert from our system. A little bit on the water infrastructure.

We continue to invest in our water utility segment, so it continues to grow. We're a little over $60 million of assets in that side. And a broad portfolio of assets., we have two wastewater reclamation facilities, transmission lines, storage facilities, wells, just the broad portfolio of that. And the mapping kind of shows you a relatively large footprint where we're providing water over about a 15 mile width of the county that we are in, and we're providing it all the way from north to south in the county boundaries on that.
 
PCYO cont-

Talk a little bit about oil and gas, as we've all been painfully aware of the price of gas at the pump. Oil is much more robust than it has been in recent years, and that activity is translating into increased activity in all areas that have oil and gas.

And in our particular area, we get a lot of this activity from shale oil. And Colorado has a very active shale oil play in the Wattenberg field, in the Niobrara formations. There's a number of different formations, so there's the potential, as you take a look at it, 40 acre spacings, which is the downhole spacing that operators are typically liking for their field development side. There's there's a significant capacity for developing oil and gas in this region.
 
You must log in or register to reply here.
Back
Top