ST, first post on PEH. I've observed story for a while but wondered how far they wild get with international traction.
Thames Water is v interesting. I used to work for many years in UK environment agency which regulates water companies including Thames. I can tell you a few things for a fact:
1) industry is in bred as a rabbit farm. If people at Thames like it they will recconend to their ex collegue mates in the other 11 major water companies
2) people also jump back and forth all the time between Thames water and London env agency as the two major employers for env mgt. env agency also regulates every other industry, air pollution etc.
This contract win gives them a gold class ticket to tap up these opportunities and a guaranteed network to exploit.
Now they can sell into the other water companies saying Thames use it already dont be surprised if take up accelerates v rapidly.
Back on my watch list.
EVS Price at posting:
13.5¢ Sentiment: Buy Disclosure: Not Held
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