Ben Hur 3/4/2008 Stock Presentation: Allied Waste (NYSE:AW)

My stock presentation for the March, 2008 meeting of my investment club, Ben Hur Investments.

Presentation Notes:
Allied Waste

The Value of Landfills
- it gets harder every year to open a new landfill
- public opposition
- finding a location and building to federal standards.
- it takes an average of 10 years to open a new one.
- Allied has 161 landfills, Waste Management 283

New gas-to-energy landfills in Virginia online late 2007
- 8 megawatt, 5000 homes
- 12 megawatt, 7500 homes

52 landfill gas-to-energy projects underway
- 41 electric-generation plants
- The emission reduction achieved by Allied Wastes current projects nationwide is equal to
- removing approximately 2.6 million vehicles from the road each year
- providing heat/power to approximately 240,000 homes
- or receiving the benefits of planting 3.7 million acres of trees
- 53 recycling plants nationwide
- diverts the usual recycleables as well as bricks and construction waste
- make up 5% of revenue
- growing, ableit slowly

The Process
- Gas is collected, dried, and used as a fuel source in a variety of projects from
- electrical generation
- industrial boiler fuel
- wastewater evaporation
- "several additional alternative-energy projects that are in various stages of approval and development."
- 17 projects in permitting or under construction.

The Debt
- $6B outstanding on $9B from 1999
- paying it off in

The Fleet
- 15,000 truck drivers
- proliferation of alternative fuels a must
- 37 states covered, resulting in Wal Mart and Best Buy contracts

Category:

Education

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