World Population growth

[Value Collector]

Population growth is a topic that has always fascinated me, I stumbled across this Population clock webpage, it shows the population growth of the Usa and the World in a rather interesting set of live meters.

http://www.census.gov/popclock/

 

[Value Collector]

With the population heading to 9 Billion by 2050, what does this mean for our investments?

Surely, there are many companies in prime positions to benefit from this growth.

Obviously holdings of prime agricultural land in politically stable areas and companies with large resources of Potash and Phosphate are in business areas with a tail wind.

Large low cost producers of energy and materials resources should to well over time.

Companies with strong brands in food production, and companies with key positions in food marketing and distribution should do well.

Even one of my favourite companies "The Walt Disney company" is in a prime position to profit from a growing customer base for it's media content and parks and resorts etc.

 

[Value Collector]

 

[luutzu]

With the population heading to 9 Billion by 2050, what does this mean for our investments?

Surely, there are many companies in prime positions to benefit from this growth.

Obviously holdings of prime agricultural land in politically stable areas and companies with large resources of Potash and Phosphate are in business areas with a tail wind.

Large low cost producers of energy and materials resources should to well over time.

Companies with strong brands in food production, and companies with key positions in food marketing and distribution should do well.

Even one of my favourite companies "The Walt Disney company" is in a prime position to profit from a growing customer base for it's media content and parks and resorts etc.

Yea, BHP and its potash and energy; chemical and fertiser companies... and either Disney or Northrop and Boeing. haha. Maybe both could be OK - one does the real dirty work the other selling fantasies

 

[Value Collector]

Yea, BHP and its potash and energy;

I found this company a while back, it's a pure play fertiliser company, it mines both Potash and Phosphate and owns and distributes branded fertiliser products. It's current reserves are enough to keep them mining for over 100 years.

It produces 50% of the fertiliser used in the USA and 20% globally.

The Mosaic Company




Also their work in developing countries is ending poverty in the regions and also developing future markets for their products.

 

[SirRumpole]

Any company with interests in non renewable resources will be at risk, because as the population increases so does the use of these resources and their eventual demise comes closer.

If some people here could see further than their hip pocket they would realise that population increase brings more problems than it solves.

 

[luutzu]

Any company with interests in non renewable resources will be at risk, because as the population increases so does the use of these resources and their eventual demise comes closer.

If some people here could see further than their hip pocket they would realise that population increase brings more problems than it solves.

Saw this doco a while back... some myths about population growth.

I remember being convinced that population growth is actually good for us. Can't remember why.

Also, growth not really due to birth rate, but due to advances in medicine... So we rich Westerners are the problem - living too long, haha


Wait, I think conclusion something like population growth due more to longevity... and healthier people are more productive etc.


https://www.youtube.com/watch?v=fJATiIhFaCE

 

[Value Collector]

Any company with interests in non renewable resources will be at risk, because as the population increases so does the use of these resources and their eventual demise comes closer.

.

A company producing these non renewable resources, would see an increasing demand and price for their production. Existing assets would become more profitable with increased demand, generating cash flow that can be invested else where.

If some people here could see further than their hip pocket they would realise that population increase brings more problems than it solves

It's always been very profitable to solve problems, Neither you nor I can stop population growth. We might be able to find companies that are ready to solve the future problems or supply the needs and wants though, and make a few dollars in the process.

 

[luutzu]

I found this company a while back, it's a pure play fertiliser company, it mines both Potash and Phosphate and owns and distributes branded fertiliser products. It's current reserves are enough to keep them mining for over 100 years.

It produces 50% of the fertiliser used in the USA and 20% globally.

The Mosaic Company




Also their work in developing countries is ending poverty in the regions and also developing future markets for their products.

Thanks VC, will take a look.

These really put the short term price fluctuation into perspective doesn't it?

 

[SirRumpole]

It's always been very profitable to solve problems, Neither you nor I can stop population growth. We might be able to find companies that are ready to solve the future problems or supply the needs and wants though, and make a few dollars in the process.

You can't solve problems without resources, and they are rapidly diminishing

 

[Value Collector]

You can't solve problems without resources, and they are rapidly diminishing

5 years ago peak oil was the catch cry, a simple technology advance came and now we are swimming in the stuff, and the oil price if way down.

I think the human races ability to over come the problems is under estimated.

 

[Gringotts Bank]

Aus ticked over 24 mill today.

Have a guess what the population will be in 1.5 years from now. The answer will shock you.

 

[CanOz]

Aus ticked over 24 mill today.

Have a guess what the population will be in 1.5 years from now. The answer will shock you.

26m?

 

[Gringotts Bank]

26m?

25mill.

I thought that was bad enough. The chart must be steep parabolic.

 

[craft]

Aus ticked over 24 mill today.

Have a guess what the population will be in 1.5 years from now. The answer will shock you.

25mill.

Considering Australia's population growth rate for the last year was 1.4% and seems to be trending down with less immigration associated with the mining construction boom, I would be shocked if we doubled our population growth rate to achieve 25M in 18 Months. 1.4% would result in an additional ~ 500K in 1.5 years and its likely to be lower.

 

[CanOz]

Should make getting my citizenship easier maybe

Unless they're planning on taking allot more refugees, what could possibly drive such a mass influx over such a short period? Maybe my wife should apply for a job in Immigration, sounds like they'll need some help (not serious there)..

 

[craft]

Should make getting my citizenship easier maybe

Once you change your name to OzCan (or maybe Tinny) you'll be a dead cert.

 

[CanOz]

Once you change your name to OzCan (or maybe Tinny) you'll be a dead cert.

lol....your a crafty one with those nicknames aren't you

 

[SirRumpole]

Bob Carr calls for Australia to take in fewer immigrants; says current rates based on flawed economics

http://www.abc.net.au/news/2016-02-...lia's-immigration-by-at-least-a-third/7174506


I completely agree with Bob.

 

[McLovin]

Aus ticked over 24 mill today.

Have a guess what the population will be in 1.5 years from now. The answer will shock you.

It's not a bad spot to be in that despite all the doomsday predictions there are still far more people wanting to move to Australia than leave Australia.