Pinned straw:
Excellent discussion here about Vysarn and the future (Powerball-like) potential of their water infrastructure and water asset management businesses that they are developing, partly in partnership with traditional land owners who will share in the profits - from Yesterday's MoM Pod. [JD owns VYS shares, and so do Baza Capital]
Disc: Not holding VYS, but seriously thinking about adding them to one of my portfolios now.