UK Stockmarket 2009 and beyond

artha

worldtraveller wrote: »

IMHO people are thinking, generally, far too much about energy, which, IMHO, is largely passe now as a long term investment as all the sheep are there already. Yet again, unsurprisingly, most people are completely out of touch with the real issues for the future, one of which is fresh water! Get ahead of the game, or you will undoubtedly lose out!

Wouldn't the need for more and more fresh water lead to increased energy requirements to produce it?

worldtraveller

artha wrote: »

Wouldn't the need for more and more fresh water lead to increased energy requirements to produce it?

A very good point artha, but one that made me make a significant investment in the likes of MWG over the past couple of years.

Please note that I'm not pushing this stock, and that is not my point at all, but it just happens to be an offshoot of research at the University of Surrey, from where I graduated. MWG is, basically, involved in Manipulated Osmotic Desalination, which should reduce energy consumption considerably over traditional desalination plants.

artha

worldtraveller wrote: »

A very good point artha, but one that made me make a significant investment in the likes of MWG over the past couple of years.

Please note that I'm not pushing this stock, and that is not my point at all, but it just happens to be an offshoot of research at the University of Surrey, from where I graduated. MWG is, basically, involved in Manipulated Osmotic Desalination, which should reduce energy consumption considerably over traditional desalination plants.

Point taken.I'm not an individual stock investor anyway(yet) so I'm not looking for the next thing on the horizon to invest in. Whilst I would still maintain that the need for energy(whatever the source and to both heat and cool) is always going to be increasing and the need for fresh water is also going to increase. China of course is going to be one of the drivers for this. I understand that at the moment there is a drought in parts of China but under some long standing arrangement supplies to cities in mainland china are cut off before Hong Kong, where fresh water is very cheap but it's a situation that is likely to have to change.

tradetime

worldtraveller wrote: »

A very good point artha, but one that made me make a significant investment in the likes of MWG over the past couple of years.

Please note that I'm not pushing this stock, and that is not my point at all, but it just happens to be an offshoot of research at the University of Surrey, from where I graduated. MWG is, basically, involved in Manipulated Osmotic Desalination, which should reduce energy consumption considerably over traditional desalination plants.

Very interesting topic indeed, and an area that will be of great interest to investors in the coming years. Often difficult to find pure plays without a good knowledge of the industry.

sabretoothtigger

real issues for the future, one of which is fresh water supply

I agree with that, you cant have emerging economies without improved water supply. Its arguably the most essential infrastructure development

7% population growth requires 32x more water treatment plants to be built in 70 years.
7% is high sustained growth but this can easily occur in any area where people move from countryside to towns


I'd rather have a water fund though, not sure of that many shares in the right place. Companies trying to invent and sell ideas are super high risk /reward


Your right though, everyone is thinking about gold and other useless crap compared to water which we all die without in just 3 days or so

cloud_dog wrote: »

Also wondering if now (not quite yet) but, shortly to consider use of the XUKS or SUK2.

SUK2 is leveraged, only works short term or just for the very lucky

Does volume matter on these etf or if the price can be inaccurate then i guess so


The FTSE has had slightly lower highs on a few days now. The SP500 is hitting its head on the previous trend up (ie. echos of jan failure ,etc) , that certainly improves the odds of a fall vs rise I think but cant say I know it'll go down

tradetime

SUK2 is leveraged, only works short term or just for the very lucky

Does volume matter on these etf or if the price can be inaccurate then i guess so

Yes and no the fund will still track with no volume at the mid-price, arbitrage takes care of that, however where volume does play a big part is in the spread. For anyone thinking of playing a leveraged fund to short or buy the market, assuming you believe the UK market more or less performs similar to the US over the short term, then I would consider shorting the SPX via SDS trades about 30 mill a day, so should have a nice tight spread.

Agree on the water fund, tricky to stock pick if you don't know your stuff. Though it might be worth the research to zero in on something. in the sweet spot.

tradetime

The SP500 is hitting its head on the previous trend up

I have SPX at the lower end of the current bullish channel. Though I did fancy a bit of profit taking this week, so far not much of that, though there have been trades on the short side if you're nimble.

tonygee_3

Like 2008,Drops of 30-50% getting more frequent,made 10% on GRT(should have stuckout for 20%)Bailed out of ITL(down 30+%)for few £.Any luck on AIM,bobbyj?
Hoping for secondary fall on above 2

StevieJ

artha wrote: »

People often think too narrowly on energy. The assumption is that more energy is needed in winter than in summer for heating. This is not unreasonable but what is becoming increasingly demanding is the need for energy to provide cooling in emerging hot climates and with the general threat of global warming. There is a vast amount of effort now being put into methods of deflecting the suns heat to reduce what is expected to be an increasing energy demand

If it gets that hot there would be a certain irony in using use solar power to run the cooling equipment

StevieJ

I think you have been watching this Tradetime.

The benchmark measure of U.S. equities closed above its January high of 1,150.23 for two consecutive weeks on higher- than-average trading volume, after failing to stay above that level in the previous week. That breakout confirms the S&P 500 has entered a new phase of its yearlong rally and may reach 1,325, said Stockton, who boosted her projection from between 1,220 and 1,230.

http://www.bloomberg.com/apps/news?pid=20603037&sid=asmvHeRC_MA8