GLG News by Infrastructure Construction Experts (North America)

Jorge FernandezSelf - OwnerIndependent Consultant (Jorge Fernandez)

Crumbling U.S. Water Infrastructure is an Investment Opportunity

April 11, 2008

Analysis of: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.

Bill DerrickDirector of EstimatingFLUOR CORPORATION

Alaska has been an LNG supplier since the 60's - What is new?

October 23, 2007

Analysis of:Alaska can export LNG to Pacific Rim | today.reuters.com

Liquefaction and pipelines in Alaska address the local desires to keep revenues and jobs in Alaska. Building a pipeline to somewhere in the south, like Valdez is very possible. ROW (Rights of Way, pipeline corridor) are already permitted and mostly available, and the access is available. Knocking off 1,350 miles off the land pipeline will pay for the liquefaction facilities. Ships for transporting LNG should be available. Schedule for an all Alaska facility should be advantageous.

Jorge FernandezSelf - OwnerIndependent Consultant (Jorge Fernandez)

Water Purification by Membrane Filtration is a fast growing global market – By Jorge Fernandez – Partner, Water Science & Marketing, LLC

May 25, 2007

Analysis of: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.

Bill DerrickDirector of EstimatingFLUOR CORPORATION

It is an alternative energy, but not a long term solution to energy needs

April 9, 2007

Analysis of:Fill Up With Ethanol? | online.wsj.com

Ethanol as an energy source is not as cost efficient as we think.
Cost of water, fertilizer, transportation, blending and subsidies detract from its attractiveness.
In the long term we cannot produce enough renewable energy to make a signifigant dent in our energy demand.
Corn and rape seed as feed stock are not likely sustainable as biofuel inputs.

Jorge FernandezSelf - OwnerIndependent Consultant (Jorge Fernandez)

Making money from water

December 14, 2006

Analysis of: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?

Bill DerrickDirector of EstimatingFLUOR CORPORATION

Construction Equipment demand can be Recursive

October 9, 2006

Analysis of:Komatsu Says China to Buy 10% of Construction Equipment by 2010 | www.bloomberg.com

Construction equipment demand will likely be recursive, and further drive its own demand.

The impact will not only be in China, India and Russia but also in the United States, Australia, Middle East and Europe as well.
Emissions and safety will also drive demand.

Bill DerrickDirector of EstimatingFLUOR CORPORATION

Early Consensus is Inconclusive - Deep Water Lower Tertiary GOM

October 2, 2006

Analysis of:Gulf oil discovery may be bigger than Alaska's Prudhoe Bay | www.cnn.com

The extended well test only covered 40% of the net pay column, and the results of the remainder are not immediately expected.

The well test indicated 6,000 b/d of oil, but one speculation is that the find may be more gas than oil.

Due to the depth of the water and the total depth of the well, there are acute technical issues both in drilling and production, not to mention significant cost to drill the well(s).

Page : 11 to 7 of 7