Consumer Water on Demand

Consumer Water on Demand

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[Music] all right well uh thank you very much for showing up and uh this is water's new gold and it is of course this great new acid class that we call water all right and um it's the last briefing of march we've got the annual audit coming up the annual report will be due any time after the first and then we have have up to 15 days to get it done without penalties so i'm sure that's what we'll accomplish anyway we'll be commenting on that further as time goes by let's move on as always we have the safe harbor statement which says it's kind of like our get out of jail free pass where uh if if i say something that turns out not to be true well i thunk i thunk it correctly at the time no but seriously um we we do try very hard to make uh accurate forward-looking statements and uh we always try to correct it when we don't now we're talking now about the second leg of water on demand you know we've been talking a lot about industrial we had dan early on the show a couple weeks ago uh talking about all the deal flow that is more than eight figure pipeline of potential deals and he said up to a third of it could be expedited by being funded up front with these water on outsourced water treatment systems with no money up front kind of thing well consumer is actually huge and here's the funny thing we're already in it actually because the pool preserver system services consumers but in fact now there's a new expansion into commercial pools where you wouldn't have a trailer you would simply install a skid at the maybe the city pool or hotel pool or whatever so that's we have our finger in it we built a whole teaching system waterprinter academy the pilot is working well ryan kustra in fact went ahead and bought out his system he went from rental to buying out which is great and he's going into more units etc we'll be reporting further on that because there's also some additional customers coming along and i don't want to forget is i want to talk to you guys next week about the ponster we sold our first unit for the trailer park i've been talking about for a long time and we'll get into that actually probably the week after because next week i'll be reporting on this trusted investor conference that you'll hear about more in a minute let's play a video and then let's get on with it somebody gives me a call they want to know about the process i explained the advantages you know here's here's the advantages of doing it i don't know the cost difference because i don't know what that person is going to have to incur cost wise to drain the pool themselves hire someone to drain i don't know what their water costs are from the city or for wherever the municipality company the water company whatever it is so i don't know what their costs are that but i do what i i do know what i'm going to charge them once i do a site visit with the client when i go there i measure the pool get the size of the pool i test their water make sure it meets the parameters that i want to work with at that point i can give them an exact quote and if they want to proceed then i'll go over the logistical side of it where we're going to park here's where the hoses are going to go here's what you can expect here's about how long i'll be there don't get in the pool some companies advertise you can swim when they're doing that it's no i do not want you to swim i want the water as calm as possible because that's how the process works the heavy contaminated water sinks to the bottom of the pool purified water stays on top it stratifies so we're constantly pulling the worst water in the pool so the water is not sanitary [Music] that was a cool little report on um one of our videos for the uh i wanted to get into a case study here so aqua venture holdings uh they started with these desalination facilities in ireland economies they acquired the quench network which serves consumers at home and the businesses and of course got sold exactly almost exactly a year ago i think the last day the stock ticker traded was the 27th of march and it was one billion cash that got taken private this is the successful waters of service formula that registered trademark is theirs so let's take a look at what these these this company built over time really had two parts one was and is now under culligan a business that provides the primarily desalination again these islands did not have to pay up front they just signed contracts and they got their water that was the model that they used and then there was a consumer side called quench and you may know these these uh this company under the pure water wellsys and blue line brands now basically these are it's a great business because you install the water cooler there it uses the tap water and filters it and uh nobody has to bring in those big bottles and so forth so it's really done well so consumer water on demand some other areas that we see are for example water tankers even in america there's a need for water tankers and i'm not just i don't just means you know for construction i mean for literally for getting water to people who need it latin america of course is a big area asia our guest will be talking about that further and then there's this point of use water systems like i just showed you and here's what's interesting bottled water crazily enough remains a huge business let's say dominates the market in marketing developing countries and here is a picture from the pakistan nestle site and as you see it's all bottled water and weirdly enough you can't order online yet it's available soon i guess they have to do it through these local networks it's very very basic all right with that uh i'm going to ask uh my good friend sadiq to join me sadiq thank you for joining us thank you for having me hello everyone and good evening to everyone and pleasure to be here fantastic well in fact i wanted to show you on screen um i'm going to embarrass you by showing you some of showing everyone some of your background you've led consortiums in setting up investment banks oil and gas company and family office also raising a ton of money for the al hanu group selling the uae towers and arranging uh project finance of 200 million dollars which is that's the kind of numbers we like sadiq and you have founded pokken middle east and grew it by 1400 well done and you are now an investor in switch which is a really cool startup that that enables people if they get a gift card let's say you're a guy and you get a victoria's secret gift card you can switch it to the gap or to rei through the switch thing it's kind of cool and of course you're you're very involved in education uh you're building a i believe a charter school here in the u.s so with that i'm going to uh cut to the full screen and uh i wanted to ask you a few questions here first of all how did you find us so i was looking at few opportunities where we can directly serve consumer and empower consumer and it came through different social networks from two three places so i said okay i should connect to this company and that's how we initially connected through the participation in reg a and through different social medias that's how the first i got to learn yes and of course in background is your passion for uh water opportunities with consumers especially in developing countries how do you see that opportunity we see this opportunity as a great opportunity in terms of in especially in the developing countries what happened the population have swelled in last few decades and they have developed different infrastructure they have got to be more urbanized and more living in apartments building and everything while the governments were are unable to serve the water and water is not very easy to serve so that is the reason if you see the nestle sells more bottle of water per capita in these developing countries very specifically india pakistan then in u.s and europe wow that's amazing so and but what so but how do you see an opportunity to insert ourselves into a market that for example nestle is a big player already right so water is one asset which no one company can control so nestle even in in like few countries in developing countries what they do they develop a big eyepiece whatever the filtration system whatever they have and then they finance or partner with the local well owners who have the concession because water like my experience in oil and gas before you need to have a concession in large scale production right that's where we see that a lot of ips of origin clear which is currently they are developing or has developed we can implement and convert further in a smaller scale businesses and that's how nestle have done it is no way that nestle is bringing water from outside water is very expensive to be transported there is no way so they do a lot of localized business i i i'm i remember what my father once said to me is that coca-cola is not a it's not a soda company it's a trucking business that's right so that's really interesting what i'm i'm thinking here is that let's say um okay well you talked about our ipr intellectual property and we've got this great technologies these various technologies to put things in a modular basis etc is that is that kind of what you're talking about that's correct because the way i saw after having few conversations between me you and even ken when i went through the way you have you have remodeled the business model of of of water it's very small scale operations that is very interesting to me and that's why we got into more detail conversation i was personally involved in a desalination plant in south arabia and middle east but the operation was like 25 000 cubic meter it's a huge operation and one of the biggest problem what we used to face until it will reach to consumer we were almost losing 30 percent in transportation oh my god because it it just evaporates with the heat with with all the leakages we can't be controlling it so the way you are operating like few of the solutions you have let's say for agriculture you know how you are using your modular system for agriculture sure if if a small farmer can be served in a way that they they can reuse the water because water is the most expensive community for these farmers just imagine how it will all assist them in in improving their margins it's fascinating i mean i mean we're almost going back up into into into industrial but at the scale you're talking about it really is b2c these are individual farmers that's very nice right so it's really i think what we're seeing here is that it's really a matter of scale not so much wait a minute is it a business or is it a person but rather is it small-scale develo delivery and the question i have is you were looking at doing this before you met us by yourself what convinced you to start talking to us instead of doing your own pure play so as as we shared we have developed a lot of viewpoint and knowledge how we want to assist to the consumer and empower them the synergy we see here with you and you know when we had different calls with my other colleagues and you you are doing business to business the la you know the large scale that's what it is we want to commercialize those technologies on a smaller scale which will be very democratized in a smaller scale b2c and that is why we feel it can be a great synergy because there is no competition in the two departments or two ventures of the holding company they will be almost giving each other a lot of complimentary services on the b2b size side you will be our supplier at times as well the existing ip and existing technologies we will be doing a lot of those services directly for let's say bottled water and and getting the feedback from the end users you will develop the real on hand research it will make more meaningful pitch to get better contracts from the big municipality contracts ah that's interesting so you're saying that there's a way that this feeds back into our business that's right fascinating no i mean it for myself you know we there's just no way from a focus point of view that we would start a consumer business ourselves and so i think that what you're saying is this is a good complementary relationship where we have resources for you you're up and running we have a lot of capabilities a lot of technology and in turn you can extend us out into the space that otherwise i don't think we could we could step into for another 24 months and at that amount of time i think is critical that's right fascinating now you are living in quincy mass these days right that's right from last one here lockdown [Laughter] lockdown in quincy well uh what is your view of the consumer water space in the united states i looked at different states plus different cities within different cities different counties there are different variants because again each water is being supplied by different sources so they have different nutrients and different minerals which are coming or not like what the situation happened with the weather impact happened we just saw last month in taxes so many residents were um were met were announced to be boiling the water for several days so here again we see the consumer play that if we can somehow develop some of those technologies filters just before or after when the pipes the men's quality pipes enter their home and and do one step better it will help lot of families from rather than spending big money in infrastructure or wait until the municipality will fix it it basically affects their property value even well this so really you're talking about two things one is uh emergency use so being on standby to provide you know uh trucked in um water literally you're using tankers and then also you're talking about being an additional level of quality and of course it can be very dangerous uh sorry not dangerous but it could be very challenging to go up against some of the existing players like pelican in the space how do you see that we can go up against those guys it's not going up against vc the opportunity itself is very big that the this the pie is so big if they were able to satisfy why were the municipalities and the governments and and and states everyone was requesting that boil the water that's fascinating um opportunity if that would have been satisfied then nobody would be ever but what i've learned is you have to be in place already before the emergency in order to other they're not going to do deals during the emergency it's not going to happen so we have to pre-position ourselves what i'm saying that's right that's right that's what we will be under under the team we i'll be leading that's what we will be pre preparing and now after living to weather strong in last 10 years even taxes lot of homes which is the second biggest population is feeling that no they need to have some resources in their hand itself everybody's a prepper these days that's for sure like people have start installing solar or having a generator backups so this will be additional filter backup why not why risk the life or the quality of the life of the kids no i feel the same way okay well with that i'm going to uh thank you sadiq for having showed up here on short notice and um of course we're busy putting together a potential relationship and i hope that our discussions bear fruit and that you become a member of the the terrible joke team of origin clear because apparently that's what we do for having me thank you for having me rick and thank you all for listening and please reach out and give your points and comments uh the bigger idea is how we can assist the community for better and healthier life it's not only developing an asset or money we want to develop a sustainable business that's for sure uh while any good viewpoints and everything we want to empower more people especially what was a very precious thing well that is a wonderful sentiment which i agree a hundred percent with so thank you very much and we'll go ahead and take you offline and we'll talk some more later thank you bye-bye all right now bob roos and others want to know what's up with this trusted investor conference well in fact it is on wednesday at 2 p.m eastern 11 a.m pacific it's generally for people a trusted investor by definition is someone who has invested more than once in a private placement we have made a few exceptions and if you really are interested please reach out to invest originclear.com what's cool about this is that it's basically a chance to to just get you know 25 or 30 investors in in a zoom room and just just freestyle get get some real view good viewpoints uh share them and it will be recorded so that we can bring highlights to you this is it's not confidential in any way but it is it is going to be very um freestyle and open all right and then we got ken behringer who is available to speak now ken i noticed that your schedule became completely locked up this week like there was no scheduling of meetings right i thought my calendar broke today when i had an opening i wait wait a minute something wrong i could have endeavour can you book a calendar with because something's broken yeah it's been it's been fun look it's been great i've had a chance to speak with um a lot of folks that have kind of been supporting us all along and uh it's been a lot of fun you know kind of like remember when moments you know and we're we're kind of enjoying the fact that we're now talking about all of this growth that we're looking at as opposed to just kind of just you know battening down the hatches we've had we've had a really rough couple of years 10 years ago and the last three or four years have been phenomenal and they've seen the difference yeah it's nice when you're a prophet so well done and i i recommend that anyone who's interested in participating just put in oc dot gold slash kin on your browser and book a call hopefully it'll be sometime in the next week he's a very popular man and thank you ken for what you do and with that i'm going to go to yes next week there'll be report on this famous trusted investor conference we hope to do more of these so with that i'm going to wrap it up thank you all it's been great a good little show i'm really excited about a new consumer direction and as you notice it's not going to defocus us on our main business because that is i mean you know did you know that the average work day now is 11 hours because we're all working at home so i'm feeling it and i wouldn't want to make it 20 hours a day so it's very important that sadiq is coming along here with his team you'll be hearing more thank you all and have a great weekend [Music] you

2021-03-29 01:59

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