If only i were making 600k a year, looking this good and slacking off at my job, then...yes. I agree that a change will only come off a good Market strategy. But, we have yet to see Phill announce anything.
Now, don't get me wrong, i think this is a really good product but you have to see practical implementation of Leakfrog. Let's say for arguments sake that 70% of the UK household are customers of Thames Water, considering their ttrack record i do not see Thames Water putting a unit at every house. It's just not cose effective for TW and will drive the price up of operations. However, i DO see commercial implementation, therefore, reflecting the size of order QTI had from TW. Your inclination that consumers will switch providers (reliance on TW will diminish) is not realistic either. I don't think that this a dog with fleas either. It will see growth but in a long run therefore my trade opinion for others is to HOLD.
PS- ALT, SOLG, NSB, NSR, VYKE, VOG .....take yr pick
Even booting out Jane Cavannah will not do this one good. Since there are major failures with production lines. Esp putting too much faith in PS3 Console and ignoring popular platforms as Nintendo. Previously Jane Cavanah suggested that Sony brings down the price of its console (LOL, Something that Sony will NOT consider). Share price took a nose dive from 500 to 48 due to mismanagement. Finance director Phill Rogers has a long way to go,undoing before this one will make any money.
Yesterday Good, Today Not Sooo Good25 Jan 2008 18:54
There doesn't seems to be an aggressive management strategy for this technology. Product seems good but considering Thames Water, this is def a long term one, something i don't have the time or energy for, so i got out at 2.50. I DONOT expect this one to go up too fast. --Reason- Thames Water as a firm sucks. Decades of cockups are stil pending.