Study Group: Infrastructure Construction Experts (North America)

GLG News^SM Analyses by this Study Group's Leading Experts(?)

Crumbling U.S. Water Infrastructure is an Investment Opportunity

April 11, 2008

Analysis by:Jorge Fernandez, Principal,

Analysis of:US Water Pipelines Are Breaking | ap.google.com

This article points to an area of the water industry that will continue to enjoy positive dynamics. For the investor, the message is simple: companies selling water infrastructure-related products and services, like large pipes, large valves, inspection and repair services, water pipeline engineering and construction, etc., the future has a strong upside. The current housing crisis may hurt some municipalities' ability to fund some of these projects. However, in most cases, delaying them is difficult or impossible, specially when water service to customers is at stake. Further, a new Washington administration in 2009 will look at rebuilding infrastructure as a strong potential avenue to re-energize the economy and create jobs.

Alaska has been an LNG supplier since the 60's - What is new?

October 23, 2007

Analysis by:Bill Derrick, Director of Estimating,

Analysis of:Alaska can export LNG to Pacific Rim | today.reuters.com

Liquefaction and pipelines in Alaska address the local desires to keep revenues and jobs in Alaska. Building a pipeline to somewhere in the south, like Valdez is very possible. ROW (Rights of Way, pipeline corridor) are already permitted and mostly available, and the access is available. Knocking off 1,350 miles off the land pipeline will pay for the liquefaction facilities. Ships for transporting LNG should be available. Schedule for an all Alaska facility should be advantageous.

Water Purification by Membrane Filtration is a fast growing global market – By Jorge Fernandez – Partner, Water Science & Marketing, LLC

May 25, 2007

Analysis by:Jorge Fernandez, Principal,

Analysis of:Water Extraction: Pure water production | www.filtsep.com

Implications: The fundamentals in the global water industry will continue to be quite positive for many years ahead. Economic prosperity brings with it severe deterioration of water availability and quality all over the world. Membrane filtration is a proven method to successfully and efficiently improve water quality and companies operating in this space can be expected to meet or exceed the water industry growth rate.

It is an alternative energy, but not a long term solution to energy needs

April 9, 2007

Analysis by:Bill Derrick, Director of Estimating,

Analysis of:Fill Up With Ethanol? | online.wsj.com

Ethanol as an energy source is not as cost efficient as we think.
Cost of water, fertilizer, transportation, blending and subsidies detract from its attractiveness.
In the long term we cannot produce enough renewable energy to make a signifigant dent in our energy demand.
Corn and rape seed as feed stock are not likely sustainable as biofuel inputs.

Making money from water

December 14, 2006

Analysis by:Jorge Fernandez, Principal,

Analysis of:Liquid Assets-Clean water makes a splash on Wall Street | plentymag.com

The Liquid Assets Article implies that water markets are hot and that millions of people lack good water, and that water companies have high PE valuations, which is true, but more than seeing sales growth, how can the investor make money, where and how?

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