Hydro Intl Share Discussion Threads

[cheap] 28/6/2007 10:36

But it looks as if 2.20/2.25 is reachable now.

[cheap] 28/6/2007 10:33

That is encouraging riv, though up to now I don't think the Polish market has proved all that rewarding for Hyd. Despite the growing economy and EU money, Poland is starting from a very low base. The widespread need for extensive infrastructure spending in every area and the relatively high cost of imported technology may mean things coninue to be rather slow.

[rivaldo] 28/6/2007 08:24

More encouraging stuff today in an RNS from Frost & Sullivan - bear in mind HYD's entry into the Polish market over the last few years:



"LONDON, June 28 /PRNewswire/ --

- Frost & Sullivan to Host Quarterly Analyst Briefing on the
Polish Water and Wastewater Treatment Market on Tuesday 10 July 2007

The Polish water and wastewater treatment market has a high
growth potential. This is because of the large market size, the healthy
economic growth, the considerable EU financing as well as the pressing
need to meet EU directives by 2015.

The market size for the total water and wastewater sector in
Poland was estimated to be US$338 million in 2006. The annual growth rate
is 8.3 percent for the forecast period from 2003 to 2013.

On this topic Frost & Sullivan will host a telephone and web
briefing on Tuesday 10 July 2007 at 2.00 p.m. BST to provide industry
participants with an overview of the Polish water and wastewater treatment
market.

The Polish municipal and industrial water and wastewater
treatment market is fiercely competitive and fragmented. However, there
are promising prospects. Fast approaching transition deadlines to meet EU
environmental improvements have largely driven the market creating an
increasing demand for water and wastewater technologies, equipment and
services.

Highlights of the briefing include: overall market highlights
and trends, industry challenges, key market drivers and restraints,
competitive analysis and strategic approaches.

"The Polish municipal and industrial water and wastewater
market is a developing market with high growth potential and attractive
opportunities for contractors, service providers, consultants, as well as
equipment and technology suppliers. The growth is largely driven by EU
directives obliging both municipal and industrial sectors to meet strict
water and wastewater treatment regulations. EU funds have also fuelled the
growth," explains Frost & Sullivan Environment Research Analyst Jenny Leiu."

[rivaldo] 27/6/2007 21:56

I think today's snippet about new US legislation this month is incredibly important as it feeds directly into HYD's specialisms in wastewater and water quality. Worth repeating I think:



"In the water sector, the US Senate passed the Water Resources
Development Act, a $13.9 billion bill to be implemented by the Army
Corps of Engineers, which contains provisions to repair and maintain
existing infrastructure, while authorising projects that address
environmental infrastructure, including municipal water and
wastewater. In the meantime the Water Quality Financing Act of 2007,
which was passed by the House of Representatives in March, awaits a
sponsor from Senate. The bill will provide $14 billion through 2011
for the State Revolving Loan Fund, focused on waste water projects.
If successful both bills are positive news for water technology and
equipment suppliers."

[stegrego] 27/6/2007 20:17

It looks like people are starting to see sense to me ;)

[nhb] 27/6/2007 19:52

That looks like a breakout to my untutored eye. :-))

[dave88] 27/6/2007 16:29

Nice end to the day looking very strong!

[garth] 27/6/2007 16:22

Can't even buy 500 online ;0)

[gac100] 27/6/2007 16:15

Hey-hey, hit that 200p. Nice.

[rivaldo] 27/6/2007 14:29

Looking even more interesting traderabc....new highs now. The UK flooding will undoubtedly enhance HYD's profile, and that USA Senate news is potentially mega imho.

[traderabc] 27/6/2007 10:21

Chart wise,HYD looks very intresting,a few more pence and we are in break-out mode. This is one of my 'strongest' stocks over the last few months. Seems immune to the general market and AIM. 190 seems to be a support area,195 resistance.I feel it has to break out of this tiny range soon,the question is which way will it go?

[rivaldo] 27/6/2007 09:48

:o))

Crikey, this from Impax's (a HYD shareholder) market update today - imagine if just a small element of this reaches HYD's expanded US sales network....



"In the water sector, the US Senate passed the Water Resources
Development Act, a $13.9 billion bill to be implemented by the Army
Corps of Engineers, which contains provisions to repair and maintain
existing infrastructure, while authorising projects that address
environmental infrastructure, including municipal water and
wastewater. In the meantime the Water Quality Financing Act of 2007,
which was passed by the House of Representatives in March, awaits a
sponsor from Senate. The bill will provide $14 billion through 2011
for the State Revolving Loan Fund, focused on waste water projects.
If successful both bills are positive news for water technology and
equipment suppliers."

[dave88] 27/6/2007 08:57

Ah now i look stupid because ADVFN have removed the previous post spamming some pennystock website,as for HYD hasn't even given up a penny in the recent turbulent market wish all my stocks were as rock solid !

[rivaldo] 27/6/2007 08:54

Please expand on your thought-provoking post dave88 :o)) Or perhaps you got the wrong thread....

[rivaldo] 26/6/2007 22:41

HYD in the right place at the right time and getting quoted on the BBC re flood defences:



"Last Updated: Tuesday, 26 June 2007, 14:15 GMT 15:15 UK

Defending our homes from flooding

Five million people in England and Wales are at risk of flooding

Cars floating down city streets and fire crews pumping water now seem a regular part of the UK landscape. Even the best flood defences could not prevent the chaos hitting cities like Sheffield, the Environment Agency says.

Our towns and cities need to be 'climate change-proofed' to cope with this unusual weather, which will happen more regularly, it claims.

As people mop up from the latest floods, can more be done to protect our towns and cities from rising water?

The Environment Agency says global warming means we face extreme floods more regularly in the future.

Permeable pavements

Five million people in England and Wales are currently at risk from flooding, with two million homes built in the floodplain of rivers or vulnerable parts of the coast.

Phil Rothwell, head of flood risk policy at the agency, says they already identify areas which are likely to flood, but it is difficult to predict how exactly they will be affected.

This weather has never been seen before in Sheffield, which is not prone to flooding.

He says flood defences are not the only way to protect homes.

"People generally don't want their houses surrounded by 50 foot walls. There is a balance to be struck between defences and softer options," he said.

"All sorts of things can be done to design the urban landscape to enable us to withstand these major events in future."

This includes introducing permeable pavements which allow water to absorb into the ground, reducing the amount flowing across streets and into houses.

Playing fields and green space can be put next to rivers so the water can be absorbed.

Houses in flood risk areas can be designed to ensure they are better able to withstand flooding with features such as power points installed halfway up walls.

Stilts

For example, some homes in the flood-prone Thames Gateway are being built on stilts.

The Environment Agency has asked for £150m from the government to bring flood defences up to peak condition.

As many scientists link extreme weather to global warming, becoming more environmentally friendly will help, experts say.

Chris Williams, managing director of Hydro-International, which has been working on flood issues for 25 years, says making new buildings should be made eco-friendly.

Currently there is only a voluntary code and government regulation is needed, he says.

"Making sure that homes are energy-efficient buildings and are made from energy-efficient materials will help reduce their carbon footprint," he said.

"We also need to provide increased storage for water with with features like ponds on sites and underground storage tanks to hold rainwater back during storms."

Rainwater re-use should also be considered, he said. People could reuse water for everything but drinking using sophisticated water butts.

Flood defences

One place which knows the damage caused by flooding only too well is Bocastle in Cornwall, devastated in 2004.

Torrential rain caused an estimated 440 million gallons of water to flood the historic village, destroying over 50 homes and many businesses.

Since then, flood defences have been installed, which helped protect the village from a three-foot torrent of water when heavy rain struck again on 21 June.

North Cornwall MP, Dan Rogerson said: "The new flood defences have done their job and kept the river within its banks." "

[rivaldo] 25/6/2007 19:11

Two 10k buys at 197p this afternoon, including one T trade. Should be new highs soon with that kind of buying interest given the way this stock reacts.

[rivaldo] 25/6/2007 11:38

Moving up again - all this country-wide flooding today will increase pressure on the Environment Agency to increase spending on anti-flooding defences.

[rivaldo] 23/6/2007 10:05

Interesting article about global warming stock selection in the Independent today. Anyone know of a stock heavily involved in flood protection? :o))



"Jupiter's Climate Change Solutions fund will select stocks based on six themes: clean energy, green transport, waste management, water management, environmental services and sustainable living. Howard Boyd cites iTron, a US company that makes water meters, as one of her favourites. Controlling the supply of water will become more important as global warming brings more droughts, she says. We are also likely to see more flash floods, like the ones that hit Britain over the past week. Firms that invest in flood defences are thus also likely to benefit."

[gac100] 22/6/2007 15:05

Cheers Riv

[rivaldo] 22/6/2007 14:53

Gac100, cheap has mentioned potentially substantial hidden value here once or twice in respect of the old Vexamus property at Ely, which was worth £805k at acquisition before revaluation on an existing use basis. I don't have any more details, but respect cheap as an trusted poster and long-term holder.

I don't think there's any huge short-term gain from it as my understanding is that it's still being used, but maybe at some point it won't be if operations are consolidated. Certainly at worst it's a nice buffer in the worst case scenario!

[gac100] 22/6/2007 11:51

Riv, those hidden property assets have been mentioned once or twice. Do you have any details? I haven't spotted them ... which is as it should be I suppose if they're "hidden"!

[rivaldo] 22/6/2007 11:37

Polzeath, with desertification, population increases, more flooding everywhere due to global warming, deforestation and population shifts etc etc those companies providing the "picks and shovels" to the water sector will be the ones to benefit imo.

HYD is the best I can see of the UK-quoted entitities - well run, well-connected management, expanding globally, cash-rich and generative, owns lots of IP, Balance Sheet strength with hidden property assets...

I'm quite happy to see the price continue to slowly rise as the market latches on and HYD's results continue to improve.

[polzeath] 22/6/2007 08:01

Riv - interesting teaser there from Lex column.

I've often thought that much of the world actually has plenty of water, either falling as rainfall or situated next to seawater. Proper collection and treatment of rainwater and efficient desalination plants, then good distribution should surely mean most of the world can live within easy reach of cheap plentiful water supply. (Hardly a great insight but a case of woods & trees?)

Yet this patently does not happen, hence the current massive premium attached to anything connected with water. I reckon that premium is justified on some stocks but not on others. [Polzeath rues selling NWG in July last year but it looked fairly valued!]

But I reckon the water world will soon divide in two - premium rating to those that do something premium and defensible and back to utility rating for the pure utilities. HYD would appear to neatly fall into the premium sector, so no particular worries except if water in general gets re-rated downwards there might be a temporary 'stigma' attached. Perhaps the re-rating might come as interest rates around the globe edge up again over the coming year or two, which will probably mean that infrastructure investments are less attractive as an alternative to bonds etc.