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Nick Mather, CEO, SolGold PLC

Nick Mather
CEO | SolGold PLC
1 King Street, EC2V 8AU London (GB)

emichael@solgold.com.au

+44 20 3823 2125

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


Jared Scharf, CEO, Desert Gold Ventures Inc.

Jared Scharf
CEO | Desert Gold Ventures Inc.
4770 72nd St,, V4K 3N3 Delta (CAN)

jared.scharf@desertgold.ca

Desert Gold Ventures CEO Jared Scharf on West Africa and its potential


Stephan Dorfmeister, Finance Department, Deep Nature Project GmbH

Stephan Dorfmeister
Finance Department | Deep Nature Project GmbH
Untere Hauptstraße 168, 7122 Gols (AT)

office@deep-nature.at

+43 681 10139055

Like Aurora Cannabis and Canopy Growth, Deep Nature Project GmbH focuses on value chain


29. April 2020 | 08:36 CET

Ballard Power, dynaCERT, NEL ASA - who has the most lucrative hydrogen technology?

  • Hydrogen

The economy around the globe is in a waiting position. As soon as the spread of the Corona Virus no longer poses a general threat or the social understanding of restrictions disappears, the economic race for customers and market share begins. In recent weeks, companies have had the opportunity to reflect and orient themselves. As soon as the restrictions for the general market disappear, it will become clear who has done their homework and which economic area can still afford subsidies.

time to read: 2 minutes by Mario Hose


 

Hydrogen technology for retrofitting

dynaCERT is the newcomer of the hydrogen scene, with a technology that has been awarded several prizes. The company has been working on the product launch of its innovation since 2019. The technology is called HydraGEN and can be offered to customers in different sizes. The size of the HydraGEN unit depends on the application, the larger the combustion engine, the larger the unit of dynaCERT for retrofitting.

HydraGEN makes diesel green

The advantage of HydraGEN is that the unit produces hydrogen from distilled water on demand and adds it to the diesel engine as a catalyst during the combustion process. This increases the efficiency of the engine and reduces fuel consumption by up to 20%. In addition, the emission of pollutants is significantly reduced. Measurements have shown a reduction in NOx of up to 88%. The emission of particulate matter is reduced by up to 55% and CO2 up to 10%.

Well-known investors on board

With dynaCERT's innovation, existing vehicles do not need to be replaced and the market is correspondingly large with around one billion diesel engines. One of the largest European automobile logistics companies has understood this. The Mosolf Group has been working closely with dynaCERT since last year and with the investment of Eric Sprott, who invested CAD 14 million in a financing round, another prominent market participant came on board.

CEO Jim Payne introduced the company yesterday at the 29th MKK Conference from GBC AG and the presentation is available via the following link: webcasts.eqs.com/mkk2020dynacert/de

Need for investment burdens expansion

The Canadian company Ballard Power has been developing fuel cells for more than three decades to use hydrogen as an energy source without CO2 emissions. Ballard Power's solutions are now used in many areas of logistics and energy supply. Similar to the plant manufacturer NEL ASA, the customer or state must be willing to invest in order to realize the development of a hydrogen infrastructure.

In Germany, there is already a filling station network for gasoline and diesel consisting of more than 14,000 branches. The construction of a comparable network with hydrogen would probably cost well over EUR 20 billion. However, a modern network alone is not enough; then customers will also need competitive vehicles with fuel cells.

Catch-up potential for the newcomer

Considering that the response to the Corona Pandemic has put a massive strain on the public sector budget, it can be assumed that the solution of dynaCERT, consisting of existing vehicles and the filling station network, will have a competitive advantage in the foreseeable future. Bottom line, however, any solution that contributes to environmental protection is good and important. In comparison, however, stock market valuations still differ, with Ballard Power valued at EUR 2.3 billion, dynaCERT at EUR 150 million and NEL ASA at EUR 1.5 billion. A possible catch-up potential is obvious.


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 shares in the aforementioned companies and that there may therefore be a conflict of interest. Further details can be found in our Conflict of Interest & Risk Disclosure.


Related comments:

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.

Read

17. June 2020 | 10:13 CET

Ballard Power, dynaCERT, ITM Power - what hydrogen investors need to know now

  • Hydrogen

The hydrogen industry is in the focus of investors and the energy carrier is giving hope to politics and economy. While the general public still has to struggle with the Corona consequences, the champagne mood has already returned at the stock exchange with the hydrogen shares. Every announcement with details of turnover and visions is frenetically celebrated and leads to an increase in market capitalization through share purchases. Scalable business models with a focus on environmental protection are in demand and, as is well known, money can be earned with solutions.

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27. May 2020 | 16:35 CET

Air Liquide, NEL ASA, RHC Royal Helium Corp. - Helium replaces hydrogen

  • Helium
  • Hydrogen

Helium is a chemical element and is lighter than air. It belongs to the pure gases, is colourless, odourless, tasteless and is generally regarded as non-toxic. Because of these characteristics, helium is already replacing hydrogen in industrial use. However, experts warn of a global shortage, as the supply of this strategic raw material has fallen to its lowest level in 20 years.

Read