I had a nice conversation here about my investments and was encouraged to explain how I come to certain investments.
First of all, I have completed a commercial apprenticeship in the water supply and waste disposal industry and then worked there for 13 years.
One of my investments is
Considering the scarcity of water and a possible lack of resources in the future, I consider this company to be one of the most sustainable on the stock market.
A mixture of $WM (+1.25%) and $AWK (+0.55%)
Except that they operate internationally.
Apart from water supply and disposal, they use the resulting sewage sludge for their own CHP units to generate electricity. Many clear plants run completely self-sufficiently on their own electricity. Apart from that, they also feed green electricity into the grid in case of overproduction. If the values are good, the sewage sludge is also used as fertilizer. Apart from that, they extract magnesium ammonium phosphate from the sewage sludge, which agriculture uses as a compound fertilizer and the phosphate industry uses as a raw material. Furthermore, they are one of the leaders in water desalination technology.
When you think about Israel, who already get about 60% of their water from water desalination, I imagine that as a good return on investment in other warm countries.
And, of course, the waste and recycling part, which should not be ignored.
Now, assuming the MADMAX scenario and water becomes so scarce, however, it could also be that companies, like Veolia, are expropriated in certain countries. Purely hypothetical.
Therefore, in my opinion $XYL (+2.26%)
an exciting company. If you can expropriate waterworks, it looks worse with the necessary know-how to build something like that.
The great technology used in sewage treatment plants and waterworks must also be developed and constructed.
Xylem does this.
Pressure pipes, pumping stations to pump water over several km, irrigation systems for fields and aggro economy.
Software to detect when pressure drops in the pipelines to detect and locate havarien in time, and pumping systems for firefighting technology.
In the major wildfires in California, Xylem technology was used to transport the necessary firefighting water.
They also use their technology to clean up the oceans.
So I see these two picks as very promising.
