Member Info for Weathergeek

Modern Water is pleased to announce that it has secured the sale of its largest single order for 20 Microtrace® PDV ("PDV") units and 7 sets of related consumables in China. The total value of the order is CNY3.56 million (c£410,000). Following a directive from the Sichuan Department of Ecology and Environment Office, the new PDV units, which measure trace metals in water, soil and food, will be used to improve the province's emergency response to environmental emergencies and overcome a shortfall to provide comprehensive analysis on water quality.

Simon Humphrey, CEO of Modern Water, commented:
"Following the 2019 launch in China of Modern Water's award winning Microtox LX laboratory water testing unit and the recent confirmation of the 10 industrial scale Microtox CTM units to be shipped in the 3rd quarter, yet another milestone order size and value for 20 of our new Microtrace PDV portable water contamination test units increases Modern Water's exposure to water health and safety in China.

"All Modern Water equipment require consumables and have the option to be upgraded with AI-As-A-Service offering predictive water contamination alerts based on accumulated historical data that may contribute to increased revenue per client."

Nice news from our partner this morning..

****************************/rns/announcement/08c740c6-d13c-43a1-8f6f-83f4eb37d058/

There will be plenty more of these coming this year. Great work MWG

CF looked after the retail investors. Got every share I asked for although I was very early. Nice use of my self employed furlough money :) Should help me through the year!

Was a serious pump and dump around that spike. I traded it quickly and took profits when my stop was triggered. Hard to tell with these AIM companies whether there really is any value to what they say they have. The odd one gets it right!

Trend is going the right way, from 100% sell to 16% buy, That's some movement, this one can jump when it goes. One day those assets will be realised or It will end up gone. Risky but with the price of oil at the lows this one went down to so good upside when a recovery takes place. I've only ever traded this one. It's a punt when it's cheap and can get pumped and dumped so be careful ;)
https://www.barchart.com/stocks/quotes/BOIL.LN/opinion

Placing is sold out already, Was by 8.26 I was told. Hold for gold ;)

CF Is so heavily invested here also and he's playing it very well. He will have made some new friends indeed and he was wise enough to know the share price will hold. He even was telling investors not to invest when it was 6p until the seller was gone. One of the best CEO's I've seen on AIM.

Panic over, same account code so gave the right one!

Damn!! Time to contact Halifax and see if i can get them in my standard account. May have missed them, I didn't sell what i had thankfully!

Anyone know if you can apply for more than one account with Primary bid? Went with my ISA for that, hope i was quick enough!

So I just tried to grab some in my SIPP after applying in my ISA. Hargreaves Lansdowne just told me its closed already.

One of the simplest investments I've made. All was clear, there is a seller, buy now and wait.. Very happy with Cathal and team.

Lol, Cleared there first batch of the day maybe.. Bought a few more today under 0.025.
One day the seller will be cleared and we will all be very happy!

Boom indeed! Was in here at .049p Knew I should have bought more.. haha. Still very happy and still see huge upside. Was 1.5p in my SIPP when I bought there. Great turn around happening here. Plenty more to come to.

Set a limit sell slightly lower. Have much more success with those when its hard to buy or sell. One of the lucky one's who is up quite nicely with this one. Looks like it will get easier to sell as the momentum continues.

Yesterday was a better day to. Almost topped up yesterday but wasn't quite my target price. Like Oil Novice said, this one moves up and down quickly. Finance deal being done by giving out shares which are then sold. Check the RNS history and read more of Oil Novice's posts as he explains it well.

Long term this has huge potential but if volatility frightens you stay clear. Try not to buy on the spikes. Buy on the dips.

Nice moves.. Will it be under the radar for much longer?

72p

Taken from Simply Wall Street..

Data Point Source Value
Valuation Model 2 Stage Free Cash Flow to Equity
Levered Free Cash Flow Average of 5 Analyst Estimates (S&P Global) See below
Discount Rate (Cost of Equity) See below 15.1%
Perpetual Growth Rate 10-Year GB Government Bond Rate 1.2%
An important part of a discounted cash flow is the discount rate, below we explain how it has been calculated.

Calculation of Discount Rate/ Cost of Equity for LSE:AA.
Data Point Calculation/ Source Result
Risk-Free Rate 10-Year GB Govt Bond Rate 1.2%
Equity Risk Premium S&P Global 6.9%
Consumer Services Unlevered Beta Simply Wall St/ S&P Global 0.67
Re-levered Beta = 0.33 + [(0.66 * Unlevered beta) * (1 + (1 - tax rate) (Debt/Market Equity))]
= 0.33 + [(0.66 * 0.668) * (1 + (1 - 19.0%) (2463.89%))] 9.715
Levered Beta Levered Beta limited to 0.8 to 2.0
(practical range for a stable firm) 2
Discount Rate/ Cost of Equity = Cost of Equity = Risk Free Rate + (Levered Beta * Equity Risk Premium)
= 1.22% + (2 * 6.92%) 15.06%
Discounted Cash Flow Calculation for LSE:AA. using 2 Stage Free Cash Flow to Equity

The calculations below outline how an intrinsic value for AA is arrived at by discounting future cash flows to their present value using the 2 stage method. We use analyst's estimates of cash flows going forward 5 years for the 1st stage, the 2nd stage assumes the company grows at a stable rate into perpetuity.

LSE:AA. DCF 1st Stage: Next 5 year cash flow forecast
Levered FCF (GBP, Millions) Source Present Value
Discounted (@ 15.06%)
2020 80.01 Analyst x2 69.54
2021 55.97 Analyst x2 42.27
2022 71.11 Analyst x2 46.69
2023 91.37 Analyst x2 52.13
2024 74 Analyst x1 36.7
2025 64.25 Est @ -13.17% 27.69
2026 58.56 Est @ -8.85% 21.94
2027 55.15 Est @ -5.83% 17.95
2028 53.1 Est @ -3.72% 15.02
2029 51.91 Est @ -2.24% 12.77
Present value of next 5 years cash flows £342
LSE:AA. DCF 2nd Stage: Terminal Value
Calculation Result
Terminal Value FCF2029 × (1 + g) ÷ (Discount Rate – g)
= £51.912 x (1 + 1.22%) ÷ (15.06% - 1.22% ) £379.66
Present Value of Terminal Value = Terminal Value ÷ (1 + r)10
£380 ÷ (1 + 15.06%)10 £93.36
LSE:AA. Total Equity Value
Calculation Result
Total Equity Value = Present value of next 10 years cash flows + Terminal Value
= £342 + £93 £435.36
Equity Value per Share
(GBP) = Total value / Shares Outstanding
= £435 / 618 £0.7
LSE:AA. Discount to Share Price
Calculation Result
Value per share (GBP) From above. £0.70
Current discount Discount to share price of £0.18
= -1 x (£0.18 - £0.70) / £0.70 74.2%

Top performers for me to ;) Although GDR is best so far on % for me. GL