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Jim Payne, CEO, dynaCERT Inc.

Jim Payne
CEO | dynaCERT Inc.
101-501 Alliance Avenue, M6N 2J1 Toronto, Ontario (CAN)

jpayne@dynacert.com

+1 416 766 9691

dynaCERT CEO Jim Payne on attractive hydrogen opportunities


Sebastian-Justus Schmidt, CEO and Founder, Enapter AG

Sebastian-Justus Schmidt
CEO and Founder | Enapter AG
Ziegelhäuser Landstraße 1, 69120 Heidelberg (D)

info@enapterag.de

Enapter AG CEO and founder Sebastian-Justus Schmidt on the future of hydrogen


John Jeffrey, CEO, Saturn Oil & Gas Inc.

John Jeffrey
CEO | Saturn Oil & Gas Inc.
Suite 1000 - 207 9 Ave SW, T2P 1K3 Calgary, AB (CAN)

jjeffrey@saturnoil.com

+1-587-392-7900

Saturn Oil & Gas CEO John Jeffrey on the future of the company and ESG


27. November 2020 | 10:12 CET

Ballard Power, Varta, SolGold - Trillions of Biden!

  • Copper
Photo credits: SolGold PLC

Joe Biden is moving forward in the fight against climate change and wants to boost economic growth with a spending plan worth more than $5 trillion. He wants to start with the completely outdated American energy industry to generate carbon-free electricity by 2035. The plan reflects ideas that were taken up by some of Biden's more progressive allies during the primary elections, such as Jay Inslee, the governor of Washington. Perhaps this is even a point that cost Donald Trump a few votes.

In his plan, Biden promises to spend about $2 trillion over four years to promote his energy proposals, which is significantly more than he proposed during the primaries. In terms of content, he attaches great importance to modernizing American infrastructure and investing in improving the energy efficiency of buildings and housing as well as promoting environmental protection efforts in agriculture. Now that's an announcement!

time to read: 4 minutes by André Will-Laudien


Nick Mather, CEO, SolGold PLC
"[...] We knew the world was rapidly electrifying and urbanising and needing significant amounts of copper to do so. [...]" Nick Mather, CEO, SolGold PLC

Full interview

 

Author

André Will-Laudien

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

About the author


Ballard Power - Continuous burner fuel cell

Hydrogen, as well as fuel cells, are now present every day. No matter how the drive for individual mobility is designed in the future, it will not be pure electrification, because the energy capacities needed worldwide are not available. Ballard Power Systems, an expert in the field of fuel cells, is taking advantage of the opportunity to raise larger amounts of capital. It was recently announced that due to strong demand, a consortium of underwriters, led by National Bank Financial Inc. and Raymond James Ltd., has agreed to significantly increase the size of the previously announced USD 250 million tender offer. Under the new transaction terms, the underwriters have now decided to purchase 18,182,000 common shares for an amount of USD 350 million. Remarkable!

The consolidated financial results for the third quarter of 2020 were announced in early November. "Although Ballard's employees and operations have not been significantly impacted by COVID-19 up to this point, delays in product launches and customer orders are still impacting our sales and results for 2020," said Randy MacEwen, President and CEO. In the third quarter, Ballard reported sales of USD 25.6 million with a gross margin of 19%. However, Adjusted EBITDA was negative USD 7.7 million.

Ballard is making good progress in key target markets. China's goal of operating around 1 million fuel cell electric vehicles and 1,000 hydrogen filling stations by 2030 sets a new policy framework with strong prioritization. A competitive hydrogen energy supply does not yet exist on the planet with all projects still being in the test phase. Sourcing this supply is a massive field of activity for Ballard and its Chinese allies, but also years of investment and research. The Company currently has a market capitalization of USD 5.3 billion - with no profits available, this is a mighty leap of faith.

Varta - pressure on the battery

Varta AG develops and produces through its subsidiaries worldwide microbatteries and energy storage solutions. The Company was founded in 1887, and its headquarters are in Ellwangen. Varta AG has been majority-owned by Montana Tech Components AG for several years.

The industrial group, Montana Tech Components of the investor Michael Tojner, earned significantly less in the first three quarters of 2020 than in the same period of the previous year. The profit for the period collapsed by almost 40% from just under EUR 51.0 million to EUR 30.7 million. However, sales of the group, which is listed in Switzerland, improved by 30% to EUR 1.29 billion. Out of sympathy with the parent Company, Varta's share price plummeted for the first time. The share price fell like a stone from EUR 115 to EUR 101 at a low point and only stabilized at around EUR 107 in yesterday's trading. Investors fear disappointments for Varta as well.

Regardless of the Covid-19 crisis, the group of companies is operating in a challenging environment with its latest investments in highly competitive locations. Still, the management emphasizes the continued robust positioning of the group. Varta therefore slightly raised its sales and earnings forecast and now expects sales of EUR 840 to 860 million for the full year 2020, with an adjusted EBITDA of EUR 230 to 235 million.

So far so good, but the impression remains that business is becoming increasingly difficult, partly because of growing competition from Asia. With a market capitalization of EUR 4.2 billion, the share has doubled since March 2020. The chart has now turned around the EUR 120 mark for the third time. There is noticeable pressure here!

SolGold - Copper fantasy as gold hedge

SolGold is a British public Company headquartered in Brisbane, listed on both the LSE and TSX and focused on copper-gold exploration in Ecuador, Solomon Islands and Australia. SolGold currently has 76 concessions covering approximately 3,200 square kilometers, making it the largest and most active concession holder in Ecuador.

Following the discovery of the Alpala deposit, SolGold has attracted the attention of some of the world's largest mining companies, such as Newcrest Mining and BHP Billiton. Both have bought SolGold shares on several occasions at a premium to prevailing market prices, demonstrating the widespread support of the majors for promising projects. More prospects may follow because copper is experiencing a remarkable rallye.

Meanwhile, SolGold has confronted its shareholders with some news at the annual general meeting. The Company will continue its regional exploration program with a budget of USD 40 million over the next 12 months. Additional funds will be reserved for more intensive resource definition programs. SolGold's medium-term strategy is to build an integrated pipeline of exploration projects, developments and mines in Ecuador. It is now laying the foundation for the creation of a world-class copper and gold producer.

The speculative value currently has a capitalization of CAD 1.25 billion and has recently increased by 15% despite the declining gold price. You can feel that the copper clock is ticking at SolGold. Market participants are entirely ignoring the unfavourable environment for gold, and this could accelerate significantly after the "Taxloss Season" in Canada, especially if gold stabilizes. One should therefore definitely take hold on weaker days in the coming weeks.


Author

André Will-Laudien

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

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:

14. January 2021 | 17:34 CET | by Stefan Feulner

Geely, Nevada Copper, Xpeng - Invest in the future!

  • Copper

If you think investing in future technologies like blockchain, hydrogen or electric mobility will offer the most significant returns in the coming years, you could be wrong. These new technologies, in particular, require raw materials and metals that are already in short supply. The sales forecasts for electric car manufacturers, for example, point to one thing for the next few years: a shortage of raw materials. This shortage will lead to a drastic excess in demand and thus to exploding prices. The decade of raw materials!

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13. January 2021 | 09:56 CET | by André Will-Laudien

Kodiak Copper, Rio Tinto, Gazprom: The next commodity doublers!

  • Copper

An utterly different madness! A perfect illustration of the current mania on the stock market is the price performance of the unknown stock, Signal Advance. The papers of the medical technology company based in Texas drove social media-driven investors, since Thursday, by more than 11,000% upwards, from USD 0.6 to USD 70.0. On Monday, the stock closed at USD 38.7, up more than 438% from Friday. Signal Advance, which, according to research, has not generated any significant revenue in 2019 or 2020, let alone profits, is now suddenly worth more than USD 3 billion on the stock market. Yesterday at the opening, it then went down with -75%, so it is likely better to stay with solid commodity stocks!

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07. January 2021 | 10:06 CET | by André Will-Laudien

Nevada Copper, Glencore, Tesla: E-mobility seeks copper!

  • Copper

Almost unnoticed, the copper price recently climbed to a 7-year high. No wonder, because the political efforts favoring e-mobility are intensified nearly every week! The complete changeover to the "electric car" is seemingly a done deal in Brussels. Regardless of the never-ending discussions about the lopsided eco-balance concerning battery production & disposal, the political will is spreading among the population. With tax incentives, the topic of "solar energy" could also be pushed forward, so why shouldn't company fleets and company cars be promoted appropriately. The consumer often feels good about the income tax, and we can recite a 7-verse poem about this topic in Germany.

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