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Share Name Share Symbol Market Type Share ISIN Share Description
Water Intelligence Plc LSE:WATR London Ordinary Share GB00BZ973D04 ORD 1P
  Price Change % Change Share Price Shares Traded Last Trade
  0.00 0.0% 510.00 2,288 08:00:00
Bid Price Offer Price High Price Low Price Open Price
500.00 520.00 510.00 510.00 510.00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 24.40 1.78 8.82 58.0 90
Last Trade Time Trade Type Trade Size Trade Price Currency
15:12:00 O 186 505.00 GBX

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Date Time Title Posts
29/10/202009:28Water Intelligence - The Long Story561
22/6/201712:22Water intelligence (post QTI)159

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DateSubject
28/11/2020
08:20
Water Intelligence Daily Update: Water Intelligence Plc is listed in the Software & Computer Services sector of the London Stock Exchange with ticker WATR. The last closing price for Water Intelligence was 510p.
Water Intelligence Plc has a 4 week average price of 445p and a 12 week average price of 325p.
The 1 year high share price is 538p while the 1 year low share price is currently 252.50p.
There are currently 17,634,784 shares in issue and the average daily traded volume is 12,259 shares. The market capitalisation of Water Intelligence Plc is £89,937,398.40.
27/10/2020
20:23
thewheeliedealer: Hi all, My mate Peter @Conkers3 and myself did a ‘Twin Petes Investing’ Podcast a few days ago and part of our discussion includes WATR which I hold myself. We also chatted about loads of other Stocks and Ideas for research, and the outlook for Markets and as usual a fair bit of educational stuff with regards to Investing which this week included the concept of ‘Badwill’ and a lot on how we seek out ‘under the radar’ stocks. Anyway, if you use Apple, Audioboom, Overcast or Spotify you can find it under the 'Conkers Corner' Channel (you want Podcast TPI 34) and you can find it on Soundcloud at the link below. I hope you enjoy it and find it useful, Cheers, WD @wheeliedealer hTTps://soundcloud.com/user-479955511/conkers3-wheeliedealer-34-how-to-find-winning-stocks-ixi-g4m-rmg-sdi-rec-elix-gsk-ai
22/10/2020
08:37
effortless cool: Another positive announcement from Water Intelligence (LON:WATR) this morning, having signed up a further national insurer for their services. The first of these national insurer contracts was signed in 2017 H1; this is now the fifth such arrangement and the second of 2020 H2, indicating that their investment in Salesforce workflow management technology is paying rapid dividends. Interestingly in that regard, the RNS also tells us: "in addition to the formal nationwide account structure, the Company is continuing to grow its base of insurance customers across the US at local levels". These local (usually state-level) insurers have significant market share in the USA, so this is an important market to capture, too. The insurance business is lower margin than direct business but is, in my view, key to maintaining rapid growth and further strengthening their national stranglehold on leak detection.
14/10/2020
07:32
effortless cool: Ironic for a business centred on fixing leaks, that the price action over the few days preceding this unexpectedly early announcement suggests that it is, itself, a bit leaky.
19/8/2020
07:28
effortless cool: Another good announcement from Water Intelligence (LON:WATR) this morning. They have signed up another US national insurer - their fourth - to deal with their water-related damage claims. This provides additional revenue for both its corporate and non-corporate franchises and, importantly, further strengthens their nationwide grip on this sector - "widens their moat". https://www.investegate.co.uk/water-intelligence--watr-/rns/new-national-insurance-customer/202008190700065094W/
21/6/2020
17:45
effortless cool: Picking up on few previous challenges raised by zipstuck ... Post 527: The capital gain from investment in Entertainment AI went through "other comprehensive income", so did not contribute to profit or EPS. Post 534: WATR did not, in fact, spend $2m in q1, they changed their definition of net cash. At year-end, it was based on cash less borrowings, whereas at q1 it was based on cash less borrowings less deferred payments for acquisitions. The new measure is superior, in my view. On a like-for-like definition, net cash hardly moved over the quarter. Post 539: Even after allowing for the two large reacquisitions in 2020 H1, I don't see cash falling below $2m (assuming no change in borrowings) so, absent further corporate activity, I can see no reason for another placing.
05/6/2020
17:07
faz: I think the strategy in the US is to acquire or reacquire the franchises, use scale e efficiencies and branding to build market share and there you have a core sellable business. This is some years away imho. In the interim the international business and add-on services can add value if chosen well.
24/2/2020
21:26
thewheeliedealer: Hi all, My mate Peter @Conkers3 and myself recently recorded a Podcast in which we discussed WATR and lots of other stuff. The link below takes you to the Podcast on Soundcloud but you can also find it under the ‘Conkers Corner’ Channel on the Apple and Audioboom platforms and you want Number 17. I hope you like it, regards WD. hTTps://soundcloud.com/user-479955511/conkers3-wheeliedealer-17-the-coronavirus-50-bagger-stock-watr-ketl-ncyt-itm-rch-ixi
12/9/2019
06:10
shanklin: La Forge Having been in contact yesterday with WATR, Alliance News are 100% incorrect in stating that: 'As part of the investment, Water Intelligence will grant a royalty-free global licence to Entertainment AI "for the field of use of sustainability and home services audiences in respect of water and infrastructure".' Specifically, my understanding is that as well as taking a percentage stake in the newly set up company, WATR have the right to use EAI's technology to help sell anybody's products in the "field of use of sustainability and home services audiences in respect of water and infrastructure". "Royalty-free" means that as and when WATR achieves a sale, WATR can take the cut its agreed with whoever's product it has sold and there will not be any obligation for WATR to pay anything to EAI. The EAI technology is apparently very clever in terms of directing people doing searches to videos that will facilitate sales through WATR. FWIW, I only contacted WATR for clarification because IMHO this part of the RNS is very unclear.
02/5/2019
12:06
someuwin: WHIreland... "Water Intelligence (WATR) – Corporate – Third top US insurance company contract signing fuelling further strong growth momentum Market Cap £44.1m Share Price 335p WATR is an international leader in precision, minimally-invasive leak detection and remediation in both drinking and waste water, using highly advanced solutions such as infrared and acoustics and which continues to expand its technology offering. The company has been proactive and imaginative in opening up insurance channel sales as a meaningful driver for the business in recent years, and all the evidence suggests this has been a vibrant and meaningful trigger for growth since the first top-5 US provider was signed up by WATR in February ’17. The client acquisition momentum has also been good, with a second major signing (top 5) in January ’18; and we expect that this morning’s signing of a third major client will be another accelerant to the already strong growth. Already, insurance channel sales have nearly doubled in recent years, and the whole development of the insurance opportunity by definition opens up a very large US market in which WATR remains the only national player. The differentiated model – advanced technology integrated into multiple and efficient delivery channels – offers meaningful opportunities, while selective franchisee reacquisitions are also adding to the growth momentum and optimising the group’s capital structure. 50,000 pinpoint detections already on a national structure basis demonstrates further the strength of the proposition. The scope to grow this channel significantly, in the US alone, is reinforced by the article referenced in the announcement that states that insurers face annual claims of over $13bn for water damage with one in fifty homeowners filing a water-damage claim each year. This also reinforces the trend towards “InsureTech221; products with Water Intelligence well positioned to provide solutions to homeowners. We expect today’s positive news to be followed by further encouragement when WATR reports FY2018E, with strong proactive and reactive growth and hence share price upside. We view the company’s advanced technology as a key differentiator against typical support services companies, and one which deserves recognition from a valuation perspective. The company’s strong year-end update on March 12th demonstrated the scale of the growth momentum, with FY18A sales at +44% and a 14% beat to PBTA expectations. The strong update led us to upgrade for the current year by as much as 9%. We also expect continued reacquisition news, and note that with detailed knowledge on the part of WATR of the characteristics of each franchise, these are low-risk and high-return opportunities. The strong perpetual royalty stream is among features which underpin a SOTP / DCF-based, fair value estimate of approximately 475p, approximately >40% upside on the current price"
12/3/2019
08:49
someuwin: WHIreland... WATR is a leading and geographically diversified specialist in precision, minimally-invasive leak detection and remediation in both drinking and waste water. Technology-led, the business uses solutions such as infra-red and acoustics and continues to expand its technology offering – a key differentiator against typical support services companies. The business has been a consistent performer with a history of delivering and exceeding expectations, although the share price, latterly, has marked time. WATR has today reported an FY18A PBTA result which is a 14% beat to expectations; and while the rating could be seen as high in the context of Support Services, the valuation should be seen in the light of similar franchise businesses and technology-led companies, reinforced by strong structural growth characteristics (see below). Strong results disclosed this morning show FY sales growing 44%, demonstrating growing momentum and ahead of the already strong Q1-3. No one-off, this continues an accelerating and compounding trend over the past three years, which we expect to be maintained. Insurance channel sales have nearly doubled and this momentum notably shows every sign of carrying on, opening up a very large US market in which WATR remains the only national player. The differentiated model – advanced technology integrated into multiple and efficient delivery channels – offers meaningful opportunities, while selective franchisee reacquisitions are also adding to the growth momentum and optimising the group’s capital structure. Positive update highlights value This morning’s update highlights the strength of revenue growth in FY2018E, at 44% overall, showing that the momentum continued to accelerate in Q4 after the business posted 40% YoY revenue growth in Qs1-3. Net cash was an upside surprise at $US2.5m (vs. $US0.2m expectation). The shares remain well below their recent highs of 450p and share price targets in the market of 425p previously were based on forecasts prior to this morning’s upgrades. Corporate stores grew 72% YoY This morning’s update shows Q4 corporate store (self-delivered) growth accelerating from already strong H1 levels (+47%). While abetted by reacquisitions, this level of growth also demonstrates the internal momentum in the business. Revenue and profit opportunities Growth is both organic (underlying), as the new insurance channels deliver, and proactive, with WATR driving profits on the back of selective acquisitions of its franchisees, while still increasing royalty income. With a massive market to penetrate, as a national organisation, WATR is able to cross-sell effectively. Fundamentals are strong, with US insurers paying out $US13bn for leaks in ’17, while WATR’s royalty stream is effectively perpetual. We expect 24% earnings growth in the coming year before further reacquisitions. Unique and successful model provides distribution platform WATR operates a successful model bringing together diagnostic technology and service delivery while operating alongside stores where it is its own provider (“corporate221; stores) and a >100 franchise national US network. Valuation / upside We expect today’s good update to be followed by further encouragement when WATR reports FY2018E in detail; we expect strong proactive and reactive growth and hence share price upside. We expect continued reacquisition news, as well as further commercial partnerships, giving upside to forecasts. In addition we note the strong perpetual royalty stream which underpins a SOTP / DCF-based, fair value estimate of approximately 475p, approximately 50% upside on the current price.
Water Intelligence share price data is direct from the London Stock Exchange
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