Water

Beleggen in valuta/forex zoals de dollar & euro, grondstoffen zoals goud, zilver & olie, etc.
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Water

Berichtdoor Moderator » 09 Feb 2013 09:01

Bespreek in dit topic alles wat te maken heeft met Water, onder andere aandelen maar ook trackers (ETF's) die zich focussen op het gebied van watertransport, behandeling, recyclage, en dergelijke

Voorbeelden van aandelen in de waterbehandeling: Suez Environnement, China Water Group, en andere
Voorbeelden van trackers die de RBS water index volgen: Lyxor ETF World Water, iShares S&P Global Water
Voorbeelden van fondsen: SAM Sustainable Water Fund B (EUR) C, Delta Lloyd (L) Water & Climate Fund (EUR) D

nota: de aangeduide voorbeelden zijn geen beleggingsadviezen, en dienen door u zelf naar waarde ingeschat te worden
QA1 schreef:Buy&Hold stockprice is what you pay, the value is what you get


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Re: Water

Berichtdoor Moderator » 09 Feb 2013 09:03

Water Stocks: Don't Overlook This $1 Trillion Opportunity

With most water delivery systems badly in need of repair or replacement, companies that supply the solutions figure to profit handsomely - making now a good time for investing in water stocks.

In the United States alone, estimates of water infrastructure needs run as high as $1 trillion.

Many of the pipes that carry water to U.S. residents are more than 60 years old, with some more than 100 years old. Water main breaks and sinkholes from leaking pipes are common in many U.S. cities.

Water infrastructure is in such bad shape that the nation's pipes leak 1.7 trillion gallons every year. The water lost in a single day is enough to supply the entire state of California.

Pressure to spend more money on the nation's water infrastructure is increasing. This week the National Association of Water Companies and U.S. Chamber of Commerce launched a campaign, "Water is Your Business," to draw more attention to the problem.

And the public is already on board.

In a recent survey taken by water infrastructure company Xylem Inc. (NYSE: XYL), 88% of those polled said the government should be investing in water infrastructure, and 65% said they would accept slightly higher monthly water bills to pay for it.

With the need reaching a critical stage and pressure to act building, U.S. government spending to repair water infrastructure is bound to increase very soon and very rapidly, a golden opportunity for water stocks.

But the opportunity extends beyond the United States. The World Water Council says that current annual infrastructure spending of about $80 billion will double just within the next several years.

And rising global demand for water, driven by population growth, adds even more urgency to the problem.

The United Nations estimates that fresh water withdrawals have increased threefold over the past 50 years, as demand rises by 16.9 trillion gallons every year.

"A billion people lack access to clean water," Bank of America Merrill Lynch wrote in a recent research note explaining why it likes water ETFs. "Water is undergoing pressure both on the supply and demand side."

In the years to come, as governments around the world start spending the hundreds of billions of dollars needed to address these problems, money will flood into water stocks.


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Re: Water

Berichtdoor Moderator » 09 Feb 2013 09:19

Water: sprankelende belegging

Door de schaarste en de toegenomen vraag is water een aantrekkelijke belegging. Ook het veranderende klimaat draagt een steentje bij. Wij hebben op De Kritische Belegger meerdere malen aandacht besteed aan water. Deze kunt u vinden onder de tag (sleutelwoord) “water” .

Deze tags staan aan het begin van elk artikel. Hiermee is het mogelijk onderwerpen te rubriceren. Daarnaast hebben wij natuurlijk categorieën (aandelen,obligaties, grondstoffen,bric etc).

Slechts 1%

Het aanbod van water is beperkt terwijl de vraag ernaar snel stijgt. Dat blijkt uit een studie van beleggingsbedrijf Clarus Securities. Hoewel 70% van de wereld uit water bestaat, is slechts 2,5% bruikbaar en maar 1% makkelijk toegankelijk.

Tegelijkertijd is de vraag ernaar gestegen van 1,48 miljoen kubieke meter halverwege jaren negentig van de vorige eeuw naar 3,9 miljoen kubieke meter in 2000. In 1900 bedroeg de vraag 770.000 kubieke meter. Er wordt voorspeld dat de vraag zal stijgen naar 5,0 miljoen kubieke meter in 2025.

Zeer belangrijk

Andere grondstoffen zoals olie kunnen vervangen worden. Voor water gaat die vlieger niet op.

‘Schoon water wordt stilaan de belangrijkste grondstof ter wereld. Als vergeleken wordt met andere sectoren, heeft water een heel sterke positie met een duurzame vraag” aldus de onderzoekers Carolina Vargas en Francisco Lung.

Beter dan de beurs

Zij merken op dat de watersector (met bedrijven die van waterwinning hun kernactiviteit hebben gemaakt) in de afgelopen tien jaar beter heeft gepresteerd dan de toonaangevende beursgraadmeter S&P 500-index.

De in deze branche werkzame nutsbedrijven zijn in het algemeen monopolisten met een gestage kasstroom en winsten en dividendbetalingen. De groeivoet bedroeg tussen de 3% en 5% per jaar. Zij merken ook op dat de koers van de aandelen in de afgelopen jaren aanzienlijk zijn gestegen.

De onderzoekers raden aan om van de macro-trends in de sector te profiteren door te kijken naar bedrijven die op een geavanceerde manier water schoonmaken. Daarnaast zijn volgens hen ondernemingen aantrekkelijk die voorzien in het aanbod en distributie van water en van waterefficiëntie. Zij verwachten een aanzienlijke investering in de vervanging en onderhoud van leidingen en een toename in gedecentraliseerde systemen voor het aanbod van water en de schoonmaak van water.

Meer water voor energie

Het onderzoek wijst eveneens op de toenemende populariteit van alternatieve energiebronnen. Deze ontwikkeling zal de vraag naar water tevens stimuleren. Zo wordt nucleaire energie steeds meer geaccepteerd. Een kolen gestookte conventionele centrale gebruikt ongeveer 600 gallon water per megawatt per uur opgewekte elektriciteit. Een kerncentrale moet het doen met 7.500 gallon MWh. Het Amerikaanse ministerie van energie schat in dat de behoefte aan water voor de energieproductie in 2030 zal verdubbelen.

Beursgenoteerd

Er zijn meer dan 500 beursgenoteerde bedrijven in de watersector met een totale marktwaarde van $2.000 miljard. In de periode 1998-2006 zijn er 506 fusies en overnames geweest met een totale waarde van $176 miljard. Er vonden 39 beursgangen plaats die gezamenlijk $4,8 miljard ophaalden.

Risico’s

De onderzoekers wijzen ook op een aantal risico’s in het beleggen in water:

De sector wordt gekenmerkt door een stevige concurrentie.
De branche is kapitaalintensief zodat bedrijven om te groeien kapitaal nodig hebben.
Er is een aanzienlijke consolidatieslag gaande die tot integratierisico’s leidt en druk zet op de prijzen.
De sector wordt beheersd door complexe overheidsregulering en het rendement van de nutsbedrijven is afhankelijk van de tarieven die toezichthouders bepalen. Op hun beurt kunnen zij weer blootstaan aan politieke -en publieke druk.

Hoe in water te beleggen

Net zoals met suiker kunt u op verschillende manieren beleggen in water.

1. Wie op een directe manier wil beleggen in water komt automatisch bij afgeleide producten als turbo’s terecht, zoals RBS Water Stocks USD TR Index Turbo Long 107,40

Een overzicht van de beschikbare turbo’s vindt u op:

http://www.rbs.nl/markets/futures" onclick="window.open(this.href);return false;

U vindt daar vijf turbo’s longs en twee turbo shorts. Afhankelijk van uw risicoprofiel kunt u kiezen voor een lagere hefboom of een iets hogere.

2. U kunt via uw broker een ETC (indextracker) kopen die in water belegd. Dit is een manier om zonder hefboom in water te beleggen.

Claymore S&P Global Water ETF 123751 NYSE
EasyETF S-Box BNP Paribas Global Water (USD) 129986 PSE
ETFX Janney Global Water Fund 130075 AEX
iShares S&P Global Water 81721 AEX
Lyxor ETF World Water 113490 PSE
ML China Water Tracker Cert. 15981 AEX
PowerShares Palisades Global Water Fund 115291 PSE

3. Op een indirecte manier: u kunt aandelen van waterbedrijven kopen zoals China Water Group.


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QA1 schreef:Buy&Hold stockprice is what you pay, the value is what you get

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Re: Water

Berichtdoor Moderator » 13 Apr 2013 14:25

Water Stocks: High Quality at a Premium Price

I’ve often called oil the single most important commodity to the modern world. But when you come down to it, even black gold’s essential nature pales in comparison to water.

With the exception of the Southwest US, North America has historically been blessed with an abundant supply of the life-giving liquid. In fact, many Americans still drink water pumped from wells dug on their property.

Water’s relative abundance was the key factor shaping the modern service sector, and the reason it evolved quite differently from other essential services. Mainly, electricity, natural gas distribution and communications rewarded the advantages of scale from the beginning, and rapidly consolidated into bigger entities. That trend continues to this day, though companies generally have a more difficult time hurdling regulatory challenges to mergers as they grow larger.

In stark contrast, the water business in the US is still remarkably diffuse. While a couple dozen companies provide most electricity to consumers and businesses--and a half-dozen communications companies dominate their sector--there are currently some 155,000 public water systems in the US.

The Environmental Protection Agency (EPA) classifies public water systems as any network serving at least 15 connections or an average of 25 people at least 60 days per year. Community Water Systems (CWS) serve roughly the same population year round. The rest are either considered Transient or Non-Transient Non-Community Water Systems and include water supplies provided to some schools, factories, gas stations, etc.

As of 2010, there were almost 53,000 CWS in the US serving more than 300 million people. Roughly 77 percent of these (more than 40,000) served communities with fewer than 3,300 people. Meanwhile, some 80 percent of Americans were served by municipal systems, rather than investor-owned utilities.

This division of ownership and system size also reflects an ethos in many communities that water is a public good that should not be provided for profit. That in turn has prevented the kind of rapid consolidation we’ve seen in other essential services sectors.

Pollution Forces Change

In recent years, however, a critical factor has emerged to turn the water sector on its ear. Mainly, systems have become degraded, as pollutants have entered rivers, lakes and streams from the air, land and water.

As a result, providing clean water particularly to urban areas--as well as treating sewage--is now a complex and expensive process. Systems serving less than 3,300 people simply lack the resources to deploy the necessary treatment and storage technology, and also have difficulty ensuring the integrity of pipes and mains.

The problem for many municipalities is compounded by the fact that cash reserves once meant to ensure water systems have long since been appropriated for other uses. Moreover, many are cash-strapped from the recent recession, just when the need to remove mercury and other harmful substances is becoming more acute.

Enter investor-owned water utilities, a group so small that one sector executive once referred to them as similar to “collector cars.” The group of nine I track in my Utility Forecaster advisory, for example, cover barely 10 percent of the US population.

Most meet the EPA’s definition of “Very Large Water Systems,” which means they serve more than 100,000 people. But even the largest US investor-owned water utility--American Water Works Co Inc (NYSE: AWK)--serves just 2.2 million people nationwide. No. 2 provider Aqua America Inc (NYSE: WTR) has roughly that many customers in nine states. After that, size drops off quickly:

California Water Service Group (NYSE: CWT): 500,700 customers
American States Water Co (NYSE: AWR): 256,000 customers
SJW Corp (NYSE: SJW): 237,600 customers
Connecticut Water Service Inc (NSDQ: CTWS): 122,000 customers
Artesian Resources Corp (NSDQ: ARTNA): 81,200 customers
The York Water Co (NSDQ: YORW): 63,779 customers
Middlesex Water Co (NSDQ: MSEX): 64,000 customers

These companies have been able to meet clean-water standards on their own. That’s partly because of scale and partly because as investor-owned utilities they can go to regulators and ask for rate increases to pay for needed capital spending.

The upshot is they’re in a position to take over adjacent smaller water systems that are struggling to meet an ever-tightening array of industry regulations. As they add these systems, they make improvements that add to rate base, and therefore to revenue and earnings.

Aqua America and American Water Works have been the most effective at employing this growth strategy. And the more scale they’ve achieved, the more effectively they’ve been able to absorb systems. But even the smallest of these have proved to be effective acquirers.

Reliable Growth, Not Cheap

The result is US water utilities have been among the most reliable growth stocks in the world in recent decades. It may be some years before we see takeovers of larger municipal systems, if ever. But with so many small systems struggling to provide the basic amenity of safe drinking water, there’s no shortage of takeover targets to keep growth going.

Unfortunately, water utility stocks do have a very big problem now, despite the lack of business operating risk and reliable growth of dividends and earnings: Their secret is out, and momentum investors have piled into their shares.

Aqua America, for example, has reported some very nice earnings in recent months and is about as certain a bet as possible for another dividend boost of 5 percent to 6 percent in November. Since the beginning of the year, however, its share price has jumped by more than 24 percent. Today, the stock yields barely 2 percent and sells for more than 3.3 times book value.

American Water Works boasts similarly strong credentials and is an equally good bet to raise its dividend at a double-digit rate--probably as soon as next month. But here too, we’ve seen a mighty run and the stock yields just a bit more than 2 percent.

Obviously, there’s no law that stocks boosted by momentum have to lose all their gains, or at least within any particular time frame. Beyond that, I’m convinced Aqua and American will be worth these prices at some point in the future.

The higher a stock’s price rises, however, the loftier the expectations baked into it. That means a greater chance of disappointment that reverses the upside momentum, even if the underlying company remains sound, as these no doubt will.

Clearly, this is one sector for which high quality comes at a high price. I’ve personally invested in water utilities for many years. I couldn’t be more pleased with my results, and I have no intention of bailing out now.

But my gains didn’t come from riding momentum. They’re the result of patiently reinvesting dividends over time, when these stocks were laggards as well as when they’ve been leaders, as they are now.

Regular dividend reinvestment always buys you more shares when prices are low, and fewer when they’re high. That’s still a sound strategy in the water sector, despite its run-up. But new buyers should tread with care. Nothing is a buy at any price, no matter how solid the underlying business.


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Re: Water

Berichtdoor Moderator » 13 Apr 2013 14:31

We need to face up to the growing issue of global water scarcity



World Water Day, which took place at the end of last month, focused minds on the issue of water scarcity and the increasing urgency of the need for businesses around the world to act fast on easing water shortages.

By 2030 global water demand is predicted to increase dramatically to a level 40% above current supply. Currently companies waste a huge amount of water but until now water use has not been high on the business agenda.

The Carbon Trust recently conducted interviews with 450 senior executives of large companies in the UK, USA, China, South Korea and Brazil, finding that only one in seven of those businesses had set water reduction targets or publicly reported on water performance.

Over 50% had not developed goals to reduce company water consumption, waste production or carbon emissions.

It appears that many businesses feel the issue is not a priority risk or an area where they can have much impact. But even with the relatively abundant water resource that we have in Wales, reducing use and managing quality is very important. It was only early last year that it was suggested that water from Wales could be used to help supply drought-hit areas of England.

Some Welsh reservoirs are already used to supply the city of Birmingham and parts of Cheshire and Merseyside. Businesses should be acting responsibly to measure and manage their water use, and they can demonstrate this by obtaining rigorous, independent certification of that commitment to water stewardship.

Initiatives such as the new Carbon Trust Water Standard fit exactly this purpose. The Water Standard has already been awarded to some large businesses, such as Coca-Cola Enterprises, to help them benchmark and demonstrate water use reduction as well as showing that they are managing their impact on the local environment.

As well as not knowing where to start, companies are also delaying taking action on sustainability and resource efficiency as they see it as an obligation and a cost.

Nearly half (47%) of executives we surveyed believe that acting on sustainability issues such as water scarcity would decrease profits.

However, we know from our extensive work on carbon that good management of resources can lead to new commercial opportunities and thriving businesses. As companies begin to look for alternatives to the resources they are consuming, they can uncover more innovative products, processes and business models.

An inspiring example is Sainsbury's, which piloted the Carbon Trust Water Standard and saved water equivalent to 393 Olympic sized swimming pools before the end of March. They achieved this through a number of water saving measures that form part of their 20x20 Sustainability Plan. This includes eradicating underground leaks, saving individual stores hundreds of thousands of pounds each year. Technology innovations such as pre-rinse spray taps and low-flush toilets in all their stores and investment into rainwater harvesting as standard as well as retrofitting these units in existing retail outlets have all contributed to achieving the standard.

The important thing for businesses to realise is that water resources are finite and no resource is more fundamental than water to the health and security of people and the environment.

Failure to act is exposing businesses to water scarcity issues further down the line, which in some cases could lead to dramatically increased costs, or could even grind operations to a standstill.


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Re: Water

Berichtdoor groenen » 30 Aug 2013 14:09

ik heb de Lyxor ETF World Water tracker aangekocht.
Seal the deal & let's boogie

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Re: Water

Berichtdoor groenen » 13 Sep 2013 14:43

een klein stukje 'docu' over water in volgende link:

http://www.canvas.be/programmas/login/9 ... uid=236528" onclick="window.open(this.href);return false;
Seal the deal & let's boogie

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Re: Water

Berichtdoor groenen » 07 Feb 2014 16:54

http://www.tijd.be/nieuws/ondernemingen ... 7-3089.art" onclick="window.open(this.href);return false;
Seal the deal & let's boogie

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Re: Water

Berichtdoor Jojo » 27 Mei 2016 01:20

Stilletjes in dit topic, nochtans een heel interessante sector om in te beleggen.
Zijn er onder jullie die hierin belegd hebben ? Zo ja in welke aandelen ?
Gilead Ageas Genmab ASMI Sphere3D GSK CFEB LBrands Melexis Umicore Euronav Nordex Solvay Grandvision Biocartis AXA Befimmo AHDelh ABInbev TCON ACIU BMW RioTinto

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Re: Water

Berichtdoor Layzie19 » 27 Mei 2016 07:31

Jojo schreef:Stilletjes in dit topic, nochtans een heel interessante sector om in te beleggen.
Zijn er onder jullie die hierin belegd hebben ? Zo ja in welke aandelen ?


Ja, maar via een fonds, KBC Eco Fund Water.