ECOLAB - gibts dazu noch keinen Thread ?

Institutional: Cleaning and sanitizing products, programs and services for the foodservice, hospitality, healthcare, retail, building services industries, including warewashing, on-premise laundry, housekeeping, water filtration and conditioning, food safety products, specialty kitchen and laundry products, and pool and spa management.

Kay: Cleaning and sanitizing products, services and training programs for quickservice (QSR) restaurants, food retail markets, movie theaters and convenience stores.

Pest Elimination: Service and technology for the detection, identification, elimination and prevention of pests in commercial facilities, as well as food safety auditing and training services.

Food & Beverage: Cleaning and sanitizing products, equipment, systems and services for the agribusiness, beverage, brewery, pharmaceutical, dairy, meat, poultry and food processing industries.

Healthcare: Products and services including healthcare personnel hand wash, surgical scrubs, cleaning and disinfection products used in processing surgical instruments, and hard surface disinfection.

GCS Service: Service and parts for the repair and maintenance of commercial foodservice equipment.

Textile Care: Cleaning and sanitizing products, programs and services, including water recycling energy solutions, and data management systems, for commercial laundries serving the work wear, linen and healthcare markets.

Vehicle Care: Vehicle cleaning, protection and detailing products and services for full-service tunnel, quick-service in-bay, self-service and detail car wash operations and corporate-owned transportation fleets.

seekingalpha.com/article/...ence-transcript?source=google_news

Ecolab was accustomed to rolling its tanker trucks of cleaning and sanitizing chemicals into sprawling production plants. Suddenly, it was catering to upstart breweries and corner pubs operating in cramped quarters on tight budgets.

With such limited resources, the idea of installing major cleaning equipment and chemicals in such tiny shops seemed daunting -- but necessary, Segovia said. Sanitizing chemicals keep mash tanks, brewing kettles, pipes and bottling equipment pristine so the beer stays true to taste -- and free of beer stones, mold, botulism, souring lactic acids, and those hyper-sticky foams that can make cleaning a nightmare.

Segovia and Ecolab's institutional marketing manager, Charles Hipp, welcomed the challenge of helping tiny brewers who knew a lot about beer, but less about sterilizing and chemicals. Hipp had catered to Ecolab's global hotel and chain restaurant customers, while Segovia worked the mega brew meisters from all over the world. Surely they could figure out how to "scale things down" to help cash-strapped craft houses while still helping Ecolab grow.

Ecolab spent 2013 researching. To succeed, it knew it had to leave its tanker trucks at home. Instead, it delivered sanitizing and acid- or alkaline-altering chemicals in 55-gallon drums -- or 1-gallon jugs.

"We had to bring it down a bit," Segovia said. "We managed to break the complexity, so we could provide (products) for all sizes (of brewers)."

The company also focused on service and partnerships as a way to edge out a multitude of competitors.

By 2014, it had unleashed 200 microbiologists, service and sales personnel into small breweries to act as consultants. They helped the beer pros install bottling systems and chose the right chemicals, lubricants and processes for steel vs. copper equipment. They also tested acid or alkaline levels, created a new equipment sanitizer that prevented beer stones and launched a "dry lubricant" to keep bottles and cans scooting on conveyors without the need for workers to squirt messy water onto the belts (or the floors).

Chuck Skypeck, technical brewing products manager for the Brewers Association in Colorado, said Ecolab isn't alone in aggressively pursuing this industry. "Just as we saw an explosion in our brewer membership, we have also seen an explosion in our supplier members. We have seen a lot of these larger companies see opportunity in this market. ... So I don't think that Ecolab is unique in sensing a market opportunity and going after it."

After seeing its efforts pay off in the U.S., Ecolab started fielding calls for help from small shops overseas. "We have been approached by fields in Europe and Asia and also in Latin America," Segovia said. "We really walked them through how our teams are working in the United States and what we have learned from what (we) are experiencing here."

In northeast Minneapolis, Indeed Brewing started with six brewing tanks and six employees in 2012, when the three founders approached Ecolab for help. "We were one of their first small brewers," said Indeed co-owner Tom Whisenand. Ecolab made it clear the small shops were "not really a priority for us. ... But our sales rep Zach Babcock (was that) certain salesperson who was interested in working with the smaller breweries and growing that business."

Babcock and Ecolab's senior R & D program leader, Chad Thompson, taught Indeed to pre-treat its new steel tanks -- some 30 feet tall -- with chemicals that strip iron from the metal so the tanks don't rust and contaminate their golden suds.

"That was something totally foreign to us. And the chemicals used are pretty intense," Whisenand said, noting that a tiny spill burned a hole in the cement floor. Ecolab trained his workers how to feed chemicals into the tanks without human touch.

Babcock also suggested a $2,000 central chemical-dosing system. It would prevent costly overuse of chemicals that frequently hurt equipment, spoil flavors and prompt workers to pour freshly brewed batches down the drain. "It is a couple thousand bucks, but it offered them long-term benefits and brand protection," Babcock said. "Tom understood that."

Over time, as Indeed grew, so did its relationship with Ecolab. "We were the 18th brewery to start in the state of Minnesota. Today there are 105 breweries, and we are the fifth-largest craft brewery," Whisenand said.

"We grew from six to 55 employees." Indeed has 20 brewing and fermentation tanks in a $1 million plant that brews and cans Dandy Lager, Midnight Ryder Black IPA and a variety of other beers for customers across Minnesota and North Dakota.

Last year, Indeed bought a customized $100,000 stainless steel "clean-in-place" system from Ecolab that injects chemicals, heat and water into selected pipes, vessels, tanks and machinery all over the brewery.

"It's like a remote dishwasher that is like an octopus," Whisenand said. Ecolab sold the system, and Babcock made weekly adjustments and adapted it to Indeed's process.

Eric Nelson, manager of Great Waters Brewing restaurant in St. Paul, said his experience was similar despite having just two brewers.

www.mercurynews.com/business/ci_30212303/...gold-small-brewers

"Ecolab takes care of their people and equipment. If there is a problem, they find a way to address it," Nelson said. "You are never calling somebody's boss to solve a problem."

Ecolab's Craft Brewing Program

Started in 2013 and services more than 100 microbreweries as of 2015.

Products: Brewing tank and pipe-cleaning equipment as well as automated control systems and chemicals and the service of those products
Competitors: Five Star Chemicals and Supply, Birko Corp., Zep Craft Brewing Solutions, Loeffler Chemical Corp.

Source: Ecolab; Brewers Association; and Master Brewers Association of the America

With growth sluggish at the big water-treatment and industrial-cleaning company, it could be time for investors to lighten up.

August 13, 2016

Ecolab investors have cleaned up. Over the past three years, shares of the St. Paul, Minn.–based water-treatment and industrial-cleaning company have leapt 48%, well ahead of the Standard & Poor’s 500’s 38%. It might be time to lighten up.

Barron’s forecast a bright outlook for Ecolab (ticker: ECL) three years ago, noting that the company, under CEO Douglas Baker, had become a powerhouse in selling products and services for industrial water treatment and conservation, a business that provided lots of recurring revenue and was growing at a much faster clip than the broad market.

Ecolab was also getting into the energy business through its purchases of Nalco and Champion, including services for hydraulic fracturing (“Cleaning Up on Fracking’s Dirty Water,” April 27, 2013).

We said that the shares, then $84, were worth $100 or more. Now, at an all-time high of $123.15, Ecolab has run past that target and is fast approaching analysts’ average price target of $124, according to FactSet.

At the same time, growth has turned sluggish, partly due to head winds from energy and currency. For the year, analysts expect the company to earn $1.3 billion, or $4.43 a share, on $13.5 billion in revenue, up from $4.37 a share in 2015.

To be sure, much of Ecolab’s business is healthy. Its industrial-services operation is expanding nicely, and 90% of its revenue is recurring. Analyst Nate Brochmann of William Blair, who rates the stock Outperform, figures that a more-stable energy market could get Ecolab to $5.80 in earnings per share in 2018, and a $140 stock price at the end of 2017.

But those holding out for another 50% gain may be disappointed. “Many of us—and I’m a bull—are looking for the next transformative” transaction, possibly in health care, says John Quealy of Canaccord Genuity. That might not happen anytime soon.

www.barrons.com/articles/...hares-look-fully-priced-1471060871

Monheim. Der in Baumberg ansässige Reinigungsmittelhersteller und Hygiene-Dienstleister Ecolab hat sich jetzt bei einer eigenen Tagung mit dem "Internet der Dinge" beschäftigt. Bei dem zweitägigen Treffen von Ecolab-Mitarbeitern mit Vertretern aus Wissenschaft und Wirtschaft ging es um die Vernetzung von Produkten, Kommunikationssystemen und Informationen.

"Serviceleistungen und Innovation bilden das Herzstück unseres Geschäftsmodells. Innovation umfasst für uns dabei drei Technologietreiber: Chemie, Equipment und Automatisierung", sagte Rached Menif, Ecolab-Vicepresident Research, Development & Engineering. So umfasse das "Apex-Programm" des Unternehmens neben dem Reinigungsmittel auch einen Controller für die komplette Dokumentation über alle hygienerelevanten und betriebswirtschaftlichen Daten des gewerblichen Spülprozesses.

Als weiteres Beispiel nennt Menif die "3D TRASAR™ Technologie": Sie verbinde ein Echtzeit-Monitoring und ein Chemie-Informationsmanagement, um den Wasserverbrauch zu verringern.

Im Fokus des Treffens standen unter anderem Sensoren, Risikobewertungen, analytische Methoden und Cloud-basierte Systeme, die mit Ecolab-Produkten verknüpft werden können. "Unser Standort in Monheim bildet mit dem angeschlossenen European Innovation Center den richtige Ort für ein solches Event", sagte Menif. Im größten Forschungs- und Entwicklungszentrum von Ecolab in Europa forschen nach Unternehmensangaben 90 Wissenschaftler aus 14 Ländern, um Produkte und Dienstleistungen zu entwickeln, die die Umwelt möglichst wenig belasten.

www.rp-online.de/nrw/staedte/langenfeld/...dinge-aid-1.5992846

But the company is committed to reducing its own use of water, setting a goal to reduce water withdrawal by 25 percent by 2020. An internal success story comes from Ecolab’s Taicang manufacturing plant, which in September 2015 became the first site in the world to receive the Alliance for Water Stewardship’s (AWS) International Water Stewardship Standard certification. The company worked through the Standard’s six-step continual improvement framework. As a consequence, its relationships improved with local government and businesses while system burdens on the Yangtze River were reduced, paving the way for other facilities to also pursue water stewardship projects.

Besides it works with water conservation organizations across the globe as part of its community outreach. One example of that is the expansion of Ecolab’s 25-year partnership with The Nature Conservancy (TNC) with a $2 million investment over three years in support of TNC’s “Securing and Restoring Water Sources Around the Globe” initiative. The support to this project is given through the company’s Solutions for Living global giving program and it will help accelerate strategic efforts to conserve and restore irreplaceable sources of clean water in Minnesota and in water-stressed regions of China and Mexico.

Also in 2015, in collaboration with Trucost, the natural capital specialists, Ecolab developed a tool called the Water Risk Monetizer to make water risk assessment easier. The tool provides a risk-adjusted water price that represents the full value of water to a business based o​​n localized demands and scarcity. This way, businesses can evaluate potential revenue at risk due to water scarcity and factor it into decisions to support business growth.

www.justmeans.com/blogs/...-water-in-new-sustainability-report

Habe mir heute 10 Stück ins Depot gelegt. Langfristig ein extrem solider Wert mit geringen Schwankungen.

That is what makes China so interesting. What has happened in China, Beck said, is only that it developed a terrible water-scarcity problem before the rest of the biggest economies did.

The scale of China’s problem is difficult to fully grasp. What we all think we know about China is still largely accurate, that the great economic growth that has taken place since the late 1970s liberalization of the economy has come at the expense of appalling pollution of its land, air and water.

Imagine living in China and hearing earlier this year that a Chinese ministry found that water from nearly half of the country’s aquifers shouldn’t be used for drinking water.

The Chinese government isn’t exactly known for shining a bright light on national problems, Beck said, yet it has also concluded that water from 19 percent of the rivers and more than a third of the lakes and basins in China shouldn’t even be used for agriculture or industry. Of course, if you shouldn’t water the plants with it, don’t try to drink it.

And as Beck pointed out, China still would have had a water-scarcity problem even if it had managed to keep the water it had a lot cleaner. Roughly one in five people on the planet is Chinese, yet China only has about 7 percent of the world’s freshwater supply. According to an in-depth look at the opportunities for water technology producers published this summer by analysts at RBC Capital Markets, more than 400 Chinese cities now suffer from water shortages and at least 280 million people in China lack safe drinking water.

What has changed lately, though, is that the Chinese won’t put up with bad water or water shortages any more.

In China, the central government still runs things, and last year the government produced its so-called Water Ten Plan to set standards for industrial water discharge, water efficiency and other measures. The latest of the government’s big Five-Year Plans has allocated the equivalent of about $63 billion just to domestic wastewater treatment projects, a big jump from the past rate of investment.

Ecolab’s growth strategy for years was to follow its big U.S. customers around the globe, so if Marriott opened a hotel in Beijing, Ecolab would be there providing services. In China, it is more likely to be going directly to Chinese producers now, Beck said, and big customers for Ecolab have come out of China’s steelmaking and papermaking industries.

One of the things that Beck finds interesting about China’s response to its water crisis is that it is not seeking to reproduce in China the same kind of water treatment infrastructure that exists in North America or Europe. Instead it is looking for ways to leapfrog it.

One approach is the water treatment strategy of the Tianjin Eco-city industrial park. The idea there, with Ecolab’s help, is to take in the water and not let it leave the park, being endlessly cleaned and used again.

The opportunity in China isn’t all with large projects or just with the government support. It should be no surprise that the consumer market for products used to treat water in apartment units and houses is also huge there. It is at least $4 billion annually, according to RBC, and is expected to grow at perhaps 20 percent a year.

How the developing boom in the Chinese water sector boosts the Twin Cities economy is a little trickier to understand, because companies like Ecolab are not making all of their chemical water treatments and equipment here and then shipping them. At last count, Ecolab had about 4,000 employees in China. The firm’s advanced research-and-development jobs are here, though, and employment in St. Paul and Eagan is up over 2,600.

Steve Riedel of the Minnesota Trade Office pointed to other Twin Cities employers that are well positioned to sell more in China, including local operations of General Electric Co. and Dow Chemical Co., corporate parents of Twin Cities’ innovators in so-called membrane technology. This kind of water ­technology, according to a U.S. Department of Commerce study, could have a 30 percent annual growth opportunity in China.

It is also worth noting that the Minnesota players in water technology have an opportunity to sell a lot more of what they make in lots of other markets. Ecolab’s Beck said China isn’t alone as a great growth opportunity, listing the United States as just as exciting over the long term.

“While China has recognized the problem and that they need to do something, hence the Five-Year Plan and the Water Ten Plan, that’s not true in the U.S., unfortunately,” Beck said. “[But] I think it’s going to come.”

Quelle: www.startribune.com/...b-a-big-business-opportunity/397129151/

www.sec.gov/Archives/edgar/data/902012/...xslF345X03/doc4.xml

Erhöhung um immerhin 1 Cent. Ausschüttung am 15.01. dann.