Water Intelligence Share Discussion Threads

[silverfern] 16/11/2017 16:33

I keep topping up - at least 25k now, from 70p to 140p. As the share is pretty illiquid I treat it as sunk money. If success continues, we should get more trades.

[meganxmas] 16/11/2017 13:29

Thanks ... Is a long term hold this one. Will watch a wee while and look to add a last 5k shares at some point.

[effortless cool] 16/11/2017 12:54

Welcome to WATR, meganxmas.

[meganxmas] 16/11/2017 12:06

Should have added that just bought two lots of 5k shares

[meganxmas] 16/11/2017 12:06

like the look of this ... Consistent and growing cashflow from franchisees. inVestment in owned franchises growing. Excellent developing relationship with Thames water and other UK water bodies ... Look at their website. Very bullish update statement consistent with what being said over the last year. All in all I think about to enter a sustained period of good growth well beyond market forecasts ... Which are scarce. Sensible p/e as well and looks like no need for fundraising s.

[silverfern] 16/11/2017 09:25

18 months ago not 198, EC! I work in tax so of course numbers can be changed at will. ILeeman, the price tends to rise on trading news and fall away in between. So buy the dips. However the most recent dip - to 130p rather than 110p - shows investors unwilling to part with shares imho just because of a tree shake. Looking good.

[ileeman] 15/11/2017 19:39

Bought a few more over recent trading days. Market cap looks cheap and like the growth factor/fundamentals.

Chart looks ready to pop all time highs soon. Lovely bowl on the chart, already tried to break it a few times.

At worst maybe it needs to fill the gap (circled) but think it goes much higher soon. 175p-200p after 150p breaks.


free stock charts from uk.advfn.com

[effortless cool] 14/11/2017 21:23

Thanks, silverfern. It's rare that I believe I've spotted a possible multibagger so, when I do, I go for it properly. Plus, the reliability of the franchise incomes seems to significantly limit downside risk here.

No. I haven't met the management.

Are you sure you invested 198 months ago? 16 and a half years?

[silverfern] 14/11/2017 13:34

This year has mainly been a consolidation, delivering on a near-term strategy. I expect a bit more activity next year and I hope they become more adventurous. I do like ECOol's updates - you have enough skin in the game with £120k invest here! I spoke briefly with the co secretary before investing 18 months ago- have you or anyone else had dicussions with the Board recently?

[ileeman] 10/11/2017 15:04

Bought some more at 149p.

[ileeman] 06/11/2017 16:45

Nice update last week and great looking chart.

Started buying a few, looking to add a few more at the right price.

[effortless cool] 05/11/2017 09:01

I have added an update to the header to reflect the q3 trading statement.

[silverfern] 02/11/2017 19:18

not seeing that price again! Glad I bought more last week.

[rathean] 02/11/2017 15:22

If they could manipulate the price back to 100 as an entry point that'd also be great...

[rafieh] 02/11/2017 15:06

RatheanIt appears MMs have taken on board your criticism about the large spread!

[rathean] 02/11/2017 14:27

Wow, why is the spread 13p!?

[effortless cool] 12/9/2017 11:31

One month and one year price/volume charts added to the header.

[mysteronz] 07/9/2017 14:06

As noted in the 2016 Statement, we continue to believe that the milestone of $20 million in annual sales for Water Intelligence may be within sight at year-end 2017, up from $8.84 million at year-end 2015.

That would really be some growth.

Once again a muted response from the market for a company that made an operating profit for just half the year of $1m against an EV (including net debt plus future deferred payments) of c£18.5m

[mysteronz] 07/9/2017 07:23

Basem they've been saying that all along, operational gearing will kick in soon but good luck :)

[effortless cool] 07/9/2017 07:21

Exactly what they told us in the last trading update, in fact.

[basem1] 07/9/2017 07:13

Massive sales growth but doesn't seem to be going to the bottom line. I'm topslicing a few today.

[thewheeliedealer] 01/9/2017 22:19

Hi EC,

Thanks for that info - as I mentioned in my Blog the Plain Sight thing was confusing me a bit and what you say has helped clear it up. I am fairly new to WATR so it is very helpful to get some more detail from an 'old hand' !!

Good idea on the ALD link - as I stated I was very impressed by the Customer Facing website (although the actual WATR one is a bit average) and good to know they have clearly made a lot of effort here.

Cheers, WD

[effortless cool] 01/9/2017 11:30

Thanks, TWD. I have added the link to the American Leak Detection website to the header.

Note that there is an error in your analysis in that Plain Sight is not a subsidiary of WATR. In fact, WATR does not own any shares in Plain Sight. Plain Sight is a major shareholder in WATR, however, and several of WATR's directors have significant interests in Plain Sight. WATR has a royalty deal in place for water-related technology developed by Plain Sight and used by WATR.

[thewheeliedealer] 31/8/2017 22:14

Hi all,
I bought a few WATR the other day and scribbled a blog about the Stock and why I bought it. You may find it helps figure out if WATR is worth a look:



Hope it helps, cheers, WD

[silverfern] 23/8/2017 19:00

Yes, I bought another 1000 today - couldn't get a deal for more, which is a bit galling since they consolidated the share to presumably deliver more liquidity (for give the pun) .