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Water
nipper
post Posted: Sep 12 2017, 11:12 AM
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Steady drip of allegations
http://mobile.abc.net.au/news/2017-09-11/d...fficial/8892208

And now ICAC investigating http://mobile.abc.net.au/news/2017-09-11/m...456?pfmredir=sm



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Jul 10 2017, 01:25 PM
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The number of farms across Australia that irrigate has dropped to 22,700 in the year to June 2016 from 36,200 in the year to June 2014

Colliers International's Rural & Agribusiness director of valuation Shaun Hendy said he had noticed certain changes to what farmers were doing with water. "There are structural changes going on which would account for the changes in usage and that includes an increase in high-valued permanent tree plantings and the transition from traditional irrigated rice production to irrigated cotton – which uses less water per hectare basis," Mr Hendy said.

"We have observed that as part of the structural change in rice growing to cotton growing, irrigators are using less water and selling surplus water into the temporary water markets." "There may also be a decrease in farms that irrigate because they may have sold the water to the government or the farms might have amalgamated."



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne

Said 'Thanks' for this post: early birds  
 
nipper
post Posted: Jul 10 2017, 12:04 PM
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QUOTE
Australian farmers are using about 23 per cent less water for their food and fibre production than they were just three years ago with government water buybacks, structural changes, and seasonal conditions all playing a key part in the overall reduction.

In the year to June 2016, about 85,000 farming enterprises used 9.2 million megalitres of water – or about 3.7 million Olympic size pools – for their crops, horticulture and animals. That figure is down from the 11.9 million megalitres used in the year to June 2013, according to the newly released data from the Australian Bureau of Statistics.

The majority of water used on farms is for irrigation and that figure has also reduced to 8.38 million megalitres from 8.95 million megalitres in June 2015 and 11.1 million megalitres in the year to June 2013.

The water use is likely to continue to reduce as farmers make changes to the way they farm and the government continues to take water out of the system.


QUOTE
Last month the Commonwealth government purchased all 21,901 megalitres of Tandou's Lower Darling irrigation water entitlements south of Menindee, NSW for $78 million from listed group Webster as part of the government's plan to decommission the Lake Tandou irrigation system which had been used for irrigated farming.

Read more: http://www.afr.com/real-estate/australian-...f#ixzz4mOGjTT9J



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne

Said 'Thanks' for this post: triage  
 
nipper
post Posted: May 29 2017, 09:16 PM
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QUOTE
At the high-tech end of the water sector, Israeli firm and ASX listed Emefcy Group (EMC) has developed a Membrane Aerated Biofilm Reactor (MABR) product that enables wastewater to be reused for specific purposes such as crop irrigation. Emefcy has designed its technology for remote areas, invariably in poor parts of the world that suffer from severe water shortages.

The company announced it has three new commercial agreements in China and investors lifted the SP 27 per cent so far since the beginning of May.

"Anything that looks to contribute solutions to China's extremely serious water issues is likely to receive investor interest," Tom King, chief investment officer of Nanuk Asset Management, said. "But a lot of these smaller companies have a lot of value ascribed to the future."




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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Feb 14 2017, 09:14 AM
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• Blue Sky Water Fund (unlisted fund)
The Alternatives Fund's investment in the Blue Sky Water Fund increased 1.35% in January, with Water Entitlement values strengthening across most of the portfolio during the month. NSW general security Water Entitlements were the best performers with some prices rising 6% over the month.

• Duxton Water Limited (ASX: D2O)
Current inflows remain above average which is assisting to build momentum towards higher water availability for next season. Deliveries of Goulburn Inter Valley Transfers commenced in January. These IVT deliveries reopened the opportunities for temporary allocation trade out of the Goulburn valleys into the Murray system. This has been the catalyst for the temporary price decline (-2.23% for one month; -0.11% for 3 months). However, if dry conditions persist and current maturation of crops and/or carryover demand improves, a new price floor may emerge.

huh?



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Nov 28 2016, 10:15 AM
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QUOTE
So far in the 2016-17 water year, dams have been filling and rivers such as the Murrumbidgee have flooded. Water allocations that traded between $200 and $300 per megalitre last year, reflecting the lack of water availability in that particular season, are now trading at between $50 and $100 per megalitre.

But there have still been major water transactions occurring, and capital raisings have gone ahead for new funds looking to buy into Australia's water market. Australia's water entitlement market is now worth more than $30 billion, and groups such as the Blue Sky Water Fund have enjoyed strong returns. Since inception in 2012, Blue Sky has returned 100 per cent, and managing director Kim Morison says the record rains and politics are only a temporary setback for the market. "While wet weather may take the wind out of our sails today, it also builds up the wave behind us," Mr Morison says. "There is an abundance of supply right now and demand for water this year is down on last year at this point in time because irrigators have not commenced irrigating their fields."

However he says that the return of hot summer conditions will likely stimulate demand and a recovery in water allocation prices. Water allocations are how much water an entitlement holder is allowed to take in any one season. Allocations depend on the temporary flows of water. Blue Sky owns the entitlements and both leases out and trades the allocations it receives for its entitlement.

Colliers International's water valuer Alex Delves says water entitlement values – the ones which water funds are likely to own – are not as volatile as water allocation prices. "Over time, water use has and will transition from lower-value to higher-value agriculture." During 2015-16 we saw strong growth in values for water entitlements across a number of classes driven by these long-term factors. "Whilst this trend has undoubtedly eased in the new water year, there remains a high level of interest in entitlements across the basin."

Last month, Australia's largest listed agricultural property fund, Rural Funds Group, paid $34million to access water entitlements from ACT water utility Icon Water in one of the biggest water deals in the Murrumbidgee River irrigation area.

Other large transactions have occurred in the last 12 months, including the Chris Corrigan and Peter Scanlan-backed Aware Water company, which purchased at least $100 million worth of water entitlements from the Summit Water.

The other significant transaction that have occurred include listed group Webster's $116 million purchase of AgReserves Australia's farms, for which more than 50 per cent of the cost was for the water entitlements.

Last month, the billionaire Besen family joined with National Australia Bank, The Nature Conservancy and several private investors to raise up to $100 million for a fund called the Murray-Darling Basin Balanced Water Fund.

In August, Duxton Asset Management, Ed Peter, launched Duxton Water (D2O) on the ASX as a water entitlements play across the Murray Darling Basin.

How well they succeed will depend on the volatile climatic conditions Australia is so famous for. "If rainfall across the Murray Darling Basin reduces over summer, allocation prices are likely to increase," Mr Delves says, "However if a wet summer is experienced, then we are in for continued low volumes of allocation trade and lower prices." Regardless, he says the value of water entitlements is prone to increase over time as annual water use is progressively directed to higher-value agricultural outputs such as nuts.

Another key factor will be political involvement. Of the 35,000 gigalitres (35 trillion litres) in the Murray Darling Basin, only 11 trillion is used for irrigation. However there is still a push to have more water returned to the environment. "There will be plenty more politics to come," Blue Sky's Mr Morison says, "I don't think there will be a large impact on the environment if you take 450 gigalitres, but it would certainly have a big impact on the economic and social side of communities."
AFR



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 

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Nopoo
post Posted: Oct 17 2016, 01:52 AM
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In Reply To: nipper's post @ Aug 9 2016, 09:13 AM

Thanks

fyi,

Quest Water (QWTR-OTC) announced it plans to build and operate a commercial water bottling facility in Havana, Cuba utilizing the atmosphere.

The atmospheric water bottling facility will be the first known water supply and bottling plant in the western hemisphere obtaining its water source through the extraction of atmospheric humidity.
The planned facility expects to commence with an output capacity of 1.1 million liters of water per month.
The planned facility’s state-of-the-art bottling equipment will allow the operations with a production rate estimated at approximately 12,000 bottles per hour in the 500ml format.
This equates to 96,000 bottles per day or 88,000 cases of 24, 500ml bottles per month.
These systems can produce approximately 40,000 liters of water per day based on the average climatic conditions in Havana.
The bottling facility will also utilize 100% biodegradable bottles that break down completely within six months after use with no residual effects to the environment.
The United Nations’ World Health Organization estimates that more than 3 billion cases of illness and 5 million deaths - the majority children - can be attributed annually to unsafe water.

The death rate for children alone is estimated at one every twenty seconds. Those numbers may rise in the early years of this century; world population surpassed seven billion in 2011.

It is expected to top eight billion by 2028. Most of the increases are expected to be in developing countries, increasing pressure on already inadequate water resources.


www.QuestWaterSolutions.com




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Nopoo
 
nipper
post Posted: Aug 11 2016, 10:39 PM
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In Reply To: nipper's post @ Aug 9 2016, 09:13 AM

Duxton Water Limited http://www.duxtonwater.com.au/

Issue Price $1.10 per ordinary share

Security code D2O .............. (heavy, huh?)

Capital to be Raised Max $149,600,000

Expected offer close date 31 August 2016

The majority of Duxton Water's returns are expected to be generated via Water Entitlement leases with primary producers. These leases are structured in a similar manner to commercial leases where the asset title is held by the lessor and fixed annual rent is paid by the lessee. As such, Duxton Water presents investors with an asset that produces regular and predictable revenue streams and is uncorrelated with traditional asset classes. The Water Entitlements may potentially generate capital appreciation as they are held over a long term horizon.



--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Aug 9 2016, 09:13 AM
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QUOTE
Retail brokers have been asked to look at plenty of listed investment companies over the past three years. Every fund says their pitch is unique but, in reality, most are either Australian equities or global equities funds.

Stockbrokers Taylor Collison and Morgans are out in the market with something genuinely different. The brokers are seeking to raise $99 million for alternative asset manager, Duxton Capital. Duxton Capital has $870 million under management, with the bulk of that money in agricultural investments.

The firm was spun-off from Deutsche Bank in 2009, as the Deutsche Bank Complex Asset team, in a move headed by Duxton chief executive officer Ed Peter and Stephen Duerden.

Brokers Taylor Collison and Morgans, as lead manager and co-manager respectively, started introducing Duxton to their broker networks and clients this week.

The pitch is all about getting access to Australia's $11 billion water market. Duxton said the portfolio would be focused on the Murray Darling Basin region, which accounts for two-thirds of Australia's water usage.

The new fund will start with a $38 million portfolio, which will be leased to related party primary producers and generate a gross initial yield of 5.9 per cent, according to a flyer sent to potential investors.

Duxton is seeking to have the funds raised by the end of August, with trading on the ASX expected on September 21. The brokers are selling securities for $1.10 each, with an attached option exercisable at $1.10 before May 2018.






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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: May 20 2016, 10:11 PM
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EMC - EMEFCY GROUP LIMITED

Emefcy develops advanced energy efficient wastewater treatment technologies for municipal and industrial plants.
- Emefcy energy efficient systems are cost competitive relative to conventional alternatives with respect to both capital and operating expenses
- The Spiral Aerobic Biofilm Reactor (SABRE) is a self respiring, prefabricated modular unit for biological wastewater treatment. It reduces energy consumption as well as sludge production, relative to conventional aerobic processes.
- The Electrogenic Bioreactor (EBR) uses electricity generating bacteria to treat wastewater, and produces green electricity as a byproduct. (not yet commercially viable - see website)
QUOTE
Water recycling is still a hot environmental issue but last decade's expensive and uneconomic desalination plant boom has taken the shine off the subject. The water treatment technology is there but the energy costs have been prohibitive.

Now a series of global 'long-term play' venture capitalists (long-term venture capitalists are a rare breed) believe they can start a new world water revolution by using modular technology that slashes the cost of energy to convert sewerage and other waste waters, not to drinking water, but to water that can be used on farms, gardens, in air conditioning, toilets and similar non-drinking uses. That slashes the need for top-quality water so less dams and other sources of high-quality water are required.

The technology comes from Israel and most of the capital comes from the US but, to the surprise of the locals Down Under, they have chosen Australia and Melbourne as their corporate base.

Somewhat stunned, conservative Australian institutions have suddenly become exposed to a global water technology play. I must warn you that I am no technology stock expert but shares in Emefcy Group are rising rapidly as local institutions become excited by the vision of the venture capitalists — and the vc's enthusiasm is infectious.

The technology arose when Israeli water technologists were working on a major long-term industrial waste technology system. They realised that part of the system — an aerated, low energy use membrane filter — could be separated and had great market potential. They set up a pilot plant and it worked. They will complete a full scale plant in Israel in the next few months and a second is planned for a top hotel in the Virgin Islands.

Clearly there are risks in going from pilot plants to full scale plants but the Emefcy people say that the technology operates through identical modules and so can be increased in scale without complications.

The enthusiastic venture capitalists explain to Australian institutions that just as solar panels are decentralising the power system away from the big generators so Emefcy technology will decentralise water processing into smaller towns and large capital city buildings.

But before you get carried away, remember that the company 'back door' listed in Australia and, while it has made substantial investments in plant development, the balance sheet shows that it's cash reserves are only about $10 million.

Emefcy obviously wants to lift its share price so it can raise more capital. Clearly, the current enthusiasm for the shares stems partly because of the global track record of Richard Irving, Eytan Levy, Ross Haghighat, Peter Marks and Robert Vale. And while we can see the potential in western capital cities and rural communities, the really big potential market is China where water recycling is planned on a huge scale.

Clearly, the full-scale plants have to work and the company's claims that they have a two-year technology break on any rivals needs to be right. In addition they are planning a funding system whereby the individual plants will be owned by infrastructure investors looking for a safe return based on contracts from communities, hotel chains etc to buy the industrial water.

The desire of infrastructure investors to achieve a safe return reduces capital outlays and increases the returns from the technologies. In theory, Emefcy can create a global water revolution but remember, at this stage, a commercial size plant is not yet in operation and the company is under capitalised. But increasingly these sort of projects are going to come onto the Australian market because disruptive technology is advancing on many fronts and our stock exchanges allow much easier entry than many others and the market has a high reputation.
Robert Gottliebsen, in his usual breathess plugging style

EMC doing quite well - listed in Dec, hovered around 20c for a while, recently moved quickly this month from 45c to 70c. Don't know much about it, but ....





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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
 


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