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SolGold CEO Nick Mather on building a major gold and copper mining company


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22. January 2020 | 05:51 CET

Ballard Power, dynaCERT, NEL ASA - which hydrogen technology has potential?

  • Hydrogen

The topic of hydrogen in mobility is currently occupying the economy, politics and investors. The stock market is looking for companies that develop solutions with the energy carrier of the future, because hydrogen can be used as an energy storage medium in electric mobility as an alternative to the battery. While some innovations are not yet ready for the market on a large scale due to a lack of infrastructure, there is already a solution that is being offered in series.

time to read: 2 minutes by Mario Hose


 

Fuel cell producer in high gear

Ballard Power is a manufacturer of fuel cells that can be used in all vehicles on land, sea and air. The crux of the matter, however, is that the hydrogen should be produced with renewable energies so that the CO2 balance is neutral. The scalable use of hydrogen and fuel cells is therefore dependent on an infrastructure that is linked to renewable energies. So, similar to a battery, it makes no sense that the exhaust gases are produced elsewhere, compared to combustion engines.

According to a presentation in connection with the figures for the first nine months of 2019, the company had an order backlog with a delivery date within one year of USD 123.6 million, with total orders on hand amounting to USD 199.6 million. However, revenues for the first nine months of 2019 were USD 64.4 million, resulting in a loss of USD 20.8 million. With a share price of EUR 10.00, the market value is currently around EUR 2.5 billion.

Scalable hydrogen technology for today

dynaCERT has finally brought a hydrogen technology to market in 2019, which is now to be globally distributed in 2020. The special feature of this innovation is that hydrogen is produced on demand as a catalyst to increase the efficiency of diesel engines. The dynaCERT unit was developed for retrofitting and the purchase costs for trucks and buses with average mileage are amortized within less than one year, according to the manufacturer.

Test results promise a reduction of up to 19% of diesel consumption. In addition, NOx emissions can be reduced by up to 88%. Particulate matter emissions are also reduced by up to 55%. CO2 emissions are also reduced by up to 9%. Thus, dynaCERT's hydrogen technology combines environmental protection with an economic advantage.

The CEO Jim Payne expects monthly sales of an average of 2,000 units in 2020. The wholesale price of CAD 6,000.00 per device leads to a sales potential of 144 million CAD with the promised number of units. At a price of EUR 0.66, the market value of dynaCERT is approximately EUR 223 million, which is less than 10% of Ballard Power's value, with potentially similar sales in 2020.

Plant manufacturer with capital increase

At a price of EUR 1,02 per share, NEL ASA has a market capitalization of EUR 1,3 billion. The company develops plants and equipment for the production of hydrogen. The establishment of a nationwide network of hydrogen filling stations would bring a lot of money into NEL ASA's coffers. In the first nine months of 2019, the company generated sales of EUR 39.4 million and made a loss of EUR 17.4 million.

In a news release, NEL ASA announced a capital increase by 89 million shares. The loss-making company therefore needs additional liquidity. The order backlog at the end of the third quarter of 2019 was 57.5 million EUR.

Only green hydrogen is climate friendly

In conclusion, it must be stated that climate-friendly hydrogen must be produced from renewable energy. The extraction of hydrogen from the energy of coal-fired power plants or gas merely leads to a shift in CO2 production. Based on the fact that the resistance of the population to wind and solar power plants in the countryside is increasing, the widespread green hydrogen still remains a vision of the future.

The hydrogen technology of dynaCERT, on the other hand, is already a practicable progress today, as it reduces fuel consumption by almost one fifth. Another advantage is that the devices can be retrofitted to existing vehicles, locomotives and ships.


Conflict of interest & risk note

In accordance with §34b WpHG we would like to point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH may hold long or short positions in the aforementioned companies and that there may therefore be a conflict of interest. Apaton Finance GmbH may have a paid contractual relationship with the company, which is reported on in the context of the Apaton Finance GmbH Internet offer as well as in the social media, on partner sites or in e-mail messages. Further details can be found in our Conflict of Interest & Risk Disclosure.


Related comments:

21. September 2020 | 07:35 CET

Daimler, Nikola, dynaCERT: He who can deliver, makes the business!

  • Hydrogen

Hydrogen is the better alternative to batteries - No other topic like hydrogen is causing the waves on the stock market to beat as hard as they have done recently. The supporters of clean air, CO2 reduction, and ongoing greenhouse gas discussions see battery technology only as a temporary hype, which was started by Tesla in particular. The industry has long known that battery technology will always remain "unclean", because its production and subsequent disposal alone consumes many times more resources than technologies that have long been available, such as water electrolysis, i.e. the decomposition of water into hydrogen and oxygen. If we consider the fuel diesel, with a share in transport of over 90%, a much more efficient and environmentally friendly combustion process can be designed by using these highly reactive elements. The energy efficiency of the electrolysis of water is over 70%. It is therefore essential that companies such as Tesla and Nikola actively strive for these findings given the wide-ranging discussions on sustainability. But Daimler also recently declared that it does not want to simply let the sleepy trend toward e-mobility standstill and will rely on hydrogen as the technology of the future.

Read

10. August 2020 | 06:01 CET

dynaCERT, NEL ASA, McPhy - does hydrogen need nuclear power?

  • Hydrogen

In Europe, hydrogen as an energy carrier is becoming the focus of debate, offering a more environmentally friendly and practicable alternative to the battery as an energy storage medium in mobility. The production of batteries is an environmental sin par excellence. Raw materials have to be mined at great expense, a great amount of additional energy is needed for production, and at the end of the life cycle there is non-recyclable hazardous waste. Hydrogen, on the other hand, can be produced by electrolysis with CO2-neutral electricity and converted back into electricity. While in France the clean transformation of mobility can be mastered, Germany is in a self-inflicted and expensive dead-end road.

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09. July 2020 | 07:41 CET

Ballard Power, NEL ASA, Plug Power - what comes after hydrogen now?

  • Hydrogen

The shares of hydrogen companies are constantly reaching new highs and the profits of the shareholders are increasing accordingly on paper. Paper profits are a fine thing, but they better not melt away. Selling in a falling market is usually harder than dealing with the lost profits from a rising share price. Given that hydrogen as an energy carrier is still a future technology that depends on many political factors to really offer environmentally friendly added value, it is advisable not to hope that the trees will grow endlessly into the sky. Realizing partial profits has not harmed anyone yet. The next big trend has already begun and it is time to position ourselves.

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