Member Info for zinky

No strong bounce expected (note the decline next day). Yes stable growth but not accelerating and no dividends (brings in funds). US listing has potential sparks but not clear if a total move ofrdual. Further their brokers also have ONDO, who could be a disruptor for WI insurance base. From the ONDO guru’s who see panic at WI (a touch wild but InsurTech is on point) “ hey clearly see the threat from Ondo but it is too late imho and they don't have a compelling product. We will simply carry our momentum and continue as we are. You can sense the panic when they are looking at accelerating a US listing.”

ONDO: Yes it would make sense since they both use DOW. Issue with ONDO is the contract for repairs is peanuts and WI would just lose money fixing leakes for them. ONDO risk profile is the cost of repairs agaist the units deployed. WI traget high value jobs and a "Shut-Off" device is much more prefered as insurers of high value properties require "Shut-Off" devices. May be is ONDO crash out due to liquidity, then WI will acquire them.

They appear to added to their original holding however buy-backs will also have adjusted their percentage holdings. In any case over 10% is significant and puts pressure on the executive to address any possible take-over.

Why !!!! .. When the raw commodity rises in price there will be justification to aquire more (next fund raise) - for now hold you shares and wait in case they just burn through the fund raise and the sky high consultant fees. CEO interview this morning was rather sombre and more like he was told to "toe the line (script)

With the rally cries of TRUMP "America First" and the offers of generous TAX BREAKS, is WATR destined to DELIST from AIM and LIST in the US? As WATR already reports its ALD operation in the US, it is unclear what the TAX beenfits may be. However a US listing would clearly gain a re-rate by the US markets that may give it "the kick-up the" it so clearly needs. Question however is WATR's marklet size - is it big enought to do battle on its home soil?

Booked late yesterday over £700k of trades which appear as buys. Unclear if company share buyback or broker based build, but sparks of life?

I suspect it is more the case on bringing the company up to standard and size that attracts a valuation of magnitude / interest for the US markets. If you note the growth patterns it points to something in that direction. With the change of Nomad it well be an agenda item for the board shortly.

Yes, it was a reverse take-over of company who had key projects with Thames Water. The UK listing just continued from there and has never really wavered (solid results year on year). Company overall size is an issue and dual listing will be too expensive. Expect these and many other decisions in discussions with brokers. There are some impressive AIM companies listed, WATR just need to up their game.

In response (my views), the AIM market itself is disintegrating and those companies that maintain listings, need to do more to clarify their stability and credibility. The share buy back, agrees needs tweaking (more aggressive) and further they need to embrace a dividend. With such a strong US revenue focus it may be time to list in the US and seek a better valuation / liquidity. As for sale, I strongly suspect PE will have this on their radar.

There are many LTH’s who believe there is real value in the assets under the control of the BOD. Unfortunately the BOD appears to acting in their own interests rather than serving the shareholders. Without any clear direction of intent, this share will just founder further - pointless averaging down when new a fundraise or other will emerge or another shady venture / purchase. Clarify is required.

Also more important. As the new CEO for ALD has agreed options as part of the Dallas purchase, the risk of the "concert party" buying back the company has been removed. Agreed major step forward, next the dividend to attract fund managers looking for growth and steady returns.

Well. Its more of the same. Yes there are assets, but at present there is no substance in relation to a plan to monitise / release value. Until such time substantive RNS's are released, the PUMP and DUMP game has been played.

Certainly ramps up the pressure on the company and those who have been actively connected in the ramps. JV partners will certainly have second thoughts or will demand additional due diligence and their own eagle eyed lawyers. Without significant independent reports (that is not RM saying their is X in the ground) it looks currently like Jackanory for the time being.

Management have not quelled fears that a reported dilution fund raise is not going to appear tomorrow. Until there is clarity, good news is another reason to dump. CEO is clearly happy with assets, studies and reports, however the choice of nomad, advisors is causing some concerns with industry investors.

There currently appears a lack of confidence in the BoD competency to represent the interests of shareholders of the company. After a fundraise (which appears now to be going south), they do need to provide credible independent evidence of the plan to deliver value of the assets held, rather than market spin.

Buy GGP (that it appears why many AIM stocks had funds puller a few weeks ago and may be still now) or just wait for it to drop to 0.25 / 0.2 since current RNS streams appear to have little substance (ok - it does re-affirm the prospect).

My understanding (being generous) was that the original sample taken to Canada, required a particular industrial process that was more expensive than other available deposits (easier / cheaper to process). As such it required mass bulk shipping from a location not accessible all year and as such it needed something else to make it viable (don’t recall this was released correctly), which may now be the intent being expressed some years on. However, BOD appear to have limited interest in minerals and this may just be an evidence forJV interests to come knocking.

Yes, looks like a 65% allocation against subscribed, with remaining cash returned. Shares cannot be issued until shareholders approval, so held in limbo until 1st Oct.

Rod is starting to play “all in”, which I suspect will add some comfort. Whereas the current noise / nonsense and failures of JAY to keep shareholders reliably informed (rather than “sound bites”), is still of concern.

I suspectthat it is the overview / consolidation of the impending legal action in play and its ramifications. Yes you already know this, but the “sum of your fears” in one juicy expose. Who knows what and is the new broker Zeus actively involved as well.