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Global warming - Best Companies

Discussion in 'ASX Stock Chat' started by billhill, Oct 7, 2006.

sentifi.com

Aussie Stock Forum Sentifi Top themes and market attention on:

  1. nioka

    nioka

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    Global warming affects more than power generation. LYC,a company develloping a rare earths mine will benefit greatly as it's product is used in many power saving devices. LYC is one of the very producers outside China. ( check out the LYC Lynas Corp thread.)
     
  2. purple

    purple

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    Yep Nioka

    I'm with you on LYC all the way..

    We’ve seen what the Defence Force need for green energy can do with DYE – more than 20% up. Now wait till all the IPods, defence technology, hybrid cars and another gazillion gadgets needed for life in the 21st century start placing orders for LYC’s rare earth ore in a tightening supply situation.

    And then LYC will be waiting there with its maiden production in 08. oh wait, to memory already 30-40% of LYC’s production is already snapped up by a forward sale, and more to happen soon.

    still have my portfolio 60% weighted on LYC.
     
  3. Nicks

    Nicks

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    GTP stands to reap the benefits of Carbon Credits trading and Governmental incentives for green companies. Lets not be mistaken here people, the carbon credits trading is going to be HUGE, billions and bllions of dollars. Companies like GTP will make a fortune as other non green companies need their carbon credits to trade.
     
  4. Aussiejeff

    Aussiejeff

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    POO CAN SAVE THE PLANET

    October 17, 2007 09:22am

    "A CHEAP system to recycle human waste into bio-gas and fertiliser may allow 2.6 billion people in the world access to toilets and reduce global warming, an Indian environmental expert says...."

    http://www.news.com.au/heraldsun/story/0,21985,22600540-5005961,00.html

    C'mon Aussie, C'mon! Now here is an opportunity for a savvy Company to DIVE IN and PROSPER from the POO REVOLUTION! :)

    Apparently, ***t don't stink ALL the time....

    LOL (seriously),

    AJ
     
  5. billhill

    billhill

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    This is thinking outside of the box in terms of carbon emissions. Interseting to see if it goes anywhere.

    Obviously engineering companies would be the ones to benefit from construction of such plants.

    http://www.sciencedaily.com/releases/2007/11/071119112231.htm
     
  6. wipz

    wipz

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    CNM for sure, developing their CETO 'wave technology'.
    Used to produce zero emmission energy, or desalinate salt water to produce pure water with zero emmissions.
    Already $5 million government backing.
    DYOR interesting stuff lads.
     
  7. awg

    awg

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    I am wondering what ASX stock is mostly closely correlated with manafacture of Solar Hot water systems.

    I have done a little research but cant seem to find out.

    My rationale is that, to my understanding, one of the quickest and easiest ways to "reduce greenhouse emissions" is to install solar hot water, as this drops the baseload power demand by up to 20%

    This means new coal fired power plants dont have to be built, just to keep up with increasing demand.

    Now that we have a change in Govt, Kyoto to be signed,etc, Greens strong in Senate, probably means action may need to take place.

    Examples: LPG vehicle installers have a waiting list, as do suppliers of water tanks.

    regards tony
     
  8. Smurf1976

    Smurf1976

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    I don't follow your argument that widespread use of solar HWS will drop baseload power demand by 20%. Household hot water is no more than 10% of total electricity consumption in Australia so the likely reduction from going solar is 6 - 7% not 20%.

    Also, with the exception of Tas and NT most electric hot water in homes is off-peak and thus doesn't add to system peak demand. And many solar HWS aren't suited to off-peak boosting thus do add to peak demand, at least in those states (WA, SA, Vic) without extended hours off-peak tariffs. So it won't avoid the need to build power stations, if anything it will increase it, but it will save some fuel which is the benefit.

    Agreed that with the politics something will be done. I'm expecting conventional electric HWS to be effectively banned nationally first for new homes (already are effectively banned in some states) and then for replacements. You probably won't be able to buy one by 2012 would be my best estimate.

    Odds are 5 years from now the choice will be gas, heat pump, or solar with electric or gas boost. My expectation is that heat pumps will gain a large market share (greater than solar) due to comparable or better performance in many parts of the country and simpler installation. If the electric tank is outside as many are then it's a simple (relatively cheap) swap. Also there is less to go wrong. Gas instantaneous is also steadily gaining market share although it does have the downside of increasing water use.

    I'd expect the domestic HWS market 5 years from now to be perhaps 40% gas, 45% heat pump, 15% solar or thereabouts. At the moment electric dominates - around 60%. Electric units will probably still be legal in small sizes (up to 50 litre) for office tea rooms etc but I can't see that situation continuing for the ordinary household.

    Expect a lot more regulation of appliances generally. The only really difficult one being air-conditioners. In hot locations they are the biggest energy consuming device available to the ordinary household. In a cold climate like Tasmania they are by far the greatest energy saving device thus far invented and energy conservation is the sole reason they have become popular there. Everything else is pretty straightforward though.
     
  9. arminius

    arminius

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    for mine,
    silex: cutting edge solar tech, cheap nuclear enrichment.

    dye: massive future

    ede: has a solution for smog, and some hot rocks.

    lyc: ree

    arw: has copped a flogging but im sticking with em.
     
  10. So_Cynical

    So_Cynical The Contrarian Averager

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    ENE Energy Developments Limited

    Energy Developments is a leading independent electricity producer, owning 64 power generation facilities
    across Australia, the United Kingdom, Europe and the United States.

    As at 15 Nov 2007 ENE had a total installed generation capacity of 545 MW, The Company was founded in
    Australia in 1988 and was listed on the Australian Stock Exchange in 1993.

    Landfill gas, Remote area and LNG/CNG power generation, Coal mine methane power
    generation, Produced 2,464 GWh of renewable or low GHG emission energy worldwide.

    Captured and utilised GHGs (Green house gases) estimated at 8.5 million
    tonnes of carbon dioxide equivalent from its LFG and CMM projects around the world.

    Retained healthy cash reserves of $98.6 million at 30 June 2007 and
    achieved net profit after tax (excluding specific items) of $27.1 million.

    Some of Energy Developments customers are AGL, Anglo Coal, BHP Billiton, Horizon Power, Npower,
    Power and Water Corporation and Xstrata, and corporatised government bodies such as
    state-based energy retailers.
     
  11. Col Lector

    Col Lector

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    NAV worth a look if you are looking for rare earths...currently proving up a resource. Gold also in the stable.
    LNC primary focus on Underground Coal Gasification (UCG) but very interesting ann. out late last week re "bioreactor" plans whereby utilise algae to convert Co2 to o2. Reckon they have the potential to fit this to existing Co2 polluters as well as their planned UCG projects.
    Gas-fired powerstations will take priority over existing coal-fired...Coal seamers as a feed for these will benefit. AGL & Babcock & Brown seem to be headed for a competition to secure the key assets...
    & dare I say.....AJL
     
  12. Col Lector

    Col Lector

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    AJL represents vertically integrated exposure to CSGas industry. They will have 58 drill rigs in operation this year..on their own projects & involved providing services to a wide range of other CSG players and coal miners as well (see Chairmans address last week). These drill rigs/services are in high demand

     
  13. The Trooper

    The Trooper

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    Also consider waste companies. Companies whom treat others waste in a manner that reduces greenhouse impact may be eligible for carbon credits. One real consideration is treatment of refrigerant gases as these have a carbon equivalent many thousands of times that of carbon dioxide. There is currently a government review of the whole process and a paper on recommendations in relation to Kyoto expected mid-year. Expectations are that any system for credit exchange could be in place by 2010.
     
  14. woltage

    woltage

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    CMA Corporation (CMV) have just opened the first EPA licensed mercury recovery plant in Australia

    http://imagesignal.comsec.com.au/asxdata/20080314/pdf/00823109.pdf
     
  15. Aussiejeff

    Aussiejeff

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    Well.

    The BIG DAY of the Garnaut Report has arrived. Let's see where this (and the Government's response) takes us .... and the companies of Australia!


    *tick, tick...*



    AJ
     
  16. Smurf1976

    Smurf1976

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    It will be doomed to failure if it doesn't tackle both emissions AND peak oil / peak gas at the same time.

    Much of the mainstream thinking on how to fix the issue, and the low costs implied, assume unlimited oil and gas thus enabling an easy switch from coal. Do the math and you'll soon realise it's nowhere near that simple.

    Any serious solution ulitmately needs to address the question of population as well. The present level seems way too high to sustain without ongoing oil input to agriculture especially.

    Meanwhile, there's a record cold snap in central Tasmania... http://www.abc.net.au/news/stories/2008/07/04/2294118.htm
     
  17. Aussiejeff

    Aussiejeff

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    *Ss-s-s-s-s-p-u-t-t-e-r......f-i-z-z-z-l-e* :)

    Now we little mushrooms must wait in the darkroom until the end of August for the next *exciting* episode....

    AJ
     
  18. billhill

    billhill

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