Water stocks

[skc]

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 forum's "similar thread" function revealed a name that I've never heard about... but it sounds like just up your alley.

 

[ReXXar]

Thanks for the posts I'll take a look. I've looked into WBA and Ruralco last year, think gave them a pass because they lacked an "Asia connection", i.e. China. Ruralco also face strong competition from a resurgent Elders, which I also hold until they declare an initial dividend. Having lived in Asia so long, Australian market is really no comparison with Asian markets, the city of Shanghai's population alone rivals entire Australia. Duxton is interesting, don't know what exactly is Water Entitlements, I'll research this over the weekend.

 

[Dona Ferentes]

Time to revisit..... WATER & Water Stocks

Definitely a subject that can pull opinions and facts, FACTS, from everywhere. If you believe the linear projectionists, we ain't gonna have nuttin' to drink is just a few ol' years.

But there is stress on the systems, and with water we have to deal with two immutable elements in the mix; QUALITY and QUANTITY. And its like motherhood; can't argue against it.

The addressable market is huge. Lots of players in the sector; some specialised, some legacy players, some part of their product mix.

Rather than look at the majors, the engineers and contractors, there are a bunch of specialist players, some recently listed, some plugging away for a while. Most of them are dealing with optimising a situation, and that involves wastewater (aka pollution)

Wastewater is normally discharged to the environment, requiring treatment and proper management to protect public health and the environment. To manage wastewater requires infrastructure and chemical dosing and with discharge limits continuing to tighten globally ....

Parkway Corporate PWN. Recently floated, market cap $30M, WA based, focused on advancing stated dual objectives of building an industrial water treatment business through Parkway Process Solutions, whilst concurrently advancing the further development and commercialisation of the portfolio of next-generation water treatment technologies.

Fluence Corporation Limited (FLC) : Market Cap $121M ; involved in the decentralized water, wastewater and reuse treatment markets, with its Smart Products Solutions, including Aspiral, NIROBOX and SUBRE. Fluence also offers an integrated range of custom engineered services across the complete water cycle, from early stage evaluation, through design and delivery to ongoing support and optimization of water related assets, as well as Build Own Operate Transfer (BOOT). Fluence has experience operating in over 70 countries worldwide.

Clean TeQ Water Limited (CNQ) : $30M market cap ; in the water treatment and resource recovery space. The services are provided to governments and companies. The technology solutions include desalination, nutrient removal, zero liquid discharge and hardness removal. The company has offices and laboratories in Melbourne, Beijing and Tianjin, and partnerships covering Africa, the Middle East and North Africa regions and Latin America

De.mem Limited (DEM) ; Market Cap $55M, a Singaporean-Australian de-centralised water and waste water treatment business that designs, builds, owns and operates modern water treatment systems for clients from the industrial, municipal and residential sectors. De.mem operates in the industrial segment providing systems and solutions to customers from mining, electronics, chemicals, oil and gas and food and beverage industries as well as in the municipal and residential segments.

SciDev (SDV) ; Market Cap $150M; in the development and application of both chemistry and process control for solids-liquid separation. SciDev brings in technology, chemistry, management and manufacturing capabilities to solve pressing operational and environmental issues for the mining, construction, water treatment and oil & gas markets.

Carbonxt Group Limited (CG1) : Market Cap $38M; a cleantech company that develops and markets specialised Activated Carbon (AC) products, primarily focused on the capture of mercury and sulphur in industrial processes that emit substantial amounts of harmful air pollutants. The Company produces and manufactures Powdered Activated Carbon and Activated Carbon pellets for use in industrial air purification, waste water treatment and other liquid and gas phase markets.

PuriflOH Limited (PO3) : Market Cap $50M; in conjunction with the Somnio Group, is developing its Free Radical Generator (FRG) technology for a range of applications across three opportunities: Indoor air purification, Water sanitation and Medical sterilization.

Calix Limited (CXL) : Market Cap 650M; has developed a patent-protected, platform technology. One part of the portfolio is Calix’s ACTI-Mag (chemical dosing of Magnesium Hydroxide Liquid) is one of the safest, most cost-effective ways to manage hydrogen sulphide, odour, pH and alkalinity, BOD/COD, phosphate and fats/oils/greases in wastewater.

and then there is the unfortunate PHOSPHAGENICS LTD (POH); took eye off the ball & diddled abroad.

Other Water stocks but not in remediation as such: Duxton Water D2O, Market Cap $160M ; acquires and manages a portfolio of Australian water entitlements (irrigation) primarily focused on the southern Murray Darling Basin.
+ recently listed Rubicon Water Ltd (RWL) ; Market Cap $280M; water technology solutions business that designs, manufactures, installs and maintains irrigation automation software and hardware.

Please ADD others.

 

[peter2]

Phoslock Environmental Technologies Ltd (PET) specialises in engineering solutions and water treatment products to remediate polluted lakes, rivers, canals and drinking water reservoirs.

Currently suspended while sorting out problems with theft in their China manufacturing facilities.

 

[Faramir]

I learnt this the very hard way. If you find a water company that you like and their story sounds extremely exciting: I wished I had put in a speccy amount (instead of more due to emotions being carried away). I believe this industry is still in its infancy. I got sucked in believing that these companies had blue sky futures. I didn’t carry out due diligence nor did I looked into management.

SDV just turned positive in its recent annual report. I only tip SDV in the yearly tipping comp but I have not deposited real funds Into it.

This sounds like these companies could become money printing machines but the human race expects water for free. Could Governments force these companies into a bare utilities play (in the very far distant future)???

I would like be believe that these water companies are great because it will benefit society. Yet I just see these stocks bounce up and down like a yo-yo. Australians are still very hesitant to drink recycled water (and we are the driest continent on Earth). I really want to be wrong and show a more positive and upbeat personality.

 

[Faramir]

* (last sentence should be) I really want to be wrong and show a more positive and upbeat personal view of these water stocks.

 

[divs4ever]

i held RHL ( Ruralco ) before they were taken over , and currently hold D2O

but then my holdings don't have to be exciting , boring and profitable has a place in my portfolio as well

 

[Garpal Gumnut]

Time to revisit..... WATER & Water Stocks

Definitely a subject that can pull opinions and facts, FACTS, from everywhere. If you believe the linear projectionists, we ain't gonna have nuttin' to drink is just a few ol' years.

But there is stress on the systems, and with water we have to deal with two immutable elements in the mix; QUALITY and QUANTITY. And its like motherhood; can't argue against it.

The addressable market is huge. Lots of players in the sector; some specialised, some legacy players, some part of their product mix.

Rather than look at the majors, the engineers and contractors, there are a bunch of specialist players, some recently listed, some plugging away for a while. Most of them are dealing with optimising a situation, and that involves wastewater (aka pollution)


Parkway Corporate PWN. Recently floated, market cap $30M, WA based, focused on advancing stated dual objectives of building an industrial water treatment business through Parkway Process Solutions, whilst concurrently advancing the further development and commercialisation of the portfolio of next-generation water treatment technologies.

Fluence Corporation Limited (FLC) : Market Cap $121M ; involved in the decentralized water, wastewater and reuse treatment markets, with its Smart Products Solutions, including Aspiral, NIROBOX and SUBRE. Fluence also offers an integrated range of custom engineered services across the complete water cycle, from early stage evaluation, through design and delivery to ongoing support and optimization of water related assets, as well as Build Own Operate Transfer (BOOT). Fluence has experience operating in over 70 countries worldwide.

Clean TeQ Water Limited (CNQ) : $30M market cap ; in the water treatment and resource recovery space. The services are provided to governments and companies. The technology solutions include desalination, nutrient removal, zero liquid discharge and hardness removal. The company has offices and laboratories in Melbourne, Beijing and Tianjin, and partnerships covering Africa, the Middle East and North Africa regions and Latin America

De.mem Limited (DEM) ; Market Cap $55M, a Singaporean-Australian de-centralised water and waste water treatment business that designs, builds, owns and operates modern water treatment systems for clients from the industrial, municipal and residential sectors. De.mem operates in the industrial segment providing systems and solutions to customers from mining, electronics, chemicals, oil and gas and food and beverage industries as well as in the municipal and residential segments.

SciDev (SDV) ; Market Cap $150M; in the development and application of both chemistry and process control for solids-liquid separation. SciDev brings in technology, chemistry, management and manufacturing capabilities to solve pressing operational and environmental issues for the mining, construction, water treatment and oil & gas markets.

Carbonxt Group Limited (CG1) : Market Cap $38M; a cleantech company that develops and markets specialised Activated Carbon (AC) products, primarily focused on the capture of mercury and sulphur in industrial processes that emit substantial amounts of harmful air pollutants. The Company produces and manufactures Powdered Activated Carbon and Activated Carbon pellets for use in industrial air purification, waste water treatment and other liquid and gas phase markets.

PuriflOH Limited (PO3) : Market Cap $50M; in conjunction with the Somnio Group, is developing its Free Radical Generator (FRG) technology for a range of applications across three opportunities: Indoor air purification, Water sanitation and Medical sterilization.

Calix Limited (CXL) : Market Cap 650M; has developed a patent-protected, platform technology. One part of the portfolio is Calix’s ACTI-Mag (chemical dosing of Magnesium Hydroxide Liquid) is one of the safest, most cost-effective ways to manage hydrogen sulphide, odour, pH and alkalinity, BOD/COD, phosphate and fats/oils/greases in wastewater.

and then there is the unfortunate PHOSPHAGENICS LTD (POH); took eye off the ball & diddled abroad.

Other Water stocks but not in remediation as such: Duxton Water D2O, Market Cap $160M ; acquires and manages a portfolio of Australian water entitlements (irrigation) primarily focused on the southern Murray Darling Basin.
+ recently listed Rubicon Water Ltd (RWL) ; Market Cap $280M; water technology solutions business that designs, manufactures, installs and maintains irrigation automation software and hardware.

Please ADD others.

ORI

gg

 

[divs4ever]

ORI ??

i don't remember seeing that piece of news , but then don't watch ORI much now after it offloaded Dulux

 

[Garpal Gumnut]

ORI ??

i don't remember seeing that piece of news , but then don't watch ORI much now after it offloaded Dulux

It ain't "news".

It's just one of what one of this monster does.

They deserve a Nobel Prize really.

gg