Crumbling U.S. Water Infrastructure is an Investment Opportunity
April 11, 2008
US Water Pipelines Are Breaking | ap.google.com
This article points to an area of the water industry that will continue to enjoy positive dynamics. For the investor, the message is simple: companies selling water infrastructure-related products and services, like large pipes, large valves, inspection and repair services, water pipeline engineering and construction, etc., the future has a strong upside. The current housing crisis may hurt some municipalities' ability to fund some of these projects. However, in most cases, delaying them is difficult or impossible, specially when water service to customers is at stake. Further, a new Washington administration in 2009 will look at rebuilding infrastructure as a strong potential avenue to re-energize the economy and create jobs.
May 25, 2007
Water Extraction: Pure water production | www.filtsep.com
Implications: The fundamentals in the global water industry will continue to be quite positive for many years ahead. Economic prosperity brings with it severe deterioration of water availability and quality all over the world. Membrane filtration is a proven method to successfully and efficiently improve water quality and companies operating in this space can be expected to meet or exceed the water industry growth rate.
December 14, 2006
Liquid Assets-Clean water makes a splash on Wall Street | plentymag.com
The Liquid Assets Article implies that water markets are hot and that millions of people lack good water, and that water companies have high PE valuations, which is true, but more than seeing sales growth, how can the investor make money, where and how?
Membrane Efficiencies Ensure 10% Growth of Muncipal Drinking Water Technologies
November 6, 2006
US Market for Drinking Water Technologies to Reach $2.1 Billion in 2011 | www.bccresearch.com
Improved membrane efficiencies and declining pricing will drive a projected 10% AAGR in municipal drinking water technologies.
Membrane filtration represents over 75% of all advanced municipal filtration technology and it will remain the significant technology to guarantee clean water.
Pall Hits a largely Unappreciated Municipal Homerun
November 6, 2006
Big UF Drinking Water Plant Coming to MN | www.ch2m.com
The Minneapolis decision to use CH2M Hill and Pall in the US' largest membrane filtration plant elevates Pall into the highest echelon in the Municipal segment, where they have been working hard to penetrate. This represents a major achievement in a five-year long struggle.
Layne Christensen Deserves Some Attention in Water
September 25, 2006
Layne Agrees to Buy Sewer Rehab Unit | biz.yahoo.com
Layne Christensen (LAYN) is not a company that receives a lot of publicity, but it is has recently taken some smart, significant steps in the water industry to make the company a serious player.
Most importantly Layne does not appear to be overpaying for their water deals, like some industry giants (GE).
The Separator is a Key Element in building a safer Lithium-Ion Battery
September 1, 2006
Dell, Sony Discussed Battery Problem 10 Months Ago | www.computerworld.com.au
The recent Lithium-Ion laptop battery recalls can be seen as a good thing for consumers and for the battery separator industry.
Safety is not a new idea for the battery separator industry and in fact many products already exist which can dramatically enhance safety with relative ease and not at great incremental cost.
GE Water: Positioning itself to Surge Ahead
August 30, 2006
GE's Water Unit Remains Stagnant As It Struggles to Integrate Acquisitions | online.wsj.com
GE can improve its standing in the water business, but it must resist temptation for immediate gain and it must stay the coarse.
The confluence of superb water technologies, a guaranteed growth market, disciplined management, global reach and tremendous finance capabilities will ensure GE a leading position in the water business, provided it makes no rash moves.
Zinc Matrix Power: An Excellent Alkaline Alternative to Lithium Batteries
August 30, 2006
Ross Duebner, CEO of Zinc Matrix Power, has two words for you: Think Zinc | news.com.com
Lithium technology, despite its safety issues, will likely continue to dominate the portable battery market, but there is a great need to diversify beyond Lithium to hedge our bets.
The well known Silver-Zinc chemistry is one of the very few good high energy contenders, and Zinc Matrix Power's sealed technology offers promise.
China Will Soon Address Its Water Shortage
August 30, 2006
China's Water Resources Become Stretched | online.wsj.com
China has loosened the monetary reigns on industries such as automotive and electronics in previous years and it will loosen the reigns on water treatment in the coming years.
The extent of the water shortage, the strategic nature of water and the impending Olympics will force the old guard to loosen the reigns sooner than they would like.
Shale gas abundance provides new options for energy companies
February 13, 2012
Chesapeake Energy bites the natural gas bullet
January 25, 2012
Flurry of newbuild drilling rig deliveries in 2012 may dampen rig rates
January 20, 2012
Talisman joins the ranks of cautious E&P companies
January 12, 2012
Early signs of caution begin to cloud frontier exploration and production
January 4, 2012