Menu

Recent Interviews

Jerre Foo, Corporate Development Executive, Silkroad Nickel

Jerre Foo
Corporate Development Executive | Silkroad Nickel
50 Armenian Street #03-04, 179938 Singapore (SGP)

enquiries@silkroadnickel.com

+65 6327 8971

Silkroad Nickel: 'The course is set for dynamic profit growth.'


Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG

Dr. Thomas Gutschlag
CEO | Deutsche Rohstoff AG
Q7, 24, 68161 Mannheim (D)

info@rohstoff.de

+49 621 490 817 0

Interview Deutsche Rohstoff AG: "We can imagine additional investments in the field of electromobility."


Steve Cope, President, CEO and Director, Silver Viper

Steve Cope
President, CEO and Director | Silver Viper
1055 W Hastings St Suite 1130, V6E 2E9 Vancouver (CAN)

info@silverviperminerals.com

+1-604-687-8566

Interview with Silver Viper: Future price drivers and takeover fantasy


18. February 2020 | 05:50 CET

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

  • Hydrogen
Photo credits: pixabay.com

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


Sebastian-Justus Schmidt, CEO and Founder, Enapter AG
"[...] Why should a modular electrolyzer cost more than a motorcycle? [...]" Sebastian-Justus Schmidt, CEO and Founder, Enapter AG

Full interview

 

Author

Mario Hose

Born and raised in Hannover, Lower Saxony follows social and economic developments around the globe. As a passionate entrepreneur and columnist he explains and compares the most diverse business models as well as markets for interested stock traders.

About the author


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.


Author

Mario Hose

Born and raised in Hannover, Lower Saxony follows social and economic developments around the globe. As a passionate entrepreneur and columnist he explains and compares the most diverse business models as well as markets for interested stock traders.

About the author



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:

16. April 2021 | 07:30 CET | by Nico Popp

NEL, Enapter, Plug Power: Hydrogen? It's just getting started!

  • Hydrogen

If you look at the prices of selected hydrogen stocks, you might think the hype is over. But the big players in the industry are only now jumping on the bandwagon. Bosch, for example, has decided to really take off with fuel cells for trucks. The aim is to establish the technology in China. Here, a large market is waiting, which could also be groundbreaking for other sales markets. Specialized companies from the hydrogen sector could profit from this - after all, large industrial companies such as Bosch are always interested in new technology.

Read

13. April 2021 | 10:04 CET | by Stefan Feulner

Nel ASA, dynaCERT, Everfuel - What is next for hydrogen stocks?

  • Hydrogen

Without a doubt, hydrogen will remain one of the most exciting topics on the capital market in the coming years. If the current German government has its way, Germany will become a global pioneer in using new types of climate-friendly hydrogen energy. Berlin is thus pumping a total of EUR 9 billion into this industry of the future. What happens after the correction? Do the sharply fallen values turn upward again, or do you continue to reduce the inflated valuations? And are there alternatives?

Read

08. April 2021 | 09:42 CET | by André Will-Laudien

Nel ASA, dynaCERT, FuelCell Energy - Hydrogen, the second wave!

  • Hydrogen

The hydrogen hype is entering its second wave. The reason is undoubtedly the current draft resolution of the Joe Biden package in favor of the global climate goals. This package contains an investment sum of several hundred billion US dollars to lower climate damaging emissions. The market will decide whether battery or hydrogen technology will play a greater role here; the only important thing is that the funds for the start of the research projects are released quickly. Time is pressing because the pandemic has put many industries on the sidelines. The transport industry, in particular, depends on the sale of goods, and in the future, this should take place without any negative environmental impact.

Read