Hydro Intl Share Discussion Threads

[gac100] 01/7/2007 09:36

Bid or no bid, HYD's prospects are massive. More evidence of the scale of the market for its products this weekend:

From Citywire today:
"The Association of British Insurers has accused the government of...ignoring the imminent consequences of global warming...Stephen Haddrill, ABI director general, said: 'However successful we are at reducing our carbon footprint now, weather damage will worsen over the next 40 years because of past emissions...The government needs to invest at least £750 million a year in flood defences, and should use the Climate Change Bill and comprehensive spending review to set out an effective climate-risk management strategy.'"

The ABI has published a document, 'Adapting to our Changing Climate: A Manifesto for Business, Government and the Public' which sets out the actions it believes are necessary to manage threats to habitable housing, reliable transport and safe water supplies. The ABI document can be found here:

[what is a login ?] 30/6/2007 14:33

The first name that springs to my untrained and unfiltered mind is Balfour Beatty ! (alas).

[rivaldo] 30/6/2007 10:26

WIAL, I'd never hold a share purely on feelgood grounds, but I admit HYD does give me a warm fuzzy feeling re its green credentials. I also like being in on the ground floor of a small, profitable company which is fast-growing and has the potential to grow much bigger and do good things on a global scale.

Anyone notice the 65k buy at 223p yesterday :o)) Great to have that kind of buying interest at these new levels - and I suppose it could be predator buying connected with the bid rumours on a long shot.

I suspect we'll soon be seeing announcements from the Environment Agency about increased expenditure on flood defences.

OT : anyone got ideas on PLCs who'll particularly benefit from the massive clean-up after the floods? I'm thinking of sandbag providers, water pump providers, builders etc?

[what is a login ?] 29/6/2007 15:45

Oh and another plus is that while you hold on tightly to this share there is a significant and growing dividend.

[what is a login ?] 29/6/2007 15:41

When I first purchased I figured the "environment dimension" hadn't been priced in.
It's really good to hold stock in a company that does some good in the world. Not just the usual enterprise that is dirtying the world up or aggressively selling things people don't need. When I read that HYD were doing things like cleaning up a river with clean technology in Belgium and saving rainwater in Norwich - well I had to have this in my portfolio. I think there are a lot of PIs like me who will want to hold this one anyway. And hold on tightly. It's almost as though the rise in the share price was simply a collateral benefit. Because of the "cleanfeel factor" and the growth prospects outlined by more businesslike posters than myself I think the share price could well carry on scaling the cliff face for a while to come :-))

[gac100] 29/6/2007 13:28

Wonder if we'll get an RNS before the end of the day on the recent price movement ... mind you, for that to happen HYD would have to change the habit of a lifetime;-)

[dave88] 29/6/2007 13:24

Totally agree with you NHB wouldn't be happy if this was sold away for 260p,another strong day today ,wonder if thats just on the back of that bid news !
Just to add level 2 2v1 another tick up could be imminent.

[philjeans] 29/6/2007 13:22

Totally agree; five quid would be much more realistic.

B

[gac100] 29/6/2007 13:22

NHB - absolutely!
The header of this thread has never seemed more appropriate:
"Environmental legislation = 'massive' market growth potential"
It looks like HYD's investment in North America in particular over the last few years was timed to perfection, in view of the recent posts by Riv on the huge governemnt spending plans there.

[philjeans] 29/6/2007 13:22

Totally agree; five quid would be much more realistic.

But, as ever, it won't be the small share holders who decide!

It's certainly been a good investment for me, entering at less than 100p, but there will be massive growth ahead for this business.

[nhb] 29/6/2007 13:15

£2.60 would be a selling this company short given the long term prospects. Anyone else feel that way?

[kozel] 29/6/2007 11:58

Just bought in here. It's difficult to buy any quantity at all on line, so I had to put an order through which eventually got filled.

[rivaldo] 29/6/2007 11:57

Miked, I always find the newsagents is a good place to raed the Express's market report - I certainly wouldn't pay good money for it :o))

Ta for your view waggle, it's valuable info. We seem to have hit roughly the same valuation at about 350p.

[waggle] 29/6/2007 11:16

sorry to be so hit and miss...yes it does appear that my target has been noted...BUT I prefer the £3.50 for dec 08 target. Also any bid would have to include Ely Property which is conservatively 35p per share, and there is also cash of at least 15p, so £3.00 is the minimum...watch this space very carefully

[miked500] 29/6/2007 11:11

hi rivaldo

are you able to read the Express's report online? never been able to find it.

thanks
mike

[rivaldo] 29/6/2007 10:57

LOL Cheap!

The rumours of a bid are also in the Express's market report this morning, so perhaps there really is something in it given the FT's comments as well.

[gac100] 29/6/2007 09:29

lol - I love 'em

[cheap] 29/6/2007 09:15

Very typical of what's attractive about Hydro - it even responds to bid rumours in a really quiet way.

[cheap] 29/6/2007 09:00

waggle - long time since we've heard from you.
Looks like the FT have re-revised your y/e target.

[rivaldo] 29/6/2007 08:32

Good spot miked :o))

I must admit I'd be extremely disappointed with 260p - more like 350p-400p for HYD in its current form would be more agreeable imo:



"..rumours of a 260p-a-share approach supported Hydro International, up 3.4 per cent to 211p."

[miked500] 29/6/2007 08:24

today's ft says there is rumours of a bid coming at 260p per share.

[orange1] 28/6/2007 13:31

the 209 transactions were buys.

[waggle] 28/6/2007 12:11

well stock will most certainly remain in VERY tight supply..institutions were happy to bid 2.09 this am. In view of the re-rating of the sector I have revised my y/e target from 200p to 240p.

[rivaldo] 28/6/2007 10:53

It appears that HYD's qualities and IP are finally being recognised....

Cheap, a couple of points on Poland. Firstly, HYD led a water sector visit to Poland in early 2007:



Secondly, according to this:


"PWP have been successful in getting enquiries for Hydro's products, which are expected to lead to orders, and the two companies are actively working on several live projects. The two companies are also planning to start production of Hydro International's products in Poland in the near future."

Not sure when that dates from, but if PWP are producing locally then obviously the product costs will be heavily reduced.

It does seem at minimum though that, as with the USA, Poland is a market with huge potential where HYD already has distributor infrastructure in place.