Archive for the ‘ Water and Wastewater ’ Category

Water Purification IPO landscape

HaloSource‘s $80m IPO on London’s AIM market marks another interesting listing. Origo Partners and Masdar Clean Tech Fund are among some VC funds that were able to orchestrate a nice (partial) exit in this difficult economic period. Net proceed raised are some £28.9m. Other selling shareholder include Unilever Swiss Holdings AG, Britannia Holdings Ltd, and Washington Research [ READ MORE ]

Liquid Assets – Media Update

We just saw CNBC’s Liquid Assets – Big Business of Water (opens CNBC video, 42:43min). Although very US centric, the overall message is pointing in the right direction. The cost of water is simply too low. As Peter Gleick puts it: “An oil tanker filled up with oil may be worth $200m – $300m. The [ READ MORE ]

Water – Where is the money?

Deutsche Bank’s piece on the Water sector (World Water Markets, pdf) presents an interesting read. Following on from our research Water Scarcity – An investment Opportunity, Deutsche Bank echoed some of our thoughts. In particular, two areas stand out. First, the agriculture sector plays a vital part within the water value chain. We maintain our [ READ MORE ]

Climate Equity Selection and Climate Opportunity

HSBC released a recent report on their Climate Equity Opportunity list (pdf), or short ‘CEO’-list. The list comprises 88 companies that derive 20% plus from their low carbon energy, energy efficiency and storage, or water and waste. HSBC sees the fastest growth for Renewable Energy in Emerging Markets and proposes that Energy Efficiency makes up the largest [ READ MORE ]

Beneficial Biofuels and the Trilemma

We saw a recent article published by www.sciencemag.org, co-authored by Robert Socolow. The following quote stood out: “The search for beneficial biofuels should focus on sustainable biomass feedstocks that neither compete with food crops nor directly or indirectly cause land-clearing and that offer advantages in reducing greenhouse-gas emissions.” The bio-fuels and ethanol discussion is certainly not new. Yet, we agree [ READ MORE ]

Water scarcity – an investment opportunity

The Water Investment Market Investing in water is not an easy task. The stock universe is limited and liquidity is an issue also. The public equity funds we looked at by and large invest in the same stocks. The bigger the fund, the more likely the fund is to deviate from a ‘pure play’. Some [ READ MORE ]

Water and the Food Chain – Crop per drop

The food chain Food prices are bound to explode. Not only do we face a rise in population but we also are confronted by the need to improve our biofuel and ethanol feedstock (Unecsco – Institute for Water Education, ‘Water footprint of bio-energy and other primary energy carriers‘, 2008). No doubt the correlation between soft [ READ MORE ]

The economics of Water

Why do we worry about water so much? Even in the UK we talk about droughts a lot – just to get news on historic floods a day or month later. Isn’t water really a regional issue or should we trade water cross border thus water rich countries helping water scarce economies? We are positive [ READ MORE ]

Clean Invest Poll

(Check all that apply)[ READ MORE ]

CleanTech Investing in 2009 & 2010

356 investments in CleanTech occurred in 2009, a new high. However the dollar amount is down to $4.85B from $7.6B in 2008 over 350 deals comparatively, according to a new report from GreenTech Media. The downward trend over more deals may reflect the global capital markets as much as it does the CleanTech sector itself. [ READ MORE ]

Follow

Get every new post delivered to your Inbox.

Join 49 other followers