Wasseraktien - Investieren mit Zertifikat oder Fonds? - 500 Beiträge pro Seite

[Kanzler-neu]

Auch wenn es sich bisher noch nicht herumgesprochen hat: Wasser ist ein kostbares Gut. Die Sicherstellung der Wasserversorgung und Verfahren zur Wassereinsparung und -aufbereitung werden einer der Megatrends der nächsten Jahrzehnte sein.

Hier ein Artikel aus dem Wealth Daily Profit Letter vom 7. Dezember:

Dear Wealth Daily reader:

Phantom Trader here. And I`m here to bring you to truth.

It`s been said that a prediction will tell you more about the person making the prediction than what will actually come to pass.

And it`s true.

Thomas Malthus, who in 1798 famously predicted that the world population would quickly outstrip its carrying capacity, bears this out.

Malthus, in his Essay on the Principle of Population, proved himself to be at once anti-capitalist and pessimistic to the core.

Rather than expressing faith in the nature of man, of reason and ingenuity, Malthus chose to focus on the lowest common denominator, perhaps exposing a fatal personality flaw.

Yet, in spite of the fact that his life`s work was thoroughly discredited, a part of his premise remains viable.

It is true that we`re on a course, worldwide, for untold misery and strife. Not of the brand Malthus warned, but from several different, yet related quarters.

But the bright side is that, long term, mankind not only survives, but prospers beyond even the rosiest forecast.

And for our part, the turmoil and unrest that lies ahead, while temporary, will provide incredible investment opportunities.

Case in point:

My readers and I just took a 57% profit in under three weeks from one of our top water stocks.

That`s right, water.

It`s vital to all life. And here in the developed world, it`s completely overlooked. Not just everyday, but from an investment point of view as well.

Get this: The entire sector has a market value of only $4 billion, while Google commands a market cap of almost $50 billion!

Wrap your brain around that fact. I follow 16 water stocks. The combined market cap of all 16 is only $4 billion.

One of life`s most precious commodities - water - is worth less, significantly less, than a search engine, which in my opinion, are a dime a dozen.

Everybody has access to Google. All you need is a PC and an Internet hook-up. Big deal.

Water, on the hand, is a different story.

The problem: tens of millions of people don`t have access to clean water. The solution: companies like Ionics, which was recently bought by GE, provide market-based solutions to these water problems by developing technologically advanced filtration and desalination processes.

In short, they provide market-based solutions to one of the biggest problems faced today.

You see, the problem isn`t necessarily a lack of water, it`s a lack of capital.

And it`s no secret. Heck, you can even read about it in the USA Today:

`The basic problem is poverty, not water," says water resources economist Chuck Howe of the University of Colorado in Boulder. About 90% of the severe problems are in developing nations, he says, where solutions to wasting water lie in better irrigation and water supply practices.

In developed nations such as Japan, the USA and in Europe, most water shortfalls arise from politically popular but inefficient subsidies and protections of agriculture, which accounts for 85% of freshwater consumption worldwide.`

That lack of capital is just now beginning to correct itself, as market-based solutions are hatched to solve the growing water problem.

Right now, my Phantom Trader water portfolio contains three top-tier water companies that have already given us steady returns.

But it`s just the beginning.

As this situation unfolds, these companies will attract major attention.

I expect some major consolidation in the industry. Ionics is just the first step.

Next week I`ll have more, and a specific way to profit by investing in clean, reliable water.

And stay tuned for an in-depth report I`ve prepared on water, which you`ll see here in the coming weeks.

Regards,

PT

Bio Snapshot: Phantom Trader, or PT, is a veteran of the investment advisory industry. After a long stint in the pits, he decided to leverage his contacts, ditch the corporate grind, and go underground. In so doing, he`s able to provide timely, profitable commentary drawn from an incredible "black book" of contacts from every corner of the financial world. The result: incredible returns from obscure, overlooked and highly profitable investment opportunities.

He now writes and researches investment opportunities from his 20-acre ranch in Montana.

[Kanzler-neu]

Für ein Langfristinvestment bieten sich 2 Fonds und 1 Zertifikat an:

Fonds:
JB SAM Sustainable Water Fund (WKN 763 763)
http://coma.comdirect.de/index.do?jumpTo=http%3A%2F%2Fcoma.c…

Pictet Water Fund (WKN 933 349)
http://coma.comdirect.de/index.do?jumpTo=http%3A%2F%2Fcoma.c…

Zertifikat:
UBS Wasserzertifikat (WKN 237 608)
http://keyinvest.ibb.ubs.com/ki/ch/de/products/list.ki?objec…


Gibt es Meinungen zum Pro und Contra dieser 3 Papiere?

[schwabday]

Und hier noch ein interessanter Einzelwert

BWT 884042

[Lipser]

Das UBS Zerti hatte ich mir vor einiger Zeit auch schon einmal angeschaut.
Die Restlaufzeit von ca. 1,5 Jahren, der Spread von bis zu 5% (aktuell wohl bei 2%!?) und die zugrundeliegende aktienabhängige Entwicklung haben mich allerdings nicht überzeugt!

Als Langfristinvestment dürfte das UBS-Zerti demnach ausscheiden.

Lipser

[Lipser]

Nachtrag:

Eine mögliche Alternative zum UBS-Zerti, da längere Restlaufzeit (bis 2008), ist von der WestLB WKN: 696260.

Lipser

[Kanzler-neu]

@Lipser

Danke für den Hinweis auf 696260
Werde ich mir mal ansehen.

[Lipser]

Keine Ursache!
Überzeugt hat mich 696260 übrigens auch nicht.

Lipser

[Kanzler-neu]

Interessanter Thread zum Thema Wasseraufbereitung in einem anderen Board: http://www.myresearch.de/board.php?company=867&btype=7&cmd=s…

[Kanzler-neu]

Hier mal der Performancevergleich der vier Kandidaten:

J.B.Multipartner - SAM Sustainable Water Fund



Pictet Water Fund



UBS Wasserzertifikat



WestLB Wasserzertifikat




...und hier eine tabellarische Übersicht:

Titel / Volatilität / 1-Jahres-Performance / 3-Jahres-Performance
JB SAM Sust. Water Fund / 10,03% / 15,1% / -2,6%
Pictet Water Fund / 10,07% / 14,7% / -15,9%
UBS Wasserzertifikat / ? / ca. 28% / N/A
WestLB Wasserzertifikat / ? / ca. 18% / ca. -10%
MSCI World / 12,28% / 4,3% / -25,6%

[Kanzler-neu]

Im Dreijahresvergleich hat der Julius Baer Fund also die Nase vorn, und das bei einer sehr moderaten Vola von 10%.

[Kanzler-neu]

Liquid Assets
Wealth Daily Profit Letter, December 14, 2004

Dear Wealth Daily reader:

Ten years ago, when I was editor of the leading, and only, real asset advisory out there, I was one of about two analysts covering water stocks.

That`s why they called me the original water bug.

Last week I touched on my water investment thesis.

This one`s pretty simple, and it`s very lucrative. In fact, it`s downright obvious. But Wall Street, as usual, has its head in the sand.

It`s true that water stocks, as an investment class, are about as overlooked as it gets. And that`s a surprise, because they`ve consistently outperformed.

The Dow Jones Water Utilities index is made up of 16 stocks. In the last 5 years, only 2 stocks were losers.

That means 88% of water stocks are winners for that period. That, my friend, is amazing.

But the gains have just begun.

You see, the Dow Jones Water Utilities index has a total market value of around $2 billion. Two billion is the combined market cap of all 16 stocks in the water index.

Compare that with eBay, which has a market valuation of $77 billion.

That`s right, one company, eBay, is worth 3,750% more than the entire water index. In fact, just today, more than 5.8 million shares of eBay were traded. At $116 a share, $1.2 billion of eBay were bought and sold.

Nearly one day`s worth of eBay trading is the equivalent to the water index.

But enough with the statistics and comparisons.

You see why I`m so bullish on water stocks, right? Nobody, and I mean nobody is talking about the opportunity in water.

But it gets even better for us as investors.

Because of a guaranteed demand increase, the world`s water shortage will only get worse. And to set the play in motion, efforts to increase water supply are running up against years of under-investment.

This offers an investment opportunity like never before.

A $1 Trillion Opportunity

According to the Environmental Protection Agency, $1 trillion will have to be spent upgrading U.S. water infrastructure over the next few years.

· The American Society of Engineers, for example, estimate that 600,000 miles of sewer pipe (roughly 21 feet per person) were installed post- World War II. Most of these dilapidated water systems are leaking water--some leaking 50% of their supply.

· Many East Coast cities have water pipes that date back to the 1870s!

· The Federal Government says that this is the largest single infrastructure-related problem facing our society today.

Unfortunately, there`s no money available to make these improvements.

With Congress saddled with budget deficits and the war in Iraq, water bills have languished in political red tape. Recent house bills (like one that called for $20 billion in improved sewer systems) failed to even make it to the floor for a vote.

Municipal governments aren`t any help either. For years, they`ve neglected the necessary upgrade projects designed to keep their water systems in good shape.

The Smart Money is Buying Water

In a 2002 Newsweek article, Wildcatting for Water, legendary Texas oilman T. Boone Pickens is turning to water as the next hot commodity investment.

According to Newsweek:

"Pickens recently leased the water rights to 150,000 surrounding acres. He wants to turn those swirls into dollars, by pumping water from the aquifer under his land and building a pipeline to a thirsty city like Dallas or San Antonio."

And in a March 2004 U.S. News and World Report article, Pickens said:

"The entire water deal has the potential to be the biggest deal of my life."

That`s a big deal for a guy worth $750 million.

See, Pickens already knows that the EPA calculates a full $1 trillion will be needed by 2019 to operate and maintain these water utility systems. Break down the numbers, and the opportunity becomes clear:

· There`s a $270 billion shortfall for sewer system maintenance

· There`s a $263 billion shortfall for drinking water maintenance

That`s $533 billion just to maintain our water infrastructure system. Any improvements or upgrades, and that figure doubles.

Given the cash-strapped state of most municipalities, they`re not equipped to meet the challenge of helping local water systems make the necessary improvements.

Small water systems simply aren`t large enough (or sufficiently capitalized) to pay the cost of upgrading their pipes, expanding their necessary water treatment facilities, and complying with the ever- increasing regulatory standards.

So what`s the best way to play it?

By buying the best water stocks out there. One of my favorites is SouthWest Water (SWWC: NASDAQ, $13). SouthWest is involved in many facets of the water business: production and distribution, wastewater collection and treatement, public works services, utility billing, service and infrastructure construction management.

The company currently serves over 2 million people in 36 states. The business, separated into the service and utility groups, is operated by subsidiaries.

My outlook for the stock? I think it`ll continue to out perform, along with our other core water holdings.

[Kanzler-neu]

Blue Gold, by the Phantom Trader
Wealth Daily Profit Letter - Monday, January 17, 2005

Name the one sector consisting of only 16 publicly traded companies with a combined market value of just US$2.3 billion and has a 5-year return of almost 140% to the Dow`s loss of 10%.

If you said the water stocks, give yourself a bottle of Saratoga Spring Water. You are correct.

Take a look at a chart comparing water to the Dow: http://rs6.net/tn.jsp?t=emjlv9aab.0.yt9lv9aab.fxcya8n6.1621&…

In fact, when you go deeper into history, the performance of water stocks is even more impressive.

Did you know that $1,000 invested in water utility stocks at the end of 1981 became $39,980 at the end of 2001-twenty years later?

During the same time period, $1,000 invested in the S&P 500 grew to $17,004. These are the result of returns of 20.25% and 15.22% respectively, compounded for 20 years. During this time, most investors did not do as well as the S&P 500, and certainly experienced average results that were far below those of water utility stocks.

Now, I`ve been telling you about my "greatest investment thesis" and how I think a few factors are on a course to converge at a single point in time: Peak oil, demographic disequilibrium and a coming water shortage.

This convergence, potentially having disastrous consequences to society, will have a tremendous impact to investors who foresee its reality.

In my Phantom Trader investment advisory service, I`ve been recommending select water stocks to my members.

We`ve already reaped a 49% profit in 3 weeks on Ionics, after it was announced that GE would be buying the company.

But I see more gains. A lot more gains.

You see, because there are only a handful of publicly traded water stocks available to investors, in the coming years we could witness an investment phenomenon known as "too many dollars chasing too few stocks."

That`s why we`re buying water now. And buying big.

In a previous Wealth Daily issue, I told you how the smart money was buying water, water rights and water assets. The most well-known of the smart money buying water was T. Boone Pickens, the legendary Texas oilman.

Well, now it has come to my attention that Warren Buffett is buying stocks with indirect ties to water.

The following article was featured on the Street.com, and expands on my water investment thesis.

Enjoy.

Invest in the Coming Global Water Shortage
By Jon D. Markman - RealMoney.com Contributor

Ten years ago, a massive earthquake rolled under the Japanese city of Kobe at dawn, toppling 140,000 buildings, causing 300 major fires, killing more than 5,000 people and leaving 300,000 homeless.

To help cover the story for the Los Angeles Times, I left my wife to care for our 10-day-old daughter and flew into the city with a small team of Los Angeles- based trauma doctors and nurses. We found a surreal, smoking ruin of a city with roads twisted like coils of rope, high-rises tilted at Dr. Seuss angles and thousands of middle-class families jammed into dingy, ice-cold rooms in the few public buildings left standing.

Just as in the tsunami zone of south Asia this month, the immediate health danger, besides a possible outbreak of disease, was a lack of fresh water. More than 75% of the city`s water supply was destroyed when underground pipes fractured. As much as they desired pallets of drugs, food, blankets and tents sent from throughout Japan and abroad, the Kobe survivors coveted -- and needed -- clean, bottled water for cooking, drinking and bathing.

Both incidents are a stark reminder that water is our most precious resource. Because it is seemingly ubiquitous in the U.S., it is taken for granted. Massive snowstorms in California this month have loaded up the snowpack that provides water there, and rains in the Southeast are filling reservoirs in that part of the country.

The rest of the world, however, is not so fortunate.

Not Making Any More Water

There is no more fresh water on Earth today than there was 1 million years ago. Yet today, 6 billion people share it. Since 1950, the world population has doubled, but water use has tripled, notes John Dickerson, an analyst and fund manager based in San Diego. Unlike petroleum, he adds, no technological innovation can ever replace water.

China, which is undergoing a vast rural-to-urban population migration, is emblematic of the places where water has become scarce. It has about as much water as Canada but 100 times more people. Per-capita water reserves are only about one-fourth the global average, according to experts. Of its 669 cities, 440 regularly suffer moderate to critical water shortages.

Although not widely appreciated, water has been recognized by conservative investors as an investment opportunity -- and it has rewarded them. Over the past 10 years, the Media General water utilities index is up 133%, double the return of the Dow Jones Utilities Index. Over the past five years, water utilities are up 32% -- clobbering the flat returns of both the Dow Jones Utilities and the Dow Industrials. One of water`s key long-term value drivers as an investment, according to Dickerson: Demand is not affected by inflation, recession, interest rates or changing tastes.

Virtually all of the U.S. water utility stocks are regulated by states and counties, which makes them pretty dull. Governmental entities typically give utilities a monopoly in a geographic region, then set their profit margin a smidge above costs.

Just about the only distinguishing factor among them are the growth rates of their regions and their ability to efficiently manage their underground pipe and pumping infrastructure. Among the best are Aqua America (WTR:NYSE - commentary - research) of Philadelphia, Southwest Water (SWWC:Nasdaq - commentary - research) of Los Angeles, California Water Service Group (CWT:NYSE - commentary - research), based in San Jose, Calif.; and American States Water (AWR:NYSE - commentary - research) of San Dimas, Calif.

In a moment, I`ll offer a couple of potentially more profound ways to invest in water, but first let`s look a little more broadly at world demand.

Indian Aquifers in India Are Being Sucked Dry

The tsunami has focused attention on water demand in South Asia. That`s a good thing, as it was already reaching critical status in rural areas. Several decades ago, farmers in the Indian state of Gujarat used oxen to haul water in buckets from a few feet below the surface. Now they pump it from 1,000 feet below the surface. That may sound good, but they have been drawing water from the earth to feed a mushrooming population at such a terrific rate that ancient aquifers have been sucked dry -- turning once-fertile fields slowly into sand.

According to New Scientist magazine, farmers using crude oilfield technology in India have drilled 21 million "tube wells" into the strata beneath the fields, and every year millions more wells throughout the region -- all the way to Vietnam -- are being dug to service water-needy crops like rice and sugar cane.

The magazine quoted research from the annual Stockholm Water Symposium that the pumps that transformed Indian farming are drawing 200 cubic kilometers of water to the surface each year, while only a fraction is replaced by monsoon rains. At this rate, the research suggested, groundwater supplies in some areas will be exhausted in five to 10 years, and millions of Indians will see their farmland turned to desert.

In China, the magazine reported, 30 cubic kilometers more water is being pumped to the surface each year than is replaced by rain -- one of the reasons that the country has become dependent on grain imports from the West. This is not just an issue for agriculture. Earlier this year, the Indian state of Kerala ordered the PepsiCo (PEP:NYSE - commentary - research) and Coca-Cola (KO:NYSE - commentary - research) bottling plants closed due to water shortages, costing the companies millions of dollars.

In this country, shareholder activists already are lobbying companies to share water-dependency concerns worldwide with their stakeholders in their financial statements.

Water, Water Everywhere, but...

The central problem is that less than 2% of the world`s ample store of water is fresh. And that amount is bombarded by industrial pollution, disease and cyclical shifts in rain patterns. Its increasing scarcity has impelled private companies and countries to attempt to lock up rights to key sources.

In an article last month, The Christian Science Monitor suggested that the next decade may see a cartel of water-exporting countries rivaling the Organization of Petroleum Exporting Countries for dominance in the world economy.

"Water is blue gold; it`s terribly precious," Maude Barlow, chairwoman of the Council of Canadians, told the Monitor. "Not too far in the future, we`re going to see a move to surround and commodify the world`s fresh water. Just as they`ve divvied up the world`s oil, in the coming century, there`s going to be a grab."

Besides the domestic water utilities listed above -- and similarly plodding foreign utilities such as United Utilities (UU:NYSE - commentary - research) of the U.K., which sports a 6.9% dividend yield, and Suez (SZE:NYSE - commentary - research) of France -- investors interested in the sector can consider a number of variant plays. None are extremely exciting, but my guess is that, over the next few years, some more interesting purification technologies will emerge, along with, perhaps, a vibrant attempt at worldwide industry consolidation.

One current idea is Tennessee-based copper pipe and valve maker Mueller Industries (MLI:NYSE - commentary - research), a $1 billion business with a trailing price/earnings multiple of 15 that is still not expensive despite a 47% run-up in the past year. Its leading outside investor is Berkshire Hathaway (BRK.A:NYSE - commentary - research), the investment vehicle of legendary investor Warren Buffett.

Another is flow-control products maker Watts Water Technologies (WTS:NYSE - commentary - research), which is a little richer at a $975 million market cap and a trailing P/E multiple of 19, but is still owned by several leading value managers, including Mario Gabelli.

And possibly the most interesting is Consolidated Water (CWCO:Nasdaq - commentary - research), a $160 million company based in the Cayman Islands that specializes in developing and operating ocean- water desalinization plants and water-distribution systems in areas where natural supplies of drinking water are scarce, such as the Caribbean and South America.

It currently supplies water to Belize, Barbados, the British Virgin Islands and the Bahamas, and it has expansion plans. It is the most expensive, but it may also have the greatest growth prospects. Of all of these, it is up the most over the past five years, a relatively steady 355%.

Of course, there is one other benefit to water investing: When these companies say they`re going to do a dilutive deal, it`s not something to worry about."

Until tomorrow,
The Phantom Trader

[Kanzler-neu]

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Blue Gold, Part II
Wealth Daily Profit Letter
January 19, 2005
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Dear Wealth Daily reader:

Phantom Trader here, for another uplifting look at our world.

The outside jacket-cover of this frightenly gloomy book reads:

"The clock is relentlessly ticking.

Our world teeters on a knife-edge between a peaceful and prosperous future for all, and a dark winter of death and destruction that threatens to smother the light of civilization."

Hmm. Sound familiar?

Yes. This is the philosophy (or I should say running debate) of the Wealth Daily team.

On one side of the debate is Mr. Optimist himself, Brian Hicks, who`s never met a new technology he didn`t like, or go ga-ga over.

Brian believes that through something he calls the "Creative Imperative", technological progress can lead the world into a new era of peace and prosperity. Throw in the US military as the world`s policemen, and you have a potentially new age of the ever elusive peace dividend.

On the other side of the aisle are, dare I say, the realists. That would be me and Michael Schaefer.

We believe that man is locked in a veritable, primordial genetic prison. In short, human nature hasn`t changed since the dawn of man. Man competes for scarce resources. Man competes for domination. Man kills.

The book continues:

"Within 30 years, in the 2030 decade, six powerful drivers will converge with unprecedented force in a statistical spike that could tear humanity apart and plunge the world into a new Dark Age.

Depleted fuel supplies, massive population growth, poverty, global climate change, famine, growing water shortages, and international lawlessness are on a crash course, with potentially catastrophic consequences."

Hard to get happy after that! But don`t reserve a chamber at the cryogenic lab just yet.

The book I`m quoting is "The 2030 Spike: Countdown to Global Catastrophe." And it`s full of extreme environmentalist hyperbole.

But there`s some truth in the book`s argument. And a silver-lining.

For instance, Mike Schaefer is fond of telling me, at the end of every week, "another +560 million barrels of oil just disappeared from planet Earth. It`s gone and never coming back."

What he`s referring to is weekly world oil consumption.

The world consumes between 80 to 82 million barrels of oil per day. Multiply that by 7, and +560 million barrels of oil is consumed.

That, my friend, is an undisputable fact.

It`s also the same with water.

Global demand for freshwater is expected to increase 43% between 2000 and 2010. Yet did you know no new freshwater is being produced?

The new gold? Maybe.

But it explains why smart money men like T. Boone Pickens and Warren Buffett are investing in water.

The article below was published in the Christian Science Monitor on December 30, 2004, and explains the water opportunity fairly well.

Forget OPEC. The next cartel may export drinking water.

Already, companies are locking up resources and selling abroad.

By Mark Clayton | Staff writer of The Christian Science Monitor

Some call him crazy, others, a genius - but if Terry Spragg is anything, he`s a believer that filling up giant ocean-going bags with fresh water and towing them to water-poor regions can slake the thirst of nations and help deliver world peace.

If that seems far-fetched, consider that less than 2.5 percent of the world`s water is fresh. That vital resource is threatened by pollution, waterborne disease, and shifts in rain patterns caused by global warming, recent studies show. All of which, in some eyes, leaves the world on the verge of a scramble by private companies and countries vying for rights to available water.

Forget OPEC. Some experts say the next cartel will be an organization of water-exporting countries. Others see more danger in local privatization of water, which could restrict access to the poor within nations.

"Water is blue gold, it`s terribly precious," says Maude Barlow, who chairs for the Council of Canadians, an Ottawa-based citizens` watchdog. "Not too far in the future, we`re going to see a move to surround and commodify the world`s fresh water. Just as they`ve divvied up the world`s oil, in the coming century there`s going to be a grab."

Signs of corporate interest are already popping up. Pipelines for bulk water shipments are reported under consideration between Scotland and water-short England. Similar plans exist for Turkey to pipe water to central Europe and markets in Cyprus, Greece, Egypt, and Malta, Ms. Barlow says.

Mr. Spragg`s water bags are also gaining attention. The California entrepreneur is trying to persuade the White House to broker a Middle East peace deal by first filling 20 or 30 "Spragg bags" with fresh water in Turkey and floating them to Palestinians and Israelis.

He claims the cost to transport them a few hundred miles would be less than a penny a gallon.

It`s not as wild-eyed as it sounds. In the late 1990s, Aquarius Water Transportation became the first company to tow bags of fresh water for export, delivering commercial bulk quantities to the Greek Islands. In 2000, another company, Nordic Water Supply, began using 5 million gallon bags - 10 times as big as the original Aquarius containers - to float water from Turkey to northern Cyprus.

Turkey also seems willing to sell water to Israel, and the two are debating price and delivery methods.

"Water is a critical issue over there," Spragg says. "If these two warring groups see those big water bags sitting off their coast, they`ll see they`re going to be water independent. It would be a huge thing for them."

Other exporters are using more conventional transport.

"It is impossible to overestimate the importance of pure water supply," said A. Fred Paley, president of Global H2O Resources, in a statement. "Many communities in over 50 counties throughout the world are suffering needlessly because water is either insufficient or polluted or may not exist at all."

His Vancouver, British Columbia, company says it has acquired exclusive rights to 4.8 billion gallons of glacier water a year for 30 years under a license granted by Alaska and the city of Sitka. So far, Global has been selling premium bottled "glacier-fed water" - but is eyeing bulk shipments to Asia and the Middle East. In September, the company announced it had been approved to build a loading pier in Sitka, capable of handling 50,000-ton ships.

Bottled water presents another challenge. Business is booming: Sales have soared to $50 billion worldwide in the past decade and are still growing about 10 percent a year, estimates Peter Gleick, coauthor of "The World`s Water," a biennial report released last month on the state of the world`s fresh water. Just 10 nations guzzled nearly 29 billion gallons of bottled water in 2003, according to the Beverage Marketing Corp.

The irony, as Dr. Gleick sees it, is that much of the growth in bottled water sales is occurring in developing nations. China`s consumption, for example, nearly quadrupled between 1997 and 2002 - to 2.6 billion gallons, according to Beverage Marketing estimates. For that same amount of money, clean tap water could be provided for all those who don`t have it, he says.

Yet, there are signs that some developing nations may opt not to spend the millions of dollars required to build an infrastructure for fresh tap water, Gleick says.

Instead, they may rely on the private sector, which is bringing clean water more quickly to needy areas than public systems are - albeit at a much higher price. Lack of access to clean drinking water threatens the lives of some 35 million people in the coming decade, he adds.

"I`m less worried about a cartel situation, as we have with oil, than about local conflicts over private manipulation of resources," Gleick says. He points to disputes over groundwater, particularly in the United States, between bottled-water companies and local residents.

The bottled-water industry counters that it`s being targeted unfairly. "Dr. Gleick`s focus ... singles out the bottled-water industry from among the thousands of industrial water users for scrutiny," said Stephen Kay, vice president of the International Bottled Water Association, in a statement last month. "That will do nothing to protect and preserve renewable groundwater resources."

It`s unlikely the controversy will go away soon. "Where water is in short supply, people are desperate and will do anything for it," says Barlow of the Council of Canadians. "So we see an evolving merging of different interests - bottled water companies, private municipal service providers, shipping companies, and pipeline companies will start moving water in bulk."

For these reasons Barlow`s group, along with Public Citizen, the Washington-based advocacy group, and other environmental and nongovernmental organizations, are pushing the United Nations to designate access to water as a human right. That would help prevent price-gouging of the poor by for- profit entities, she says.

*****

Until tomorrow,
The Phantom Trader

[Kanzler-neu]

Am 13. Dezember habe ich beim ZJ-Chat mit Christian Röhl nach seiner Einschätzung gefragt. Er rät derzeit noch zum Abwarten, bis bessere Produkte auf den Markt kommen.

Kanzler:
"Welchen Fonds/Zerti für ein Investment in Wasseraktien können Sie empfehlen?
1.) JB SAM Sustainable Water Fund (WKN 763 763)
2.) Pictet Water Fund (WKN 933 349)
3.) UBS Europäisches Wasser Zertifikat (WKN 237 608)
4.) WestLB Wasser Zertifikat (WKN 696 260)"

Christian W. Röhl:
"Die ersten beiden kenne ich nicht gut genug, weil es sich auf Fonds... und was die beiden anderen angeht, bin ich mit keinem Produkt wirklich glücklich: das UBS-Zertifikat ist leider statisch von der Zusammensetzung her; die WestLB tauscht zwar aus, aber anhand nicht wirklich nachvollziehbarer Kriterien, außerdem felhlt die Managementgebühr... Ich finde, da dies ein langfristiger Trend ist, kann man warten, bis ein anständiges Zertifikat auf den Markt kommt."

[Kanzler-neu]

Water

In China, as well as almost everywhere else in the world (Canada is one exception), clean, readily available water is becoming scarce.

This is already the focus of major rationing and recycling efforts in China`s capital city.

Most of the reservoirs near Beijing have either become polluted, or have simply dried up over the past several years. As of last year, Beijing consumed 3.4 billion cubic meters of water. Of that total, over 75% came from ground water.

Water economy has become the norm in Beijing, with shrinking supplies and a rapidly increasing population.

As a result, some newly-built public buildings and residential communities are required to have water recycling facilities. The city consumed 140 million cubic meters of recycled water last year.

This is just one of hundreds of examples why the water industry will be the growth industry for the new millennium. It`s also why we`re following the top- tier companies in our model portfolio.

And without water, everything dies.

Sincerely,
The Phantom Trader

Quelle: Wealth Daily Profit Letter 24.2.2005

[Kanzler-neu]

Portal für Wasseraktien:
http://www.water-stocks.com/Water-Stocks/default.asp

[KingKong2]

Hier geht`s zum Wasser - Klick:
http://www.aquaplastics.org/default.asp?language=german

So long KingKong

[KingKong2]

http://www.aquaplastics.org/default.asp?language=german

[Kanzler-neu]

Water Stocks
Wealth Daily Profit Letter, March 24, 2005

Quote of the day:
"While one of the most pressing political and social issues facing the Arab world rarely makes headlines, it is an issue that some political analysts believe could lead to the next great confrontation in the region. Rapidly expanding Arab populations are making water far more precious than oil." -Voice of America, March 21, 2005

Water stocks continue to make record highs.

One of my favorites, a tiny water desalination company with a tiny market cap of just $190 million, broke to an all-time high Tuesday on speculation that the world is facing a massive water shortage, the likes of which nobody has ever seen.

Do yourself a favor, take a look at the DJ Water Utilities index http://rs6.net/tn.jsp?t=bf4j5abab.0.juci5abab.fxcya8n6.1621&…. It proves my point that water has quietly outperformed the market by a huge margin:

DJ Water Utilities

Now take a look at the same water index chart compared to the S&P 500 http://rs6.net/tn.jsp?t=bf4j5abab.0.luci5abab.fxcya8n6.1621&….

Water is the ultimate contrarian play. And I believe, if you own water stocks in your portfolio, it says something about you as an investor. You see the big picture. You understand the market.

And by all means, at the next cocktail party, boast the fact that you own water. Because five, 10, 15 years from now, you`re going to look like a genius.

I know I`ve talked a lot about water in recent months. I`ve equated it to oil on the premise that it is a finite natural resource that is essential to our existence, yet is on the verge of depletion.

Just like with peak oil, the day when the world runs out of freshwater is looming on the horizon. And that day is closer than you think.

So, why aren`t world leaders making a big issue out of this real scenario? That`s been the question on the mind of the Phantom Trader for quite some time now.

After all, facts are facts, and the facts are that since 1950, the world`s population has doubled, but water consumption has increased six-fold.

In the Arab world, water scarcity is one of the most pressing political and social issues the region faces, yet it rarely makes headlines.

It`s an issue that could lead to the next great confrontation in the region because rapidly expanding Arab populations are making water far more precious than oil.

"We have had oil wars-that`s happened in our lifetime. Water wars are possible," said a professor of natural resources at Ohio State University, William Mitsch.

I agree with Mitsch except for one thing-I say water wars are probable, not possible.

It seems most of the world has forgotten that the progression towards the 1967 War, whose impact lingers to this day, was triggered by the water dispute between Israel and Syria over control of the Jordan River.

And today in the Middle East, water is a source of conflict not only between Israel and its Arab neighbors, but also between Egypt and Sudan, and Turkey, Syria, and Iraq.

Slowly, however, it looks like people other than the team here at Wealth Daily are beginning to take notice of this scary water situation.

An article that ran earlier this week on the Voice of America, "Water Becoming More Precious Than Oil in Arab World," reports that, "the greatest source of water in the region comes from the Nile River, which runs for more than 6,600 kilometers, flowing through nine Arab and African countries. But, while the amount of water produced by the Nile has remained the same for thousands of years, the populations along its path are expected to almost double over the next 20 years."

The article goes on to say, "In 1955, three Middle Eastern states, including Bahrain, Jordan, and Kuwait were listed by international agencies as water-scarce countries. By 1990, Algeria, Yemen, Saudi Arabia, Qatar, United Arab Emirates, Somalia, Tunisia and Israel/Palestine were added to the list. U.N. studies anticipate another seven Middle Eastern countries will be added to the list by 2025 including Egypt, Iran, Libya, Morocco, Oman, Syria, and Ethiopia."

Forget oil. In this century, water will be king-what`s left of it.

And the Arab world isn`t the only region that will bear witness to the perils of water exhaustion. China is already in some hot water, pun intended.

According to a report that crossed the AP Wire today, China`s already severe water shortages are getting worse by the day, due to heavy pollution of lakes and aquifers, as well as water-guzzling urban development projects that include lawns and fountains.

More than 100 cities in China have inadequate water supplies, with more than half "seriously threatened," the report said.

Experts have warned the Chinese that more than 300 million rural citizens lack clean drinking water since most waterways are fouled by industrial effluent, untreated sewage and runoff of agricultural chemicals from fields.

A survey in January found that only 47% of water in major rivers is drinkable, while half of all lakes are heavily polluted. And 35% of ground water is undrinkable due to pollution, the article says.

It looks like China will have to do something about its water crisis if it wants to maintain its empire status.

Cordially,
The Phantom Trader

[Kanzler-neu]

Einen ausführlichen Artikel über Wasser-Investments gibt es im neuen Zertifikate-Journal (Ausgabe 15/05). Wer das nicht abonniert hat, kann es bei http://www.zertifikatejournal.de herunterladen.

[Kanzler-neu]

Quintessenz des Artikels:

1. auf die Auflegung eines attraktiven Zertifikates (open end bei gleichzeitig vernünftiger Gebührenstruktur) warten
2. Bonus-Zertifikate auf RWE (ISIN: DE 000 BNP 0D4 2)und Suez (ISIN: DE 000 BHF 21R 7)

[Kanzler-neu]

Die Rufe wurden erhört - ABN Amro hat jetzt ein attraktives Wasser-Zertifikat aufgelegt:

ABN Amro Wasser Open End
ISIN: NL0000023372
Laufzeit: Open End
Zeichnungsfrist: bis 9.9.05
Ausgabeaufschlag: 1,0%
Managementgebühr: 1,0%
enthaltene Werte: 10

Eine genauere Beschreibung findet sich im Zertifikate-Journal 23/05 vom 26. August 2005.

[FiboChris]

[posting]17.705.548 von Kanzler-neu am 27.08.05 19:27:36[/posting]das zertifkat reisst mich auch nicht vom hocker wobei es mal was "neues" ist

störend ist die kostenstruktur (1% ausgabeaufschlag und 1% mangagementgebühr - warum nenen die es nicht gleich fonds?)

interessant wird es, wenn die werte tauschen......

[FiboChris]

ansonsten halte ich ein investment in "wasser" mit laufzeit größer 5 jahre für durchaus attraktiv

[Kanzler-neu]

TV-Tip:

Am Freitag um 21:30 Uhr in der 3-sat-Börse wird das Thema Wasserinvestments behandelt.