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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


05. December 2019 | 13:14 CET

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

  • Energy

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


 

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.


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:

06. April 2020 | 08:40 CET

NEL ASA, Saturn Oil & Gas, Varta - who has the highest catch-up potential?

  • Energy

The share prices of most companies around the world have been falling since February 2020 and the outbreak of the Corona Pandemic. Whether it's hydrogen, oil or batteries, it's hit everyone. The reasons are very different, but they are nevertheless interrelated. Globalization not only has price advantages, but dependencies on supply chains can lead to painful bottlenecks. The current situation is most obvious in the example of protective clothing, which is mainly produced in China and is also needed there in the country of origin of Covid-19. The rest of the world is now facing supply bottlenecks.

Read

12. March 2020 | 12:17 CET

dynaCERT, NEL ASA, Saturn Oil & Gas - Revolution of an industry

  • Energy

Modern society unites one goal, the world should become cleaner and more environmentally friendly. Responsible companies continuously strive to implement ways to improve the way they interact with people and nature. In line with citizens' desires for greater prosperity and security, advances in mobility and energy supply are among the priorities of politics and business. Hydrogen will become increasingly important in the coming years, but innovative technologies for now and today, based on existing engines, will make a valuable contribution to environmental protection. It is best to start positioning yourself now for the time after the corona crisis.

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20. February 2020 | 10:26 CET

NEL ASA, Saturn Oil & Gas, VARTA - which energy share is the best?

  • Energy

Energy sources and storage facilities are topics of the present and future. The more modern a society is, the higher the priority of cleanliness and moral innocuousness. Mobility in rich countries is undergoing change. In conurbations, the aim is increasingly being pursued to electrify motorised transport. Electricity flows into the grid from predominantly nuclear power plants as well as power plants using fossil fuels and can be used to produce hydrogen as an energy storage medium or to charge batteries. The share of electricity from renewable energies has increased worldwide from 18.6% to 25.1% in the years from 2008 to 2018.

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