Water Intelligence Share Discussion Threads

[effortless cool] 19/5/2019 11:10

Thanks, Glaws2. At least I know not to wait on it now.

[glaws2] 19/5/2019 08:34

I did ask Pat about the Q1 update - his view was that they had adequately covered it in the final results - he highlighted this bit

"We have momentum financially and operationally and we have accelerated our efforts during the first third of 2019 across all business lines that form our strategic plan: We have signed another major insurance company partnership to feed the growth of our franchise royalty base; sold new franchises; closed three strategic reacquisitions of franchises; reaped strong organic growth across corporate locations; expanded of our municipal business, particularly in the U.S.; and unveiled a new proprietary technology product for diagnosing sewer blockages. These wins will reinforce our financial performance not only for 2019 but also for 2020 and beyond. We and our stakeholders are ready for the exciting journey ahead"

The presentation was very upbeat. The scaling of the business reminded me of the transformation that ABDP went through.

[effortless cool] 17/5/2019 06:13

Well, so much for that theory. I do think they have missed a trick here.


Effortless Cool15 May '19 - 20:45 - 402 of 405 Edit 0 2 0

WATR presenting at Mello on Friday, so I expect the q1 update either tomorrow morning or Friday morning, ahead of that.

[sarkasm] 16/5/2019 08:40

LOOKS LIKE THINGS WILL GET BETTER ALL THE TIME

HERES HOPING WATER WILL BE THE NEW OIL

[effortless cool] 16/5/2019 08:09

Hi Martin,

I have been away on holiday, hence the lack of any meaningful contribution recently. I am working on the reforecasts presently, although I will likely wait until I have the q1 update before posting.

All the best.

[shanklin] 16/5/2019 06:38

Hi EC

Hope all is well with you?

Will you be updating your forecasts on this thread, using your revised model, following the results and forthcoming update please?

Thank you, Martin

[effortless cool] 15/5/2019 19:45

WATR presenting at Mello on Friday, so I expect the q1 update either tomorrow morning or Friday morning, ahead of that.

[montyhedge] 15/5/2019 16:06

bbm
Just read that article, put me off completely. Good luck who took these in a placing.

[montyhedge] 10/5/2019 18:49

Certainly cashed in on the very high shareprice. Good luck to them.

[silverfern] 10/5/2019 12:48

A small fundraiser: £3.2m and I would expect they know what to do with it. SO far acquisitions have been earnings enhancing but in the background they have been in investing in technology. WE'll see how this pans out. Also, the funds raised were at today's mid price. A coincidence perhaps. ANyway they don;t hang about.

[shanklin] 10/5/2019 06:51

Thank you Glaws2

[glaws2] 10/5/2019 06:25

Only he's not coming - the speaker is listed as Adrian Hargrave (VP Corporate Development)

[shanklin] 10/5/2019 06:23

With Water Intelligence (LON:WATR) presenting at Mello next week, it sounds like there will be no shortage of questions for Patrick DeSouza

[silverfern] 09/5/2019 20:51

MOnty, I remember you well from Microfocus where you vacillated from long to short like a clairvoyant, only a week late. the price is beginning to reflect the company's prospects; there's companies like Fevertree that disrupt the marketplace and have far more exponential values than WATR. WATR is bringing together a range of USPs to drive business in a relatively still pond. ANd it will save customers money whilst making its own. I'd say fair value now, but in two years....DYOR

[montyhedge] 09/5/2019 19:10

Share well up with events even after today's fall.

[fastbuck] 09/5/2019 17:42

Anyone got a copy of the WH Ireland note today, unfortunately they presumably moved from Finncap that used to provide their research FOCLooking forward to seeing them next week at Mello, long term holder

[masurenguy] 09/5/2019 16:25

A little profit taking but on a minuscule volume of 106K shares traded. This is less than 0.75% of the total shares in issue. However, small volumes can often have a disproportionate impact upon very illiquid stocks, as demonstrated today.

[waldron] 09/5/2019 09:09

First Third of 2019 and Outlook

We have taken advantage of these attributes to accelerate the pace of execution during the first third of 2019. We have achieved wins for every part of our business plan. First, we have continued to expand the core ALD franchise business and our royalty income base by closing our third major insurance company partnership to feed our business-to-business channel. Second, after making our franchise System more valuable through reacquisitions, we have begun to sell franchises again thus adding high gross margin revenue and profits. Third, we have continued to unlock shareholder value through the strategic re-acquisition of franchises: Ontario, Canada; South Atlanta; and Orlando, Florida. As indicated, reacquired corporate-operated locations continue to achieve strong organic growth. Our WII subsidiary has won additional strategic municipal contracts to help grow the upper northeastern part of North America: Eastern Michigan; Upstate New York; Ontario, Canada. These wins during the first third of the year will add critical mass and momentum to the development of our operating platform. As we roll-out our new technologies during Q2 and Q3, we will be reinforcing our brand definition setting the stage for further acceleration as we head into 2020.

We are excited by the prospects for 2019. Our products and solutions cultivate a technology profile for the marketplace. We see ourselves in this light and not in traditional analyst categories such as "support services." To date, water management has lagged behind other aspects of the smart home such as information, gas and electric. We aim to change that and seek to capitalize on the "Insuretech" opportunity. Our technology profile and recurring income from royalty and business-to-business channels enable us to navigate towards a higher valuation multiple based on our asset characteristics.

We remain confident about delivering on our vision to create a world-class water infrastructure services company. The addressable market is huge and technology is transforming the nature of solutions. We are in a great position to help lead change with respect to a natural resource that is precious and inspires passion.

Dr. Patrick DeSouza

Executive Chairman

8 May 2019

[pj0077] 09/5/2019 08:38

Organic growth 5.7%P/e 35xShare price headed lower.. much lower

[silverfern] 09/5/2019 06:48

Good morning results day, and looking good !

[sarkasm] 06/5/2019 07:55

LOL

DISCUSS THE PE AFTER THURSDAY

ALL QUIET ON THE WESTERN FRONT HERE

NO NOT TRUE TRUMP HAS UPSET THE CHINESE

[expletive deleted] 06/5/2019 07:53

No, in two years time 28, and most likely much lower if it maintains current momentum on top management bottom line.

[montyhedge] 06/5/2019 07:40

So in two years times p.e 33, all I'm saying shareprice way ahead of events.