Menu

Recent Interviews

Dirk Graszt, CEO, Clean Logistics SE

Dirk Graszt
CEO | Clean Logistics SE
Trettaustr.32, 21107 Hamburg (DE)

info@cleanlogistics.de

+49-4171-6791300

Interview Clean Logistics: Hydrogen challenge to Daimler + Co.


Matthew Salthouse, CEO, Kainantu Resources

Matthew Salthouse
CEO | Kainantu Resources
3 Phillip Street #19-01 Royal Group Building, 048693 Singapore (SGP)

info@krl.com.sg

+65 6920 2020

Interview Kainantu Resources: "We hold the key to growth in the Asia-Pacific region".


Justin Reid, President and CEO, Troilus Gold Corp.

Justin Reid
President and CEO | Troilus Gold Corp.
36 Lombard Street, Floor 4, M5C 2X3 Toronto, Ontario (CAN)

info@troilusgold.com

+1 (647) 276-0050

Interview Troilus Gold: "We are convinced that Troilus is more than just a mine".


03. August 2020 | 07:53 CET

Ballard Power, NEL ASA, Desert Gold - why we will see panic

  • Gold
Photo credits: pixabay.com

In the past two years, the shares of listed hydrogen companies have risen significantly due to a lack of alternatives. A new eco-system with hydrogen as an energy carrier is being created worldwide and, as part of the development process, suppliers from all parts of the world are positioning themselves - around the globe. Some of these companies already have a long history and can now enjoy state-subsidized success. Political measures and the increase in the money supply, by the central banks, are creating a boom in demand in another sector, which only a few investors have focused on so far - the discovery of gold reserves. The flight from money is driving the demand for physical gold to historic highs and an end is not in sight due to the threat of a second wave of corona contagion. The major producers have already seen their gold reserves shrink by 34% since 2012 and it is feared that the annual production volume will fall from 118 million ounces in 2020 to below 65 million ounces in 2029. A takeover wave in the exploration sector is a logical consequence.

time to read: 2 minutes by Mario Hose
ISIN: NO0010081235 , CA0585861085 , CA25039N4084


Justin Reid, President and CEO, Troilus Gold Corp.
"[...] Troilus has the potential to be an entire gold belt. All of our work to date points to this, and each drill hole makes the picture we have of the Troilus project much clearer. [...]" Justin Reid, President and CEO, Troilus Gold Corp.

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


Takeover target in West Africa

Desert Gold Ventures is an explorer who has previously identified gold deposits in several locations on the company's 400 km2 projects in West Africa. The recent drilling program was designed to determine the size of this deposit and whether further discoveries are possible. The results of this drilling are pending and eagerly anticipated. The company's management is targeting up to six million ounces of gold in the areas. As the price of gold rises, it is expected that producers in the area have already set their sights on Desert Gold. From a quantity of one million ounces of gold, the company will become really interesting for a potential buyer.

In 2018, when the gold price was still trading below USD 1,270.00 per ounce on average, takeovers in Africa paid more than USD 200.00 per ounce in the ground. In the meantime, it is only a matter of time before the USD 2,000.00 per ounce gold mark will fall. Companies such as Desert Gold are excellent takeover targets for producers, especially if they are already active in the region and have the appropriate legal and labour market expertise. In this case, possible acquirers are B2Gold, Barrick Gold or Iamgold, because they already successfully operate gold mines in the area and the high gold price washes a lot of liquidity into the coffers. From their point of view, a takeover serves as a safeguard for the future. Desert Gold's share price has already been rising for several weeks, but the market value of around CAD 37.0 million is still low given the potential for producers. Bank of America believes it is possible that the gold price could rise to USD 3,000.00 in 2021. At the latest then, takeover panic will break out among the producers.

Mobile power supply with fuel cells

Ballard Power from Canada has been active in the research and development of fuel cells for several decades. Ballard's products enable the use of hydrogen as an energy carrier for power generation. Mobile solutions can be used in various areas of mobility. In addition, emergency power generators that use hydrogen as an energy storage medium and use fuel lines to generate electricity offer another growth market. Large companies that care about image and reputation are looking for solutions that reduce CO2 emissions. Ballard Power has already achieved a market capitalization of more than CAD 4.6 billion, so there is plenty of up-front praise in the price.

Plant constructor creates infrastructure

NEL ASA from Norway has experienced a rapid price development in recent years and currently has a stock market valuation of over EUR 2.4 billion. The plant manufacturer is focused on the production and sale of hydrogen. The company's customers require plants for the production of the energy carrier or operate filling stations. Due to government funding programs, NEL ASA is currently experiencing great interest in the products to enable the development of an infrastructure for hydrogen-based mobility. **In the coming years, however, competition will increase in this industry as well, and some investors may already see parallels to the solar hype around 13 years ago.


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:

25. October 2021 | 13:25 CET | by Carsten Mainitz

Desert Gold, Barrick Gold, K+S - Now or never?

  • Gold

With inflation of over 4% in Germany and the continued massive money printing of the central banks, every investor should think about protecting oneself against the loss of purchasing power. To dismiss this as a temporary phenomenon would be a mistake. In times of high inflation, a good strategy is to invest in tangible assets such as stocks, real estate, and commodities.

Read

22. October 2021 | 13:23 CET | by Stefan Feulner

Infineon, Sierra Grande Minerals, Xiaomi - New attack

  • Gold

2020 shows an extreme increase in government debt in the Eurozone. Due to the Corona Crisis, the ratio of public debt to gross domestic product increased to 90.7%, according to the Eurostat statistics agency. The situation worsened further in the crisis countries, especially in Greece. There, the debt-to-GDP ratio was 205.6%, followed by Italy with 155.8% and Portugal with 133.6%. There is no end in sight to this spiral. In the long term, however, investors can protect themselves by investing in the precious metals sector.

Read

19. October 2021 | 13:13 CET | by Nico Popp

Plug Power, Central African Gold, Newmont: The best of both worlds

  • Gold

The risk appetite is back! Especially in the past week, shares around hydrogen and electromobility have climbed rapidly again. Even hydrogen stocks of the first hour were again kissed awake by the market. We highlight Plug Power, one such share, and list shares that tech-savvy investors can add to their portfolios.

Read