Utilitywise Share Discussion Threads

[cwa1] 01/6/2017 15:42

Afternoon all. Just rejoined the fray here with a few at 122p. Hoping it will be rewarded in the medium term. Perhaps a little while before the next new though, so might drift further? Maybe August for an update?

[bennywin] 23/5/2017 10:12

www.theargus.co.uk/news/15295135.Can_you_save_on_your_water_bills_/?ref=arc

In the month following water deregulation on April 1, Utilitywise received more than 50,000 business engagements regarding water supply.



That's a very large number and if they can convert them to sales they should be laughing.

You have to consider, that every new customer brings with them multiple additional sales opportunities for the other products they offer.

In the mean time the share price does not seem to reflect this, so provides an excellent opportunity to load up on the cheap.

[tratante] 18/5/2017 15:28

Ex div today.

[bennywin] 18/5/2017 08:09

Yes, I did.
Seems there has been a constant stream of selling over the last couple of months.

[eaaxs06] 17/5/2017 20:24

Anyone noticed a large sell go through the market today?

1.6m at just under 129p

[bennywin] 11/5/2017 15:27

I would imagine some of them at UTW have their minds on other things for the next week .

Huge excitement for them, and best of luck to the team at Wembley.

www.youtube.com/watch?v=yDMeshwzvBY

[tratante] 11/5/2017 09:44

These go ex div next week.

[bennywin] 25/4/2017 08:22

It occurred to me that they might have taken the payment hit as they were fully aware that they could make up the defect very quickly with the new water customers .

Bearing in mind, that if a company already trusts Utilitywise to manage their existing services, then addding on the additional water service to each of their 40k customers should be a piece of cake.

I have topped up quite heavily recently, with this being one of the reasons.

I also am impressed by their new digital advertising campaign.

[tratante] 25/4/2017 06:39

Here too, and second what you say.

[hutch_pod] 24/4/2017 23:14

No I'm still here. And still think there is potential esp after the latest changes, painful as they are in the short term.

[bennywin] 24/4/2017 15:10

I know I am talking to myself on here, but I was thinking the new water offering has 40k ready made (and probably receptive customers).

It also presents a very good opportunity to find new customers.

This should result in the few months sales figures being very good !

[bennywin] 21/4/2017 09:06

And an interesting video.


www.youtube.com/watch?v=VX3Jiaz-Ym0

[bennywin] 20/4/2017 15:47

Some good efforts in their digital marketing offerings

twitter.com/UtilitywiseCZ

[bennywin] 18/4/2017 16:24

I would have thought the new water offering will help figures from this month.

I also saw that on one of the results slides presentation that there was a mention of insurance and telephone company / internet provider as services UTW could possibly provide.

If all of this comes good then I cant see why the price wont get to a multiple of its current level over the next few years.

[mike24] 13/4/2017 13:50

150 coming back up,

[tratante] 13/4/2017 10:25

Inevitable considering you could get 2% div on your investment by holding until 18 May on a stock with a PE of < 6. Can't get that in the bank.

[gargleblaster] 13/4/2017 09:50

Someone must have left the trampoline out last night!

[tratante] 12/4/2017 17:32

What looks like a chunky 4 million buy showing after hours. Someone's confident!

[bennywin] 12/4/2017 13:52

I get the feeling there is a big seller in the background and we will have to wait until its cleared.

[its the oxman] 12/4/2017 12:59

Could eventually present an opportunity though.

[its the oxman] 12/4/2017 12:58

Wouldn't count on it without some positive news flow, it could just drift down, often happens when shares are out of favour.

[mike24] 12/4/2017 12:27

due a bounce soon,
13/4 am
price edging up despite sells

[blusteradjuster] 12/4/2017 08:06

Positives:

- Enterprise Europe swings to +ve EBIDTA
- Contracted revenue (finally) rising faster than headcount


Negatives:

- Net debt
- Various isues in corporate division
- Enterprise UK has negative operational gearing? Where are the extra costs coming from if not headcount?!
- Lack of director skin-in-the-game


If this is misunderstood and unfairly unloved, why aren't we seeing directors adding?

[2bluelynn] 11/4/2017 16:40

I'm waiting for it to hit £1.20 1.25 and it looks like it might ! Bought some Pets this morning thinking it's about to turn . Good Divi too

[blusteradjuster] 11/4/2017 08:04

I see UTW as a finance company - spend now (racking up debts early on), call in the cash later. There's some amount of risk (and a sense of jam tomorrow to begin with) but the eventual margins should be reasonable if your risk-management and operational cost-control are sound.

The supplier advances always seemed a nonsense to me - because I assumed they were at a discount that exceeded UTW's debt-financing costs.

They were surrendering margin to front-load cash collection - but why would a finance company want to act like a retailer..?

Going forward, assuming their genuine free cashflows are sufficient to finance future growth, pay a dividend and work down the debt pile, then it's a viable investable business...otherwise..

Was Thompson after a quick-buck?

Were they masking financial strain as the only way to grow quickly?

Was it both?

Don't know but it's an interesting recovery play. I'll let the market provide signals before I perhaps buy in though.