Water Intelligence Share Discussion Threads

[dudishes] 13/6/2025 13:45:27

Tks W. Est. 800!

I wish.

[tiger60] 10/6/2025 16:44:44

Again 370 to buy. Someone manipulating price to impact average close price.

[tiger60] 09/6/2025 13:43:04

370p to buy, share price currently set at 375p. Hmm

Addition: How on earth can this close at 380p based on the trades! One UT trade at 4.35 for 400 shares against a backdrop of 370 to buy.

[tiger60] 06/6/2025 14:39:36

And the article was a rehash of everything in the public domain, almost cut and paste job rather than any insight in my opinion.

I should add though I am a holder and one that believes the company is undervalued based on targets given. The potential is huge I just want to see signs the words match the results.

[walterbadger] 06/6/2025 14:35:37

Simon Thompson, in his article in the Investors' Chronicle last week (30 May -5 June), rated the shares, at 338p, as BUY.

[waldron] 05/6/2025 19:02:39

Market Update. As previously communicated, Water Intelligence is continuing to explore options for opening a US listing. Starting in May, Water Intelligence shares may now be purchased in the US through Interactive Brokers.







THE MOVE TO USA MIGHT BE A TEMPORARY FIX AND SUPPORT

MUCH LIKE the SHARE BUYBACKS

Anyways heres hoping for the trend up

good luck

[this_is_me] 27/5/2025 21:45:47

rebeccaharrison9 joined advfn today and has spammed the entire BB.

[this_is_me] 27/5/2025 16:51:43

Back up to 360+ already.

[tiger60] 23/5/2025 11:02:48

I think there are legitimate concerns over the revenue figures. Up to the end of April circa 29m that pro rata to 87m with house broker advice expecting 95m plus but that’s fine if revenue skewed to H2.

The company never highlights PAT which is a bit odd as pretty much the end goal. In addition, with franchise income going down because some brought in house shouldn’t the result net out? They highlighted the lose due to this but didn’t state the resultant gain to revenue

It has the potential to be a great company but a little less rhetoric and a bit more on actual numbers/new contracts/reduced costs due to Salesforce adoption etc would help sentiment

Hopefully back up to 360+ soon

[volsung] 23/5/2025 09:06:51

Does this story hold water
That is the question

[trader465] 23/5/2025 06:57:36

I thought yesterdays update was good and was surprised to see the price fall.

Despite a slight dip in statutory Profit Before Tax, the Q1 Trading Update contains several strong positives that suggest bullish momentum and strategic progress.

Positives:
Revenue growth: +4% in Q1 and +8% YTD through April.
EBITDA growth: +8% in Q1 and +13% YTD through April.
Improving margins: EBITDA Adjusted margin up to 19.5% in Q1 and 17.7% YTD through April.
Balance sheet strength: Net Total Debt to EBITDA Adjusted reduced from 1.81 to 1.50, and cash increased to $7.4m.
Strong international expansion: +47% revenue growth in international corporate locations.
Strategic Chubb/StreamLabs partnership: Positions Water Intelligence as a “one-stop shop” for Preventive Maintenance in water infrastructure.
Growth runway: Opportunities in organic growth, acquisitions, and share buybacks.
US listing potential: Shares now purchasable via Interactive Brokers — first step toward US investor access.

Negatives (minor):
Statutory Profit Before Tax declined slightly by 6% in Q1 and 2% YTD.
Franchise-related revenue declined, due to reacquisitions — although this is arguably part of the long-term strategy to consolidate control.

[effortless cool] 22/5/2025 15:48:25

Thanks, tiger60, but I would have been a whole lot smarter (and richer) if I had sold more at 800p and above.

I still keep an eye here. Having got to know the company so well, I remain interested in jumping back in at the right price.

[tiger60] 22/5/2025 14:08:54

Effortless Cool all I can do is applaud your timing both for your initial investment and your exit timing.

Seems like the chairman has been blowing a lot of hot air which is at odds to the numbers. A shame really as a great sector, great market potential. Maybe there is scope for better things to come but we would benefit greatly from seeing the projected rate of return numbers against the new facility build, the integration of Saleforce and the new tie up as from a distance the investments are not generating the benefits envisaged.

Sticking it out and hopefully seeing the lows but a day when questions must be asked about the execution of the strategy and how exactly are they building shareholder value. At this rate they won’t have many left willing to believe the forward statements if they don’t throw us a bone.

[this_is_me] 22/5/2025 07:51:55

Looking good.
" The second quarter has begun strongly with April delivering 20% revenue growth. Therefore, year-over-year through April, Group revenue has increased by 8% to $29.1 million and EBITDA by 13% to $4.8 million."

[tiger60] 21/5/2025 12:01:17

Strange pricing. Maybe going down further as 350 to buy. Also a lot of single digit trades appearing over the last few days showing as buys at 360, way over the market price.

Qtr 1 better be good. We certainly deserve a break here. Need to see revenue pro rata towards the 100m mark.

How did this close at 360? All day 350 to buy and one 200 UT trade at the end of the day leads to a false close.

[tiger60] 19/5/2025 12:00:39

Welcome. Well we should get qtr 1 figures this week. Fingers crossed they beat expectations.

[dudishes] 15/5/2025 11:34:38

tiger, not quite, I've averaged down to 357, just a couple of pips away from oh ye!

Originally bailed due to margin calls, especially BRBY etc...

I even sold HAT @ 379 to assist cover! HAT, mistake methinks.

HAT 670ish!

Win some etc...

[tiger60] 23/4/2025 14:18:33

Looks like it’s just me. To be honest not surprising based on performance and stop loss positions being triggered/met. I think a statement to confirm that any listing in the US would be an adddition to AIM rather than replacing would be appreciated. Although I think that is definitely the plan.

Focus on PnL would also help! Never fails to disappoint at the moment. Need to shift momentum by changing market perspective.

[tiger60] 17/4/2025 15:25:00

By the lack of comments I suppose everyone has given in…