nuyttie schreef: ↑16 april 2021, 10:02

Aerolla schreef: ↑17 maart 2021, 15:21 Ekopak wil een IPO indienen (van Marc Coucke)

Ook nog wel een interessant bedrijf op zich, maar ik vrees wel voor een peperdure notering...

Gisteren een webinar gevolgd via het VFB over Ekopak. Het verhaal is natuurlijk fantastisch, je zou er onmiddellijk in investeren. Soms te mooi om waar te zijn.
Maar zonder de cijfers in detail te bestuderen weet je natuurlijk niet of iets duur of goedkoop is. Heeft iemand zelf al eens een waarde berekend van het aandeel ?

Edit : kan iemand voor dit aandeel een aparte draad maken ?

movado schreef: ↑28 juli 2021, 21:23 Welke zijn de interessante concurrenten om in te beleggen?

Ekopak offers its customers ESG-driven water solutions that allow them to optimize their water use, save money and make progress toward their sustainability goals by leveraging alternative sources of water and designing systems that allow them to clean and reuse water in their industrial processes.

Ekopak competes primarily on the basis of the unit price at which water is sold to its customers, its ability to tailor solutions to customers’ specific water needs, ease of installation and ongoing monitoring services. Through its WaaS platform, Ekopak offers customers an end-to-end solution (from analysing the existing water cycle and identifying points of (process) optimizations, identifying on-site alternative water sources, to purification of influent water and recycling of process water) with “pay by the drop” pricing, which allows customers to secure an ESG-friendly water supply while avoiding the need for large customer-side capital expenditures.

Ekopak’s main competitors in the market for water purification solutions include international water treatment companies such as Suez, Veolia and local engineering, procurement and construction (EPC) companies that contract to build plants that satisfy specific requirements. Ekopak provides a fixed price model through its WaaS proposition, which gives customers full visibility and transparency on future costs, while competitors such as Suez and Veolia focus on selling large installations and offering services typically without fixed price guarantee which usually do not provide customers with full visibility on future costs. Inherently due to its fixed price model, profit drivers for Ekopak are the reduction of the supply to consumers of consumables and chemicals and the optimization of aftermarket services. In contrast, larger competitors typically rely on the sale of these services in order to cover their fixed cost base. Ekopak’s approach ultimately yields a more sustainable solution. While no assurance can be given that Ekopak’s larger competitors will not begin offering WaaS solutions, Ekopak believes doing so would represent a major shift in business model for many of those competitors. Ekopak’s solution required a number of years to develop, and while no assurance can be given that smaller competitors such as local engineering firms and consultants will not seek to offer WaaS type solutions, and could “smart copy” the WaaS model, Ekopak believes the time required for such competitors to develop an integrated solution similar to WaaS could make it more difficult for such competitors to deploy WaaS solutions.

To the extent Ekopak’s water solutions provide customers with an alternative to using tap water, it also competes with legacy tap water providers in the regions where its customers are located. Players in this legacy water supply market are to a large extent public sector companies, which are estimated to hold an 86% market share globally, hence leaving 14% to the private sector.81 Both the public and private part of the market are highly fragmented, with many regional players active. The private market is gaining in importance however. It is estimated the public water treatment market was worth USD 556 billion in 2018, or 80% of the total water treatment market.82 Currently 14% of people globally lack access to water and 66% could face water shortages by 2025.83 Ekopak believes that its technology agnostic approach and ability to rely on the latest technologies offers it more freedom in implementing solutions compared to legacy water providers, many of whom still rely in part on large installations that were originally built many years ago using older technologies.

While some European competitors offer custom water purification solutions through a Design & Build (Maintain) & (Operate) model, to Ekopak’s knowledge, none of its European competitors currently offers a WaaS package based on alternative water sources purified using a decentralized containerized solution.