Heckmann (NYSE:HEK)

water

The CEO of this company is great at building company's and selling them for top dollar. This is an investment in Dick Heckmann he believes in it enough to put his name on the company that's good enough for me. He has successfully grown 3 companies with well over 200 acquisitions under his belt. Don't buy the company buy the architect, buy the dream! If you don't believe in him check out his previous work with US Filter where he was my boss before they sold the company to Vivendi for billions. He is hiring all the old US Filter and K2 executives and rebuilding the company. Drink the Heckmann Koolaid its good for you and your wallet.

Google Dick Heckmann How I did it
and Dick Heckmann King of the Hill

Solid growth potential, strategic acquisistion to cut operating costs.

Good growth and earnings.

Will get a slight lift from nat gas exposure, but real $ is in water/china play. Richard Heckmann is really what you are buying here.

Play on Water and natural gas.

Heckmann (the CEO) has done some pretty good things at the helm of prior companies. The thought of everyone in China drinking bottled water like we do here in the US is enticing. Still very speculative play at this point.

CEO's history and he has the same board members.

We have fallen for this fad in the USA hook, line and sinker. Any reason to believe the Chinese people will not fall prey to the same marketing? I'm betting they will be swigging bottled water by the zillions.

What isn't to like about this stock, I think it is only a matter of time until this stock explodes. The downside seems limited from here.

I like the story. Manager with a successful track record, strong early-life balance sheet with no LT Debt, and buying up bottled water. Assuming China lags the US by a decade or so, if bottled water catches on over there anywhere close to like it did it the US, this company should see some nice profits. Structure is more convoluted than than I can imagine, but I'm in with a small amount of $$ to get started and will keep my eye on it.

This is an IPO so everybody knows what they're getting into. But this is an amazing opportunity for a variety of reasons. First of all the CEO. Do a little reading about Richard Heckmann and you'll see that the guy has been incredibly successful in making companies profitable. It sounds cliche but every company this guy takes control of turns to gold. Second is the market. It's China people...and they have terrible pollution and that includes a great deal of the groundwater. They also happen to have over a billion people, several million of whom are joining the middle class every year and can afford to buy bottled water. Third is the fact that Heckmann is the major water supplier for Coca Cola's operations in China. They don't call it the "black water of capitalism" for nothing. Coca Cola has less than 20% market penetration in China as of right now. Take a look at their history in other countries and you know this is a temporary situation. Last but not least...it's WATER! This in a country where water is becoming more and more scarce by the year. It's not exactly something you can look for a cheaper alternative to is it?

Huge upside potential. Keep ahead of the crowd that's busy with raw materials and technology plays.

Just like QCOR, this stock has been flat throughout the bailout carnage. This stock is ready to pop.

excellent long-term play in China!

This is the best performing stock out of all recent IPO's. Need I say more...? It is indeed very cheap right now.

China's water supply is insufficient to meet the growing demand for clean pottable water , Heckman is there to meet that need.

water and china

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