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Heye Daun, President and CEO, Osino Resources Corp.

Heye Daun
President and CEO | Osino Resources Corp.
Suite 810 – 789 West Pender Street, V6C 1H2 Vancouver (CAN)

jbecker@osinoresources.com

Interview Osino Resources: "The market has not yet realized how fast we are advancing Twin Hills."


Bradley Rourke, President, CEO and Director, Scottie Resources Corp.

Bradley Rourke
President, CEO and Director | Scottie Resources Corp.
905 - 1111 West Hastings Street, V6E 2J3 Vancouver (CAN)

info@scottieresources.com

+1 250-877-9902

Interview Scottie Resources: Exciting Story in the Golden Triangle


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.'


05. December 2019 | 13:14 CET

Ballard Power, NEL ASA, Plug Power - and where real money is made today

  • Energy
Photo credits: pixabay.com

The change in mobility is one of the most challenging issues of our time. German carmakers are currently focusing on the launch of battery cars in order to meet the increasingly stringent exhaust emission requirements of the European Union. From the user's point of view, electric mobility based on batteries and the idea of several million charging points at the roadsides and parking lots are reminiscent of the days of horse-drawn carriages. But this comparison is not accurate, because horses have not caused environmental damage in other parts of the world. In Germany there is an established network of over 14,000 gas stations and it is no secret that hydrogen takes about the same time to fill up as combustion engines. Why not the hydrogen car now?

time to read: 3 minutes by Mario Hose


John Jeffrey, CEO, Saturn Oil & Gas Inc.
"[...] When we acquire something, we want to make sure that the acquisition fits with our strategy and has the potential to be successful for our shareholders. [...]" John Jeffrey, CEO, Saturn Oil & Gas Inc.

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


Demand determines supply

The hydrogen industry consists of different market participants. On the one hand, manufacturers of plants are needed with which hydrogen can be produced. These plant or machine manufacturers need a planning-safe market, i.e. if the trend is towards mobility based on hydrogen, then there will be demand for such plants and the developers and manufacturers will find buyers for their equipment. However, hydrogen alone is not enough to drive a car, because fuel cells are needed to convert the energy of hydrogen into electricity for the electric drive motors. Everything sounds quite simple.

Political and strategic omissions

Even the refueling process is as simple and fast as the users are used to from conventional petrol and diesel fuels - as are the engine performance and range. Theoretically, an energy revolution in mobility would work silently. Manufacturers would only have to follow the price/performance level of vehicles with internal combustion engines and set up a network of hydrogen stations.

However, political and entrepreneurial failures on the part of car manufacturers have led to costly bets being placed on the wrong horse for the time being. Under the pretence of climate protection, lithium and cobalt production in developing countries is sustainably damaging the environment in order to produce batteries for climate protection in the rich industrial nations. Sounds bizarre and absurd.

In the end the buyer decides

It remains to be seen how long the story of the climate-friendly battery car will be spread in elaborate marketing campaigns. It remains to be hoped that buyers will continue to strike and simply drive their vehicles longer until an attractive range of fuel cell vehicles is available. Anyone wishing to position themselves as an investor in the hydrogen sector among suppliers must currently accept a relatively high valuation.

High investment demand

Ballard Power is valued at EUR 5.95 on the stock exchange at EUR 1.4 billion. In the first nine months of this year, Ballard Power recorded a slight decline in sales from USD 68.1 million to USD 64.4 million, with losses increasing from USD 15.9 million to USD 28.8 million. At a share price of EUR 0.73, NEL ASA is valued at around EUR 890 million. In the first nine months, the company increased sales from EUR 36.4 million in the previous year to EUR 39.4 million, but at the same time increased its loss from EUR 13.4 million to EUR 17.7 million.

Long staying power is necessary

At a share price of EUR 2.93, the company Power Plug is valued at around EUR 750 million. In the first nine months of this year, sales rose from USD 114.8 million in the previous year to USD 132.0 million. The bottom line was that the loss in the same period of the previous year increased from USD 61.3 million to USD 73.8 million. Assuming that mobility will only move in the direction of hydrogen on a large scale in the next five to ten years, it may also be worthwhile at present to look around the established energy sector with bargains.

Traditional entry month December

The month of December has traditionally been a popular time window for international investors in Canada, as profit-taking and the realisation of tax losses often lead to falling prices at the end of the year, which then rise again in the new year. Last week, a growing Canadian oil company published its figures for the first nine months of the year and increased sales from CAD 3.1 million to CAD 13.8 million compared to the previous year.

Last year, the company recorded a slight loss of CAD 0.1 million, but in the same period this year it generated a profit of CAD 2.3 million. The company was founded in 2017 as part of a realignment with new management and has been on the road to success ever since.

Low valuation, high potential

With a profitability of over 16.6%, the company is one of the most profitable energy producers. With a share price of EUR 0.085, the company is valued at around EUR 20 million on the stock exchange. In November 2019, the German GBC AG published a research report on the company and a BUY rating with a price target of 0.21 EUR .

'Profitable oil producer with significant growth potential' is the title of the study and the company's name is Saturn Oil & Gas Inc.


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.


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  • Energy

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