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Crazy to short this company. So much upside.
Really like this play,should do well for many quarters.
"I'm telling you, water is a net loser."
I disagree.
INVESTING IN WATER
Blog Entry by Justmeans in Environment and Climate Change
Monday, January 18, 2016 - 12:30pm
Guest blog by Claudia Quiroz, Quilter Cheviot/Old Mutual
Population growth is driving higher water demand, while changing weather patterns are decreasing the supply of fresh water across the world. These issues are causing utilities and regulators to consider numerous solutions, including new infrastructure (reservoirs, water pipelines and desalination), and new operating models in order to improve water efficiency.
According to the United Nations, the world population is set to increase to 9.6 billion people by 2050, and the demand for fresh water is expected to increase by more than 50%. To meet the increasing demand, we anticipate significant investment by both the private and the public sector, alongside important government and political support around the world. We believe these projects will provide attractive investment opportunities.
RISING WATER INFRASTRUCTURE INVESTMENT
The world’s water demand and supply imbalance has been well documented, with the Global Water Intelligence (GWI) identifying that an investment of US$1 trillion is needed globally for water infrastructure and water preservation by 2022. This is expected to create a US$500 billion infrastructure market, growing at 6% per annum.
AGRICULTURE
Agriculture is a thirsty industry, currently consuming more than two-thirds of the world’s fresh water. Agricultural water uses include both irrigation and livestock rearing. Efficient and economic irrigation is fundamental to conserving water in the agricultural sector. Lindsay Corporation has developed central pivot mechanised irrigation with very low rates (around 5%) of water waste. Manufacturers of irrigation and agriculture equipment include Jain Irrigation (India), Kubota (Japan), Lindsay Corporation (United States) and Toro Co (United States).
WATER UTILITIES
With budget-constrained governments, the private sector is moving to supply water and dispose of wastewater across the world. There is an increasing need for water utilities companies to focus on cost savings and customer service in order to thrive in this newly competitive marketplace. The water utility segment includes companies like American Water Works (United States), Pennon Group (United Kingdom), Hera (Italy), Veolia Environnement (France) and SABESP (Brazil).
WATER CONSERVATION TECHNOLOGIES
An array of companies offer solutions to preserve and conserve water, not only for industrial users but also for households. In the UK, for example, we use more water per person per day than in Germany - 150 litres compared to 110 litres.
A growing population, plus an increase in the usage of water per capita, is driving the adoption of once considered “luxury technologies” into everyday life. Companies involved in water products and technologies to drive water conservation and preservation include Ecolab (United States), Geberit (Switzerland), Kurita Water Industries (Japan) and Pentair (United States).
DESALINATION
Desalination, the process of converting salt water to drinking water, remains energy and carbon intensive. As water is heavy and incompressible, specialist pumps, piping and innovative technologies are required to deliver fresh water to where it is needed. Nevertheless, within the right conditions, desalination is a viable alternative to provide fresh water to coastal and drought prone areas.
According to GWI, the global annual spending on desalination will rise 60% to US$16 billion by 2020. Currently, there are about 14,500 desalination plants operating worldwide, with another 244 plants under construction. In the UK, Thames Water opened the first large-scale desalination plant in London in 2010, designed to provide up to 150 million litres of drinking water per day. Global manufacturers of desalination plants include General Electric (United States), Befesa Medio Ambiente (Spain), Suez Environnement (France), Hyflux (Singapore) and Acciona (Spain).
PORTFOLIO CONSTRUCTION
The water industry includes a very broad range of companies such as water utilities; pipe manufacturers; specialty chemical producers; measurement, monitoring and testing firms; equipment manufacturers; irrigation companies; and membrane manufacturers, just to mention a few.
From a portfolio construction point of view, the diversity of the water industry is attractive, in our view, and exposure to innovative water technologies means portfolio managers can position their fund according to the current economic cycle. Exposure can be gained via a spread of asset classes, including equity, bonds and private equity.
IN SUMMARY
The estimated US$1 trillion needed globally for water infrastructure and water preservation represents an attractive investment opportunity for investors seeking to understand the water supply and demand imbalance, and the accompanying opportunities
- See more at: http://www.justmeans.com/blogs/investing-in-water-0#sthash.Pas8jT4E.dpuf
I don't see any real sign of dilution, no more "Report of Proposed Sale of Securities 144" in a while.
Outstanding shares at about 37-38 million imo
Float maybe 16-18 million.
Those folks on the inside , upper level management have not sold any shares.
Seems like if they were sucking it dry they would have sold at 30cents.
IMO the permits are worth a lot long term, all municipalities are required in TX to have long term water plans. Plecos Co board members know they need water and a plan, I would bet they know more than we do. Did they give the permits to a company that has no future and have to re-permit another company? Maybe, but I bet they know more than we do.
Could be wrong, but selling imo is not massive dilution, but rather driven by fear of the unknown.
GLTU
STWS will not allow the permits in Pleco's Co to go to waste. IMO they are very valuable, and in my understanding they could take years for other entities to attain if lost by stws. We are in a quite period, that is the reason for the stock price imo. Still holding and very hopeful.
GLTU
I agree with you, in my estimation stw management is working their tails off.
They are in a growing market were regulation/local gov have become more willing to work with them.
They have a superior tech, and imho a great ceo with a bunch of experience under his belt in this field.
GLTU
“ LIST OF PROJECT REFERENCES UNDER ALAN MURPHY’S UMBRELLA FROM
PAST WORK EXPERIENCE (DESIGN, BUILD, INSTALLATION, COMMISSIONING
& MAINTENANCE SERVICES ”
Name of Project Description of System Total Size
Horizon City MUD Municipal Concentrator RO 1.0 MGD
Study Butte WSC Plant Municipal RO 0.2 MGD
Ranchland hills Golfcourse Industrial RO 0.7 MGD
Aransas Bay Utilities, LLC Municipal RO 150,000 GPD
Mitchell County - Colorado City Municipal RO 0.25 MGD
Tiki Island – Galveston FWSD No.1 Municipal RO 0.5 MGD
BEE County Pettus MUD Municipal RO 0.1 MGD
Stephens County SUD Municipal RO 0.5 MGD
City of Ballinger Municipal RO 0.5 MGD
City of Millerview Doole Municipal RO (Media Filtration, Microfiltration, & RO) 1.5 MGD
Aransas MUD Municipal RO (Media Filtration and RO) 0.11 MGD
City of Kennedy Municipal RO 0.25 MGD
City of Benjamin Municipal RO 60,000 GPD
City of Fort Hancock Municipal RO 0.6 MGD
Holiday Beach Municipal RO 0.25 MGD
Moody Gardens Municipal Wastewater Recycle System for Irrigation application (Microfiltration & RO) 1.0 MGD
Horizon City MUD Municipal RO 3.0 MGD
City of Brady Municipal RO (Microfiltration, RO & Concentrator) 1.0 MGD
City of Bayside Municipal RO 60,000 GPD
City of Windemere Municipal RO (Media Filtration and RO) 1.0 MGD
River Oaks Country Club- Houston Municipal Concentrator RO 30,000 GPD
City of Ft. Stockton Municipal RO 9.0 MGD
City of Seadrift Municipal RO 0.325 MGD
Countryview Estate Municipal RO 60,000 GPD
Wow that is a good pod cast, all stws investors should listen.
New techs and contracts mentioned.
Nice work!
I'm sure there a lot of folks who would hold long term depending on news.
GLTU
Most likely meaning less in such low vol, but we are above 10,20 and 50 day ma.
Most likely meaning less in such low vol, but we are above 10,20 and 50 day ma.
I just like the fact that it is moving on such low volume.
Moving a penny either way on a few hundred shares is a nice change.
There has always been buyers, but just more sellers for a very long time.
My hope is that folks will continue to accumulate and hold.
But this time without the selling pressure. Thats my hope.
I am sure you are right there will be at least a few more sellers in that range, but I would not have thought we have moved from .06 to .11 on almost zero volume either.
But it sure is nice to move up on such low volume. Hoping the shares that have been sold form the last many months now are in the hands of investors and locked up at these levels. A few contracts will do wonders for the share price.
GLTU
Won't take much to see this much higher.
Great to see the sellers gone.
Ya I saw that and hope it holds.
Best to you and stw in the new year.
Feeling pretty confident with Alan at the helm.
Does not look like that will happen. (.05ish)
GLTU and may next years chart look like this years but upside down. lol
Happy New Year All
Really hope they don't put anything out now.
Very few folks looking at the market at this point.
Not even sure they are working this week.
GLTU
Congrats, I got some last week at .105.
Considering the permits, .09 is a really nice price.
GLTU and all longs
Below link
Looking for water sources right in STW's back yard.
Not competition for stw, but shows the need and thinking of folks in their area.
Hope all had a great Christmas,
and will have a safe New Year
http://www.fortstocktonpioneer.com/community/article_d83ee8aa-a8e8-11e5-bbed-2b5da7a19975.html
Just saying it would move on a few hundred k pretty sharply either direction.
Creeping back up on light volume.
Won't take much either way right now.
Someone wants 200k and he will be paying much higher, someone wants a tax loss, and 200k puts us at .09. Acting much better than a month ago, low public float.
FWIW I know you don' like predictions,but imo we go into the new year with a price around .15 around or better. My guess is we rally up on low volume days next week. Because of that I did my last Christmas shopping for stw this am.
"The company will combine new technology with existing technology to improve performance. For example, Murphy is looking at a new species of bacteria that eats hydrocarbons. If feasible, that bacteria could clean water before it’s sent through filtration."
Love to see news on this down the road.
The question is' are they easily culturable bacteria and under optimum conditions will it be cost effective. Be interested to know the time frame for processing, my guess is that is the sticking point. No idea how close the company/industry is to this tech.
Alan imo will keep STW on the cutting edge.
An FYI to all.
Investors hub has free private messages over the holidays.
The need for fresh water is huge and can not be overstated and will not go away. (consumption,farming, industrial)
http://www.environmentalleader.com/2015/12/21/processed-water-for-industrial-uses-gets-green-light/
December 21, 2015
Processed Water for Industrial Uses Gets Green LightBy: Jessica Lyons Hardcastle
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RELATED TOPICS
Contracts & Installations
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Water Management
Water treatment
Water management and oilfield services provider STW Resources has received approval to move forward with a water treatment project that will supply water for industrial uses in dry Texas counties.
The company, which provides pipeline services, water reclamation and processing management services including water desalination, received approval from the Middle Pecos Water District for drilling, production and transportation of the water on STW Water’s MRK lease in Pecos County.
San Andres formation is an unused water source that typically produces nearly 3 million gallons of water per day, STW Resources says. For comparison: at peak demand, the nearby city of Fort Stockton consumes about 7 mgd.
Previously, STW Water applied for a consolidated drilling and production permit from the San Andrés formation to be utilized within the county and to be exported out of Pecos County to surrounding areas in need of water. The water district approved the permit in a unanimous decision, with STW meeting the following conditions:
5,000 acre-feet or 4,464,000 gallons per day for industrial use (oil and gas) with the ability to export the water out of the county.
The drilling of one monitor well on the company’s leased property.
Approval for three new wells to be drilled and spread out on the two properties near Imperial, Texas on land STW has under lease.
The ability to rehab the existing two wells (MRK East & MRK West) if STW is unable to rehab the wells, whereupon the company will plug the wells with the ability to request two replacement wells from the general manager of the water district.
The submission of a revised and updated hydrogeological study to the water district from the information obtained by drilling and testing these wells.
The company also has the ability to submit a request to the water district for a larger permit once it is determined by the hydrogeologist that the formation can withstand an increase in yield without any negative effects. Additionally, with several prospective buyers already in place, STW can begin selling water immediately.
STW Resources anticipates water sales in the first quarter of 2016 and says it has already received a letter of intent from a local customer to purchase water.
In 2013 ThermoEnergy and STW Resources completed a successful pilot test of ThermoEnergy’s TurboFrac produced water recycling system at a major oil producer’s site near Midland, Texas.
Read more: http://www.environmentalleader.com/2015/12/21/processed-water-for-industrial-uses-gets-green-light/#ixzz3v59YQVde
Might nibble in here, an easy double in 2-3 weeks. imo
Never know but I have seen stocks like this turn on light vol the week after Christmas.
GLTA
Me to.
The potential here has grown pretty quickly since A Murphy became CEO.
GLTU
"Murphy has had talks with city officials from Midland, Odessa, San Angelo and Abilene on implementing technology to reclaim and clean water to provide a source of drinking water for their residents".
This is pure conjecture, but I don't think they would risk losing (by mentioning) those cities to their competition if they did not feel confident they had them. Not with the past issues.
We shall see
I agree, I m pretty pumped about the future here.They still have to execute, But with Allan at the helm are chances are very good imo,
GLTU
This article give us some forward looking info into somethings happening in Jan.
Thanks Pru Cap for posting, I think we have turned the corner after a painful period.
As the new CEO, he said he plans to widen the company’s focus from primarily treating reusing, recovering and reclaiming water to finding alternative water sources no one is using and cleaning up that water for municipal, agricultural, industrial or oil and gas use.
“The primary focus I have currently is on the water needs of West Texas,” he said.
The recent drought and influx of people drawn to the area’s booming economy has created a need for water sources that is sustainable and can continue to support the growth of oil and gas activity and new businesses coming into the area, he said.
Technology to clean alternative water sources will be sought and demonstrated by the company, he said.
A small DyVaR unit is providing drinking water to Mentone in Loving County. The company just received a permit from the Middle Pecos Water District that will allow it to drill, produce and transport water from the San Andres formation for utilization within Pecos County and surrounding areas. Murphy has had talks with city officials from Midland, Odessa, San Angelo and Abilene on implementing technology to reclaim and clean water to provide a source of drinking water for their residents.
Municipalities aren’t the company’s only focus. Next month the company will demonstrate technology that is designed to take waste water from the oil field and clean it so that it can be used for agricultural purposes.
“While we’re helping one industry, we’re helping others,” he said.
Desalination technology also will be a major focus, he said. Earlier this year the company demonstrated the DyVaR system in Corpus Christi, using it to turn ocean water into fresh water for residents and creating a revenue stream for the minerals removed from the ocean water. Those minerals can be used in products like batteries.
The company will combine new technology with existing technology to improve performance. For example, Murphy is looking at a new species of bacteria that eats hydrocarbons. If feasible, that bacteria could clean water before it’s sent through filtration.
Murphy said he has made the rounds of major financial centers from Los Angeles to New York seeking investors to help finance the company’s major projects. He said his efforts have been extremely successful because of the company’s portfolio and its water-based services.
Investors in Los Angeles and San Francisco “love the fact we’re bringing green technology to oil and gas and creating clean water. The oil and gas industry is not the bad guy. I remind them that, if it wasn’t for electricity, they wouldn’t have water, and without water they wouldn’t have electricity. We need power, we need oil and gas.”
Oil and gas operators are quick to embrace new technology that would allow them to reclaim, clean and use fracturing water, flowback water or produced water, Murphy said.
“They understand the need; it affects their bottom line,” he said. “I’ve met with CEOs in Houston and in Midland. They want ways to use other water sources other than fresh water.”
The company is prepared to not only design, engineer, install and start water systems and train customers to use them but also maintain those systems. Murphy said he keeps tools in his pickup and will head out to the field to work on a problematic system, even when called at 2 a.m.
“Our job is to find the technologies that work, that work economically and that I will stand behind. I won’t put out a technology I won’t stand behind,” he said.
Now that is an exciting read, and gives us a glimpse into the future of STW.
So much potential on many fronts.
Alan M and team are really moving the company forward.
Merry Christmas all
Churning and building a base today. IMO
Tax loss sellers our having their shares eaten up with little to no negative impact on price.
There are today, and will be more folks wanting a piece of this now rapidly expanding water play.
GLTU
I agree, but also think Jan/Feb will be great months to own stws.
Should see lots of LOI or contracts to buy water from the West Tex Water Pro.
Other contracts that are being worked in Cal ,NM and international.
The news stream will really pick up from here. IMO
More news http://ih.advfn.com/p.php?pid=nmona&article=69744372
STW Resources Holding Corp Names Thomas J. Joiner as President of Pipeline Maintenance and Construction
Joiner Brings Extensive Experience in Overseeing All Aspects of Project Management to Support Rapid Expansion of STW Resources Projects
MIDLAND, TX--(NewMediaWire - Dec 17, 2015) - STW Resources Holding Corp. (OTCQB: STWS), a provider of high-quality pipeline, water reclamation and processing management services including water desalination, announced today that it has appointed Thomas J. Joiner to the position of President of Pipeline Maintenance and Construction, effective immediately. In his new role as President of STW Pipeline Maintenance and Construction, Joiner will be responsible for all growth and operations of the Company.
For the last year and a half, Joiner has excelled as an Operations Manager for the STW Pipeline. He has been responsible for daily operations of the division, overseeing the job duties of 50-150 employees, complaint resolution, and fleet management. Prior to joining STW, Joiner served as the general manager and field operations coordinator for Fisher Construction, an Odessa-based firm. During his time with Fisher, Joiner supervised 75 to 100 employees, executed supervisor and project management responsibilities, and was responsible for fleet and heavy machinery purchasing and maintenance.
"We are thrilled with the caliber of work exhibited by Thomas Joiner during his first 18 months with the Company, and expect his leadership to continue during this time of significant growth for STW Pipeline," said Alan Murphy, CEO of STW Resources Holding Corp. "As a premier water solutions provider, STW counts upon its personnel to execute at every level during implementation. We believe that Thomas's experience in managing personnel and overseeing project implementation make him a natural fit to lead our pipeline company."
"I look forward to the increased responsibility that comes with managing a number of projects for a company growing as rapidly as STW Pipeline," said Thomas J. Joiner, President of STW Pipeline. "As we believe the demand for water will only increase, I look forward to serving the businesses and communities throughout West Texas and to providing pipeline maintenance and construction."
Wow!!! Both buyers and sellers vanished,gone, capooof.
Not worried, just amazed.
Stws is being followed by very few. This will change as fundamentals change.
Yesterdays volume may have been 1 or 2 investors and a few more quick traders.
You can see some disappeared from the board, got their double and moved on. (which is great)
Or maybe waiting to buy back.
GLTA
"I would like to see STWS close over the 50 Day Moving Average of $0.11. That would be a huge positive. And 300-400K in volume would be even more positive."
We exceeded both.
Looking for many green days to come.
GLTU
Be interesting what entities sign contracts for the water STW will be selling. We know they brought the name of one to the meeting Tuesday. Several cities were listed as possible buyers. They will have access to what could be 50 plus years of water at 10x the flow of what they are first permitted for. Anyone else see a really nice short term play and great growth stock.
IMO stw will be a pure water play within a year .
Thanks for posting.