Hydro Intl Share Discussion Threads

[iglet] 22/4/2008 09:58

Thanks Rivaldo - my senility is getting the better of me again!

[asparks] 22/4/2008 09:55

excellent - I'm back in

[rivaldo] 22/4/2008 09:48

It's here iglet:



More expansion news - I'd have though flat old Holland offers terrific opportunities for HYD's products!



"Hydro International Appoints Collinet sa as its Exclusive Distributor for the Benelux Countries
22-Apr-2008

Hydro International plc is pleased to announce the signing of a new distribution agreement with Collinet sa, of Herstal, Belgium. Collinet will serve as Hydro's exclusive distributor for its stormwater products in Belgium, Netherlands and Luxembourg.

Collinet sa, manufacture a range of tanks, oil separators and linear drainage products. As a result of this agreement they will market Hydro International's Hydro-Brake® Flow Control, Downstream Defender®, Up-Flo™ Filter and Storm King® Swirl Cleanse in the Benelux countries. With the addition of the Hydro International product range to their portfolio Collinet will be able to meet almost any stormwater control or treatment application in their territory.

The Benelux countries offer Hydro International excellent growth potential and this appointment follows the Namur CSO contract awarded to Hydro during 2007. Collinet sa will provide site support for this contract where necessary."

[iglet] 22/4/2008 09:08

So where's the Annual Report? I can't find it on the website - the last one shown is the '07 interims

[gac100] 16/4/2008 11:03

WdB creating a fund of funds then. Moreover 'purely focused on water, as opposed to the more popular eco-theme' - which presumably rules out any WdB money arriving in HYD via Impax Environmental Markets ... Still, the WdB fund and publicity around it all add to the growing public awareness that water is a scarce commodity. Can only be good for HYD :-)

[rivaldo] 16/4/2008 10:56

Garth, are you around - if so, perhaps you could update the header with the 2007 results and get rid of the old ones?

HYD achieved 12.47p EPS and have £4.8m of cash with a 52% increase in the order book to £7m, so there's plenty to highlight if you can! The highlights plus the outlook statement would be great.

Here's the link:

[rivaldo] 16/4/2008 07:45

The Mail's article on WDB's water Investment Fund is now available online:



"We see water technology as being one of biggest areas for potential growth in the coming years, particularly the development of water filtration systems.

This includes desalination techniques along with ultraviolet disinfection and membrane filtration.

Water is not a tradable commodity, nor is there any readily available means for a British-based investor to gain exposure to this theme.

The vast majority of the small number of genuine water funds in existence are not easily accessible by UK investors and it is for this reason that Williams de Broe has decided to create a fund of water funds, in conjunction with a major global investment bank.

The fund will be purely focussed on water, as opposed to the more popular eco-theme, and will bring together a number of funds, mostly registered in Europe, that invest purely into s- o- called 'water' stocks.

Our aim is to allow investors access to companies across the world where advancements in purification technology and water infrastructure will make a real difference to the share prices and to keep the unavoidable exposure to utilities to a minimum.

Water is now one of the scarcest resources in the world and the global water market is now said to be worth over £200bn.

It is a commodity that affects every living thing and with the resource at crisis level the investment opportunities in the arena are huge.

Water is our highest conviction idea for the remainder of 2008 and beyond."

[rivaldo] 14/4/2008 12:26

More news from the USA:



"Stormwater Seminar Coming to Harrisburg, Pa. on April 30th
10-Apr-2008

PORTLAND, Maine – April 9, 2008 - Hydro International today announced plans to bring the company's half-day educational stormwater conference series to Harrisburg, Pa., on April 30, 2008.

"The Changing Face of the Stormwater Industry" conference series includes a speaker program focused on presenting solutions to the challenges presented by the rapidly and frequently changing regulations pertaining to stormwater management. Harrisburg speakers will include a wide variety of experts from government regulatory agencies, consulting engineers, academia and Hydro International itself.

The Harrisburg conference will be held at the Hilton Harrisburg Hotel with registration opening at 7:45 a.m., followed by the educational presentations starting at 8:30 a.m.

The conference will feature Dennis Stum from the Bureau of Watershed Management at the Pennsylvania Department of Environmental Protection. Stum will discuss how the changing stormwater regulations in Pennsylvania will affect property developers, engineers and public entities. Pennsylvania is one of the first states to participate in the Technology Acceptance Reciprocity Partnership (TARP) which sets a specific criteria and protocol for the use of stormwater BMPs.

Other confirmed speakers include....

......"We are excited to have such high-level speakers joining us to bring this educational seminar series to Harrisburg ," said Dave Mongeau, General Manager of Hydro International's U.S. Stormwater Division. "The stormwater industry is changing quickly, with new practices and new regulations taking hold, and we've found that people in Pennsylvania are looking for ways to share information. We believe our stormwater conference series will provide a vehicle for timely and open discussion."

[rivaldo] 13/4/2008 22:16

Thx for that Mas. PLenty of relevance to HYD's core business there methinks :o))

The Mail normally put these articles online, so I'll look out for it.

[masurenguy] 13/4/2008 09:46

I've seen it. Written by Jim Wood-Smith, head of research at WDB.

Key points:

"China possesses 21% of the world population but only 7% of the renewable water resources. By 2020 Indias demand for water is expected to exceeed all current sources of supply.........Four main investment areas within the water spectrum........ utilities, water technology and infrastructure, equipment and services...at present utilities dominate the whole arena......in the coming years technology and infrastucure will play an ever more important role"

He highlights pipe network development as one key area to both deliver water to the end user and to recycle waste water back to the treatment plants.

He also makes the point that with circa 80% of infectious diseases being waterborne the importance of water treating technology will be immense.

Sea water technology will be huge with a lot of investment in desalination techniques, ultraviolet disinfection and water and membrane filtration.

"Water is now one of the scarecest resources in the world and the global water market is now said to be worth over £200bn......with the resource at crisis levels the investment opportunities in the arena are huge. Water is our highest conviction idea for the remainder of 2008 and beyond"

[rivaldo] 13/4/2008 07:55

Nope gac100, that was it! My impression was that it would be out fairly quickly this year post-results, but perhaps not...

From yesterday's Daily Mail (can't find it online yet) - it seems the WDB water investment fund is about to start its engines:



"Investment Extra:

* It's time to start pouring cash into water (Williams de Broe fund of water funds)"

[gac100] 12/4/2008 10:09

PH's post-results note last year was dated 31-May !!! - or was there one before that?

[rivaldo] 12/4/2008 07:36

Intriguing stuff waggle, thanks. They'll be lucky! Perhaps they're now quietly picking up 5k at a time - it's generally the only way to pick up HYD stock.

I'm still waiting to hear about Peel Hunt and their new note. It's been a month since the results. Crazy.

[waggle] 11/4/2008 16:15

A few days ago there was a purchaser from the states looking to pick up 100k at 1.55, order wasn't filled....!!

[rivaldo] 11/4/2008 14:26

Gac100, you have a better memory than me! I don't think it's due to WDB though as I don't think their fund has been launched yet, take a look here dated early March:



"Jim Wood-Smith, head of research at stockbroker Williams de Broe, says water shortages are having a big impact on both agriculture and development.

"There is not enough drinking water to support the urbanisation of China or enough water in the right parts of the world to grow enough food," he says.

Lee agrees that water poses the biggest threat to production. He looks to exploit this difficult area to invest in by for example buying companies that make efficient irrigation systems like US stock Lindsay.
"The main constraint on supply is not land but water," he says.

But, not everyone is confident the upswing in agriculture is a long-term trend. Cynics argue that arable land is not in short supply and that recent price rises have been prompted by erratic weather, which cannot be guaranteed going forwards.

Although Wood-Smith thinks the water theme is interesting – he and his team are looking to launch a water fund shortly - he is concerned that the broader agricultural trend could be a short term fad. However, he admits he could be proved wrong."

Looks like a 5k buy was enough to do the trick today for HYD.

[gac100] 11/4/2008 13:10

Hi Riv, made me think of one of your posts in jan:

"HYD would appear to fit the bill nicely, particularly with its Asian exposure:



"Williams de Broe to launch global water offering in second quarter Published: 13:14 Wednesday 30 January 2008

By Nicholas Paler, Investment Reporter

Williams de Broe is planning to launch a new product investing in water related securities around the globe in the second quarter of the year ..."

[rivaldo] 11/4/2008 12:40

Hmm...up again despite a 2,500 sell. Is there a larger buyer in the background?

[rivaldo] 10/4/2008 12:01

There you go - up another 1.5p on another 1k buy!

I suppose it's an indication that stock here is harder to find than ever?

EDIT - a 3,250 share buy has also helped. Hardly mega trading though :o))

[nhb] 10/4/2008 09:40

Agreed. It's always been sensitive and illiquid but lately it's been bonkers....

[masurenguy] 10/4/2008 09:29

The price does seem to be very sensitive, moving up and down on very small trades. Took an intial position here for the first time fairly recently and will look to add over time with a long term view.

[rivaldo] 10/4/2008 08:58

I think I'll stop following this share day to day - it's up 3p and down 3p on every bleedin' trade at the moment!

[rivaldo] 08/4/2008 10:47

Still creeping up - and still waiting for that Peel Hunt note :o))