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- Opportunities in the Real Crisis: Water [view article]
- 10 Top Pink Sheet Stocks [view article]
- Six Water Stocks To Keep Investors Afloat: Barron's [view article]
- General Discussion on Suez SA
- Time To Go Long The Dollar? [view article]
- Which Is the Best Refuge: Gold, Gold Miners or Currency? [view article]
- ELEMENTS Currency ETNs Aim to Outperform Comparable ETFs [view article]
- Investing in Global Water Stocks (ETF: PHO; UU, VE, SZE, SBS, CWCO) [view article]
- Vive La Suez SA! [view article]
- Building With BRICs: Create Your Own "Pseudo-ETF" [view article]
- Missed Opportunities for 2006: Uranium, China, Food & Water [view article]
- Water is the New Oil [view article]
loading ...Recent SZEZY.PK Articles
- Opportunities in the Real Crisis: Water
- 10 Top Pink Sheet Stocks
- Time To Go Long The Dollar?
- Which Is the Best Refuge: Gold, Gold Miners or Currency?
- ELEMENTS Currency ETNs Aim to Outperform Comparable ETFs
- Vive La Suez SA!
- Building With BRICs: Create Your Own "Pseudo-ETF"
- Missed Opportunities for 2006: Uranium, China, Food & Water
- Value Investing: Going Where Expectations are Lowest
- Six Water Stocks To Keep Investors Afloat: Barron's
- Full List of Articles »
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Opportunities in the Real Crisis: Water [view article]
Really, what about that 3 mile long lake just created in Texas? Midwest flood plains? Seems we are in a big cycle of a hell of a lot of rain. I would agree, water purification should be a decent business in the future. Where is the real shortage being reported? In Texas near that new lake and T.Boons windfarm/nat gas plants? Speaker Nancy CheatALot seems to agree and so does CNN now reporting potential water shortage. I have a solution for everything, build teleporters send corrupt politicians to where there is lots of water on Ganymede. A whole moon full of ice and bullshit artists.On Aug 11 11:45 AM surfgrrl wrote:
> as Mark Twain said- "Whiskey is for drinking. Water is for fighting
> over."
>
> He also said, "I've seen a heap of trouble in my life and most of
> it never came to pass."
>
> I think he was right with the first statement-water is life, and
> there are so many more lives now on the planet to support-and so
> much more pollution rendering lots of the once-usable water toxic.
> I would say water purification equipment will be more and more in
> demand.
>
> Much as I would like to believe access to water is a 'right', it
> is a limited resource and therefore will be treated as any other
> commodity. And that could easily mean 'water wars' .
> Reply
Opportunities in the Real Crisis: Water [view article]
Build a teleporter or hire 500,000 Chinese... ooops, I mean American workers to build a big, long system of pipes at $6.00 an hour and no benefits.Jason
On Aug 12 06:08 PM jakedeez wrote:
> The problem with treating water itself as a commodity is that water
> is a local commodity, it is very expensive to transport water... Reply
Opportunities in the Real Crisis: Water [view article]
Hehehe. We laugh because it's funny and we laugh because it's true :)Jason
On Aug 09 07:24 AM Serge Birbrair wrote:
> iThinkBig, thanks, I fell off the chair laughing and woke up! <br/>:) Reply
Opportunities in the Real Crisis: Water [view article]
The problem with treating water itself as a commodity is that water is a local commodity, it is very expensive to transport water... ReplyOpportunities in the Real Crisis: Water [view article]
as Mark Twain said- "Whiskey is for drinking. Water is for fighting over."He also said, "I've seen a heap of trouble in my life and most of it never came to pass."
I think he was right with the first statement-water is life, and there are so many more lives now on the planet to support-and so much more pollution rendering lots of the once-usable water toxic. I would say water purification equipment will be more and more in demand.
Much as I would like to believe access to water is a 'right', it is a limited resource and therefore will be treated as any other commodity. And that could easily mean 'water wars' .
Reply
Opportunities in the Real Crisis: Water [view article]
Socialism failed because it could not recognize the economic truth.Capitalism is failing because it can not recognize the ecologic truth.
Reply
Opportunities in the Real Crisis: Water [view article]
Water is a high risk business... sounds silly, but it is. ReplyOpportunities in the Real Crisis: Water [view article]
Water is not free nor should it be. Our water has been destroyed because there is no price.Same thing with air which will soon have a value. Those who use it (pollute it ) must pay. Reply
Opportunities in the Real Crisis: Water [view article]
When it's viable, Slacks will introduce a water ETF. ReplyOpportunities in the Real Crisis: Water [view article]
And thank God for osmosis. ReplyOpportunities in the Real Crisis: Water [view article]
Good job, author.You, too, i. Reply
Opportunities in the Real Crisis: Water [view article]
Those of you commenting about expropriation are very likely correct; I would not buy a water utility as they tend to own what they own and serve local markets that are not directly influenced by prices elsewhere. If they have water perceived as being needed elsewhere on the same continent, it will be taken from them by force. If not, their opportunity for profit would be limited anyway.However, if you look at the names the author mentions, they are not in that business. It does not hurt them for a government to steal a water source; whoever controls the water will still need systems to purify and deliver it. Mr. Summers's thesis is clear, even if he does not say it explicitly: water is a commodity, but it cannot be valued like one because of the difficulty in asserting ownership rights to it, its unlimited availability, and the thoroughness with which nature recycles it. Instead, one must make money in the continuous business of treating and delivering water. In many ways, this is much better than, say, mining copper: once a pound of copper is out of the ground and in pure form, the miners have made all the money they will ever make on that pound. It will now sit in a building somewhere for 100 years as a wire or pipe. But once a litre of water has been treated and delivered, it goes right through its consumer and back into the water purifier's intake.
The analogy with other commodities is not the oil companies, drillers, or miners, but rather the companies that recycle scrap metal and those who make the fuel filters used by the cranes in the scrap yards. To simplify it a bit further, the razor is free, these guys make the blades, and everyone has to shave every day starting the day he or she is born. I much prefer water plays servicing treatment and distribution infrastructure and manufacturing components and consumables over treatment plant owner/operators (those can be easily seized). And, unusually for me, I prefer US and Canadian companies in this space because people desperate for water will do pretty much anything. These countries have relatively plentiful and uncontested water resources, so private entities making water-essential equipment are not unusually likely to be nationalised, and the US military should be strong enough to make it cheaper for foreign governments to buy these products than to send soldiers here to steal them. That's about the best water investors can ask for when it comes to geopolitical risk. Reply
Opportunities in the Real Crisis: Water [view article]
PHO ReplyProgrammer
Opportunities in the Real Crisis: Water [view article]
No mention of Flowserve (FLS). Last time I checked they were big in the area of pumping, and not just for water but for oil and gas as well. That's a REAL water play because they are expanding. GE has had desalinization tech for a two decades or more. Why would it suddenly go through the roof over water? Yes, they do business in this area and they regularly build desalinization plants in desert areas like the Middle East. But its not really their *growth* field. Hey, maybe we can solve our foreign oil dependency with water. For each barrel of oil the Middle East sends us, we send them a barrel of Poland Springs! ReplyBirbrair
Opportunities in the Real Crisis: Water [view article]
iThinkBig, thanks, I fell off the chair laughing and woke up!:) Reply