WATER: The next mega trend!

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Topic: WATER: The next mega trend!

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shivkumar
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Joined: 02/Oct/2007
Location: India
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Posts: 2037

Posted: 23/Apr/2009 at 5:06pm

Global warming that causes melting of glaciers can affect the company if their water sources melt away! Oil exploration companies like Cairn UK are hunting for oil in the North Pole because rising temperatures have caused the glaciers to melt thereby making things easier for them. The problem is that serious.

Investors could instead look at companies that can filter seawater into sweet water!

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Hitesh Shah
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Joined: 12/Oct/2008
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Posts: 3656

Posted: 29/Jun/2009 at 11:21pm

Two nice articles on "Positioning for When Water Runs Out".

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bullishindian
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Joined: 30/Sep/2007
Location: India
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Posted: 30/Jun/2009 at 12:43pm

Hi,

Guys let me introduce T BOONE PICKENS-The legendary oilman who is one of the shrewdest investor.

If water is the new oil, T. Boone Pickens is a modern-day John D. Rockefeller. Pickens owns more water than any other individual in the U.S.

Instead of doing a small write up-i am attaching couple of links-so that TEDites can draw their own conclusion and we can more insights coming from everyone.

http://www.businessweek.com/magazine/content/08_25/b4089040017753.htm

http://www.mesawater.com/

http://www.popularmechanics.com/science/earth/4275059.html

http://www.bloomberg.com/apps/news?pid=20601109&refer=home&sid=aUMHM8z9IMd4

Personally i have been following and trying to understand his moves and man-those moves are visionary and smart moves!!!

As they say " WATER IS NEXT OIL"-Actually think of it-you can maybe stop driving your car-but can you stop drinking water????

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valuepicks
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Joined: 10/Mar/2009
Location: India
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Posts: 180

Posted: 01/Jul/2009 at 1:34pm

Hiteshji and bullishindian,

Thanks for sharing the links. Both set of links are very good read. It had some fantastic insights on how precious is water, which is running out.

It also makes me feel sad about how our politicians have been eating into our taxes and all other money that they come across. I guess, we hardly have any good politicians seeing a bigger picture of things and take preventive/corrective steps. Especially, Hiteshji's set of links has references to India and our poor waste water management status. It is sad to note that our waste water has been contaminating fresh waters.

People are talking and taking steps like rain water harvesting at residences. But what's the use if such rain water is contaminated by neighbour's waste (crap) pit??! And most of us could only afford a 30X40 site and nothing bigger!

We certainly need stringent building guidelines linked with muncipalities implementing perfect drainage systems and waste water treatment/recycling plants.

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Hitesh Shah
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Posted: 01/Jul/2009 at 1:49pm

Originally posted by valuepicks

We certainly need stringent building guidelines linked with muncipalities implementing perfect drainage systems and waste water treatment/recycling plants.

100% agree. When we wake up to the problem remains to be seen ....

I too feel that water treatment & recycling are more useful than rain-water harvesting which is more gimmicky, at least in the cities.

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BGKGURU
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Joined: 28/Nov/2007
Location: India
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Posts: 635

Posted: 01/Jul/2009 at 10:10pm

buy triveni engineering, they will be leader in waste treatment after 5 years. last year turnover was 66 crore,after 5 years you can expect turnover 600 crore+. current margin around 20%. highest margin in this industry you will not see more thsan 15% marging for any other company.

Respect the Markets and do MAKE mistakes, but see to it that you can afford to stay in the markets even after the mistake-RJ

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somu0915
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Joined: 25/Nov/2008
Location: India
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Posts: 703

Posted: 01/Jul/2009 at 10:17pm

As I see from their website, Triveni Engineering seems to be diversified in lots of other space - Sugar, GearBoxes, Turbines and Retail.

I would like to buy a core company in this domain.
Any idea of a core company in waste treatment?
I know of Ion-Exchange and Hindustan Dorr.
Any other ideas?

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BGKGURU
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Joined: 28/Nov/2007
Location: India
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Posts: 635

Posted: 01/Jul/2009 at 10:31pm

You are right they are diversified company buy they are leader or top 3 in all business.

I have senn all waste treatment company but triveni is much better than others. just lokk at all result. and margin.

triveni is already is saying that they will grow 100% in next two years. Once they will reach at peak like 600+ crore turnover they they can demerge business . They are looking for demerger at appropriate time.

I have seen ion exchange they are doing good on year on year basis. their margin is not good. same with hindustan dorr . they are giving good result. they are getting various order but market is not giving its reward. I have some doubt with ivrcl management. Others have doubt with triveni also because they had bad exp with triveni. But i have very good exp with their business and return on my investment. I have faith more in triveni then any other company.

Respect the Markets and do MAKE mistakes, but see to it that you can afford to stay in the markets even after the mistake-RJ

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