Water Intelligence Share Discussion Threads

[waldron] 08/8/2022 21:19

Consensus

Mean consensus BUY

Number of Analysts 3

Last Close Price 730,00 GBX

Average target price 1 421,25 GBX
Spread / Average Target 94,7%

High Price Target 1 560,00 GBX
Spread / Highest target 114%

Low Price Target 1 250,00 GBX
Spread / Lowest Target 71,2%

[waldron] 08/8/2022 21:16

Perhaps ext stop 925p if results good


September/13/2022 Interim 2022 Earnings Release (Projected)

[maywillow] 01/8/2022 07:44

4interest courtesy of

onehanded
1 Aug '22 - 07:28 - 159457 of 159457
0 1 1
wow Deepverge (DVRG) keeps growing, way undervalued.

Modern Water (part of deepverge) secures GBP2.1m projects for chemical wastewater and water desalination

All Membrane Brine Concentration projects in Asia and North Africa

DeepVerge plc (AIM: DVRG) subsidiary Modern Water, announces new orders worth GBP2.1 million using All Membrane Brine Concentration (AMBC) technology to treat technically challenging wastewater for chemical plants in India and provide desalinisation services in water starved North Africa. These orders are expected to be delivered in the current financial year and in 2023.

The projects will be undertaken with Ion Exchange (India) Ltd (BSE:IONEXCHANG), having specialist divisions focused on water engineering in Asia and recently appointed partner Al Amaq Holding Co , an engineering firm focussed on the North African market.

[waldron] 27/7/2022 06:16

Upcoming events on WATER INTELLIGENCE PLC


September/13/2022 Interim 2022 Earnings Release (Projected)

[dudishes] 26/7/2022 23:31

Forgive me if I swear!

first cottoned on 2019, on watch.

Malcolm Stacey (Shareprophets fame), was in @ maybe £4 could have sold at £12+ why did he not?

He has quietly pumped, I wonder why?

Like CLIG, WATR not a favourite with pi's, but I like the Co.

Good luck

[adrian j boris] 26/7/2022 10:35

Summary

The company has strong fundamentals. More than 70% of companies have a lower mix of growth, profitability, debt and visibility.

Overall, and from a short-term perspective, the company presents an interesting fundamental situation.

The company has a poor ESG score according to Refinitiv, which ranks companies by sector.

Strengths

The company is in a robust financial situation considering its net cash and margin position.

Over the past year, analysts have regularly revised upwards their sales forecast for the company.

For the last twelve months, analysts have been gradually revising upwards their EPS forecast for the upcoming fiscal year.

Analysts covering this company mostly recommend stock overweighting or purchase.

The difference between current prices and the average target price is rather important and implies a significant appreciation potential for the stock.

Analyst opinion has improved significantly over the past four months.

Over the past twelve months, analysts' opinions have been strongly revised upwards.

Predictions on business development from analysts polled by Standard & Poor's are tight. This results from either a good visibility into core activities or accurate earnings releases.

The group usually releases upbeat results with huge surprise rates.

Weaknesses

The company's currently anticipated earnings per share (EPS) growth for the next few years is a notable weakness.

The firm trades with high earnings multiples: 25.79 times its 2022 earnings per share.

[adrian j boris] 26/7/2022 10:33

Should You Be Adding Water Intelligence (LON:WATR) To Your Watchlist Today?

Simply Wall St
11 July 2022·3-min read
In this article:

WTLLF
0.00%

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even companies that have no revenue, no profit, and a record of falling short, can manage to find investors.

Sometimes these stories can cloud the minds of investors, leading them to invest with their emotions rather than on the merit of good company fundamentals.

Loss making companies can act like a sponge for capital - so investors should be cautious that they're not throwing good money after bad.

In contrast to all that, many investors prefer to focus on companies like Water Intelligence (LON:WATR), which has not only revenues, but also profits. Now this is not to say that the company presents the best investment opportunity around, but profitability is a key component to success in business.

Check out our latest analysis for Water Intelligence

How Fast Is Water Intelligence Growing?

If you believe that markets are even vaguely efficient, then over the long term you'd expect a company's share price to follow its earnings per share (EPS) outcomes.

So it makes sense that experienced investors pay close attention to company EPS when undertaking investment research.

Water Intelligence's shareholders have have plenty to be happy about as their annual EPS growth for the last 3 years was 51%.

That sort of growth rarely ever lasts long, but it is well worth paying attention to when it happens.

One way to double-check a company's growth is to look at how its revenue, and earnings before interest and tax (EBIT) margins are changing.

EBIT margins for Water Intelligence remained fairly unchanged over the last year, however the company should be pleased to report its revenue growth for the period of 44% to US$55m. That's encouraging news for the company!



Are Water Intelligence Insiders Aligned With All Shareholders?

It's pleasing to see company leaders with putting their money on the line, so to speak, because it increases alignment of incentives between the people running the business, and its true owners.


Shareholders will be pleased by the fact that insiders own Water Intelligence shares worth a considerable sum. Indeed, they hold US$30m worth of its stock.

That's a lot of money, and no small incentive to work hard. As a percentage, this totals to 27% of the shares on issue for the business, an appreciable amount considering the market cap.


Is Water Intelligence Worth Keeping An Eye On?

Water Intelligence's earnings per share have been soaring, with growth rates sky high. That sort of growth is nothing short of eye-catching, and the large investment held by insiders should certainly brighten the view of the company.

The hope is, of course, that the strong growth marks a fundamental improvement in the business economics.

So at the surface level, Water Intelligence is worth putting on your watchlist; after all, shareholders do well when the market underestimates fast growing companies.

We should say that we've discovered 3 warning signs for Water Intelligence that you should be aware of before investing here.

There's always the possibility of doing well buying stocks that are not growing earnings and do not have insiders buying shares.

But for those who consider these important metrics, we encourage you to check out companies that do have those features. You can access a free list of them here.

Please note the insider transactions discussed in this article refer to reportable transactions in the relevant jurisdiction.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.

This article by Simply Wall St is general in nature.

[dudishes] 26/7/2022 06:05

Was not happy with spread but in @ 594. I suspect some French friends involved, can be a good sign?

My 2nd street tiddler investment this year, losing but???

Is bottom fishing working? One will see soon.

cheers

[waldron] 11/7/2022 09:19

PROACTIVE



Jamie Ashcroft

07:52 Mon 11 Jul 2022



Galliford Try to boost water business with MCS Controls Systems acquisition

“This acquisition is an excellent strategic fit with our enlarged water business," said chief executive Bill Hocking


Galliford Try Holdings PLC - Galliford Try to boost water business with MCS Controls Systems acquisition

Galliford Try Holdings PLC (LSE:GFRD) has agreed to acquire MCS Controls Systems to bolster its environmental and water business.

The company detailed the acquisition - for which it is paying a nominal £1 fee – of Coventry-based MCS, which has 81 employees.

It told investors in a stock market statement that MCS is “an excellent fit” and the deal is consistent with the firm’s sustainable growth strategy. MCS's capabilities are complementary to its expanding environment business and also complements the previously acquired NMCN and Lintott Control Systems businesses, it added.

“I am delighted to welcome the employees, clients and suppliers of MCS to Galliford Try,” said Galliford chief executive Bill Hocking.

“This acquisition is an excellent strategic fit with our enlarged water business, brings highly complementary capabilities into the group and advances our sustainable growth strategy."

MCS generated some £10.1mln of revenue in 2020 (its most recent published financial results) to incur a £500,000 loss and at that time it had £2mln of net assets.

In order to acquire the business for the nominal £1, Galliford is to fund certain contractual liabilities incurred prior to the completion date of the acquisition to strengthen MCS's balance sheet and provide additional operational stability.

[adrian j boris] 16/6/2022 09:54

Water Intelligence acquires US plumbing outfit Shanahan Plumbing

Thu, 16th Jun 2022 09:28
Sharecast News

(Sharecast News) - Leak detection and remediation solutions provider Water Intelligence has acquired US-based plumbing company Shanahan Plumbing for $800,000 in cash.

Water Intelligence said on Thursday that the acquisition of Shanahan Plumbing, which has operations in both Connecticut and New York, builds upon its growing American Leak Detection in two ways.

First, the AIM-listed group's growth strategy includes increasing its range of solutions for its residential and B2B customers, while secondly, the group noted that in an inflationary environment, operating scale was "of even greater importance".

The purchase price includes all assets required to conduct operations, including trucks, equipment and licenses, and was based on Shanahan's 2021 statement of income of $1.9m in revenue and $200,000 in adjusted pre-tax profits.

Chairman Dr Patrick DeSouza said: "After four strong corporate finance transactions over the last eighteen months, the group has the balance sheet to support our growth strategy.

"Today's transaction puts capital to work in ways that not only reinforce our long-term strategy but also address short-run priorities for driving scale and operating efficiencies to offset inflationary pressures. Given strong market demand for our water and wastewater infrastructure solutions, we will continue to execute our business plan."

As of 0925 BST, Water Intelligence shares were down 0.14% at 709.0p.

Reporting by Iain Gilbert at Sharecast.com

[chester] 25/3/2022 14:38

I'm in for a few here .

[km18] 16/3/2022 16:49

...from last year...

Water Intelligence published its interims for H1 21 this morning. The numbers were pretty impressive, 44% top line revenue growth, with growth in all revenue channels. Profit before tax up 92% and at the top end of market expectations, statutory basic EPS up 72% to 17.2c, net cash at  -$2.01m. The share price has been trending up over the past 12 months as the company grows its profits and EPS and there is more upside to come to fundamentals as this impressive commercial performance extends. But valaution is extremely expensive with forward PE ratio around 55. The risk of correction on any earnings disppointment is therefore high. This is one to monitor for the being...

...from WealthOracleAM

[waldron] 21/2/2022 13:47

Water bosses ‘should have pay scrutinised’ after rivers found to be dirty

21 February 2022, 12:44

Just 14% of rivers in England meet food ecological status, a report from MPs found in January.

Water bosses whose companies dump sewage in the UK’s waterways should have their bonuses reined in, the head of regulator Ofwat has said.

In a letter to company boards, David Black said they need to ensure chief executives are given bonuses that “reward poor performance”.

“CompaniesR17; performance in some areas, most notably on the environment, risks eroding trust and confidence in the sector,” he wrote in a letter sent on Friday.



“We therefore expect companies to ensure that these outcomes are reflected in performance related pay for executive directors, including recognition of poor performance and any non-compliance with regulatory and statutory obligations.”

In January, a report from MPs on the Environmental Audit Committee found that only 14% of rivers in England meet food ecological status.

It placed blame on the Government, regulators and water companies for allowing “a Victorian sewerage system to buckle under increasing pressure”.

The letter from Mr Black reminded companies that while the current focus in the press and from MPs is on wastewater, tap water is also important.

Guidance from the Financial Reporting Council tells the committees that set pay levels for top bosses to use discretion and judgement, Mr Black said.

They also include the “need to ensure that pay outcomes should not reward poor performance”.

Mr Black wrote: “In a regulated sector such as water, we would expect to see clear evidence that this is happening as a matter of course, for example that you have discretion to recognise shortfalls that become apparent during the year, whatever the initial framework for incentives.”

He also said that if problems are discovered down the line, companies should be able to claw back cash from their bosses.

He added: “Given the current concern about environmental performance, including the current investigations into compliance with environmental permits, we urge remuneration committees to give particular consideration to the clarity of reasoning for any awards made in this area.”

By Press Association

[smithie6] 07/2/2022 13:10

Whatever replaces petrol, diesel, kerosene as a fuel for vehicles & airplanes I would assume/guess that it will cost more, since hydrogen etc all have to be made rather than just piped out of the ground for 'free' before separating into different types.

To make hydrogen needs quite a lot of power I assume, which is then released when it is burnt.

Hydrogen, has to be used with care, recalling the Hindenburg. Although storing as a liquid in a metal tank is very different than just a thin rubberised textile holding a gas.

----
If you infer that water is needed to make hydrogen, fair point.
But is it 3/4 of the world's surface that is covered by water ?. There is lots of water, sure, its salty water !. Perhaps locate big hydrogen plants next to the sea & next to any existing water purification plants ?
If there is energy to make hydrogen then surely there will also be energy to desalinate sea water, 'if' it needs to be de-salinated first before making hydrogen & oxygen from it.
Making hydrogen & oxygen from water, that sounds like a risky place to work !!

[waldron] 07/2/2022 10:50

good point Smith

but alas what will replace oil once oil gone

[smithie6] 07/2/2022 10:46

"Water at some stage will become the new oil"

Nonsense imo.
Water is in a cycle. You use it & surprise surprise, X weeks/months later you get to use it again, & then again.

oil, is very different, you burn it once & it is gone.

[grupo] 07/2/2022 10:14

Water at some stage will become the new oil

enjoy your week EC

[effortless cool] 07/2/2022 09:57

An encouraging FY trading update this morning. The net cash position, in particular, was surprisingly strong.

The FY figures were, as I expected, well ahead of broker consensus. Both brokers have upgraded 2022 forecasts this morning, although both still look very prudent to me.

[smithie6] 25/1/2022 12:30

Nasty fall from £13 to £8.5

[bulltradept] 24/1/2022 12:57

Can't even buy 100 shares at the market atm.