Member Info for You_Having_a_Laugh

Anyone heard anything from the Bilfinger collaboration?

I suspect any move on Gib would show up in the price before the news hit the wires. There would be too many people involved for there not to be some news leak. My interest is in monitoring uptick and news of Bilfinger outcome and new partners for ZLD. Gib would be a nice to have but the other areas better spread and reliable once they start to see adoptions. We could do with some luck to kick this off.

Gibraltar have debt problems. Wonder if Spanish pollution an issue too. If Gib have to spend but Spanish up the coast don't (but breach limits) that's not fair. Leaving EU might impact too as future working population might fall if barriers placed on commuter flow or unemployment ticks up. Lots of Spaniards commute to the rock, that could go to a dribble.

Expect news on partners in other geographies for ZLD. China etc. The ZLD news is big. "Will" is a big word and the target market is large and capital and operating costs are very important. I think monitoring can stand on its own two feet and the other divisions will get there too and current market cap will be peanuts - but they might have to fund raise once more. Perhaps not if they can find sensible alternative ways to fund projects. $100M-$200M target market for ZLD alone and growing.

From latest RNS. The words, "could, should, may" are lilley livered but not used! They used "WILL". Very important, not in the current price imho, and a game changer. "By integrating Modern Water's AMBC technology in their own ZLD projects, a customer will be able to substantially reduce both capital costs and, in particular, operating cost."

Ipo's time is coming. Patience is the ingredient needed. For a move out of the EU to be successful we need the likes of the companies in this portfolio to shine, grow, export. Gov should be on side to help else we are in a bigger mess. Growth is critical to help debt/GDP and universities, small cap tech growth is absolutely critical for the 21st century Britain to stay afloat.

But that's where the med-long growth is. Take them out and this won't be able to deliver on the mandate.

On the recent weakness, added. £700k less paid out for acquisition, I think will come good in time as a bolt-on product, but delayed benefit, and the main man at the acquisition now sold out and overhang of his stock gone. Buy and hold in my book.

Buy and build with Big Data. 2017-8 should see some interesting news. One to keep a close eye on and a break upwards could run quite nicely and happen any time. Henderson have a decent holding, I hold a fair few too. The chance to buy sub 30p was very welcome.

Hope they're quick, others are too.

NEW should read NED.

What do they say about buying the dogs from previous years? One year it will be MWG chance to recover some ground.

Current market cap at £22.5M. Why shouldn't it approach £100M when the target was to create the next £1Bn market cap Cambridge company? I really see no reason they shouldn't get towards that level, say 4x current. Next 2 sets of results will paint a picture, especially the 2nd set when new CEO will be able to put his name to it. Kestrel have a decent record and have a man as NEW to keep an eye on things. Did they buy for fun? I think the risk/reward is good here now, but I have been wrong before.

Interesting to see his salary but most probably in stock appreciation. Target >70p for 60 days consecutively between Dec 2018 - Dec 2019. About 29p upside from 41p. Do a CAGR to get the idea if you buy now. Exercise not before Dec 2020. Now, I think 70p is in the bag before then and is not a stretch. TA suggests 92p as one stop and if they recoup business levels I see > £1.50. IF they get this right it could revisit previous all time highs and they must be managing for proper breakeven now with improved product and lame management removed. Buy & Hold. Patience needed.

Interesting new unknown name has joined in at 4M+ shares with Agricultural business interests.

And when?

Go on the website and click on monitoring on the left and it will bring up a new website just covering monitoring. http://modernwater-monitoring.com/index.html

Positioned well irrespective of Brexit. India, China, ME have no choice but address water issues. As living standards rise in China, India, along with increased industrialisation, they cannot ignore water quality, re-use and industrial effluents.. It will become a ballot box issue in India. This is a STRONG BUY with diverse geographic spread, increasing of product, including disposables, and key partners. Also plays into energy efficiency in the desalination space. Not to mention the US and their needs.

Good to see that and a bit of a morale booster. If they show some confidence it will be reciprocated in the market.

Well, interesting and indeed time for a turn around to start. Some of their products are not cheap. Sell a few, make a big difference.