Added to YB: 2026-07-15
Pitch date: 2026-07-13
WATR.L [neutral]
Water Intelligence plc
-1.64%
current return
Author Info
The Oak Bloke shares analysis of the UK stock market, particularly overlooked small caps. Sign up for the newsletter.
Company Info
Water Intelligence plc, together with its subsidiaries, provides leak detection and remediation services for potable and non-potable water in the United Kingdom, Ireland, Australia, Canada, and internationally.
Market Cap
GBP 67.5M
Pitch Price
GBP 3.05
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.33
P/E
14.33
EV/Sales
1.05
Sector
Commercial Services and Supplies
Category
N/A
Oak Bloke Bonkers Conkers 12th July - $WATR.L
WATR.L (bearish): Water leak detection co at £51m cap, up 40% to 305p. Author disputes bull case; sees 13.8x P/E (not 8-10x) for FY25 profit ($4.6m/£3.7m) that shrank $10k YoY. 'AI meters'/'Texas template' show no impact; only Feakle acquisition works. Franchise M&A dilutive—20yr breakeven. Stays red, urges exit.
Read full article (2 min)