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/simplelab

And 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-water

Website: 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 water


Hosted by Ausha. See ausha.co/privacy-policy [https://ausha.co/privacy-policy] for more information.

92% Water Waste: How Economics Broke Our Best Solution

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/simplelab

And 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.pdf

Diamidex'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-water

Website: https://dww.show/podcast/



🙋 QUESTION: What would you like me to cover next?



⏰ TIME CODES ⏰

00:00 In this week's Episode

01:31 Should you invest in Diamidex?

03:34 Technological Breakthroughs in Microbial Detection

11:11 Development Journey and Challenges

20:21 Product Launch and Market Feedback

28:21 Future Prospects and Innovations

32:38 Addressing the Elephant in the Room: Regulation

35:57 Global Adoption and Market Strategies

47:24 Business Model and Revenue Streams

53:56 Future Vision and Growth Strategies

59:33 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 annually


Hosted by Ausha. See ausha.co/privacy-policy [https://ausha.co/privacy-policy] for more information.

S12E20 - Diamidex's CEO Told Me Something Investors Don't Know

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/simplelab

And 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_vwx0kQ

My 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-ally
https://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-water

Website: 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 Conclusion

In 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 [https://ausha.co/privacy-policy] for more information.

The 3 Simple Numbers That Predict Any Water Stock's Future

Wanna learn how to comply with PFAS Removal targets with the lowest risk and without breaking the bank? 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/simplelab

And a great shout-out to Blue Foot Membranes: https://link.dww.show/bluefoot



#️⃣ All the Links Mentioned in this Video #️⃣

Mirka's email: MWilderer@aqueousvets.com

AqueoUS Vets' website: https://aqueousvets.com/home

PFAS Sensing with FREDsense: https://smartlink.ausha.co/dont-waste-water/s12e18

Bain Capital acquires AqueoUS Vets: https://www.baincapital.com/news/water-treatment-innovator-aqueous-vets-secures-growth-investment-bain-capital-double-impact

My conversation with Transcend (ages ago! 😅): https://smartlink.ausha.co/dont-waste-water/17-save-time-boost-value-and-wow-customers-in-a-snap-with-these-5-simple-ai-steps

AqueoUS Vets acquires Dixie Tanks: https://www.pehub.com/bain-capital-backed-aqueous-vets-buys-manufacturer-dixie-tank-company/



🎙️ 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

01:45 Private Equity and Water Investments

04:54 AqueoUS Vets: Vision and Strategy

06:08 Innovations in PFAS Removal

08:40 Concept to Commission Approach

11:22 Nationwide Expansion and Vertical Integration

15:04 Media Agnostic Solutions

21:18 Future Technologies and Market Trends

26:11 The Importance of Focus in Business Strategy

28:03 Competing with Industry Giants

31:19 Navigating US Tariffs and Local Manufacturing

33:29 The Future of PFAS Regulation and Market Growth

36:44 Bain's Role and Impact Investment

42:39 Scaling and Operational Efficiency

47:51 Rapid Fire Questions


Hosted by Ausha. See ausha.co/privacy-policy [https://ausha.co/privacy-policy] for more information.

S12E19 - This PFAS Removal Company's Secret to 120+ Successful Projects

Is this the end of Mineral Water? Or just the end of Nestlé Waters? 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/simplelab

And a great shout-out to Blue Foot Membranes: https://link.dww.show/bluefoot



#️⃣ All the Links Mentioned in this Video #️⃣

Lithiated Water - Health Hack or Snake Oil? https://www.youtube.com/watch?v=SNm9fDAAUzk

PFAS in your Tap Water? Don't Panic! https://www.youtube.com/watch?v=VPLgE2ZuSqk



🎙️ 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 5 Million Perrier Bottles Destroyed

00:53 The End of Perrier?

09:28 Why Europeans Venerate Mineral Water

11:01 How Perrier Kickstarted a $300B Industry

12:53 The Ever Increasing Groundwater Contamination

17:14 Epilogue (will Nestlé Sell?)



About this Podcast:

Welcome to the (don't) Waste Water podcast, the leading podcast for water industry professionals, investors, and entrepreneurs seeking deep insights into water tech innovation, investment trends, and strategic moves in the sector. Host Antoine Walter blends his technical expertise with sharp business acumen to deliver weekly episodes featuring candid conversations with C-suite executives, detailed analysis of major water industry developments, and practical insights for water tech startups and seasoned players alike.


Hosted by Ausha. See ausha.co/privacy-policy [https://ausha.co/privacy-policy] for more information.

Perrier Has 60 Days To Comply With The Law But Can't - Here's Why

Why is a mildly successful Water Tech company valued at almost twice the S&P500 M&A average? And how is that link to Private Equity's appetite for water companies? Let's find out!

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/simplelab

And a great shout-out to Blue Foot Membranes: https://link.dww.show/bluefoot



#️⃣ All the Links Mentioned in this Video #️⃣

Pennybacker acquires Cambrian: https://www.youtube.com/watch?v=FTWw9A3S7hU

Sciens Water's Take at the US Water Crisis: https://www.youtube.com/playlist?list=PLrmORG1scuqIo9oW3O5rLcSe--SulfqHz



🎙️ 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 LG Chem's Water Solutions Sales

00:28 The Story

05:55 The 3 Reasons to Sell

09:17 Private Equity's Appetite for Water

13:57 What Now?

15:49 My 4 Bolt-On Acquisitions Ideas

19:06 Why This Matters (a lot!)


Hosted by Ausha. See ausha.co/privacy-policy [https://ausha.co/privacy-policy] for more information.

Water Tech Is Worth More Than You Think: LG Chem's $700M Deal

Why is the Global Water Summit the Davos of Water? Watch this video and you'll find out!

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/simplelab

And a great shout-out to Blue Foot Membranes: https://link.dww.show/bluefoot



#️⃣ All the Links Mentioned in this Video #️⃣

GWI Waterdata: https://www.gwiwaterdata.com/

UltraFacility: https://www.ultrafacility.io/



🎙️ 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 The Most Influential Water Conference

02:11 1 - Water Meets Money

27:51 2 - 5 Water Analyst Picks

38:29 3 - My Take-Home from GWS 25

46:17 4 - 7 Picks from Select Experts

53:04 What's next?



#WaterMeetsMoney #WaterTech



About this Podcast: Welcome to the (don't) Waste Water podcast! In each episode, Antoine Walter from DWW Media shares water, wastewater & water entrepreneurship stories. This show will teach you the water industry like you've never seen it. If you're asking how the water sector will overcome the water crises ahead, this video is for you.


Hosted by Ausha. See ausha.co/privacy-policy [https://ausha.co/privacy-policy] for more information.

The Most Influential Water Summit You've Never Heard Of

PFAS testing in Water takes 1-3 months according to the AWWA. How can FREDsense make it happen in 5 Days instead without cutting corners? 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/simplelab

And a great shout-out to Blue Foot Membranes: https://link.dww.show/bluefoot



#️⃣ All the Links Mentioned in this Video #️⃣

FREDsense's website: https://fredsense.com/

Reach out to Emily on LinkedIn: https://www.linkedin.com/in/emilyhicks12/

Check out Julie Bliss Mullen's interview on the podcast: https://smartlink.ausha.co/dont-waste-water/s11e2-how-aclarity-bootstrapped-its-journey-from-b2c-to-pfas-destruction

Flashback to Meena Sankaran's appearance on the mic': https://smartlink.ausha.co/dont-waste-water/s3e7-is-software-to-measure-water-quality-actually-a-matter-of-hardware



🎙️ 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

01:27 The EPA vs AWWA PFAS lawsuit

04:20 The Economic Impact of PFAS Regulations

06:37 FREDsense and Emily Hicks' journey

10:51 Technical Insights

15:13 Real-World Applications and Case Studies

32:58 PFAS Market Demand and Education

36:51 Global Market Focus and Expansion

39:18 Hardware Development and Bootstrapping

45:48 Business Models and Revenue Streams

47:27 Future Vision and Technological Roadmap

54:51 Rapid Fire Questions



📝 IN THIS WEEK'S EPISODE

🚀 How FREDsense delivers PFAS testing in 5 days vs. industry standard 5 weeks through biosensor technology

💰 The bootstrapped journey from $25K water bottle crowdfunding campaign to pioneering field PFAS detection kits

🔬 Why the company pivoted from arsenic and COVID detection to focusing purely on PFAS chemistry and unmet market needs

🛠️ What makes on-site PFAS testing possible: polymer-based biosensors that bind and measure down to part-per-trillion levels

🤝 Strategic partnerships with treatment leaders like Clarity, Axl, and Avivo for service lab rapid turnaround offerings


Hosted by Ausha. See ausha.co/privacy-policy [https://ausha.co/privacy-policy] for more information.

S12E18 - How This Startup Tests PFAS 5x Faster Than Labs

Just received a PFAS Notice at home? Don't panic - let's go through it together!



#️⃣ All the Links Mentioned in this Video #️⃣

Johns Hopkins study on PFAS in Bottled Water: https://pubmed.ncbi.nlm.nih.gov/34118648/

Study on PFAS in Beer: https://pubmed.ncbi.nlm.nih.gov/40272161/

The Toronto Paper on LCMS to detect PFAS at ppt levels: https://pubs.acs.org/doi/10.1021/ac0100648

Decline in vaccine efficiency linked with blood PFAS levels: https://pubmed.ncbi.nlm.nih.gov/22274686/

Increased cholesterol linked with PFAS in blood: https://pmc.ncbi.nlm.nih.gov/articles/PMC3116641/

Pregnancy disorders linked with PFAS: https://pubmed.ncbi.nlm.nih.gov/35696844/

The AWWA vs EPA lawsuit: https://www.awwa.org/resource/pfas/



Tapscore's PFAS screening test: https://mytapscore.com/products/epa-8327-pfas-screen-water-test



10 PFAS questions answered: https://www.youtube.com/watch?v=5dlH0RSCtH0



🎙️ PODCAST 🎙️

Website: https://dww.show/podcast/

Smartlink: https://smartlink.ausha.co/dont-waste-water



👋 SOCIAL MEDIA 👋

LinkedIn: https://www.linkedin.com/in/antoinewalter1/



⏰ TIME CODES ⏰

00:00 The PFAS letter

01:23 Detecting PFAS

04:12 There's PFAS. Then what?

06:01 PFAS contamination odds

07:30 PFAS Health Impacts

08:47 3 Wrong Reactions

09:25 PFAS in Bottled Water

13:54 PFAS in Beer

14:42 Solution 1

17:57 Solution 2

19:31 The BEST Solution

22:10 Next Steps



📝 IN THIS VIDEO

💌 Why you're receiving PFAS notification letters and what they actually mean for your health and water quality

🧪 The surprising truth about PFAS in bottled water and beer, with eye-opening research revealing widespread contamination

💰 Why individual filtration costs 200 times more than community solutions, with a detailed cost breakdown of all your options

🚿 Three practical solutions to protect your family from PFAS, with one clear winner that most people overlook

🔬 How water analytics has evolved from detecting "poo in your drinking water" to measuring trace contaminants at parts per trillion


Hosted by Ausha. See ausha.co/privacy-policy [https://ausha.co/privacy-policy] for more information.

PFAS in Your Tap Water? Don't Panic - do THIS Instead!

How can Swirltex claim to succeed where membranes always failed? 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/simplelab

And a great shout-out to Blue Foot Membranes: https://link.dww.show/bluefoot



#️⃣ All the Links Mentioned in this Episode #️⃣
Connect with Peter on LinkedIn: https://www.linkedin.com/in/peter-christou-4b758043/

Swirltex' website: https://swirltex.com/

Peter's first appearance on the podcast: https://smartlink.ausha.co/dont-waste-water/s11e5-how-swirltex-nearly-crushed-its-founder-before-taking-off



🎙️ 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

01:49 Innovation in Membrane Technology

04:32 Strategic Pivot and Market Focus

08:39 Sales and Testing Process

16:31 Client Relationships and Support

21:31 Market Expansion and Partnerships

25:45 Scaling and Growth Strategy

30:49 Future Plans and Market Expansion

40:15 Execution and Infrastructure

48:18 2030 Vision



📝 IN THIS WEEK'S EPISODE

🔄 How Swirltex's revolutionary membrane technology creates a 50/50 air-water mixture under pressure, achieving unprecedented filtration performance without traditional pre-treatment

💰 Why the company's strategic pivot to standardized membrane skids builds 24% recurring revenue while targeting Food & Beverage as their primary vertical (90% of sales)

🌊 How their unique testing process allows clients to see exact removal rates before proposals, solving consistency problems that plague traditional filtration technologies like DAF

🚀 Inside the company's growth strategy, balancing $5M in confirmed projects while raising capital to scale from direct sales to channel partners and OEM relationships

🔬 The technological breakthrough that makes their membranes excel at handling oil, grease, and colloidal materials that would quickly foul conventional membrane systems



About this Podcast:

Welcome to the (don't) Waste Water podcast, the leading podcast for water industry professionals, investors, and entrepreneurs seeking deep insights into water tech innovation, investment trends, and strategic moves in the sector. Host Antoine Walter blends his technical expertise with sharp business acumen to deliver weekly episodes featuring candid conversations with C-suite executives, detailed analysis of major water industry developments, and practical insights for water tech startups and seasoned players alike.


Hosted by Ausha. See ausha.co/privacy-policy [https://ausha.co/privacy-policy] for more information.

S12E17 - How Swirltex Transforms Wastewater Using Only Air Bubbles!

❓ Ever wondered how the #WaterIndustry was reacting to our World's Water Challenges? Water Scarcity? #SDG6? Emerging contaminants? 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! 📈 Get inspired by incredible guests, Water Entrepreneurs, Thought Leaders, Book Authors, Scientists, and Investors ➡️ 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 on http://dww.show

Antoine Walter

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