Chart, page-3842

Yes the large players are tendering in the mid market. Both Veolia and Suez had a crack at the Capetown 50ML/day plant. Both also offer containerised solutions.

No 1000s are not tendering for the same projects at one time. Without turning this into a debate, my point made to the poster, is that Fluence is no monopoly and is facing fierce competition. Anyone who thinks otherwise is kidding themselves. Yes they have a groundbreaking tech being MABR and SUBRE which i have no doubt will become a success. Seeing Suez field testing their own MABR is a very encouraging sign. Obviously they see the benifits over MBR.

If i wasnt confident with my extensive research in this sector, i simply would not be invested. Been here 2 yrs and still adding to current holdings. Some think that Fluence is going to take over the world in water treatment all of a sudden. Just because they listed onto a stock exchange doesnt make them a monopoly or a hugely profitable company overnight. As i said before, this is a sector with fierce competition, which is why the market has priced it where it is and not foward looking. Execution of large sales volumes and the market will price it accordingly. Which will be many multiples of here.

Heres a link to desal companies. Shows up 368 companies, just for desal alone. Good to see Fluence showed up at NUMBER ONE !!!!!

https://www.environmental-expert.com/companies/keyword-seawater-desalination-146