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Winston001

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Hello from a new Kiwi member. I've searched but cannot find a thread specific to the topic of water investment.

 

It seems to me that this is a theme which is going to develop and gain traction soon. The world is rapidly draining fresh water and Australians are already familiar with the realities of that.

 

Here is a link on the subject http://www.financialsense.com/editorials/d.../2006/0320.html

 

I"ve spent some time on the net researching but it is difficult to sort out actual investments. Most hits are articles saying it is a good idea. In the absence of specific companies, PHO in the US looks attractive although it is a fund. http://quote.morningstar.com/ETFQuote.html...e&byrefresh=yes

 

However Australia must have some emerging water related companies. Any thoughts?

 

Cheers

Winston

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hi Winston - there is an actual global water fund, l think it is offered by UBS . . . it was in the weekend AFR.

 

in Oz we are limited with listed opportunities but look at TPF.

 

l have a great interest in this area but am extremely busy at the moment. If time permits l will add further on the weekend.

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In reply to: Winston001 on Wednesday 16/05/07 11:17am

winston check out the offer that king baz is referring to.

 

the structure is interesting.

 

more or less a water fund with the issuer to stand in the market at the issue price from the opening and to remain on the bid.

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In reply to: Winston001 on Wednesday 16/05/07 11:17am

Depending on what you're after Macquarie with Credit Suisse has a product PL100 World Water. No I'm not working for them and won't comment either way regarding the product. Cheers Matt. http://www.sharescene.com/html/emoticons/biggrin.gif

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Just a quick thanks for the replies and I'll check the suggestions out. I haven't heard of either of the funds.

 

I don't mind investing in funds if they are focused and not just run for the benefit of the managers. I'm thinking that in 2-5 years water will be the new oil and water investments become overpriced. For once, just once in my life, I'd like to be in on the ground floor. http://www.sharescene.com/html/emoticons/tongue.gif

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Got a few more options that I'm looking at including one I should receive in the mail tomorrow. Not water based but will PM you if I find it worth investing in.

 

P.S. Wonder what price SLA/SLACE will be this time next week!!! http://www.sharescene.com/html/emoticons/biggrin.gif

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You might check out Envirozel - EVZ. Lots of fingers in several pies. Market Cap is $122M. Less than 2 years ago it was a mere $3.8M. Going gangbusters right now with plenty of upside till to come. Many water related engineering activities.
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In reply to: Winston001 on Wednesday 16/05/07 07:28pm

Hi Winston001 - forgot to welcome you to the board earlier today. So welcome http://www.sharescene.com/html/emoticons/smile.gif

 

The fund l mentioned to you earlier today is the one mme mentioned, the link is;

 

http://personal.macquarie.com.au/retail/ac...pl100_flyer.pdf

 

Apps closed today, but if your ring Ord's they should be able to help you. The units will be eventually listed.

 

Like oil, water is highly politicised . . . and governments will very quickly pull the public-good line if it comes to push and shove with a capitalist mob. (the equivalent of nationalising water!).

 

An interesting area of investment no doubt.

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Thanks King and I appreciate that water itself is highly subject to political ownership. My view isn't to look for ownership of water per se or even delivery utilities which are often regulated.

 

My thoughts are that finding, pumping, and transferring water from one place to another provide the best investing keyhole. That requires equipment and expertise, which is likely to come from the private sector, even if governments own and control the actual water itself. Desalination is an obvious technology.

 

Fresh water is important but is only a very small part of total water demand. Essentially every organism on Earth needs water and we in turn need the plants, creatures etc, not to mention washing, industrial uses. Water can be filtered at the point of consumption as it is in many homes today and of course there is a market for such filters. However it is competitive and I just don't find it quite so interesting.

 

 

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