Hydro Intl Share Discussion Threads

[gac100] 29/7/2007 11:13

According to the Jupiter Environmental Income Fund interim report and accounts for the period ending 31 March 2007:
The fund holds 375,000 shares, representing 0.49% of its portfolio


The Jupiter Ecology fund also holds: 450,000 shares, representing 0.27% of its portfolio


I've had a quick look at Jupiter Green Investment Trust, but can't spot HYD there

[rivaldo] 29/7/2007 07:10

Nice spot gac100! Another happy institutional holder - it's revealing that he believes HYD are at an "early stage in their development", especially given HYD's consistent and productive development of its own IP.

[gac100] 28/7/2007 10:32

From Today's Independent:


Ten stock market bargains ...
We asked 10 of the UK's top investment managers and stockbrokers to each pick their favourite summer bargains
Published: 28 July 2007


Chris Watt, manager of the Jupiter Environmental Income Fund: Hydro International
"This is a stock we have held for a long time, but it is very topical given the recent weather conditions in the UK. It specialises in controlling and treating storm and waste water using proprietary vortex-based technology. It is a good example of the kind of business that interests us: small, at an early stage in its development, but has developed real traction using unique technology in a growing market. We therefore believe it has the capacity to become a significant market leader."

[rivaldo] 28/7/2007 09:31

Ta for the SUDS article charlie. Interesting that it mentions sophisticated rainwater collection systems too - just up Stormbank's street:





"Hydro International offers an effective way of meeting sustainable
drainage requirements by treating, storing and controlling stormwater runoff. Tried, tested and proven, we have the solution that is right for you."

[polzeath] 28/7/2007 07:27

UK opposition on the ball re: floods -

[charlie] 27/7/2007 15:46

BBC article on SUDS:

[gac100] 26/7/2007 21:52

I think we need some kind of vortex device to control the torrential newsflow Riv ;-)

[rivaldo] 26/7/2007 19:48

Just found some news in my Inbox dated today - I didn't even know HYD were selling in Puerto Rico!



"July 26, 2007 10:55 AM Eastern Daylight Time
Hydro International Receives $225,000 Deal to
Supply Sixth Grit-Removal System in Puerto Rico
New Grit King Advanced Hydrodynamic Separator Unit Will Serve Population on Island's Northwest Coast

PORTLAND, Maine--(BUSINESS WIRE)--Hydro International, a leading provider of environmentally sustainable products and innovative solutions that control and treat stormwater, wastewater and combined sewer overflows, today announced the receipt of a $225,000 contract to supply a grit-removal system to serve the wastewater treatment plant in Isabela, Puerto Rico.

The U.S. Environmental Protection Agency's Puerto Rico Aqueduct and Sewer Authority (PRASA) will use the Grit King® Separator unit to separate grit from water as the influent wastewater enters the treatment plant. The agency moved to upgrade its grit-removal system to meet the requirements of a consent decree issued by the PRASA. The installation of the system is scheduled to be complete by mid 2008.

The Grit King is an advanced hydrodynamic separator that removes grit by augmenting gravitational forces. It runs without the use of an external power source, and it does not contain any moving parts. It is one of a number of successful products in Hydro International's wastewater portfolio, which includes the Grit-Cleanse™, a high energy vortex separator device, and the Reg-U-Flo® Vortex Valve, a device which optimizes flow control.

Hydro International has successfully implemented Grit King systems in a large number of locations throughout the world, including North America, the United Kingdom and Egypt. The company has five other Grit King installations in Puerto Rico, in San Lorenzo, Utuado, Santa Isabel, Lajas and Naranjito.

"Our grit-removal systems have enjoyed great success in Puerto Rico, providing our customers with a high level of service at an economical cost with minimal maintenance requirements," said Stephen P. Hides, CEO of Hydro International, based in Portland, Maine. "We are proud to receive this latest vote of confidence, and we look forward to continued success in Isabela.""

[rivaldo] 26/7/2007 19:38

Not a bad day with the FTSE 203 points down.

There's serious interest here and not much stock around imo. That 25k buy at the close yesterday set up today nicely - but there's also been three 75k trades. The first two looked to me like a simple rollover, but another one's been reported today which appears simply to be a late reported buy from yesterday. Which would partly explain the surge.

[rivaldo] 26/7/2007 12:18

Ta for the header update G. More grist to the mill here:



"UK floods lead to strategy rethink
Monday, 23 July 2007

As a consequence, the Environment agency's so called holistic approach to flood management, a cornerstone of the country's flood defences is likely to be modified.

The Environment agency's strategy (under Defra) for dealing with floods was developed in 2004, in the policy document "Making Space for Water".

This essentially postulated the argument that traditional flood defences such as the regular dredging of rivers and sea defence walls were proving ever more costly and that a policy of letting water onto the land in a series of managed agricultural schemes was environmentally preferable and cheaper.

However, this was criticised at the time as putting flora and fauna before people.

Indeed, a scoping report by the engineers Babtie in 2003 looked at the dangers of the Severn flooding around Gloucester and concluded that such holistic measures were unlikely to be effective in such areas. At the same time the report noted that there was considerable local unease that dredging - reasonably effective but environmentally costly to wildlife - had been stopped.

Defra, after consultation, decided to continue with its holistic programme despite public unease and, astonishingly, set itself a timescale to overcoming what it termed "cultural barriers" to this approach. That is people wanting flood defences rather than land management.

It decided that despite the public it was going to tough it out. One paper noted: "The Environment Agency is considering how to adopt a more rigorous approach to abandonment of sea walls where costs exceed benefit."

This month with large swaths of England under water and after a barrage of negative press, Defra has quietly issued an update to its flood defence strategy. This not only seeks to look urgently at the effectiveness of land management programmes that are already underway, but acknowledges the public relations disaster that has unfolded.

The update concludes: "It will be necessary to make a clear transition away from defending current decisions to more participation by the public in the overall decision making process."

There is now likely to be a considerable increase in expenditure on traditional flood defences."

[garth] 26/7/2007 09:17

Thanks Rivaldo! :0)

[philjeans] 26/7/2007 08:36

Beginning to show it's true potential in a very HOT sector.

[rivaldo] 25/7/2007 22:57

Oh gawd G, time is a precious commodity! Maybe just paste the below as highlights from the 2006 results and the 2007 AGM statement - that would do I'm sure. Thx anyway.

PRELIMINARY RESULTS FOR THE YEAR ENDED 31 DECEMBER 2006:



"Hydro International plc ('Hydro' or 'the Group'), provider of products for
control and treatment of water, is pleased to announce its preliminary results
for the year ended 31 December 2006.

Highlights
• Profit before tax increased to £1.7m*
• Turnover growth of 20% to £22.4m
• Cash at bank up £1m to £2.7m
• Proposed dividend increased by 15% to 2.3 pence per ordinary share
• Vexamus Water integration and rebranding as Hydro International
successfully completed
• Encouraging profits from the Water and Wastewater division despite
delays in asset management programme (AMP4) spending by the UK water
companies
• Successful launch of Up-Flo(TM) Filter and StormBank(TM) products"

MAY 2007 AGM STATEMENT:



"Business activity in all the Groups operating companies has started the year at encouraging levels. In particular, the order book has been strengthened by
several large contract wins for Hydro's Ely based wastewater business and by
growth in the US based stormwater business (including a buoyant export sales
market).

The fundamental business drivers remain strong and further progress is
anticipated in the second half of the year."

[garth] 25/7/2007 15:54

Rivaldo,

Happy to do so. Its likely to be 3-4 weeks before I get a chance to do a decent job. Or else if you get a few minutes to pen something I'm happy to put it into the header...

Kind regards,

G.

[rivaldo] 25/7/2007 14:51

Nice one garth - now tell the crew at DYS etc to start piling in :o))

If you ever get a second, perhaps the header could be scrubbed up a bit with some gubbins on what HYD actually do or the last results and/or AGM highlights to attract the newbies in a bit more? The fact that HYD have £2.7m cash (10% of the m/cap) is a good one to highlight....

[garth] 25/7/2007 13:51

Rivaldo,

Good idea re the link - and much tidier!!!

I mean't the latter. Timing not bad either ;0)

G.

[gac100] 25/7/2007 11:09

Nice to see the share price rising again - especially as the wider market's down

[rivaldo] 25/7/2007 07:51

Relevant stuff from yesterday's Times - note the last paragraph in particular:



"July 24, 2007

Family-friendly eco-towns to cut carbon footprint
Jill Sherman and Judith Heywood
Town halls and developers have been asked to bid cash for five new eco-towns where all infrastructure and houses will be carbon neutral."

"Gordon Brown has said that all new houses have to be carbon neutral by 2016 and he has set ambitious targets for low-carbon homes before then. However, enviromentalists urged him to go faster.

A spokesman for Friends of the Earth said: "The Government must insist that all new homes are carbon neutral by at least 2010. Our homes are responsible for over a quarter of UK carbon dioxide emissions. Carbon-zero homes can already be built so there is no not need to wait until 2016 for the Government to act on this.

"Individual homes must meet the highest environmental standards, and new housing developments must be sustainable. This means ensuring that new developments have clear plans for water supply, waste disposal and protection from flooding caused by extreme weather events. Local communities must also have a say on how and where new houses are built.""

[garth] 24/7/2007 14:14

Thanks Riv. I'll try to make it prettier when I get a mo.

Got my toe wet.

G.

[philjeans] 24/7/2007 10:09

HYD don't need no education; it'll do it on it's own.

[rivaldo] 24/7/2007 09:53

Hi Woodsman, not imho. HYD has never particularly shown any propensity for rumour or leak-driven action - prior to the Vexamus acquisition in mid-2005 (when I bought in) or before all the spring 2007 contract wins for example.

I think it's just a function of HYD becoming more widely appreciated and the shares being reasonably volatile/illiquid and responding to increased demand.

I disagree slightly about timescales. HYD's stormwater run-off solutions are already widely used and recognised - so with all the terrible flood news at present can housebuilders afford NOT to include better drainage solutions in new developments now given the potential advers publicity if they don't, particularly in flood plain areas? Increased awareness alone could give HYD a boost in this sector, prior to legislation which has been lobbied for for ages now so may well come in quicker than you think.

[woodsman2004] 24/7/2007 08:56

On the face of it, it is surprising the share price is not rising, until you consider that the government is only setting up a review. This review will then "consider" any actions needed. These actions will then get discussed politically and eventually some money might be allocated. Any orders for HYD could be years away.

Nevertheless, I remain extremely excited about the prospects for this company, even if I have to wait 5 years for the big gains - in fact I wish they would shout their message a bit louder.

Will continue to add on any further weakness? (Rivaldo - do you think there is some some form of news leaking out, and if so care to speculate?)