Modern Water Share Discussion Threads

[pugugly] 14/3/2016 19:13

Given that the cost of oil - a major component of the cost of power has fallen so much the value of the energy saved will have dropped proportionately so the technology has lost (imo) a significant amount of its attraction - also if the IP is so attractive why has there been no low ball bid ?

My conclusion (I hope for the sake of holders that I am wrong) is that the products while interesting scientifically will never - certainly in the current company structure - produce the revenue (both top and bottom lines) to save the company from going bust - however much new funding is pumped in.

Declaration - I do not hold but have nearly been seduced by the technology on a number of occasions but now downgrading position on watch list.

[p1nkfish] 14/3/2016 16:42

they went after municipal, should have gone industrial immediately.

as soon as fo proven to save energy on msf desal there will be adoption.

it is being applied to a real world desal plant now as part of the pilot.

looking towards municipal was a mistake.

timescales to adoption for the larger ticket items is not a surprise as it's tied in with infrastructure and in their case Gov spending.

they need to prove they can 'go get' and not wait for the world to find them.

[argylerich] 14/3/2016 09:03

Agreed, the IP is what brings everyone here. Their failure to monetise it (yet) leads to two possibilities: it isn't what it's cracked up to be or they were too big for their boots and didn't approach the industry correctly.
I'm still leaning towards the second, but the high possibility of others jumping ship/funding needs will keep me sitting on my hands for now.
Not long to go though!

[p1nkfish] 11/3/2016 11:35

Their IP is pretty impressive. Not to be sniffed at.
They may have over egged the pudding on the past and likely why the Chairman was taken out.

Interesting times & interesting that Henderson haven't jumped ship - yet.

Would expect IPO to stick around but less so Henderson.

[p1nkfish] 04/3/2016 20:01

Anything could happen on 16th including a funding round. The overheads have been far too high but a few catalysts possible that would need funding. Hard to call. Lack of news outside of Bilfinger is suspicious and may be them holding back.

The IP looks strong and might cover the current market cap.

[argylerich] 04/3/2016 08:46

Lots to ponder P1nkfish, going to have a good look at this one next week ready for the finals on the 16th.I suspect a lot more to go into the kitchen sink,maybe even the China office although I'd suspect that would stay for the monitoring anyway.

[p1nkfish] 04/3/2016 07:37

I wonder if this HOP could be used to part power the Gibraltar waste water works if they had a brine concentration pool? Gibraltar want as low power as possible and the sewage system is sea water based for flush etc.

[p1nkfish] 03/3/2016 23:27

Looks like new literature from Jan-16 and the HOP is very interesting as a potential method to contribute to plant power.



"The Group’s patented Hydro Osmotic Power (HOP) technology generates renewable energy by exploiting the difference in salinity between two different water sources and inducing water to flow via a semi-permeable membrane from the lower salinity water to the higher salinity water. In this way flow and pressure energy is produced which can be used to drive a turbine and produce renewable electricity. The process can be enhanced using for instance a solar pond, to generate very high osmotic pressures or using the concentrated brine from a desalination plant."

[p1nkfish] 03/3/2016 20:18

Totally agree AR. I am concerned over China & China office must cost. Why nothing newsworthy out of the US too? They might be holding back for the results release and the forward look.

There's also no clarity on how they will fund any Gibraltar build and the management still hasn't proven itself.

[argylerich] 03/3/2016 10:22

P1nkfish I've been out of mwg for a few years but still watching. The Bilfinger agreement seems to be the first with any substance, unlike Omzest etc in the past, and gives me a mind to buy back in. It is the current valuation that's stopping me. Any revenues from the deal would only be after a successful trial and I can only see further cash burn in the short term.We'll get a better idea in 2 weeks.

[p1nkfish] 01/2/2016 08:33

Saudi Arabia needs to be spending about $30Bn on desal over the next 10 years. A quick and cheap way to improve production is upgrading on existing MSF plant rather than installing new.

The MWG, Bilfinger RNS is very important to MWG, Bilfinger and MSF plants in the Middle East.

The quiet reception the news has received suggests real pessimism.

[p1nkfish] 30/1/2016 21:35

Worth a flick through for the background energy inputs on different techniques.

Bare in mind the RO maintenance costs.
Less so with FO so FO + MSF can have a positive impact, especially when upgrading rather than replacing.

[p1nkfish] 29/1/2016 22:50

It is an important release and transformational.
The sheer volume of MSF desal is amazing. 60% of global desal.
Some are millions of gallons per day each and the power consumption can be massive.

The cost of the water is related to the energy consumed. Reduced water cost will depend on this sort of FO as part of treatment.

I think MWG could become very busy and see some serious business land.

This is in a different league to dodgy chinese deals. There is a real reason to adopt into an existing installed base. More important than Gibraltar I suspect.

[p1nkfish] 29/1/2016 22:26

I think this one is it and that Gibraltar will be ratified ready for trading update.

Interesting that no one is interested that this news is released. A good sign in my book. Sentiment can improve from here on in.

[alanrussell] 29/1/2016 21:49

I've lost track of how long I've been keeping an eye on MWG. I mean years! Again up pops a deal that you think could be the trigger to realise it's potential. But will it? It is hard to believe. I'll wait until I see some progress that translates into hard numbers before I buy.

[p1nkfish] 29/1/2016 16:11

If these people pull a finger out they could turn this around quite quickly. Look at the US - a mess right now with the EPA being less than useful and water problems (not just drought) with pollution and algae etc.

I expect the next trading update to be more upbeat with Mid-East largest monitor order shipped, US Tox starting to sell, this deal and Gibraltar.

Ruffer - what are they up to? Re-balancing or tax loss selling?

[timberwolf] 29/1/2016 11:17

I don't believe that anything of any consequence has come from earlier such agreements with other partners, so, IMHO, I don't expect much to come from this either.

[p1nkfish] 28/1/2016 21:15

This is a 'show me' share as they have wasted so much money.

Until they prove they have a business no amount of news will make much difference.

Todays news does look good though. At least a start.