Water stocks

[Sean K]

Water seems to be getting scarse at the moment.

Anyone got any shares related to the provision of water that will benefit from the situation?

Rudd's $1bn drought plan
October 28, 2007 - 2:11PM

A federal Labor government would commit $1 billion towards storm water harvesting and desalination projects to help secure Australia's urban water supplies

 

[reece55]

Kennas
If you want a basket of these kinds of stocks, try CSW - Credit Suisse PL100 - World Water Trust. The website is here: Link.

I think the majority of the entities in the basket are US based, so you would probably want to think about hedging a portion of your currency risk out (i.e. buy a few Mini AUD:USD's and use the shares as collateral, interest yielding too).

Cheers

 

[dubiousinfo]

For something closer to home there is the MFS Water Fund.

 

[patrick]

Not sure if this is what ur after but i read an article, in the Australian, on this a while back (on water scarity in the future) and it was saying that leighton holdings LEI will prob benefit from future invertments in water because they provided a lot of the infrastructure for water utilities in Australia.

The article also mentioned the MFS water trust as they will benefit from future investments from the government and private bodies as well.

hope this helps.

 

[Sean K]

Cheers guys. Some good ideas.

I've also been looking at infrastructure companies who do things with water.

LEI is one, but I can only find one wastewater project

I think DOW has a division looking at water too. (Downer EDI Works) But it's just a small division.

I'm not sure of any infrastructure companies who solely specialise in water.

 

[clowboy]

it's a different spin on things kennas, but CNM could benifiet from water. it is there by product to making power

 

[Sean K]

it's a different spin on things kennas, but CNM could benifiet from water. it is there by product to making power

Might be something in that clowboy.

 

[patrick]

United Group Limited are another water infrastructure group, heres the link to some of there current water projects:

http://www.unitedgroupltd.com/index.php?option=com_content&task=view&id=297&Itemid=983

Also not sure if this is helpful but a French company called Degremont run the Perth desal plant. Not sure where they're traded but they have water projects running all over the world and mite be worth looking into if thats wot ur looking 4.

 

[Sean K]

it's a different spin on things kennas, but CNM could benifiet from water. it is there by product to making power

Just broken out.

Wave power and clean coal seem to be the main game but looks like these guys might be on to something.

 

[Sean K]

Just broken out.

Wave power and clean coal seem to be the main game but looks like these guys might be on to something.

I didn't buy any.

 

[Boyou]

Thanks to all who have posted on this thread and CNM ,in particular The potential here is quite amazing .
In particular regard to their clean coal power generation,I like the FLEXIBILITY of this technology. From small scale..on the spot.. power generation to base load capacity.
The wave power aspect is another geenie in the bottle!!

From the company website:-


Potential Applications

Cleaner Coal Power is being developed with a flexible range of potential
applications in mind. These include:

* Alongside large, point-source, base load generators during peak loading times. Base load requirements could be covered by the traditional power plants suited to producing consistent output levels and operating continuously, whilst the more flexible Cleaner Coal Power units could meet rapid demand fluctuations.
* A smaller series of units could be used to generate distributed sources of electricity and avoid issues associated with using aging and expensive distribution infrastructure. It's estimated that 10% of generated power is lost through transmission in developed countries and this may be as high as 30% in developing nations. 60% of the world live off-grid such as in rural communities in developing countries.
* Hundreds of CCP units in series as a base load supplier of cleaner coal power
* As a reliable, back-up power supply for organizations as protection against brown-outs or black-outs

 

[sfx]

The US fund should do well in the next decade. The US govt are investing heavily, and there are some big projects underway. Strategic importance from what I've been told.

I know of one company being scrutinised here in Oz, but they are not listed unfortunately.

 

[ithatheekret]

Coca Cola and Pepsi are both good water stocks , sounds weird for them to be , but they both hold substancial water bottling portfolios and have been pretty consistent throughout the years .

They're not just fizz .

 

[The Mint Man]

Coca Cola and Pepsi are both good water stocks , sounds weird for them to be , but they both hold substancial water bottling portfolios and have been pretty consistent throughout the years .

They're not just fizz .

ahh, you crack me up

 

[Sean K]

For something closer to home there is the MFS Water Fund.

I've been looking at this but although it's made some good returns since opening, I just can't get over the 5% + management fees. Crazy. I'd probably invest in it otherwise.

http://www.mfsgroup.com.au/managed-funds/water-fund/

 

[Col Lector]

Gidday Kennas,
I am a confirmed AJL (AJ Lucas) enthusiast as per my posts on that thread. Mainly refer there to their coal-seam gas industry enterprise potential.
But AJL's water diversification is a major attraction...a significant water/sewerage division. ..complemented by AJL's pipeline construction & "trenchless" & directional drilling capabilities.

Founded in Sydney in the 1950s, today Lucas is a leader in the engineering and construction of utility infrastructure: gas, oil and electricity distribution, water and sewerage systems and telecommunications networks

These guys are currently involved in the major SE QLD "Western Corridor" recycled water project; completed Goro Inco water 30km pipeline; also constructs wastewater pipelines for Syd Water - many utilising horizontal drilled bores to avoid environmental damage(eg, Blue Mountains sewerage fix involved dual bores drilled 2400m under a dam to connect a problem area to a remote main )
Water sector is a strong revenue contributor to AJL, & is a targetted growth area long-term
Currently AJL-watchers are fixated on the soon to be released independent reserves report for AJL's Gloucester Coal-seam project. Confirmation of success at Gloucester could open the way for some major expansion energy/electricity projects to flow.
Gloucester should ensure plenty of interest (hopefully upside) in the near-term. Longer-term all divisions should contribute....water; oil/gas; csg; electricity infras; drilling; pipelines; engineering &construct;
Noting also there are hints as to a spinoff of one or more of the divisions.

 

[numbercruncher]

"Whiskey is for drinking. Water is for fighting over." - Mark Twain

 

[ReXXar]

Anyone an expert on water industry/stocks here? I know very little but I think water is often overlooked as it's a finite commodity like any other, been adding water companies in the last six months, namely Phoslock and Emefcy. Anyone holding these companies or care to discuss?

 

[craft]

Anyone an expert on water industry/stocks here? I know very little but I think water is often overlooked as it's a finite commodity like any other, been adding water companies in the last six months, namely Phoslock and Emefcy. Anyone holding these companies or care to discuss?

The biggest owner of water rights on the ASX I believe is WBA.

Those two companies you mention are water technology companies. Vastly different investment beast than a water rights owner.

But all relate to water I guess. WBA might be a bit boring if the other two appeal.

 

[Ves]

Anyone an expert on water industry/stocks here? I know very little but I think water is often overlooked as it's a finite commodity like any other, been adding water companies in the last six months, namely Phoslock and Emefcy. Anyone holding these companies or care to discuss?

I'm not an expert, and I don't know either of those companies, but Ruralco has a water services and water brokerage business. I see they've made some acquisitions in this area in 2017 and are aggressively expanding it. I can't really make any comment on the quality of their business though.