Ofwat
From Leaky Pipes to Leaky Portfolios: The Investment Drain of the UK Water Crisis
A satirical FT quote about a UK water shortage reveals a deep crisis in infrastructure investing, impacting the economy, stock market, and the future of finance.
Beyond the Faucet: Why the South East Water Crisis is a Wake-Up Call for Investors
The Ofwat investigation into South East Water is more than a local issue; it’s a critical signal for investors about systemic risks in utility infrastructure.
Thames Water’s Profit Paradox: A Fragile Lifeline or a Deeper Dive into Debt?
Thames Water is back in profit, but don’t be fooled. This is a complex story of debt, bill hikes, and a high-stakes regulatory battle.
Thames Water’s Ticking Time Bomb: A Deep Dive into the £18bn Debt Crisis and Its Ripple Effect on the UK Economy
Thames Water is on the brink, with cash until early 2025. A deep dive into its £18bn debt, regulatory battles, and the impact on the UK economy.
The Paradox of Prudence: Why Your Water Bill Is Soaring Despite Conservation
A Londoner’s 45% water bill hike despite conservation reveals the broken economics of UK utilities, where infrastructure costs penalize prudent consumers.
The £20 Million Handshake: Inside Thames Water’s Payout for a Deal That Never Happened
Thames Water paid a staggering £20mn to cover KKR’s costs for an abortive takeover bid, a symptom of a deep crisis in corporate governance and finance.
The £260m Paradox: Why UK Water Customers Are Getting a Refund While Bills Are Set to Soar
Water companies must refund £260m for poor performance, yet bills are set to rise. We analyse this financial paradox for consumers, investors, and the economy.