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  1. #1021
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    Quote Originally Posted by GR8DAY View Post
    .... welcome Jonu to the Bargain Basement WDT club! Crazy buying opportunity for this top shelf company...now holding 250k and may keep topping up. Massive tax credits combined with long-term growth bodes well for future. ....IMHO.
    Liquidity is an issue in taking a decent stake in this stock, so I was pleased to pick up a decent number. I guess whoever sold them was pleased to be rid!

  2. #1022
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    .... some panic artist who will (probably) live to regret it.... but hey we've all done that at some time.... part of being human I think! When the dust settles on this current mess I expect WDT to return fairly quickly to a SP in the 15 to 20c range, sit there for a bit b4 climbing back to wards 25/30c..... might take a wee while but that could make for an impressive gain %wise.
    A very well run company producing goods that an energy conscience world needs.

  3. #1023
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    .... conscious

  4. #1024
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    I really thought and think they were going in the right direction in their space. I sold the majority of my holding a little before the crash after the announcement about the warehouse, only because I thought the company would be a few steps behind on fulfilling the contracts required for their projected growth - accordingly I felt the guidance would not be met and sold my shares as I feel it may be a poor report coming up - that said long term may be a good hold.

    GLTAH

  5. #1025
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    I think long term things are positive, though their short to medium term cash requirements may require searching for funds, depending on how bad sales have been hit. Holding, not buying, but keeping an open mind.....

  6. #1026
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    Yeah analysis of key metrics shows cash and short terms to be 3.46mil, with total current liabilities at 19mil... they have around 14 mil in receivables but I doubt they'll receive that money from buyers anytime soon.. Then you have some burn from the old legacy units and inventories might build up.

    I was gutted with the coronovirus because I do really think they were on the right trajectory despite some downrampers. A pretty nice picture of 3 year growth not just focusing on IoT. But I wonder if they'll do a capital raise in the near future for the above.

  7. #1027
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    Quote Originally Posted by Cadalac123 View Post
    Yeah analysis of key metrics shows cash and short terms to be 3.46mil, with total current liabilities at 19mil... they have around 14 mil in receivables but I doubt they'll receive that money from buyers anytime soon.. Then you have some burn from the old legacy units and inventories might build up.

    I was gutted with the coronovirus because I do really think they were on the right trajectory despite some downrampers. A pretty nice picture of 3 year growth not just focusing on IoT. But I wonder if they'll do a capital raise in the near future for the above.
    I have no worries contributing by way of a CR if funds used constructively and not just paying wagers ect.Have followed WDT for a while and they now seem to have found their groove.glta
    Last edited by nevchev; 14-04-2020 at 12:56 PM.

  8. #1028
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    I'm interested to hear where holders see this SP settling assuming WDT can operate somewhere near capacity under level 3. Someone raised doubt earlier about them being paid their Receivables...but the food sector is probably the least impacted by the pandemic.

    The stock was trading around 15c in late Feb, early March, that being with uncertainty already priced in. On the way back out I figure that is probably somewhere about right.

  9. #1029
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    Quote Originally Posted by jonu View Post
    I'm interested to hear where holders see this SP settling assuming WDT can operate somewhere near capacity under level 3. Someone raised doubt earlier about them being paid their Receivables...but the food sector is probably the least impacted by the pandemic.

    The stock was trading around 15c in late Feb, early March, that being with uncertainty already priced in. On the way back out I figure that is probably somewhere about right.
    Good question Jonu. Who knows. Personally I see the current share price being about right. Just because of the unknowns. Will Companies defer capital spending on energy efficiency because of the coming recession? I say yes. I see sales drying up big time and receivables taking awhile to receive! My guess is they will need to raise capital within a few months, probably through a share purchase.
    Me says 10-12 cents is currently a fair price.
    Don't forget their sales are spread far and wide so coming out from level 4 to 3 to 2 will have only limited short term impact. The bigger question will be how deep and long will this world wide recession be.
    Deep and long are very real realities, and I am not sure investors have accepted that yet.

  10. #1030
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    Another issue is the declining sales of the legacy motors which have always been legging this company down, I canít imagine the loss not being worse out of proportion to this segment now

  11. #1031
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    Quote Originally Posted by Flugenbear View Post
    Good question Jonu. Who knows. Personally I see the current share price being about right. Just because of the unknowns. Will Companies defer capital spending on energy efficiency because of the coming recession? I say yes. I see sales drying up big time and receivables taking awhile to receive! My guess is they will need to raise capital within a few months, probably through a share purchase.
    Me says 10-12 cents is currently a fair price.
    Don't forget their sales are spread far and wide so coming out from level 4 to 3 to 2 will have only limited short term impact. The bigger question will be how deep and long will this world wide recession be.
    Deep and long are very real realities, and I am not sure investors have accepted that yet.
    Pushing 12c now my furry friend. Very promising news out of the US regarding a successful treatment for Covid-19, with wider test results due in April. If they have cracked it the tail of this recession will be short, with even tourism opening again as soon as the drug is widely available. In this scenario I see WDT back to pretty much normal, which could be 17-20c range. Call me an optimist but I reckon its on the cards!

  12. #1032
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    Quote Originally Posted by jonu View Post
    Pushing 12c now my furry friend. Very promising news out of the US regarding a successful treatment for Covid-19, with wider test results due in April. If they have cracked it the tail of this recession will be short, with even tourism opening again as soon as the drug is widely available. In this scenario I see WDT back to pretty much normal, which could be 17-20c range. Call me an optimist but I reckon its on the cards!
    Jonu, you're an optimist.
    But I would sure as hell love your optimism to become reality!
    I really don't hold out a lot of hope the treatment being tested (Remdesivir) will have a huge impact. It's already an approved antiviral, was used during SARS, MERS ebola a bit. It could save lives, but it won't save us from a deep recession.

  13. #1033
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    Not always an accurate indicator..but the sell side is drying up beautifully. Some large leg ups a strong possibility from here.

  14. #1034
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    Quote Originally Posted by jonu View Post
    Not always an accurate indicator..but the sell side is drying up beautifully. Some large leg ups a strong possibility from here.
    I saw this too, but it has reversed now, only a few hundred dollars would need to be sold to send it back to the 11c range. I wonder... if the issues with NZX sell orders going through caused the depth to look falsely stacked on the buy side? Some serious sell depth now (over 25k) at 13 c

  15. #1035
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    Quote Originally Posted by Caesius View Post
    I saw this too, but it has reversed now, only a few hundred dollars would need to be sold to send it back to the 11c range. I wonder... if the issues with NZX sell orders going through caused the depth to look falsely stacked on the buy side? Some serious sell depth now (over 25k) at 13 c
    Depth is extremely misleading unfortunately. In some instances I've seen it been clearly manipulated by algos that react to your buying or selling almost instantly too. I try my best to ignore it now. Although I am out of WDT for now.

    I think long-term WDT will be okay given their customers aren't small fries in the industry. Currently a little hurdle though which may offset the long-term IoT growth story underpinning WDT's precoronovirus success despite the shareprice making it appear like a dog stock which I don't actually think it is.

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