REDSOX28 Jan 2008 10:35
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