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August 4th, 2020 | 07:13 CEST

dynaCERT, McPhy, SolGold - the right shares for the future

  • Investments
Photo credits: pixabay.com

Scalability is usually a key feature for success stories. As soon as the preliminary work or development is completed, the money-making process begins. Patents can also be equivalent to a license to print money. In addition to the technology industry, the description also applies to the natural resources industry. In the future, anyone sitting on gold and copper will have the crucial metals to protect assets and to implement the electrification of everyday life. There are even companies that hold projects with gold and copper deposits.

time to read: 2 minutes | Author: Mario Hose
ISIN: FR0011742329 , CA26780A1084 , GB00B0WD0R35

Table of contents:


    Jared Scharf, CEO, Desert Gold Ventures Inc.
    "[...] We have built one of the largest land packages of any non-producer in the belt at over 440 sq.km and have made more than 25 gold discoveries on the property to date with 5 of these discoveries totaling about 1.1 million ounces of gold resources. [...]" Jared Scharf, CEO, Desert Gold Ventures Inc.

    Full interview

     

    Equipped with gold, silver and copper

    SolGold is a prime example of a commodity company that is almost certainly going to be taken over or make a lot of money in the coming years. SolGold has explored 10% of the world's newly discovered gold in the last ten years alone. In addition, management believes that the company is well positioned with its explored copper deposits in Ecuador. In other words, the company is sitting on several great treasures.

    The market value is currently still trading well below the billion dollar mark, although SolGold already holds 13 promising projects. To date the company has defined a copper-gold deposit of 21.7 million ounces of gold, 9.9 million tonnes of copper and 92.2 million ounces of silver on the Alpala project. Based on published studies to date, Alpala's average NPV is USD 4.4 billion, after capital development costs of USD 2.7 billion, an IRR of 25.9% and a payback period of 4 years. The mine life is projected to be 55 years. Against this background, the company is an excellent acquisition target for a large producer who wants to build something in Ecuador and not start from scratch.

    Retrofit and protect the environment

    dynaCERT is a technology company that uses hydrogen as a catalyst in diesel engines. Due to the demand-oriented production of hydrogen on board there is no storage risk and the inert gas is added to the combustion in the engine via the air supply. The company owns several patents and, after a corona-induced closure of the production facilities, is now beginning to assemble equipment again that has been developed for retrofitting diesel engines of all kinds.

    However, during the recent general governmental production stop, the company reported that it was working on product development and modifications. dynaCERT was able to manage the corona lock-down phase well with a cash balance of CAD 18 million. Users of dynaCERT's HydraGEN units can prevent up to 88% NOx emissions. In addition, particulate matter emissions can be reduced by up to 55%. Depending on the engine and driving style, fuel consumption can be reduced by up to 19% - which also leads to a corresponding reduction in CO2 emissions. The market value of dynaCERT is currently around EUR 150 million, 50% less than about six months ago - before the Corona Pandemic.

    France produces hydrogen with nuclear power

    McPhy is a French plant engineering company that focuses on the production of hydrogen and the refuelling of vehicles. The company will benefit from the hydrogen boom in the European Union in the coming months and years. State subsidies will provide incentives for the development of a hydrogen infrastructure. A nationwide network of filling stations is necessary to keep the barriers to market entry for vehicles with fuel cells as low as possible. The company currently has a market capitalization of around EUR 400 million.

    While the energy mix in France consists of 71% nuclear power and 11% renewable energy, the additional energy needed to produce hydrogen will be met by nuclear power without CO2 emissions. In Germany, on the other hand, nuclear power will be switched off and only 45% of the energy mix will be from renewable energy sources. In other words, any additional electricity needed to produce hydrogen will come from burning coal. Against this background, introducing hydrogen into mobility in France makes much more sense for environmental reasons than in Germany. With the abandonment of nuclear energy, the German government has abandoned an energy source without CO2 emissions and has led the energy transition in mobility into a dead end.


    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.

    Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.

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    Der Autor

    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



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