Member Info for marine

Soon be back in the FTSE100. Kaz are so well positioned now as low-cost major copper producers. Not many air quality problems out on the steppes of Kazahkstan.

The water exhaust is safe; much safer than the exhaust from a steam engine or internal combustion engine. Distilled water is not especially corrosive (certainly not as corrosive as seawater). The amount of exhaust vapour is not significant amount compared with water vapour in atmosphere from weather effects, and will not make much impact on the humidity. In many Arabian countries clean water costs more to buy per litre than petrol and this tech will not appeal so much there. But here it rains all the time so clean fresh water is abundant. In Australia, for example, they do get droughts but can use solar to desalinate sea water (which of course is an inexhaustible commodity.) The oxygen produced as a by product of hydrogen production can be stored and sold or safely vented. Oxygen is not a pollutant! Growing plantlife gives it off naturally; thank goodness or we would all suffocate lol.

A buy-out for ITM seems inevitable. Hydrogen transport is surely coming and a larger manufacturer is required.

Modern Water is 20% owned by IP Group.

http://www.telegraph.co.uk/investing/shares/misunderstood-undervalued-buy-british-textile-specialist-global/

The pub trade should come back strongly as this summers Brexit story unfolds.

Their award winning new product is a converter which is good for Smart Grids (load balancing) and is being rolled out in London and Brighton. See their website.

They won the Product of the Year at Electra Awards on Friday. Maybe someone thinks their new product is worth something.

Good buy recommendation this morning from Motley Fool.

Has been a great run since the low in October. The numbers look so good with Essentra but would like to see a rerating by a decent broker. And wonder how much further this can go.

Dialight needs to keep growing to justify a p/e of 27. Perhaps there is too much competition in the diode lighting business now and growth and profits are harder to find.

Berenberg pushing for £3.50. looks a good prospect, expanding and performing well

The profit warning was about the past, renewed infrastructure spending is the future. The company should be able to prosper as UK , USA & Europe are all wanting to spend more on infrastructure.

Will Balfour Beatty expect to get involved with new £15bn road construction announced by Chancellor today?

I suppose Low & Bonar will benefit from fall in oil price. Input costs must have dropped considerably.

Tipped by Moneyweek.

No casino style banking tipped by Moneyweek.

This one tipped in Moneyweek

Avon Protection is the recognised global market leader in advanced Chemical, Biological, Radiological and Nuclear (CBRN) respiratory protection systems

http://exonate.com/wp-content/uploads/2014/07/Exonate-press-release-final.pdf