Aardvark Adventures Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Aardvark Adventures

DAVE 190.79

-1.7%

Nov 18 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: ~digs who wrote (828)	12/19/2004 9:24:56 PM
From: ~digs	Read Replies (1) of 7944

Blue Gold ; kitco.com -------- There are 3 billion more people that inhabit the earth than in 1970. Since 1970, water supplies have decreased by one-third. By mid-century population growth is expected to stabilize around 9.3 billion, 50 percent higher than where it is today. Based on these projections, nearly 7 billion people will live in water-scarce regions in the world by the year 2050. . . . Investment in water is a global opportunity. It isn’t just the U.S. market with the highest per capita use of water. Opportunities abound from China to Brazil. There is an enormous need for water investments globally from water utilities to supply and support water use in major metropolitan areas to water treatment, equipment, and filtration companies. . . . Water is the only utility that hasn’t been deregulated. There are high barriers to entry, requiring economies of scale and large capital investments. Demand continues to increase as supply remains finite. No substitutes exist as demand remains inelastic. The EPA has recommended that it would require $151 billion in new investment to bring the nation’s water systems to standard. Where will this money come from? Most of the revenues remain in government hands. The water sector is so small that very few analysts on Wall Street even follow the sector. Value Line covers the water utility sector with coverage of only three water utilities. They cover only a few of the filter and water treatment companies. The group as a whole remains underowned and ignored by investors. Water is hardly on the radar screens of most analysts and investors. But it should be. A water index made up of 20 U.S. and international water stocks is up over 45% since the beginning of 2001 versus losses for the major U.S. stock indexes. Those returns don’t include dividends, which are high by comparison to other sectors and companies. The market cap for the sector is less than $30 billion. --------

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next