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Upward... relentlessly!!!
The trend continues upward... steadily...
P&F Chart: Bullish Price Objective raised to $25... Onward!!!
Ending the year at multi-year highs...
The sp is moving along the upper boundry of the trading range going back nearly 2 years. Time for a breakout.
thanks for the chart Pro-Life
Bullish price objective is $25 on the P&F chart:
http://stockcharts.com/def/servlet/SharpChartv05.ServletDriver?chart=pho,pltad[pa][da][f!3!!]&pnf=y
sure is ... ones who invest now will BANK later IMO
The water sector is finally taking off... bullish price oblective is $25.00 on the P&F chart in the i-Message/i-Box.
Scoreboard for the week: +2.71%
For the week: +2.14%
This is taking a hit just like the rest of the market.
PHO mentioned here:
Texas Is Burning: Buy These 14 Water Stocks Now!
By Jeff Siegel
Monday, August 15th, 2011
http://www.energyandcapital.com/articles/water-infrastructure-opportunities/1707
An excerpt... for the full report, click the link above:
"... As droughts continue to hammer 40 percent of the contiguous United States — and more than 60 percent of the country sits above a crumbling infrastructure — there's never been a better to time to stake your claim to a few solid water works plays.
Here are 14 water works stocks you should know about:
¦Badger Meter (AMEX: BMI)
¦Calgon Carbon Corp (NYSE: CCC)
¦Claymore S&P Global Water (NYSE: CGW)
¦Consolidated Water Co (NASDAQ: CWCO)
¦Energy Recovery (NASDAQ: ERII)
¦Flow International (NASDAQ: FLOW)
¦Insituform Technologies (NASDAQ: INSU)
¦Layne Christensen (NASDAQ: LAYN)
¦Lindsay Corporation (NYSE: LNN)
¦PowerShares Water Resources (AMEX: PHO)
¦Roper Industries (NYSE: ROP)
¦Tetra Tech (NASDAQ: TTEK)
¦Veolia Environment SA (NYSE: VE)
¦Watts Water Technologies (NYSE: WTS)
Whether by tax dollars or privatization, the repair and upgrade of our water management systems and networks is a lock.
And we're going to milk this one for every penny.
To a new way of life, and a new generation of wealth... "
For the week: -9.80%... ugly... be careful out there.
For the week: -2.95%
-1.00% is the scorecard for the week...
Jim Rogers on the Dangers of Price Inflation, the Promise of Commodities and America's Continued Decline
Sunday, April 03, 2011 – with Anthony Wile
http://www.thedailybell.com/1970/Anthony-Wile-with-Jim-Rogers-on-the-Dangers-of-Price-Inflation-the-Promise-of-Commodities-and-America?8364;?s-Continued-Decline.html
Comments on water:
Daily Bell: Any comment on water shortages? Is potable water the next big investment?
Jim Rogers: I don't know if we discussed water last time but I have discussed it many times. There are huge shortages of water developing. We have wars developing east of the Red Sea over oil, and we are going to have wars west of the Red Sea over water. Northern India has a staggering water problem and so does northern China. Southwestern part of the US has big water problems. If you can find a way to invest in water, you are going to be extremely successful and rich.
You shouldn't own water, though, because if you own water the politicians are going to snarl and sneer and say you are capitalizing on God's-given-right to water, you filthy capitalist. If you are lucky, they will hang you in the public square. If you are unlucky, it will be worse. But if you can transfer water or clean water or provide water, they will build a monument to you in the public square, and you will be extremely rich.
The Daily Bell Afterthoughts:
Jim Rogers is in fine form in this interview. We believe it is easily the best interview we've done with him in the sense that he was unusually frank and forthcoming and made some points that we have never read anywhere else, especially about water and how to invest in it.
Report Card for America's Infrastructure... in total: 4 'D-' grades directly related to H2O... Drinking Water, Levees, Inland Waterways, Wastewater
http://www.infrastructurereportcard.org/
For the week: +2%!
My friends, for the week: +3%!!!
Ballast Water Treatment Market Remains Buoyant
http://www.waterworld.com/index/display/article-display/2962768158/articles/water-wastewater-international/volume-25/issue-1/regulars/creative-finance/Ballast-Water-Treatment-Market-Remains-Buoyant.html
Driven by international regulations, the market for ballast water treatment systems is predicted to grow to over $34 billion. Tomasz Zagdan looks at the costs involved in purchasing a system, how companies such as Veolia Water Solutions & Technologies are getting involved and the separation and disinfection process.
Cumulative investments of over $30 billion are expected to be made into ballast water treatment systems (BWTS) over this decade, according to a study recently conducted by Frost & Sullivan. Investments will concern more than 57,000 maritime vessels that will require a ballast water treatment system to be installed during the period 2009-2020, driving massive requirement for system orders.
Demand for BWTS has emerged following the adoption of the International Convention for the Control and Management of Ship’s Ballast Water and Sediments in 2004. This convention aims to address the issue of the so called ‘invasive marine species’- aquatic organisms carried around the world in the ballast water tanks of ships.
Invasive marine species discharged into a new environment may become invasive and endanger the native ecology, threaten the local economic activities such as fisheries or even bring about diseases or human fatalities. According to the International Maritime Organization (IMO), maritime ships transporting over 80% of world’s commodities could carry between three and 12 billion tonnes of ballast water around the world each year. Losses incurred by economy as a result of the invasive species are equally staggering and in the USA alone it is estimated by the IMO to be as high as $138 billion annually.
In order to address this enormous environmental challenge, the IMO Convention adopted in 2004 set an obligation for the ship owners to meet strict water quality standards referred to as D2 standard in the legislation and determined the maximum volume level of invasive organisms allowed in the discharged water. Since ships have not been designed and equipped to treat ballast water, installation of an additional ballast water management system onboard is necessary to ensure conformity with the standards.
To ensure effective implementation of the legislation, the IMO Convention has set a roadmap for the ship owners to achieve compliance. Specific timelines have been provided for the new build and existing ships, additionally differentiated depending on the capacity of the vessel’s ballast water tank. Importantly, the agenda outlined in the IMO Convention will influence the timeline for investments of ship owners to install BWMS over the next ten years.
Although the IMO Convention was adopted in 2004, it needs ratification by 30 states representing 35% of the world’s merchant shipping tonnage to be effective. The current status of the Convention is that it has been ratified by 21 states representing about 23% of the merchant fleet tonnage.
Figure 1. Time lines for compliance with the IMO International Convention for the Control and Management of Ships’ Ballast Water and Sediments for newly built and existing vessels
Until the D2 standard becomes compulsory, ship owners are encouraged but not required to install a ballast water treatment system onboard their ships. As an interim means ship owners without installed equipment need to perform ballast water exchange, referred to as the D1 standard in the legislation. This does not ensure the same performance as treatment but serves as a temporary solution to minimise the impact of alien invasive species.
The Convention adopted by the IMO is not the only piece of legislation compelling ship owners to treat ballast water before discharge. Several European countries, Australia, the USA or even certain US states (e.g.: California) are also in the process of developing or enforcing similar legislation. Some regulatory bodies (e.g.: the US Coast Guard) are considering to impose stricter standards than the IMO. However, the IMO Convention is the only piece of legislation that has a truly global coverage and is used as a reference point for the remaining regulators.
Pricing challenge
One of the key questions both for the ship owners and system suppliers on the market is the pricing of ballast water treatment systems. System suppliers surveyed by Frost & Sullivan admitted that rather than a cost plus calculation model, they aim to adjust prices to systems that are already available. The analysis carried out by the company has also shown that the price level is still very unstable and reflects the early stage of the market development.
Figure 2. The Competitive Environment on the Ballast Water Treatment market and a few representative companies.
Compared to the data indicated in some of the commonly available publications (e.g. the Ballast Water Treatment Technology Guide by Lloyd’s Register from September 2008), prices have increased substantially. Capital costs associated to purchasing a system dedicated for a pump capacity of 200-250 m³/h range from $175,000 up to $490,000. Estimated price for larger systems with a pump capacity of around 2000 m³/h, range from $650,000 up to nearly $3 million.
Frost & Sullivan believes that the price levels will continue to fluctuate in the short-medium term and reach some level of stabilisation by 2015 when the market gains momentum and competition becomes more intense.
More than $7 billion in revenues a year at the peak of market
The total market potential for ballast water treatment systems of $34 billion is not evenly spread across the whole forecast period (2009-2020). As the legislation is yet to become effective, the overall market demand is on hold as the overall market awaits the legislative driver that will get the ship owners to purchase and install ballast water treatment systems.
Business opportunities
In response to the challenge of treating ballast water for a broad range of ship types and sizes, suppliers of treatment technologies have started to develop and commercialise treatment solutions. The scale of potential opportunities from sales of the ballast water treatment systems has already attracted close to 50 vendors with solutions at various stage of development or commercialisation with close about 100 component suppliers.
Figure 3. Overview of Ballast Water Treatment Technologies and related Solid-liquid separation and Disinfection solutions
The competitive environment of ballast water treatment suppliers comprises companies with varying industry backgrounds and includes: traditional suppliers of marine equipment (e.g.: Alfa Laval), system suppliers originating from the water and wastewater industry (e.g.: Veolia Water Solutions & Technologies), shipbuilders (e.g.: Hyundai Heavy Industries) and even the ship owners (China Ocean Shipping Company, COSCO).
Ballast water treatment systems are largely customised to the requirements of the shipboard conditions. Technology combinations applied in the system vary but typically include two stages: physical solid-liquid separation (e.g.: disc and screen filtration, hydro cyclones) and disinfection (using chemicals, UV, ozone, ultrasound and heat treatment and others).
Certification and potential entry barriers
Prior to commercialisation, systems need to undergo a testing and certification process which proves its effectiveness in line with requirements specified in the Convention and ensures that the adverse implications on the environment are minimal. The approval procedure includes a land based and a shipboard testing of the equipment, typically done by one of the classification societies. The process is both costly and time-consuming (up to two years) and constitutes a major market entry barrier for the potential suppliers.
As of December 2009, only seven of nearly 50 suppliers have finalised their type approval process. Given the early stage of the market development with only few type approved systems commercially available and the actual number of working installations being scarce, it is risky to evaluate the market prospects for specific solutions. However, taking into the account the diversity of the world’s maritime fleet, comprising vessels of varying construction, purpose and size, it is unlikely that a single best available solution will meet the universal requirements of all ships.
After years of sluggish progress, the ratification process has witnessed significant acceleration in 2009. This is anticipated to be finalised over the next one to one and a half years followed by enforcement 12 months after the completion of the ratification process. Frost & Sullivan expects the market to gain momentum from 2012, once the legislation is ratified and enforced.
Future growth
The global ballast water treatment equipment market presents a massive growth potential for system vendors. Opportunities on the market exist for existing equipment and component suppliers or companies in the process of the product development. Among the existing system, suppliers may include small companies established specifically for the purpose of developing and commercialising ballast water treatment equipment.
Figure 4. Global Ballast Water Treatment Equipment Market, Revenue Forecast and Revenue Share in Three Time periods (2009-2020)
A couple of companies have already acquired venture capital financing, which can be a good indicator of the market potential for ballast water treatment systems. In addition, the majority of system suppliers, including the medium and large players, are still in the process of establishing their sales and distribution networks and also looking for partners with established position and strategic geographic presence in the global marine industry.
Companies will need to extend best practices beyond their product design set-up and take the necessary strategic initiatives of selecting and establishing strategic partnerships and setting up effective distribution and servicing channels. This will be critical in order to be ready to scale up, especially during the peak of the market for a few years during 2015-2020.
Author’s note: Tomasz Zagdan is an analyst (environment markets) at Frost & Sullivan. For further information please contact Fredrick Royan, research manager (water markets) at Frost & Sullivan at: froyan@frost.com.
More Water & WasteWater International Current Issue Articles
More Water & WasteWater International Archives Issue Articles
Yep... it was and poised to clear the top of the weekly channel!!!
this correction may prove to be a buy point...
So, after 2 months... the primary trend returns.
Bullish turned flat out UGLY...
Same story here - bullish!!!
Bullish price objective from the P&F chart is over $24! Great looking weekly chart.
Looks like I have some catching up to do!
Look at the volume and price on the weekly chart - this ETF is consolidating way up high and not a pullback going into the end of the year... This is a hot sector now and will probably be this way going forward without an end in sight - in my belief!
Fund holdings now added to the i-Box...
Bullish price objective is now 26 bucks per the Point & Figure chart!!!
If there is skepticism about water, look here...
World Water Crisis
http://investorshub.advfn.com/boards/board.aspx?board_id=14650
PowerShares Water Resources Portfolio is based on the Palisades Water Index. The Index seeks to identify a group of companies that focus on the provision of potable water, the treatment of water and the technology and service that are directly related to water consumption.
PIO has a current move that is stronger than this index...
I think the world's smartest see it and it shows in the chart of PIO (the global water portfolio)...
This sector is in a worldwide super megatrend... we'll be just fine... is this bottom a Warren Buffett type buying opportunity???
Triple bottom forming on PHO. This will be a base for a good short-term rally.
Heads up FJ--Looks like triple bottom is in for PHO.
Water: The New Oil
It is clear our nation is reliant upon big foreign oil. More and more of our imports come from overseas.
- George W. Bush
When the well is dry, we learn the worth of water.
- Benjamin Franklin
You can own oil, but you can’t own water. You can invest in oil and the industrial complex that finds, produces, refines and distributes it. You can invest in the industrial complex that finds, produces, treats and distributes water, but you can’t invest in water itself. Oil and its byproducts are toxic to life whereas water is essential to all life. Perhaps therein lies the origins of the difference to investors. Fresh water is, for the most part, not owned by anyone but is (in most cases) managed and distributed for the public good. The price you pay for public water is essentially the cost to transport, manage, treat, and distribute it to the tap in your home.
You can’t – at least not yet – buy water on any exchange in the world. As water supplies get tighter across the world, this could change. Water is the new oil – a precious commodity, increasingly harder to find, manage and distribute; and that supply is often subject to the whims of Mother Nature. Control of available water is subject to the whims of government. In some parts of the country, the availability of water is restricting the building of housing.
Some regions in the U.S. are learning the hard way – the Southeast is entering its third year of drought conditions. Lake Lanier, Atlanta’s main source of water is over 13 feet below normal, despite recent rainfall. See embedded drought map of the U.S. below. The world drought map doesn’t look any better.
Like oil, water must be transported from where it is found to where it will be used. Pipelines are commonly constructed to bring the water to a central collection and treatment plant. Once at the central plant, the water must be tested and brought up to potable standards. Only then is the water released into the municipal distribution system. You may have seen news stories about large consumer products companies and their quest for water to fill the millions of plastic bottles they sell each year – a lot of this water comes out of the municipal tap. You may also have seen stories about the treatment of sewage to return it to the potable water supply – this is happening now in Southern California.
Investors can tap into the water pipeline at four main places: infrastructure, treatment of water entering the system, consumer products (bottled water) and treatment of water exiting the system (sewage treatment).
You can find stocks of companies involved in the various phases of water treatment and distribution but as readers of this blog know, I am a big believer in the diversification benefits afforded by ETFs. There are currently two ETFs concentrating on water – primarily transportation, delivery infrastructure and treatment:
1. PowerShares Water Resources Portfolio (PHO)
2. Claymore S&P Global Water Index ETF (CGW)
PHO is more U.S. focused in its holdings while CGW is more international.
Investors can play the consumer products angle with stock in Coca-Cola (KO) – distributor of Dasani, Pepsi-Cola (PEP) – distributor of Aquafina or Nestle (NSRGY.PK) – distributor of Poland Spring. U.S. consumers are paying more for bottled water per gallon than they are for gasoline ($1 for a 16 ounce bottle equates to $8 per gallon).
Asset allocation: these investments are primarily in stocks of companies involved in the water industrial complex - these are not a commodity play on the price of water.
Peak Water: As Big a Threat (and Opportunity) as 'Peak Oil'
by: Greentech Media January 25, 2009 | about stocks: CGW / PHO
From Greentech Media:
By Jeff St. John
The threat of "peak water" should be considered as big a threat – and opportunity – as the threat of peak oil.
But investors who want to capitalize on the coming water crisis will have to contend with the unique economics of the world's most fundamental resource, according to Peter Gleick, noted water expert and president of the Oakland, Calif.-based Pacific Institute.
It's not that the world is running out of water per se, Gleick told an audience Wednesday at the Cleantech Investor Summit in Palm Springs. Rather, "We may run out of the ecological value that water provides," he said, by depleting ancient underground aquifers, overdrawing the world's major rivers and contaminating the limited fresh water available in certain parts of the world.
That's not just a problem for the more than one billion people worldwide that lack access to safe drinking water, or the two-fifths of the world that lacks access to adequate sanitation services, he said.
It's also a threat to businesses that rely on clean and abundant water – and every business, from agriculture to semiconductor manufacturing, needs water, he said. Beijing, China recently banned new water-intensive industries from the city because of a severe water shortage, he said.
"What companies once thought of as a minor cost may no longer be a minor cost," he said.
But what he called a coming water crisis also represents an opportunity for the $400 billion to $500 billion water industry, he said (see A Guide to the Water World).
But there's a fundamental problem for venture capitalists wanting to invest in water, he added – and that's the price of water.
"People don't pay for water, or they don't pay enough for water, and that makes it hard to invest and get returns," Gleick said in an interview before his speech. At the same time, "It's very difficult to raise the price of water politically" in areas where people live on less than $1 a day.
Meaning: "What you don't want is a smart, high-tech system that's incredibly effective, but breaks down or can't be managed in a village in Africa," he said. "People in the clean tech world should spend more time thinking about cheap, simple ways of doing the things they do."
Some of his suggestions?
"There are enormous opportunities for end-use [conservation] devices, from water use in homes to drip irrigation in fields," he said. Small-scale water treatment systems for small communities could also be useful, he said (see WaterHealth Lands $10M for UV Water Purification).
"There are also opportunities in real-time water testing and monitoring," he said. "There are new contaminants we have to worry about and low-level contaminants that we've never previously detected," such as traces of pharmaceuticals that are now showing up in drinking water supplies.
In his speech, Gleick also suggested a different approach to thinking about water infrastructure, which has traditionally been a matter of huge dams, reclamation projects and centralized water treatment systems.
"Infrastructure in the United States might also mean, 30 million front-loading washing machines that save water and energy, and do a better job of washing your clothes," he said.
Gleick was on Wired magazine's "15 people the next president should listen to" list, so it's possible his ideas will get some traction as the federal government considers how to stimulate the economy by investing in the country's infrastructure.
"
thats for sure. Clean Water is the next oil. Whenever you leave the country, they say to drink bottled water only.... Ever been to mexico with the sh**ts for the entire vacation.
I have, and got the shirt....
Ecologists warn the planet is running short of water
http://www.timesonline.co.uk/tol/news/environment/article5562906.ece
Thanks for pointing this board out to me. I definitely like these water plays. I will research it
hey, frenchee! Thanks for giving a link to us at the World Water Crisis board... NICE!!! PHO absolutely will do well... Water - can't live more than a few days without it!!!
http://investorshub.advfn.com/boards/board.aspx?board_id=14650
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The PowerShares Water Resources Portfolio (Fund) is based on the NASDAQ OMX US Water Index. The Fund generally will invest at least 90% of its total assets in common stocks and American depositary receipts (ADRs) of companies in the water industry that comprise the Underlying Index. The Underlying Index seeks to track the performance of U.S. exchange-listed companies that create products designed to conserve and purify water for homes, businesses and industries. The Fund is rebalanced quarterly and reconstituted annually in April.
Effective March 1, 2012, the Fund's index changed from the Palisades Water IndexSM to the NASDAQ OMX US Water Index.
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