Stocks for the next decade

[McCoy Pauley]

I also spoke to a few people in the IT industry over the last couple of years. They both reckon (independently of each other) that RFIDs will really take off in the next decade. Look at companies that manufacture and sell RFIDs.

 

[nunthewiser]

Yep, all exciting stuff but im talking on a grander scale with replacement organs and limbs etc also ........

A very viable industry once the percieved moral factors are ironed out.

 

[UBIQUITOUS]

I also spoke to a few people in the IT industry over the last couple of years. They both reckon (independently of each other) that RFIDs will really take off in the next decade. Look at companies that manufacture and sell RFIDs.

I also agree with you on that which is why the other stock besides Unilife which I am invested in is TZL. It is a huge huge market which is opening up. Audit trail functionality is becoming a requisite for many many devices.

http://www.tz.net/products/tz-rfid-wiegand/

 

[Putty7]

Yep, all exciting stuff but im talking on a grander scale with replacement organs and limbs etc also ........

A very viable industry once the percieved moral factors are ironed out.

Since most people want to live forever and be healthy without making the grand lifestyle changes stem cells may be the answer of the future. I think just recently they cured a guy with MS and another who had lost the sight in one eye, it won't take long for the opinions to change as they are having groundbreaking results with illnesses previously thought uncurable.

The best way to shorten Hospital cues is to take out lengthy recovery times, repeat procedures and complicated operations, most Health systems in the developed world are under pressure and stem cells may be the thing to lead them out from being lost in the woods.

 

[ShareDevil]

CFU - Ceramic Fuel Cells

Small scale clustered power generation units, powered by LNG.
Beats upgrading power lines, far more efficient etc etc. Heaps of LNG, every house should have one etc etc

DYOR

 

[UBIQUITOUS]

I would just like to add one very important point which needs to be considered before pointing to 'next big thing' stories, and that is the profit margins. Many great ideas have fallen by the way just because the numbers simply don't stack up. This is an essential criteria to be fulfilled, along with a few others.

PS, about the resource boom story (and not wishing to have to have a dog fight over it here), I am just not willing to buy into any resource stock on the hope that the price of that resource wil be profitable x many years into the future because of Chindia. Can anybody guarantee that gold will always be profitable to mine? Can anybody tell be the price of Nickel 10 years from now, when company x gets around to mining it? 99% of resource stocks are an accident waiting to happen for naive investors. Thats brings me to 2 other of my criteria for investing: Low long term debt and near term planned profitability (<2 years)

 

[Garpal Gumnut]

CSR, RIO, ANZ and MQG

No real reason. They are survivors, can outdo the Chinese, regulators and muppets.

gg

 

[bryan_palmer]

TZL - Intelligent fastening technology (now with Mark Bouris as chairman). I expect a rerating when they come out of suspension

Rerating up or down?

 

[So_Cynical]

PS, about the resource boom story (and not wishing to have to have a dog fight over it here), I am just not willing to buy into any resource stock on the hope that the price of that resource wil be profitable x many years into the future because of Chindia. Can anybody guarantee that gold will always be profitable to mine? Can anybody tell be the price of Nickel 10 years from now, when company x gets around to mining it? 99% of resource stocks are an accident waiting to happen for naive investors. Thats brings me to 2 other of my criteria for investing: Low long term debt and near term planned profitability (<2 years)

I just couldn't let this pass by without comment...the fundamentals of both Gold and Nickel are pretty straight forward as are the dev and production costs for the various types of deposits....ill go out on a sturdy limb here and say that the fundamentals indicate that in ten years time, both Gold and Nickel with be worth alot more than they are now...IMHO

 

[Julia]

TZL

UNI - Syringes

• Milestone payments by the 4th largest pharmacutical company in the world who use 40% of the 2billion prefills pa.

• 
  I'm interested in that. Can you say which pharmaceutical company you're referring to and why they use prefill syringes? Do they produce the drug and then wish to market it further to their advantage by using the prefill syringes?
  Do they use it for more than one drug?
  
  
  

  The Company’s current product development portfolio consists of MultiStem, a patented and stem cell product that the Company is developing as a treatment for multiple disease indications, and that is being evaluated in two ongoing clinical trials. [/I]

  There is massive potential in the whole stem cell R&D.
  However, the religious Right have their own unreasonable objections to much of this therapy. So TGA and the FDA approval will be affected by who is in both Houses in any country.
  
  

  Yep, all exciting stuff but im talking on a grander scale with replacement organs and limbs etc also ........
  
  A very viable industry once the percieved moral factors are ironed out.

  Yes, as above.

 

[Smurf1976]

Oil - long term we may well come up with something else. But for the next decade or more we're stuck with a situation of declining discoveries since the 1960's combined with surging demand from the likes of China.

Gas - the most direct alternative to oil.

Uranium - to my understanding a significant share of present consumption is from weapons decommissioning. A point must come when there's no more left to decommission - unused bombs aren't an unlimited resource. After that, it's good old supply and demand with a shortage of supply.

Biotech - if you could make algae grow fast enough then there's all the oil you could ever want...

Gold - with all the attempts at inflation going on, combined with exhaustion of mine reserves, the outlook looks positive unless we actually do end up in true deflation.

A bit of a theme in things that are an inflation hedge and in particular energy resources here...

 

[UBIQUITOUS]

I'm interested in that. Can you say which pharmaceutical company you're referring to and why they use prefill syringes? Do they produce the drug and then wish to market it further to their advantage by using the prefill syringes?
Do they use it for more than one drug?

Julia, the company is Sanofi Aventis and use prefilled syringes for vaccines. They are the world's largest producer of vaccinnes and largest uses of RTFS (ready to fill syringes - which become prefills once filled). I believe that they are trying to retain competitve advantage for vaccines through this. I could go on an on but for detail I will instead point you to a couple of research report (since when UNI have progressed further), and a recent Sanofi Aventis presentation.

http://www.unilife.com//index.php?option=com_docman&task=doc_download&gid=56

ttp://www.proactivenewsroom.com/Default.aspx?app=LeadgenDownload&shortpath=docs%2FUNI13Oct09.pdf

http://en.sanofi-aventis.com/binaries/090817_IR_Seminar_Vaccines_tcm28-26948.pdf

Basically any day now we will hear about the Unilife/SA agreement on which therapeutic drug classes SA will be retaining. Once this has been announce it allows UNI to enter agreements with other pharmacuticals for other drugs classes which do not compete with SA. eg Pfizer for HGH. It has been mentioned (not just in forums, but by the company) that UNI are in discussion with all of the other pharmacutical companies.

 

[Frank D]

Uranium is my pick and a must for the next decade.

For all those who bang on about climate change, if you want to get
serious about it you have to begin looking at uranium. No ifs or buts.

However, it wouldn’t surprise me if the scare-mongering about
climate change will simply shift towards scare-mongering about uranium.

And keep accumulating banking stocks:- cha ching

 

[Taltan]

Uranium and oil look good, especially at reasonable prices thanks to the GFC (oil) and Labor no nuclear policy.

I'm much more skeptical on gold. Unlike power its value as very much perceived, no-one actually needs gold to power their electricity. Also my understanding is that a lot of the world's gold is tied up in Reserve Banks. As govts debts sore many Reserves could re-regulate to decrease their supplies.

In fact taking this thinking further in the modern practical world the Fed reserve would probably be safer stocking barrels of oil rather than gold.