http://www.fa-mag.com/news/investing-in-blue-gold-16511.html
Pretty cool article....
Main points:
The water industry is the third-largest in the world behind oil and gas production and electricity generation. Summit estimates that the global market for water products and services is $500 billion annually.
Industry insiders say the biggest growth areas will be expanding water services in developing countries and repairing water infrastructure in developed countries, especially the U.S. and the nations of Southern Europe.
Consulting firm Booz Allen Hamilton estimates that up to $22 trillion will be needed to fully modernize global water and wastewater systems over the next 20 years. Water industrials that manufacture the equipment necessary to address this market should see significant growth.
Did I mention that emefcy doesn't have any comparable competitors in decentralised waste water treatment plants in regards to capex and opex competiveness....
Emc is the rarest of gems IMO....
Blue gold
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