Water Intelligence Share Discussion Threads

[silverfern] 04/12/2018 07:19

That's a really strong trading update!

[whalehq] 22/11/2018 13:11

In all fairness the year before it was in December

[shanklin] 22/11/2018 12:09

EC,

Any chance you could contact WATR please and ask them what is causing the TS to be delayed compared with last year?

Many thanks, Martin

[silverfern] 16/11/2018 15:51

As the company declares its earning in US$ and earns most of its money there, the UK's poor exchange rate does have a silver lining here

[effortless cool] 16/11/2018 07:06

Or maybe the week after, on reflection ....

[effortless cool] 08/11/2018 21:15

q3 update "in the near term", i am told by the company.

I interpret that as next week.

[onjohn] 06/11/2018 06:30

Is there a q3 statement this week

[kazoom] 05/11/2018 17:03

Yes, that and the fact there is an "artificial" short term excess demand for the stock.

It doesn't happen every single time, but more often than not I have seen spikes caused by SCSW tips fall back over the next few weeks (sometimes even days).

On the other hand today's move of c. 10% is quite small for a SCSW tip (unless there was a leak that it was coming last week) so maybe it won't be the case on this occasion.

Personally I would be wanting to wait a few days to see what happens.

[silverfern] 05/11/2018 16:03

Why do you think now is not a good time? Purely because the mms have put the price up in reaction to the article or what?

[kazoom] 05/11/2018 13:31

Just a small note of caution re the SCSW tip - the price spikes they cause are often quite short lived and I have seen in numerous cases the price fall back again over the next month or so. (It's also the case that most of the price rise is reflected in the opening price, so most people cannot buy at the tip price).

That's not to knock SCSW (if provable their medium term performance looks very good); but all else being equal (which of course it may not be if new material good news comes along) now would probably not be a good time to be buying.

All IMHO of course, no advice intended.

[nw99] 05/11/2018 13:19

SCSW nice tip

[metis20] 03/11/2018 11:44

WATR is the subject of one of the two main articles in November's SCSW - published today.

[masurenguy] 03/11/2018 11:43

Cheers EC - in Small Company Share Watch as I understand.

[effortless cool] 03/11/2018 11:34

Hopefully, Shanklin, but, as I say in the header, I "do not present the results with any great conviction yet".

Masurenguy - last year the q3 trading statement was on 2 November, so I am hopeful it will come out next week. Do you know where it has been tipped?

[nurdin] 03/11/2018 10:43

Finncap apparently forecasting 14.1c for 2019 rising to 16.5c in 2020.That makes for a somewhat rich rating of some 28x for 2019 at 310p...imo.

[masurenguy] 03/11/2018 09:36

Anyone know on what date the Q3 trading statement is due to be released? I've also been told that WATR has been tipped this weekend so that may provide a further uplift in the shareprice next week.

[shanklin] 23/10/2018 13:33

EC

So if we go for your 2019 estimate of US18.3c, we are down to a 2019 forward P/E of circa 17.5 which seems very inexpensive for the growth here. All IMHO.

If that were the outcome, the PEG based on EPS growth from 4.4c in 2016 to 18.3c in 2019 would be circa 0.3.

Lets hope the TS does not suggest something less good than this

[alter ego] 18/10/2018 14:52

I thought I had done well earlier in the week to take a stake here at 304 and then at 300 when the spread was very wide and I was turning down quotes to buy at 310 or so. If only I had waited a couple days. Hope you are correct EC regarding the q3 update.

[effortless cool] 18/10/2018 14:45

Meanwhile, I've added another £5k worth at 279p.

[effortless cool] 18/10/2018 14:43

Hi Shanklin,

I'm surprised by the continuing weakness here. The q3 update (expected c. 5 Nov) should, I believe, lead to a broker upgrade for 2018 and will hopefully generate some upwards momentum.

[shanklin] 18/10/2018 10:06

Hi EC

Added a few at 282. Hope this goes better than ZYT which has more recently looked like an accident waiting to happen and then happening.

[silverfern] 14/10/2018 13:17

Richard I've bought all the way up to 340p; average 140p. No-one calls the top or the bottom without luck; better you've had the insight to buy into a good solid growth company when their market value is still low.

[effortless cool] 14/10/2018 09:38

Hopefully it will look like the right time three years from now.