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February 16th, 2023 | 22:03 CET

Alerio Gold, Plug Power, JinkoSolar - Commodity boom for RE turnaround

  • Mining
  • Gold
  • Commodities
  • renewableenergies
  • greenhydrogen
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The commodity market surged in 2022, driven by energy procurement shifts due to conflicts with Russia and China. Also, central banks continue to fight galloping inflation. One beneficiary of the crisis is precious metals, and companies like Alerio Gold specialize in mining them. The experienced team is working on three promising projects in Guyana. Companies like JinkoSolar are shaping the energy transition. Analysts predict a growth boom, especially for the Asia-Pacific region, as this is where most solar companies are conquering markets worldwide with innovative products. To expand its market power, Plug Power has chosen a renowned partner to further advance green hydrogen as an energy source.

time to read: 4 minutes | Author: Juliane Zielonka
ISIN: Alerio Gold Corp. | CA01450V1040 , PLUG POWER INC. DL-_01 | US72919P2020 , JINKOSOLAR ADR/4 DL-00002 | US47759T1007

Table of contents:

    Humphrey Hale, CEO, Managing Geologist, Carnavale Resources Ltd.
    "[...] Our projects are at the initial, high reward exploration stage. [...]" Humphrey Hale, CEO, Managing Geologist, Carnavale Resources Ltd.

    Full interview


    Precious metals with Alerio Gold to offset RE boom

    The commodities market has made strong gains over the past year. Soon it will be the anniversary of Russia's war of aggression on Ukraine. February 24, 2022, was the day that would change the energy supply of an entire continent. The war and its effects are instrumental in the sharp changes in commodity prices. Supply shortages are primarily responsible for driving up prices. Supply shortages remain a top issue in the medium to long term among companies based in Germany and Europe. Procurement departments see the highest supply risk in oil and gas, steel, chemicals, paper, wood and cellulose products, and aluminum.

    Experts agree that there will be a recession in Q1 2023 in the USA and Europe. China could also recover unsteadily thanks to a departure from the Zero-COVID strategy. This makes it all the more important for investors to cover a wide variety of supply chains in their portfolios from the outset.

    Alerio Gold Corp. is a company focused on acquiring, exploring and developing resource properties, particularly in Guyana in South America. Currently, the Company is fully interested in three gold properties in Guyana, including the advanced exploration project Tassawini Gold.

    According to director Jonathan Challis, exploration work worth EUR 23.8 million was carried out on the project through 2010, with over 1,400 holes drilled for the resource. He adds that in 2010, the project had a resource estimate of half a million ounces of gold.

    Gold is highly valued for its safety and durability. Investors have always invested in gold when the stock market is experiencing sharp fluctuations. Gold has proven to be a reliable store of value against inflation, as its price tends to increase during periods of rising cost of living. Over the past five decades, investors have seen gold prices increase and stock markets decrease during periods of high inflation.

    JinkoSolar stock undervalued? Business forecasts positive for 2023

    In the wake of the energy transition, the photovoltaic market is becoming increasingly popular. In 2020, the size of the international photovoltaic market was EUR 144.1 billion. Experts expect the value to increase to EUR 933.9 billion by 2028, up 25.9% from EUR 185.9 billion in 2021.

    According to analyst estimates, the Asia-Pacific region will dominate in the near future due to a strong focus on solar module (photovoltaic) research, development, and production in countries such as China, Japan, India, and South Korea.

    JinkoSolar is one of the global market's largest and most innovative solar module manufacturers. They sell their solar products and solutions as well as services to a diverse international clientele, including utilities and residential and commercial customers in China and worldwide. The solar industry is a part of the petroleum and energy sectors.

    Recent analyst forecasts indicate that the business outlook for JinkoSolar will develop positively. Compared to the photovoltaic industry average of 32.66, JinkoSolar has an expected price-to-earnings ratio of 7.42, which means the stock is trading cheaper than the rest of the group.

    Plug Power: 10-year joint venture with Johnson Matthey for green hydrogen

    A global trend is emerging: companies worldwide are increasingly investing in green hydrogen as an energy source which does not contribute to global warming. This carbon-free fuel is produced from water by splitting it into hydrogen and oxygen using renewable energy derived from wind and solar power.

    Johnson Matthey (JM) is a global pioneer in creating and producing catalysts and catalytic solutions to reduce harmful emissions. Now, the UK-based company has decided to join forces with Plug Power to conquer the green hydrogen sector by 2030.

    Plug is building an end-to-end green hydrogen ecosystem, from production to storage and delivery to power generation, to help its customers achieve their business goals and decarbonize the economy.

    Plug hydrogen storage and handling facility Source: Plug Power

    "We are proud to expand our relationship with JM, a highly respected and capable supply partner with a proven track record," said Andy Marsh, CEO of Plug Power. "This partnership will help us strengthen our supply chain and underpin our ability to meet the growing demand for our fuel cells and electrolyzers. With a partner like JM, Plug Power is positioned to be a global leader in the green hydrogen economy."

    Johnson Matthey said that the capital expenditure included in its three-year investment plan for 2022 is UKP one billion.

    For Plug Power, analysts forecast EPS of -EUR 0.24, representing a YOY growth rate of 18.75%. According to the latest consensus estimate, the Company will post revenue of EUR 246.7 million, up 63.28% YOY.

    The expansion of solar energy is being driven primarily in the Asia-Pacific region. This is where companies with the highest innovation power, such as JinkoSolar, are located. Analysts currently consider the stock undervalued. Green hydrogen technology, which JM and Plug Power are striving for, is still in its infancy. This can be seen, among other things, from the term of the joint venture until 2023. On the other hand, gold is somewhat safer given the uncertainties in energy procurement for the energy transition, so Alerio Gold is definitely worth a deeper analysis. In the first six months of 2022, global demand for gold increased 12% YOY to 2,189 tonnes, according to the World Gold Council. It was driven by increased investment from central banks, jewellers and technology companies.

    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

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    Der Autor

    Juliane Zielonka

    Born in Bielefeld, she studied German, English and psychology. The emergence of the Internet in the early '90s led her from university to training in graphic design and marketing communications. After years of agency work in corporate branding, she switched to publishing and learned her editorial craft at Hubert Burda Media.

    About the author

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