Modern Water Share Discussion Threads

[slicethepie] 31/3/2020 16:42

The fact that the placing was done at 0.5p will ensure there are plenty of sellers from the placing. Whilst tp will have introduced some long term investors the balance will be happy to take 20% profit in the current market. Once these are cleared we could see a really good move.

[argylerich] 31/3/2020 13:56

Any relevance?

"Dutch scientists were able to find the coronavirus in a city’s wastewater before Covid-19 cases were reported — demonstrating a novel early warning system for the disease"

[tickboo] 31/3/2020 08:37

#MWG water detection monitoring with #Integumen #AI instant alert systems could be key to identifying hotspots before they become a problem. Coronavirus in sewage portended Covid-19 outbreak in Dutch city bloomberg.com/news/articles/... via @businesshttps://www.bloomberg.com/amp/news/articles/2020-03-31/coronavirus-in-sewage-portended-covid-19-outbreak-in-dutch-city?__twitter_impression=true

[tickboo] 31/3/2020 08:26

They're not hanging there hat on covid-19 but saying they are able to spot contaminated water. Anyway, if people are selling down here more fool them. Orders picking up, cash in the bank and manufacturing de-risked, what's not to like.

[buywell3] 30/3/2020 22:14

Municipal Water and COVID-19


The COVID-19 virus has not been detected in drinking water.
Conventional water treatment methods that use filtration and disinfection, such as those in most municipal drinking water systems, should remove or inactivate the virus that causes COVID-19.

[tickboo] 30/3/2020 11:22

Broker note -Following its signing of a three-year revenue-sharing manufacturing agency agreement (the 'Agreement') with Integumen plc (AIM:SKIN, 'Integumen') on 18th January 2020, Modern Water has confirmed orders received for its water contamination detection consumables rose by 46% in Q1 2020 compared to Q1 2019. This demand spike, which came from existing customers across Spain, Italy and China, is thought to be significantly connected to the global COVID-19 public health crisis. Based on this and recognising that the pandemic still appears to be in a relatively early stage of its evolution across western zones, immediate demand could potentially significantly outstrip the initial production agreement signed between the two companies. Anticipating also the likely need for more permanent and rigorous 'early warning' contamination detection programmes, which are likely to be specified by international governments in conjunction with water treatment/supply utilities going forward, Modern Water appears ideally positioned to receive a major new, long-term source of demand for both its equipment and associated supply of reagents.Meeting an Urgent NeedIn February 2020, microbiologists at Dutch research institute KWR conducted a series of RNA-analyses at municipal waste water treatment plants ('WWTP') in the Netherlands. Significantly, their analyses showed the presence of RNA gene fragments of the COVID-19 virus in the influent water. According to KWR, the screening of the COVID-19 virus at municipal WWTPs could become an important containment step, being used to signal new outbreaks in advance and play an important role in tracking and curtailing the pace and evolution of the pandemic. As such, rapid and rigorous sewage screening could potentially provide both national and local authorities with a clearer picture of the virus circulation, the resultant pace of infection and the effectiveness of measures designed to protect wider populations. Moreover, recognition of the continuing vulnerability of human populations to such global pandemics, as has been demonstrated by the uncontrolled spread of COVID-19, even after the current peak infection rate has passed governments will almost certainly be forced to adopt new, long-term means for early detection. The products and services being provided by Modern Water (together with support from its production partner, Integumen) for sewage screening/utility water supplies contamination detection potentially provide them with an ideal solution.Satisfying Customer DemandEstablished in 2006 to develop and commercialise water recovery technologies to counter water crisis problems arising from climate change and a growing global population, Modern Water has now confirmed a total of two months of stock has been shipped to existing customers in just the last two weeks amidsurgingdemandbelievedtobeconnectedtotheglobalCOVID-19publichealthcrisis. Production by Integumen plc, of Modern Water's monitoring bacteria reagent has already begun at the University of York, UK, some 6 weeks ahead of the originally planned production date. This, along with capacity at existing production laboratories in Delaware, US, has significantly reduced the continuity of supply risk for the Company's customers. It also places the Company in a strong position to respond to further potential near-term exceptional demand spikes from water treatment and supply utilities, government agencies etc., seeking to cope with an exploding need for detection/monitoring products and services.2020 to date has seen Modern Water implement significant operational change while also broadeningitscorporatevision. Operatinginanareaofhighinternationalgrowth,itsconsumable reagents have historically enjoyed gross margins as high as 83%. Today's news confirms not only that its current products and services might ideally position it to assist in immediate detection and monitoring requirements related to the COVID-19 pandemic, but also recognises the urgent need for more permanent and rigorous 'early warning' contamination detection programmes that are likely to be specified by international governments going forward. This could provide a major new, long-term source of ongoing demand for Modern Water, which will be supported by the option it has already negotiated with Integumen to co-develop bolt-on real-time detection of contamination in water using the Rinocloud AI bacterial and viral infection tests along with its RAWTest AI solution. Presenting cross-selling opportunities across the two companies' respective sales, marketing and distribution channels, its recent participation in the Integumen-led ecowaterOS consortium also recognises the urgent international need for an end-to-end water contamination, detection and decontamination provider network, that offers the ability to provide customers with real-time monitoring solutions. Altogether, recent news reflects the new dynamism that has been injected into the Company through its recent reorganisation, both in terms of ambition, product offering and customer targeting.

[tickboo] 30/3/2020 09:50

Another 125,000 for me. That's my lot for a while. A good day for my holdings although surprised with £2m orders in Q1 versus £1m sales FY19 and £4m FY forecast this hasn't gone higher. That's by far my largest holding but also had a punt in NCYT, SNG and have some WAND left. Onwards and upwards. The tech here is amazing and the foundations here so over to Gerry and team to commercialise. It's primed.

[slicethepie] 30/3/2020 08:21

Agree, the company has always had world leading tech but was previously run by village idiots. Humphrey is not a ce but with the new chairman his weaknesses can be overcome. Suspect we will continue to see some profit taking from placees at 0.5p but once this is over could be very exciting.

[tickboo] 30/3/2020 07:59

The market cap versus its cash on bank, order book and new business model means this should be multiples higher. I imagine back to 1p in short order.

[gbenson1] 30/3/2020 07:53

Totally agree, looking at a 25% increase in Sp per market, but as you say the STH & flash/day traders will be in for their 7-10%.

[tickboo] 30/3/2020 07:27

The turnaround has only just begun so there might be some taking profit but I imagine many will see a company massively undervalued and the demand and revenue will only go one way. CAsh in the bank too so this is only going one way.

[gbenson1] 30/3/2020 07:26

Finally with integumen on board we can now collaborate to get our amazing products/technology out into the market. Humphrey's lack of business acumen will come back to haunt him. Only negative is the 500m shares now in issue which will cap any significant rise in the Sp today, but bodes well for future growth! Expecting to hear something on the Gibraltar front in the not too distant future.

[tickboo] 30/3/2020 07:13

What a superb RNS, orders update, stock being shipped and all go go go.

[tickboo] 29/3/2020 10:39

#Integumen is to adapt #MWG Microtox water detection units adding remote sensors (see #RAWTest #AI E.Coli monitor) to transfer data to servers, to identify up to 2,700 bacteria, virus and heavy metal toxins using #Rinodrive #AI serversYou have to take it that we are not dealing with acorns, but real pieces of technology that have already been working for many years and operational as standalone mini-solutions. #Integumen adapted them to be integrated so they solve a bigger problem. #MWG #SKIN

[tickboo] 28/3/2020 10:48

I assume there'll be some form of RNS on orbefore 31st. Some tweets from GB-Right technology - #Microtox and #AI #Rinocloud Timing - nobody could have foreseen this pandemic - Right team #SKIN + #AI + #MWG + #ecowaterOS consortia. We are adapting well-established technologies that work well alone, but integrating to deliver game-changing results#Integumen is to adapt #MWG Microtox water detection units adding remote sensors (see #RAWTest #AI E.Coli monitor) to transfer data to servers, to identify up to 2,700 bacteria, virus and heavy metal toxins using #Rinodrive #AI servers.Using datasets from 000's of sample measurements supplied by thousands of Microtox units installed over last 28 years and #AI to compare on the #Rinodrive servers, an alert system (iOS /Android app) gives water utilities, county councils or even the public, info on contaminationUsing the Internet of Things (IoT) like the #RAWTest #AI labskin.co.uk/rinoclouds-ai-... miniature sensor devices #Integumen can use mobile cell tower triangulation to identify the source of where the contamination is coming from. Expected to be rolled out later this year.

[paulcon1] 28/3/2020 07:51

Quick Question::
RNS 26/02/2020 - Modern Water, the global water crisis monitoring and solutions provider, announces that it has signed a non-binding heads of terms with Cellulac plc ("Cellulac") to enter a multi-year framework services agreement ("Agreement") to be completed on or before 31 March 2020.....

Has the financial details of this been shared or are we going to have confirmation prior to Tuesday?

GLA

[flashheart] 27/3/2020 15:16

Just topped up and my buy showing as a sell. I think some of those previous ones were also buys.

[tickboo] 27/3/2020 11:51

Wow!!!! Just scary. Coronavirus in fecal matter in sewers from Detroit's poorest neighbourhoods with the highest concentration of COVID-19 sufferers in US at risk of flooding, contaminating everywhere. 1st world problem.https://amp.detroitnews.com/amp/2916599001

[tickboo] 27/3/2020 10:08

Do you know what they do and current clients etc?

[iamgreat1] 27/3/2020 10:06

This appears to be another ramped stock

[tickboo] 27/3/2020 09:54

To be fair these guys have amazing tech albeit the management and commercialisation has been wanting. They have backdated orders they're now working on with SKIN and have cash in the bank so you could say although a massive discount the raises for both PLCs were well timed. No doubt MWG's tech will be more sort after and they seem to be well positioned and now have a clearer route to market.

[katsy] 27/3/2020 09:51

Why the interest here?

[garth] 26/3/2020 14:25

Certainly some interest picking up.

G.

[tickboo] 25/3/2020 18:24

From GB on Twitter https://www.rivm.nl/en/news/novel-coronavirus-found-in-wastewaterIt is bad enough for frontline workers, consider that it is in the sewage systemWhat is worse is that hospital, nursing homes waste disposal systems flush into the same wastewater system and sewers that serve the rest of the population. Ever walked into a hospital toilet?It was only a matter of time for actual proof to appear that SARS-CoV-2 is in sewage. Spray, fumes contain aerosols of the virus

[sharetalk] 25/3/2020 07:56

"It's a work in progress but for a very large $7bn market. As soon as there is further news, we will inform the market"