Modern Water Share Discussion Threads

[whites123] 16/2/2017 06:41

I love the enthusiasm, also previous posts. Certainly gave me a lot to look over past days.
I did call Simon, but alas I have not been able to speak directly to him yet. (Apparently very busy, but I remain hopeful).

[p1nkfish] 15/2/2017 21:18

Welcome to the club whites.

Share price is hard to predict as float can change but I have no problem picturing this at a £20M-£40M market cap.

When?

[argylerich] 15/2/2017 16:34

That's certainly a nice chunk Whites, fingers crossed for us all.

[whites123] 15/2/2017 15:45

I have recently bought some MWG

Having fulfilled some research into the company I have formed the opinion that it is extremely well placed to start benefitting from some (if not all) of its offerings.
That, along with zero debt and costs under control it offers an excellent opportunity to benefit from some very decent rises.

Of course if others do research MWG and decide to get in then expect the share price to rise.
If they then decide to top slice profit expect it to retrace a little.

I have acquired 500,000 MWG at prices ranging £0.0585 to £0.622

[argylerich] 15/2/2017 11:38

Well someone just managed to pick up a couple. The lack of availability in this one is what attracts the wannabee pump & dumpers every 9 months or so :-(

[argylerich] 15/2/2017 11:12

Not very fluid (sorry)

[whites123] 15/2/2017 10:22

Difficult to acquire in meaningful quantity.

[whites123] 14/2/2017 08:36

Cheers gents.

[argylerich] 14/2/2017 07:02

Agreed with P1nkfish, I am 20% in 80% waiting at the moment.

[p1nkfish] 13/2/2017 23:46

Personally, a buy, hold some cash on side ready to compensate for possible dilution.

[p1nkfish] 13/2/2017 22:31

It is a potential future giant.
Monitoring pays the bills and has been moving into disposables with better forecasting potential.

My question is what operational cost savings the MWG ZLD offers over competitive offerings. If sufficient, it will find take-up.

The tech looks very useful.

Once funding is clarified I think this can recover in price quickly as there is real global potential.

The FO was meant to be the crown jewels but doesn't look like delivering in the near future.

Gibraltar was a damp squib distraction.

[argylerich] 13/2/2017 16:09

The marketing historically wasn't that good anyway, they had a pet salesman who flew off all over the place clocking up the air miles but didn't get results.

The new management team has tightened things up nicely and are 'sub-contracting' the tech apparently far more successfully than has been done in the past (a whole list of failed partnerships in the middle east such as omzest)but the big question is will sales ever overtake costs?

Hence my toe is back in, but waiting for more solid sales.

[whites123] 13/2/2017 15:30

:-)

I like the pun...

That was in part my main question / concern ...
Which will it be..

Looking at cash burn etc, its prudent to save cash as they demonstrated they did and form part of their plans, but marketing seems to be a casualty of this ??

I love the global reach they clearly have..
What i am really trying to work out, is are they a jack of all trades and master of none, or are they a sleeping giant that have slipped under the radar because no one has fully understood them :-)

Looking more and more compelling to at least as you say.... dip my toe in..

Cheers

[argylerich] 13/2/2017 15:22

That's the eternal question whites, which one of these applications of the massive stock of intellectual property is finally going to start earning them the big cash.
To date none of them have, but surely, some point soon.....
I've put a small toe back in, but holding fire for the moment pending the possibilities of a dilution (excuse the pun).

[whites123] 13/2/2017 14:51

Nothing really talked about or suggested regards first sales of brine techno.

Could this provide enough financing?

I am liking what i am reading up regards MWG.

[argylerich] 06/2/2017 09:19

Indeed p1nkfish, this has ridden a few waves since launch. I've been lucky with my timings twice here so far, buying in after Lehman had to sell their holding and getting out before the recent slide. Now it is just about trying to get the timing right for buying back in properly ;-)

[p1nkfish] 06/2/2017 08:49

It always takes longer than expected. Always a "fall-off a cliff" after IPO for these types. If it survives the valley of death I think the re-rating will be impressive. More free float probably but a much, much higher market cap and worth holding imho.

I have been wrong before though.

Very much like the idea of MWG and they have learnt the hard way how to get by on a shoe-string. When the times improve, if they remember the lessons, they can shine.

[argylerich] 06/2/2017 08:44

IP has always been impressive but struggled to realise full commercialisation as we know. There is the constant threat here too that it will be bought out while it's still in turnaround phase.

[p1nkfish] 06/2/2017 08:29

Will need money.
But, this is excellent news so might raise at a higher price.
Undervalued imho as the market dynamics are very supportinve and the IP impressive.

[argylerich] 06/2/2017 08:25

Another promise of jam tomorrow. I have dipped a toe back in the water here (sorry!) but the big question is still if the management can avoid re-financing and a dilution.

[hatey] 07/12/2016 11:19

Aim, do as you please and nobody gets penalized !

Perfect chart if it turns up from here.

Also the pump and dump herd that was in this a while back are nowhere to be seen
so there is value at getting in before they notice.

[timtom2] 06/12/2016 17:41

The transaction was 16/11 and the issuer notified 17/11.
What took them so long to notify the market & why notify now?

[timtom2] 06/12/2016 17:39

Now we know who picked up the volume, a chap named Hughe Easterbrook of Agrix Advisors.

[timtom2] 01/12/2016 16:54

I love the silence on this board, usually a good sign on others where a turn around is starting.

[timtom2] 01/12/2016 13:23

Move to WH Ireland suggests a placing to me but will be done along with very useful results in my opinion. Funding then no problem and a stable business and the share price will respond accordingly.