May 13, 2026, 4:47 AM ETPure Cycle Corporation (PCYO) StockValkyrie Trading SocietyInvesting Group LeaderCommentsSummaryPure Cycle Corporation (PCYO) had a mild Colorado winter and delivered much faster than last year.Delivery means more recurring base for water fees, and also they are receiving some of their own rental properties in the process for rental income.Side note: oil royalty income will likely grow nicely into coming quarters due to higher spot prices, and interest income should also grow on rising yield curve.It has actual inflation hedge benefits, and is also quite cheap, but only after making coarse forward estimates of recurring income, against a royalty comp, which may be more or less appropriate.14-16x coarse forward PE is not bad for this. We've still seen better in our own coverage universe but not bad at all.Looking for a helping hand in the market? Members of The Value Lab get exclusive ideas and guidance to navigate any climate.