Amiad Water Systems Share Discussion Threads

[mikehardman] 12/5/2008 12:54

closed 223, +7.2%
useful quickie on the break over 200;
probably exited too soon, certainly below where I was expecting to do so

[melody9999] 08/5/2008 09:30

don't think anything is going on other than a technical break out. I have been watching the chart for a time now and I am sure others have.

[crickley] 07/5/2008 17:30

No resistance on the charts at all until the previous highs. Good chance of a continued rapid move up towards 290 imo.

[rathkum] 07/5/2008 17:28

Looking at the volume,I would guess Amiad has been hotly tipped by some publication or maybe something is brewing. I say that because surprisingly the stock never showed any weakness at all during the trading session

[rathkum] 07/5/2008 17:28

Looking at the volume,I would guess Amiad has been hotly tipped by some publication or maybe something is brewing. I say that because surprisingly the stock never showed any weakness at all during the trading session

[altom] 07/5/2008 16:15

I was the one saying, yesterday, hold on or buy more but now I do not have clue! What is going on ?

[chester] 07/5/2008 15:06

..because its a great break out !!

[huntie2] 07/5/2008 15:00

come on,somebody - why all the buying?

[chester] 07/5/2008 14:09

Its been a long consolidation, the break could be nice.

[chester] 07/5/2008 14:07

Chunky buy confirming the break out.

[celeritas] 07/5/2008 13:56

I like this stock, very much under the radar.
Price should move up again soon looking at L2

[rathkum] 07/5/2008 13:32

The charts breakout from a here appears extremely positive. This could be in for a long term uptrend and yes it should take out the previous high sometime later this year.

[mikehardman] 07/5/2008 13:08

long again, 205,
snuck above that 200p R level now;
300p anyone ?!

[altom] 06/5/2008 08:06

I think this will trade 185--205 until next results ; then 220 more likely than
150. I will definitely buy again should it go to 175. Good mention recently in MoneyWeek.

[bossman1978] 02/5/2008 17:03

Looking to buy into this stock, but chart suggests it is a bit risky

[williebiz] 07/4/2008 10:07

On my watch list, Altom. Retest of 150p would be interesting opportunity.

[altom] 07/4/2008 07:52

Good write-up in last F.T. imho this is a superb stock to put away for 3 years. We will make a lot of money if we are patient. "Water wars" are on the cards in the next few years. This seems a very quiet thread. Is there anybody else out there ? I would like to hear some other opinions.
Atarka has 23%. What about a take-over ?

[huntie2] 26/3/2008 07:49

market doesn't look too impressed......

[rathkum] 20/3/2008 23:11

Water palaver
By Georgina Mitchell

It is hard to exaggerate the importance of water to human society.


In markets that are increasingly looking towards commodity prices as drivers, we are yet to see the real impact of the increasingly scarce, though essential resource on exchanges.

Industrial and precious metals, grains, livestock, timber – all these things are now directly accessible to investors. They are relatively easy to price because they are traded on mercantile exchanges. Water, however, is not exchange-traded, and therefore cannot be accurately priced. Investors wanting to gain from the rising demand, and reduced availability of clean, fresh water, must look at investing directly in companies or funds for the time being.

As competition over fresh water sources intensifies, there will be an increased demand for technology that can make previously unusable water potable.

Amiad Filtration is an Israeli company listed on London's AIM market. It argues that in order to sustain quality of life and economic development into the 21st century, an efficient water filtration system is imperative. It sells to industrial, municipal, and irrigation sectors of the market. It has sold in 66 countries, and has sales offices in seven countries.

The company has pioneered the use of 'suction scanning' technology, which allows for a self cleaning filter to perform very efficiently. It is now the industry leader in this field, and is the only major provider of this unique technology. The company recently provided an excellent update to the market, saying it expects to beat expectations in its fully year results, with an increase in revenues of around 27%. It has entered 2008 with a very robust order book.

As political tensions increase around water supplies, this order book looks set to improve further. Although the company is now over 40 years old, and has been listed on AIM for over 2 years, trading is fairly volatile, as it is for many small-cap stocks at the moment.

Modern Water is a holding company containing various businesses designed to address the growing problem of the availability of clean water. It currently has three businesses in its portfolio. One of these, Surrey Aquatechnology, specializes in desalinisation. The company expects that a "considerable portion of the desalinisation market will be captured."

Modern Water also has a 51 per cent stake in Poseidon Water, which has developed technology that allows waste water to be treated with seawater rather than freshwater, reducing pressure on freshwater reserves in coastal areas. Cymtox, the third company in Modern's portfolio, owns the rights to an extremely advanced system of toxicity detection in water.

FTSE 250 constituent Pennon invests in the provision of water and waste water services and waste management. It operates under two businesses South West Water, supplying water and sewerage works to Devon, Cornwall and parts of Dorset and Somerset, and Viridor a leading waste treatment and disposal business in the UK.

Its latest trading statement reveals performance remains in line with management expectations, with South West Water on target to meet regulator OFWAT's requirements, and Viridor likely to deliver continued full year growth, when announced in June. In agreement with Pennon's expansion strategies December saw the group acquire Grosvenor Waste Management, a UK recycling company which provides them with portfolio diversification, and which sits well within the governments targets of reducing landfill.

Continuing M&A speculation surrounding the sector looks set to continue with smaller companies like Pennon looking like the most obvious targets.

[huntie2] 11/3/2008 22:56

still watching........

[2020hindsight] 27/2/2008 13:06

ditto at 196p for 16%.

I'll be back though.

[mikehardman] 27/2/2008 13:03

closed 195p, +19% net gain;
garnering cash; still not the market to be too greedy in, IMO

[huntie2] 25/2/2008 16:34

dunno, diamond. I wonder whether momentum will produce another swift price rise first thing tomorrow - perhaps a retracement later in the day? At least we can watch with interest but no worries! Best wishes.

[diamond1] 25/2/2008 15:36

huntie2,

Not much sign of it going higher either. I think our decision to get out will be justified over the next few days.

[huntie2] 25/2/2008 14:14

hmm..... not much sign of a retracement yet!!