Amiad Water Systems Share Discussion Threads

[yufff] 19/5/2006 14:52

Hey guys this is the first REAL drop in Amiad's share price since its float.
believe me there is no reason

[nickcduk] 19/5/2006 09:28

Ive dipped my toe in this morning by picking up the 10k reported at 223p. Ive brought mainly because of an article i remember reading in the daily mail regarding amiad. What comforted me was that the icelandics are aggressively buying and picking up stock as late as yesterday at far higher prices. I dont think the fact that the stock price has fallen is going to put them off aggressively buying more. The long term growth story is still in tact for water filtration and this could be a good long term growth story.

As a matter of interest does anyone have a link to the original daily mail article. I just wanted to remind myself of brokers forecasts

[tuffbet] 19/5/2006 08:35

A litle bit ironic that on the day the BBC announce the water situation means they are going to have a "Water Week" where the will focus on a different aspect of conservation and usage each day the shares should be marked down 13% this morning on very little volume.

I think the MM's are (and who can blame them) taking advantage of general market sentiment to mark things down heavily and scare out the overexposed but it's going to present some great opportunities to top up - now or later thats the question

[tuffbet] 17/5/2006 11:12

The Thames Water hose pipe ban -see news link - is very likely only to be the start .This means as we move into the summer months water is likely to be very high on the agenda for all branches of the media and inevitably subjects such as conservation,filtration,etc are going to be covered.

This should all be good news for AFS as more and more fund managers look for companies likely to benefit from activity within the sector

[tuffbet] 08/5/2006 13:48

Did anyone see the recent Channel 4 programme on water and in particular the problems poor people in Latin America are having just geting a supply for their basic needs .

I was a poor advert for many of the biggest water companies but a great reminder to everyone just how fragile the world's resources of this most basic of commodities has become.

A blind man with a glass eye should be able to see by now that treatment of currently undrinkable resources is going to be the only answer to the huge supply/demand imbalance going forward and I think once the institutions who are currently pre-occupied with oil ,gas and minerals get their collective heads around this companies positioned to benefit like AFS could easily become flavour of the month

[chopshs] 24/4/2006 20:14

Thanks tuffbet. Which was the other?

[tuffbet] 24/4/2006 15:12

Re my earlier posts here are just a few interesting figurs from the article.

1.Developed countries may need to spend up to US$ 1 trillion over the next 20 years to upgrade water and wastewater treatment.
2.In China an additional $22 billion (only billion this time!) would have to be spent on wastewater treatment alone to meet the needs of the additiuonal 900 million people living in urban areas by 2015.
3.In the US $600 billion will have to be spent on improvements to the nation's water over the next 20 years.
4. Only 0.01% of the Earth's total water is useable 97.5% is salt water and the balance is locked into glaciers and ice caps.
China has 22% of the world's population but only 7% of the world's fresh water.

The article listed 7 companies ..."well positioned to benefit from the ever increasing demand for water of the appropriate quality going forward " ( my note: not the same thing as a recommendation to buy so do your own research) Amiad was one of only two British quoted companies on that list.

[tuffbet] 24/4/2006 10:20

Very good article appeared this weekend in a specialist investment magazine available only by subscription ,where a director and the head of SRI Governance from Jupiter Asset Management was making the case for investing in companies involved in environmental solutions and the focus was on "one key environmental area in particular :water." - short of time right now but will quote bits later and give a subscribers reference .

[gardenboy] 22/4/2006 20:30

yufff,

thanks - drat ! recently took profits !

[yufff] 22/4/2006 16:49

A massive article in the Daily Mail today-verdict BUY

[yufff] 22/4/2006 16:48

A massive article in the Daily Mail today-verdict BUY

[yufff] 13/4/2006 12:16

Founded in 1962, AMIAD Headquarters today covers over 40,000mý
including an Injection Molding Plant, Production and Assembly
Halls, Warehouses and Office Space, containing an international
filtration training center and research laboratories. AMIAD
FILTRATION SYSTEMS is one of the world's most significant
producers of water filtration products and filtration solutions.
Through strategic acquisitions, international expansions and
substantial research and development investments, AMIAD continues
to strengthen its technology and market base.

Now in its fifth decade of successful designing, manufacturing
and marketing, AMIAD FILTRATION SYSTEMS has established a
worldwide reputation. The company is known for its high-quality
standards, prompt delivery, and consistent availability of parts.
It is renown for unprecedented expertise in its chosen areas of
endeavor: sophisticated water filtering equipment, and
high-efficiency systems for Irrigation, Industry and Municipal
purposes.

Thousands of filters and filtration systems have been installed
around the world. Fortune 500 companies, government agencies, and
small businesses rely on AMIAD to solve their water filtration
problems. AMIAD technology is used for a wide range of solutions,
with manual, semi-automatic and automatic filters installed
across a broad spectrum of market segments. Product upgrades and
new products are released on a regular basis, guaranteeing
increased efficiency and ensuring that the company will continue
to be an innovator in the field. AMIAD offers custom-made systems
that are designed and constructed for special needs of the
various market segments such as: automotive, offshore, ship
ballast, pulp & paper and aquaculture, to name just a few.
Customer support services are offered 24/7 to ensure clients
reach their maximum clean-water potential.

[rivaldo] 13/4/2006 11:57

Hi Tuffbet, I vaguely looked at AFS after they floated and didn't do anything about it :o((

It's a little expensive for me now. But I value your judgement - have you looked at HYD in the same (water) sector? I've been in since they acquired Vexamus mid-2005 and believe they've got a lot further to go.

Sorry for the OT everyone else.

[yufff] 13/4/2006 11:43

tuffbet

What better than to be invested in a high tech company based in the sun scorched \mid \east.

Water is a valuable commodity-so valuable that wars are being fought over it.

Amiad has soarn since it came to market.If you compare it to energy stocks such as oil then as a water filtration stock it is still cheap IMHO.

[tuffbet] 13/4/2006 10:29

yufff

I think once the water shortages start to bite this summer and the press coverage inevitably focusses on the whole issue of water as a finite and dwindling resource fund managers will start to identify stocks likely to benefit - the attention for the moment ,understandably, is on oil, metals and minerals etc but these, as always in bull market conditions, are the early risers because they are more obvious

Fund managers are in a very competitive situation their jobs are on the line almost every day so they will tend to go with the momentum stocks to avoid the danger of being out and underperforming. There comes a tipping point however when they see the momentum falter and attention moves elsewhere looking for the next idea or theme . Personally I don't think there is any chance they are up to speed in water related stocks and I think when they arrive in force the whole sector will become the next hot or should that be cool thing - we shall see - just my opinion so as usual DYOR

[yufff] 13/4/2006 08:44

Nice one tuffbet!
Another big rise today-mm's just keep believing the story!
£3 soon.

[tuffbet] 12/4/2006 22:35

Atorka is an interesting company -this is a positive development it will be very interesting to see if their stake building continues .
If you want a quick look at what they do and the current portfolio you will find it here

[yufff] 12/4/2006 10:24

I note ATORKS GROUP now hold a notifiable interest in Amiad.

The Icelanders know a good thing when they see it!

ATORKA now BAUGUR next perhaps?

[tuffbet] 10/4/2006 16:15

Web link for AFS
More on Amiad Filters
Global Warming and the Impact on Water
World Revolution site - Water problems Highlighted
Scientific Aspects via ScienCentral News link
Aspen Institute "The Silent Tsunami -The Urgent Need for Clean Water and Sanitation" link to PDF
The Global Water Situation How they view things from the other side of the World - facts to make you think

[yufff] 10/4/2006 12:55

This will be £3 before I even get to Israel!

[yufff] 10/4/2006 11:03

No stoppin Amiad at this time-as spring and summer approach the issue of clean water will gain momentum-and so will the share price!

[gardenboy] 05/4/2006 19:31

yufff,

was some BBC coverage recently on Israel's desalination plants - impressive how they can change sea water into different grades of water from agricultural to best quality for drinking.

- with hose pipe bans here in the SE of England, and demand for water still growing, I reckon we need them here too.

have a good trip and looking forward to your report