Monday, May 26, 2014

The Alkaline Water Company, WTER, Profile

The Alkaline Water Company | WTER | Profile


The Alkaline Water Company employs a state-of-the-art Electrochemically Activated Water (ECA) system to create 8.8 pH drinking water without the use of any chemicals. The ECA process uses specialized electronic cells coated with a variety of rare earth minerals to produce scientifically engineered water.The Company further incorporate 84 trace Himalayan minerals considered to be the best in the world.

Waternomics

  • A typical American drinks about 10 cases of bottled water a year.
  • In 2011, total bottled water sales in the U.S. hit 9.1 billion gallons — 29.2 gallons of bottled water per person, according to sales figures from Beverage Marketing Corp.
  • The 2011 numbers are the highest total volume of bottled water ever sold in the U.S., and also the highest per-person volume.
  • Bottled water sales aren’t just growing —they’re booming. Volume increased by 4.1 percent in 2011 —five times as fast as the 0.9 percent growth in the sales of beverages overall, according to Beverage Marketing. Bottled water sales, in fact, are growing twice as fast as the economy itself.
  • The U.S Market is predicted to double in in the next two years.



Water is the new front:
Old Rivals Pepsi & Coke fighting for market share



  • The three global giants in the industry Coca Cola and Pepsi and Nestle
  • Pepsi’s Aquafina, introduced in 1997, is now the number one branded non-carbonated bottled water in the US.
  • Coke’s Dasani, launched a few months later, is second in the category. Both are likely to lead the market in the future.
  • Market analysts look for major consolidation among the plethora of brands in the next few years.
  • It is anticipated that large national marketers will buy local brands around the country and shut them down. Why? To reduce competition and, in some cases, to acquire other supply sources for spring water.
  • The battle between Coke and Pepsi and the larger European brands is the “high profile war that will be waged,” predicts at least one industry insider, who adds that branding will remain a deciding factor for discerning consumers. “Quality and trust are going to be critical, so brands will be important.”

The Opportunity



Virtually no competitive products sized larger than 1.5 L in the market.
  • Consumer acceptance for Alkaline water continues to grow significantly due to its many perceived health benefits, making it the water of choice.
  • Bulk Alkaline water can be marketed at a consumer price point significantly less, per ounce, than existing brands.
  • There is a high demand amongst major retailers for bulk alkaline waters.
  • New bulk size option well received by existing consumers of alkaline water.



Don't miss the NEXT premium Alert! Sign-up, Get Alerts,MakeMoney
Disclaimer/Disclosure: we received or expecting compensation from the featured company. Our firm, principals and staff may own/buy/sell/trade stock/securities of this company. Always Read the full Disclosure/Disclaimer. Thanks.
If you want to get your company profiled or have questions/comments, please don't hesitate to contact the Editor [@] OxBridgeResearch.com

Tuesday, May 6, 2014

Hyperdynamics, HDY, Profile, Summary

Hyperdynamics | HDY | Profile | Summary

Hyperdynamics' new management team began accelerating exploration activities on the Guinea concession in mid-2009, our strategy has been to maximize shareholder value by retaining as large a working interest ownership position in the concession as possible, for as long as possible.

To fund its ongoing exploration activities during this period, Hyperdynamics successfully raised more than $220 million of equity from institutional investors, and nearly a quarter of its outstanding common shares are held by institutions.

In early 2010, Hyperdynamics sold a 23% stake in the Guinea project to Dana Petroleum for a total of $19.6 million, which allowed the Company to retain a 77% working interest in and operatorship of the project as it spudded the first exploration well in late 2011, the Sabu-1.

The Sabu-1 exploration well encountered oil shows while drilling the targeted Upper Cretaceous section, and our well-log interpretations indicated the presence of residual oil in non-commercial quantities. Following the drilling of the Sabu-1 well, Hyperdynamics was able to attract a world class independent explorer, Tullow Oil, to join as partner and operator of future exploration activities. Following the sale to Tullow, Hyperdynamics still retains a 37% working interest in the Guinea concession


Summary and outlook of future O&G

Deepwater Production

>>limited mainly to basins of Atlantic Margin

Common factors:
World class source rocks
Continuous subsidence and deposition
Differentiating factors for mega provinces
Presence of massive salt
Major river systems for sediment inputCumulative Reserves estimated 160 BB0 of which 115 BBO have been discovered Production peaks at 11-12 MMBOD in decade of 2020-2030

Heavy Oil Production

Production reaches 7 MMBOD in 2030

>>85% of resources in two provinces
High oil prices needed for profitability
Heaviest environmental footprint (surface imprint, CO2 emission, water use) of
unconventional production
Better commercial environment in Canada vs. Venezuela makes Canada leader in production and technology despite better reservoir and oil quality in Venezuela

Shale Oil Production by hydraulic fracturing

Significant production initiated in 2010 utilizing combination of fracking and horizontal drillingEconomics dominated by high well decline rates and need for extensive infrastructure. While potential high potential formations can be found worldwide, significant production only started in USA for mainly non-technical reasons

Shale Oil Production Increase: How much and how fast?

USA Production: (not including NGL’s)

Major plays
Bakken and Eagle Ford should plateau at about 1.0 and 1.2 MMBOD for 5 years
before declining.
Permian a combination of shale and conventional plays
Other shale plays an order of magnitude smaller
NGL’s major part of play, as they are needed to make most gas shale plays economic
Combination of crude oil and NGL’s will add about 5 MMBOD to US production in the 2015-2020 period.

New Oil World

Non renewable conventional production peaked in 2005
and is rapidly being replaced by high cost deep water and unconventional oil
Remaining conventional production focused in the Arabian Basin and FSU, while
new production mostly in Western Hemisphere and Sub Saharan Africa
World production growth slows in 2020’s when deep water production peaks, and next
price spike a possibility
Sub Saharan Africa

Production doubles in the 2000-2020 time period
Low cost conventional oil largely replaced by high cost deep water oil
Despite increased production, revenue per barrel is approximately half; without recognizing fiscal reality, necessary investment will not be attracted
After 2020, production will gradually shift from current SW Africa hub to new
provinces in NW Africa and East Africa

Don't miss the NEXT premium Alert! Sign-up, Get Alerts,MakeMoney
Disclaimer/Disclosure: we received or expecting compensation from the featured company. Our firm, principals and staff may own/buy/sell/trade stock/securities of this company. Always Read the full Disclosure/Disclaimer. Thanks.
If you want to get your company profiled or have questions/comments, please don't hesitate to contact the Editor [@] OxBridgeResearch.com