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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


18. February 2020 | 05:50 CET

Ballard Power, dynaCERT, NEL ASA - will a major event double the hydrogen share?

  • Hydrogen

The three international companies Ballard Power, dynaCERT and NEL ASA are working on hydrogen as an energy carrier for modern mobility. The changes in motorized transportation are currently being driven by politics and are a springboard for innovative companies. The biggest challenge in this context is cost efficiency and environmental balance. Hydrogen is seen as a beacon of hope for a clean and economically attractive way to reduce the emission of pollutants from road traffic in conurbations. For investors there are highly interesting opportunities.

time to read: 2 minutes by Mario Hose


 

Green hydrogen protects the environment

The use of hydrogen in mobility faces various challenges, but also opportunities. An infrastructure with nationwide filling stations that keep hydrogen in sufficient quantities is just as important as the origin of the hydrogen itself. If the energy for producing hydrogen has to be obtained from gas or coal, then the causing of pollutant emissions is only shifted.

These problems are already known from the production of electricity for charging battery cars. If the energy for producing hydrogen is obtained from renewable energy sources, such as solar or hydroelectric power, then it is an honest improvement in the environmental balance.

Infrastructure and vehicles are missing

NEL ASA has made a name for itself in the development and construction of plants for the production of hydrogen. The company can play an important role as a supplier for the construction of a hydrogen filling station network. In Germany there are more than 14,000 filling stations for gasoline and diesel. A similar number is needed if hydrogen cars are to gain a large market share. Ballard Power is focused on the development of fuel cells. The hydrogen is converted into electricity by the fuel cells and this energy can then supply the electric motors.

However, before this can happen, the automotive industry must provide affordable vehicles. A classic chicken/egg situation. The market only buys hydrogen cars if there is a filling station network with hydrogen. Filling station operators need customers, otherwise the investment is not worthwhile.

Hydrogen solution for now and today

The hydrogen technology from dynaCERT, on the other hand, is retrofitted to diesel engines and does not require any new infrastructure. This is a significant advantage, because the existing vehicles and filling stations can continue to be used. The innovation of dynaCERT produces hydrogen from commercially available distilled water as needed and then adds this hydrogen to the combustion in the diesel engine.

Combustion becomes more efficient and consumption is reduced. In addition, fewer pollutants are emitted. The customers of dynaCERT therefore save money and protect the environment.

Leading fair of the mining industry

From March 01 to 04, 2020, dynaCERT will exhibit at the PDAC in Toronto, the largest mining exhibition in the world. The mining industry has high energy requirements. In addition to diesel generators to generate electricity, large trucks and excavators are used, which can consume several million litres of diesel per month, depending on the size of the company.

If this consumption can be reduced by up to 20%, then dynaCERT's technology offers a real economic advantage and significantly reduces greenhouse gas emissions. Canadian investor Eric Sprott has also seen this significance for the mining industry and bought about 9% of dynaCERT's shares. Sprott is a billionaire and earned his money in mining.

Investments in the future

As is well known, the future is traded on the stock exchange. In this context, a comparison of the market capitalization of these hydrogen companies is particularly interesting. Even if the business models and areas differ from each other, it becomes clear in which relation there could still be the most price potential. Ballard Power is already valued at EUR 2.45 billion on the stock exchange, followed by NEL ASA with EUR 1.52 billion.

With EUR 216 million, dynaCERT is currently the company with the lowest value and probably still the highest price potential, because it offers hydrogen technology that can already be used in a scalable way.


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.

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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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