S13E1 - This Painful Failure Taught PureTerra How to Crack the Water Code
What's the Water Secret that 99% of Climate Investors are Missing? Listen to This! Wanna dive deeper into water investment? Get my FREE exhaustive list of water tech investors (that cut 2+ checks) here: https://investors.dww.show/ 🙌 Supporters 🙌 A big thank you to my partner SimpleLab: https://link.dww.show/simplelab And a great shout-out to Blue Foot Membranes: https://link.dww.show/bluefoot #️⃣ All the Links Mentioned in this Video #️⃣ PureTerra Ventures' website: https://www.pureterra.com/ Connect with Gijs: https://www.linkedin.com/in/gijsdebruin/ Drop Alex a message: https://www.linkedin.com/in/alexander-crowell-52196a45/ Get in touch with Dylan: https://www.linkedin.com/in/dylan-perales/ Reach out to Liza: https://www.linkedin.com/in/lizafaber/ Get to know Transcend: https://transcendinfra.com/ XPV Water Partners: https://xpvwaterpartners.com/ My conversation with Tom Ferguson (Burnt Island Ventures): https://www.youtube.com/watch?v=4g-8j8ulWNA My interview with Peter Yolles (Echo River Capital): https://www.youtube.com/watch?v=sayph9at-kY 🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️ Podcast Channel: @dwwpodcast Main Channel: @AntoineWalterDWW Smartlink: https://smartlink.ausha.co/dont-waste-water Website: https://dww.show/podcast/ 🙋 QUESTION: What would you like me to cover next? ⏰ TIME CODES ⏰ 00:00 In This Week's Episode 00:32 Fast Forward to 2033 04:11 The Origin Story 07:54 A Crazy Idea? 10:27 First Investment, First Failure 13:10 Sponsor: SimpleLab 13:47 Learning from Failure 19:22 PureTerra's Signature DD 23:41 The Entrepreneur/Investor Bond 26:25 Sponsor: BlueFoot Membranes 27:19 Water: A Difficult Market? 30:30 An inflection point? 32:41 Water: a Specialist Play 35:35 Building Track Record 37:02 The Coolest Kid 40:48 The Vision 43:58 The Mission 46:20 Conclusion #WaterInvestment #VentureCapitalHosted by Ausha. See ausha.co/privacy-policy for more information.
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3 Radical Solutions Transforming America's Water Crisis
3 Radical Approaches Solving Water Scarcity Today, in just one video! More #water insights? Subscribe to my newsletter: https://www.linkedin.com/newsletters/6884833968848474112/ 🙌 Supporters 🙌 A big thank you to my partner SimpleLab: https://link.dww.show/simplelab And a great shout-out to Blue Foot Membranes: https://link.dww.show/bluefoot #️⃣ All the Links Mentioned in this Video #️⃣ Black Jaguar Foundation: https://blackjaguarfoundation.org/ Tree Love: https://treelove.org/ IMTA (Mexican Institute for Water Technology): https://www.gob.mx/imta Teaser for @scienswater 's 2025 conference: https://www.youtube.com/watch?v=rx4Dq7gMXSk 🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️ Podcast Channel: @dwwpodcast Main Channel: @AntoineWalterDWW Smartlink: https://smartlink.ausha.co/dont-waste-water Website: https://dww.show/podcast/ 🙋 QUESTION: What would you like me to cover next? ⏰ TIME CODES ⏰ 00:00 Introduction 03:25 1 - Poor Pay $100, Rich Pay $40 14:06 2 - Skip One Flood, Save Millions 26:29 3 - $1 Trees vs €10 Trees 37:48 Take Home Message 📝 IN THIS WEEK'S EPISODE🌳 How planting indigenous Amazon trees creates water corridors and helps farmers comply with Brazil's 20% reforestation law while fighting invasive grass species💧 Why Guatemala's private water company extracts from 1,200 feet deep because the first 600 feet are too polluted, and how they provide 30% of the municipality's water supply🏛️ How Mexico's sinking cathedral reveals groundwater overextraction challenges, while 70-80% of water goes to flood irrigation agriculture💰 Why the poorest communities pay $100/month for water while middle-class pays $40, and how lack of trust in tap water quality drives bottled water spending📊 How smart irrigation technology and real-time soil moisture monitoring can save millions of cubic meters by reducing just one flood irrigation event per crop cycleHosted by Ausha. See ausha.co/privacy-policy for more information.
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92% Water Waste: How Economics Broke Our Best Solution
Why do we choose expensive over affordable in Water? Let's use the Permian Basin's example to make a point: wastewater reuse is the way!More #water insights? Subscribe to my newsletter on Linkedin: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6884833968848474112🙌 Supporters 🙌A big thank you to my partner SimpleLab: https://link.dww.show/simplelabAnd a great shout-out to Blue Foot Membranes: https://link.dww.show/bluefoot#️⃣ All the Links Mentioned in this Video #️⃣My TED Talk: https://www.ted.com/talks/antoine_walter_what_s_the_value_of_your_poop🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️Podcast Channel: @dwwpodcast Main Channel: @AntoineWalterDWW Smartlink: https://smartlink.ausha.co/dont-waste-waterWebsite: https://dww.show/podcast/🙋 QUESTION: What would you like me to cover next?📝 IN THIS WEEK'S EPISODE💰 How the Permian Basin produces 3.5 million cubic meters of water daily but only reuses 25% - and why the math actually favors reuse at $8.22 vs $9.55 per barrel🏜️ Why oil fields in America's driest regions dispose of enough water to fill 1,400 swimming pools daily instead of reusing it in desert conditions⚖️ The complex economics behind water reuse decisions involving treatment costs, transport expenses, mineral recovery opportunities, and earthquake liability insurance🔬 How produced water contains valuable minerals like lithium (30 ppm) and magnesium (1000 ppm) that could generate 40 cents per barrel in additional revenue🏭 Why data centers and industrial cooling operations in the Permian create new markets for treated produced waterHosted by Ausha. See ausha.co/privacy-policy for more information.
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S12E20 - Diamidex's CEO Told Me Something Investors Don't Know
Wanna know why Big Pharma is Knocking on This French Startup's Door? Listen to this!More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/🙌 Supporters 🙌A big thank you to my partner SimpleLab: https://link.dww.show/simplelabAnd a great shout-out to Blue Foot Membranes: https://link.dww.show/bluefoot#️⃣ All the Links Mentioned in this Video #️⃣Diamidex's crowdfunding campaign: https://www.invesdor.com/rounds/0cd04be7-da71-4b8f-be26-6a778d2648dd?utm_campaign=c.diamidex_nr1.ex&utm_source=website&utm_medium=referral#/The 2022 Nobel Prize they leverage in their technology: https://www.nobelprize.org/uploads/2022/10/press-chemistryprize2022-2.pdfDiamidex's website: https://diamidex.com/Connect with Sam on LinkedIn: https://www.linkedin.com/in/sam-dukan/🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️Podcast Channel: @dwwpodcast Main Channel: @AntoineWalterDWW Smartlink: https://smartlink.ausha.co/dont-waste-waterWebsite: https://dww.show/podcast/🙋 QUESTION: What would you like me to cover next?⏰ TIME CODES ⏰00:00 In this week's Episode01:31 Should you invest in Diamidex?03:34 Technological Breakthroughs in Microbial Detection11:11 Development Journey and Challenges20:21 Product Launch and Market Feedback28:21 Future Prospects and Innovations32:38 Addressing the Elephant in the Room: Regulation35:57 Global Adoption and Market Strategies47:24 Business Model and Revenue Streams53:56 Future Vision and Growth Strategies59:33 Rapid Fire Questions and Closing Remarks📝 IN THIS WEEK'S EPISODE🔬 How a 10-year journey from CNRS research director to water tech entrepreneur led to a breakthrough that counts microorganisms 4-7x faster than century-old Petri dish methods🚀 Why this technology delivers results in 6 hours for E. coli instead of 24 hours and 2 days for Legionella instead of 10 days, while maintaining exact regulatory compliance💡 The secret sauce combining optics, click chemistry (Nobel Prize 2022), and machine learning that makes invisible microbes visible and countable at the micro-colony stage🏭 How major pharmaceutical and beverage companies are knocking on Diamidex's door, with one global partnership launching end of 2024 and acquisition talks already underway💰 The razor-blade business model targeting 75-80% recurring revenue from consumables, with equipment potentially given free to high-volume customers, generating €500K annuallyHosted by Ausha. See ausha.co/privacy-policy for more information.
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The 3 Simple Numbers That Predict Any Water Stock's Future
I analyzed 139 publicly traded water companies and discovered a simple formula that predicts their valuations using just three parameters: position on the "boring-to-hype spectrum," percentage of digital revenue, and percentage of recurring revenue. This formula reveals systematic market mispricing that creates 8-25% annual return opportunities by exploiting Wall Street's ignorance of water industry fundamentals. Wanna find out? Listen to this!More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/🙌 Supporters 🙌A big thank you to my partner SimpleLab: https://link.dww.show/simplelabAnd a great shout-out to Blue Foot Membranes: https://link.dww.show/bluefoot#️⃣ All the Links Mentioned in this Video #️⃣The Investor Database: https://investors.dww.show/My exploration of (failing) Small Cap Water Stocks: https://www.youtube.com/watch?v=Flen_vwx0kQMy conversations with Nicola Lei Ravello: https://smartlink.ausha.co/dont-waste-water/s2e13-can-we-turn-finance-astoundingly-into-the-water-sector-s-new-best-allyhttps://smartlink.ausha.co/dont-waste-water/s5e18-how-to-admit-value-and-actually-overcome-the-economic-risk-of-water🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️Podcast Channel: @dwwpodcast Main Channel: @AntoineWalterDWW Smartlink: https://smartlink.ausha.co/dont-waste-waterWebsite: https://dww.show/podcast/🙋 QUESTION: What would you like me to cover next?⏰ TIME CODES ⏰00:00 Making Money from Water Stocks? 04:39 The Key Data 07:45 Sponsor: SimpleLab 08:28 Finding 1 10:36 Finding 2 12:02 Finding 3 13:30 Finding 4 15:13 Finding 5 17:02 Finding 6 18:50 Finding 7 19:57 Bonus Finding 22:11 Sponsor: Blue Foot Membranes 23:07 Strategy 1 24:59 Strategy 2 27:07 Strategy 3 29:14 Bonus Strategy 31:57 ConclusionIn this week's episode:After analyzing 139 publicly traded water companies and uncovering systematic market mispricing, this water engineer reveals seven data-driven insights showing how water stocks trade at a 12% discount to the S&P 500 despite their defensive characteristics, with Asian companies undervalued by 50% and digital transformation creating 65% valuation premiums. The research exposes three investment strategies ranging from conservative "boring money" portfolios to aggressive geographic arbitrage plays that could potentially deliver 8-25% annual returns by exploiting Wall Street's lack of water industry expertise.Hosted by Ausha. See ausha.co/privacy-policy for more information.
À propos de (don't) Waste Water! | Water Tech to Solve the World
❓ Ever wondered how the #WaterIndustry was reacting to our World's Water Challenges? Water Scarcity? #SDG6? PFAS? Climate Change? Circular Economy? Digitization and Smart Water?
💪 Get the Water Market pulse for free. In one hour per week, while you do the dishes!
📈 We talk water investment, water tech, water entrepreneurship and water market with entrepreneurs, thought leaders, book authors, scientists, investment funds, VCs, and C-Level experts from water majors.
➡️ Leverage their insights, advice & experience and ensure to stay on top of best practices
🗓️ Tune in every Wednesday (don't miss out! 😅)
🌐 Find all the detailed episode notes, interviews, infographics, and more at http://dww.show
Currently in its 10th Season, the "(don't) Waste Water" podcast has already welcomed around 250 guests from Water Majors (SUEZ, Veolia, Jacobs, Xylem, Kemira, Evoqua, Aquatech, SKion Water...), Scale-Ups (Cambrian Innovation, Epic Cleantec, Gradiant, Liqtech, 374Water, Gingko Bioworks...), Start-Ups (Puraffinity, KETOS, 120Water, ZwitterCo, Membrion, Source...), Universities (Berkeley, the Columbia Water Center), Investment Funds (Sciens Water, Mazarine, Burnt Island Ventures...), Business Accelerators (Imagine H2O, Elemental...), Book Authors (Seth Siegel, David Sedlak, David Lloyd Owen...) or Market Intelligence Companies (BlueTech Research, Global Water Intelligence, World Bank, OECD, Isle Utilities...). Or simply water legends like Gary White, Mina Guli or Andrew Benedek!
On the "(don't) Waste Water" podcast, I strive to make the Water Industry easy to understand for everyone, starting with water professionals, executives, and investors. Hence, he opens the microphone to seasoned, inspirational water experts to discuss their field of excellence.
No one can claim an all-around in-depth understanding of a matter as complex as Water. But piece by piece, you can rebuild the puzzle. With curiosity, patience, and passion, Antoine Walter explores topics such as Advanced Treatment Technologies, Water-Energy Nexus (Hydrogen, Lithium...), PFAS removal, Nature-Based Solutions, Wastewater Reuse, Distributed Water Treatments, Water Finance, and Water Entrepreneurship.
I actually firmly believe that regular listeners of the "(don't) Waste Water" podcast may, in the end, claim a "Water MBA!"
A particular field of interest is how innovation forms, grows and gets widely adopted in a complex and conservative field like the Water Industry. This may be one of the keys to achieving the United Nations Sustainable Development Goal n°6 - #SDG6.
Oh, and in short, about me: I'm a water engineer turned avid student of the water business, market, finance, and tech. I'm married, a happy father of three, and I'm French (nobody's perfect 😅).
Hosted by Ausha. See ausha.co/privacy-policy for more information.
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