Member Info for CEOAdam

295p yep dead.

I can't cheer you up. Your 90% negative. So this must be dead in the water.

I can't see this dropping below £50m market cap.

I understand fully. Keep posting your frustrations. It's good to try to answer them. Keeps the board slightly alive.

Taser you have put up the longest posts not to own this share. Do you still hold? If so why?

Taser, I respect your long-term view and frustration — it’s been a tough ride from the highs. But just to be clear: I’m not regurgitating “company literature.” I’ve read the numbers, the RNSs, and the broker notes. I’m forming a view based on evidence, not promises.

Let’s break this down.

1. Yes, the company overpromised in 2023–24

Totally fair criticism. Salesforce rollout was delayed. Training pipeline slower than hoped. They did miss timelines. But missing timelines doesn’t mean the business is broken — it means it’s in execution mode not hype mode.

2. The TES model is not just buzz — it's live now

Dallas is operating at 30%+ margin — direct from the RNS. That’s not a future “hope,” it’s a working site. StreamLabs partnership is real. These are the building blocks of platform scale — not PR fluff.

3. House broker forecasts (Canaccord) are cautious — that’s their job

They often base 25E and 26E numbers on lagging data. Their last forecast was before the full Dallas Template rollout and Chubb deal were integrated. You know how this works — house brokers can only upgrade once the numbers start showing. That’s how broker compliance works.

4. Management buying? Agree — would help massively

Totally with you. Nothing inspires confidence like insiders backing it. I’d love to see that change — and yes, the buybacks have been underwhelming in scale. But still — they’re buying at 340p, not dumping at 305p.

5. The share price decline ≠ business decline

We’ve dropped 100p in a soft AIM market, low liquidity, no big institutional flows. But:

Revenue is still up 120% in 5 years

EPS is up from 2020 despite dilution

Debt is under control

Margins are holding

Recurring revenue is being built

You said: “There’s a way back — but only with great interims.”

I fully agree. But that’s exactly what I’m betting on. Fundamentals first, price later. And if they hit the plan, the rerate will come — with or without PR hype.

30 June 2025 FROM RNS:

With Dallas, we have added a leadership team for ALD that has built a $6 million revenue business at 30%+ margin. Applying that ‘Dallas Template’ to all 45 corporate units and our franchise system will create significant upside for our organic growth trajectory.

There’s a lot of doom and gloom in this thread, but let’s not ignore what Water Intelligence just secured — a strategic partnership with Chubb’s StreamLabs.

This isn’t a small bolt-on. Chubb is one of the largest property insurers in the world (over $200B market cap), and StreamLabs makes smart water monitoring tech. The partnership allows WATR to:

Resell StreamLabs devices at preferred prices

White-label them alongside ALD’s leak detection and repair

Get customer data rights for recurring subscriptions and aftercare

Launch video commerce for upselling in-home solutions

This transforms WATR from a reactive leak repair business to a recurring, tech-enabled smart home utility. It’s a step toward recurring revenue, higher margins, and sticky customer relationships — exactly what markets reward.

Criticising the buybacks or lack of flashy contract RNSs misses the point. The platform is being built. Execution takes time, but the long-term potential here is clear:

Revenue up 120% in 5 years

EPS up nearly 40% since 2020 (even with dilution)

Debt under control (Net Debt/Adj EBITDA: 1.1x)

Dallas now running at 30%+ margin, and being rolled out across 45+ units

This isn’t PR spin. It’s in the RNS — and Chubb doesn’t partner with “poorly managed” companies

I can't see this dropping much past 50m market cap. Too cheap.

Why are you so keen on dividends? I would rather them reinvest and expand. Like they are doing.

Its dying a slow death.

I have just bought a load on this dip. Any further drop and I will buy more.

Worth highlighting again: WATR has now issued 18 buyback RNSs since March 2024.

At an average of 5,000 shares per RNS and a typical price around 345p, that’s:

~90,000 shares repurchased

~£310,000 total spent

Shares held in treasury, reducing float and dilution

This is a strategic, consistent buyback programme — not a one-off stunt. Would I like it to be bigger? Sure. But let’s not pretend it doesn’t exist.

People keep asking, “Where are the new contracts?” — but that’s missing the point.

We don’t need big new contract wins right now. There’s plenty of work already in the pipeline, especially in the U.S. The real bottleneck is training and scaling — not demand.

The CEO has been clear: as fast as they can train staff, the work is there waiting. It’s not a sales issue — it’s an execution and delivery phase. Infrastructure needs aren’t going anywhere, and leak detection remains in high demand.

Yes, communication could improve — and yes, investors want to see results. But suggesting the business is stalled just because there aren’t new RNSs is short-sighted. The real inflection point will be when capacity catches up with opportunity.

I get that people are frustrated. But some of the doom talk here completely ignores the fundamentals.

Revenue has doubled in five years — up 120%.

EPS is up nearly 40% since 2020 — and that includes dilution from the 2021 fundraise.

EBITDA margins remain strong, even with inflation and expansion.

The Dallas Template is already delivering 30%+ margins, and they’re rolling it out across 45+ units.

They’ve launched recurring revenue through StreamLabs, moving toward a smart home utility platform.

Debt is well managed — Net Debt to EBITDA is only 1.1.

They’re even buying back shares at 340p — not something you see from struggling businesses.

Yes, the share price is down from £13, but the business is fundamentally stronger than it was at that peak.

If you're only looking at the ticker and ignoring the operational progress, you’ll likely miss the inflection point. That’s how the market works. First they ignore it, then they re-rate it.

And if the price does come back — a lot of people will be chasing it at 500p+ again, just like last time.

Seems to be some good support for the share price. Moving up nicely

4% Revenue Increase Q1. This could work out at a 16% at year end.

Did you know Water Intelligence plc is already active in five countries — including the UK, US, Ireland, Australia, and Belgium — and targeting global water infrastructure markets?

While the market sleeps on it, this AIM-listed company has quietly grown its group turnover to ~£70M, with a clear strategic goal to hit £200M+

Its flagship subsidiary ALD operates across North America, including Canada, while newer bolt-ons like Wat-er-Save (UK) and Feakle Gas & Plumbing (Ireland) are profitable and positioned for utility compliance work.

With innovations like Pulse™ sewer diagnostics and LeakVue detection, and operations now expanding in Australia and Europe, WATR may be one of the most overlooked global water infrastructure growth stories today.

Global base: USA | Canada | UK | Ireland | Australia | Belgium

Target: £200M turnover | Current: £70M+

UK Potential:

Total UK sewer network: 500,000 km

Estimated survey charge: £5,000–£6,000/km

Surveying all of it = £2.5B–£3B total addressable market

Global Potential:

Global sewer networks run into millions of km

Many countries face crumbling infrastructure and regulatory pressure (EU Urban Waste Water Directive, US EPA Clean Water Act)

EU projected to spend €290–€476 billion by 2030 on water infrastructure

The US has already committed $50B+ under the Bipartisan Infrastructure Law

Australia and Canada also undergoing utility reform and modernization

If Pulse™ captures even a fraction of international network diagnostics, this platform alone could represent a £100M+ revenue stream over the next decade, with scalable margins and limited hardware exposure.

He UK is leaking 3 billion litres of water a day — and it's only getting more serious.

We’ve just had one of the hottest and driest UK springs on record!!!

According to Ofwat, that’s about 20% of our total water supply vanishing into the ground through damaged and aging infrastructure. That’s the equivalent of over 1,200 Olympic-sized swimming pools lost every day.

Now consider this:

Climate change is putting massive stress on water reserves

Demand is growing, yet supply is leaking away

This isn’t just an environmental concern — it’s a national infrastructure crisis.

Companies like Water Intelligence plc (WATR) are becoming more relevant than ever. Their Pulse™ technology helps utilities detect and diagnose leaks 10× faster than traditional methods — a game-changer for a country under pressure.

The future of water isn’t just about supply — it’s about saving what we already have.