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Dirk Harbecke, Executive Chairman, RockTech Lithium Inc.

Dirk Harbecke
Executive Chairman | RockTech Lithium Inc.
600 – 777 Hornby Street, V6Z 1S4 Vancouver (CAN)

info@rocktechlithium.com

Rock Tech Lithium: Where Canadian Mining Meets German Engineering


Andrew Davidson, CEO, Royal Helium Limited

Andrew Davidson
CEO | Royal Helium Limited
224, 4th Avenue South, S7K 5M5 Saskatoon (CAN)

davidson@royalheliumltd.com

+1 (306) 281-9104

Royal Helium CEO Andrew Davidson on NASA, SpaceX and the path to dynamic growth


Craig Taylor, CEO, Defense Metals

Craig Taylor
CEO | Defense Metals
605-815 Hornby St., V6Z 1T9 Vancouver (CAN)

craig@defensemetals.com

+1 (778) 994 8072

Milestones, ESG as an USP and the new openness of policy toward rare earths outside China - Defense Metals provides backgrounds


26. January 2021 | 07:56 CET

dynaCERT, Plug Power, GameStop: Only flying is better!

  • Hydrogen
Photo credits: pixabay.com

What a crazy Nasdaq day yesterday. It all started in Germany when the recently hyped GameStop share in Tradegate rose from around EUR 60 to EUR 130 - plus 110% in one day is rarely seen. Later in the afternoon, the four favorite instruments of the Robin Hood guard, Tesla, Apple, Plug Power, and again GameStop opened partly well into double-digit returns. GameStop took the cake, rising to USD 158.97 before disillusionment set in. As we can see without difficulty: The party is in full swing - the question is who or what will be the next showstopper or how high the NDX can climb because the fairy tale index has now increased 95% since March 2020.

time to read: 4 minutes by André Will-Laudien


Sebastian-Justus Schmidt, CEO and Founder, Enapter AG
"[...] Why should a modular electrolyzer cost more than a motorcycle? [...]" Sebastian-Justus Schmidt, CEO and Founder, Enapter AG

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


dynaCERT - The cash register rings with emission certificates

Breaking news! dynaCERT announced yesterday morning that the management of Verra (the only global certification body for carbon credits under the Verified Carbon Standard (VCS)) has approved DYA's concept note. It includes securing so-called carbon credits through the use of DYA's patented HydraGEN™️ and HydraLytica™️ telematics technologies on a global basis. Once again, this demonstrates dynaCERT's firm commitment to maintaining Canadian leadership in the new hydrogen economy while partnering with high-level industry leaders like Verra.

Verra's signing of the concept methodology is a critical hurdle that has now been cleared. It moves certification into the next phase, which is expected to take 2-4 months. Once certified, dynaCERT would be unique in that its systems would be used to directly account for CO2 emissions reductions via an installed and certified record. Thus, a transportation company is put in a position to be reimbursed directly by its local government for the credits, a significant cost-cutting factor in this margin-challenged industry. At the current price of USD 50 per ton of carbon saved, a single truck can generate up to USD 3,000 in carbon credits per year. Under dynaCERT's pricing model, the credits would be split 50/50 between the user and the licensor. Assuming 100,000 units were on the road with the certified standard, this provides USD 150 million per year in recurring revenue for dynaCERT.

We assume that the market will closely follow which orders of magnitude dynaCERT can now sell on the market. Rumors have been swirling around dynaCERT for some time now, so we expect further concretization of operational tie-ups in the coming weeks, which will further promote the market penetration of dynaCERT technologies. Suppose one compares the share price movements of Nel ASA, Fuelcell Energy, Plug Power, or Ballard Power with dynaCERT. In that case, it is surprising that the last-mentioned Company, in particular, can demonstrate available solutions that can also be converted into sales within a very short time. Surprisingly, however, big money is still flowing into the big names because this is where the subsidy stream from the new US government is likely to hit directly.

Conclusion: dynaCERT currently has a stock market value of CAD 280 million - in contrast, Plug Power is priced at over USD 30 billion - that's a factor of 100. You don't have to be a math genius to see where the huge opportunity lies!

Plug Power - Hydrogen makes dreams come true

The conviction that the transport and tourism industry generates the most significant adverse climate effects is not new. Most hydrogen companies have plans to address these issues as soon as possible. The shipping industry is slowly switching to LPG propulsion for newly built ships to banish heavy oil polluting from the world's oceans. The only thing missing are the prominent shipowners, who are still happy to run their fleets according to the old standards as long as the operating permits allow them to do so.

dynaCERT can quickly provide a remedy in the transport industry. Plug Power and Nel ASA are taking the same approach and focusing on direct remedies for individual vehicles or entire fleets. When pure H2 propulsion is ultimately available depends on the outcome of the test operations in public transport, it is precisely here that the systems' safety is being extensively tested. Plug Power currently still sees diesel as a popular fuel in almost all transportation areas - on water, on the road, on rails, or in the air. There are also smaller applications such as emergency generators for industrial plants, mobile communications technology, hospitals, power plants and buildings.

What they all have in common at the moment is the conviction that electric drives will not be able to replace diesel in the transportation sector; only hydrogen would be able to do that. The weight of the batteries alone for long distances would be many times greater than the hydrogen required. It is more than questionable whether a Plug Power share should be valued with a 1,400% price gain for this reason.

GameStop - If you go against the market, you lose!

Finally, to another "flying machine." As one hears, some market participants have taken a somewhat pronounced side with GameStop - namely the short side. The chain store for online games of all kinds is currently tinkering with a new strategy for gaining stronger loyalty from the gamer community. GameStop's stock price has increased roughly fivefold so far this year.
The rapid rise began on January 11 after the Company announced a 309% increase in e-commerce sales during the holiday shopping season. That same day, they also announced that Chewy founder and former CEO Ryan Cohen would join its board of directors. Cohen is one of GameStop's largest shareholders and is expected to help bolster its e-commerce and technology capabilities.

These announcements seem to have triggered a massive short squeeze. Many investors had bet against the struggling retailer by shorting its shares. But as the stock price soared endlessly in recent days, those short-sellers suffered a Waterloo. One can proclaim in this situation: Bulls in this stock should note that short squeezes don't last forever. Once vulnerable short-sellers abandon their positions and opportunistic traders take their profits, GameStop's stock price could plummet significantly. Considering that the stock has already fallen from a high of USD 159 yesterday to around USD 95, this dynamic may already be occurring. Watch out at the platform edge!


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:

05. March 2021 | 10:04 CET | by André Will-Laudien

The best hydrogen stocks! Plug Power, Ballard Power, Nel ASA, dynaCERT

  • Hydrogen

Things are getting exciting in the hydrogen sector. For the past 3 weeks, the question has no longer been where the upward trend will take us; instead, we are primarily interested in how robust a business model is to survive a major stock market correction. Markdowns of a good 30-40% have been made across the industry so far - given price increases of up to 2000%; it is a piece of cake when you calculate from the bottom up. However, some investors have entered the market at the highest prices - unfortunately, that's how mean stock market life is - the last one to bite is the dog. Today, we look at the business models of well-known hydrogen protagonists and go in search of the lost fuel for higher quotations.

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04. March 2021 | 08:48 CET | by Nico Popp

NEL, Enapter, Ballard Power: More than a dream of the future

  • Hydrogen

Hydrogen was the big thing for many speculative investors last year. But recently, share prices have plummeted. What happened? After the highs of the past few months, investors are taking profits. In addition, the market is looking at the bare facts. This view reveals excellent prospects, but also many investments along the way. We present three stocks in check.

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25. February 2021 | 09:42 CET | by Stefan Feulner

Nel ASA, Enapter, JinkoSolar - Hydrogen: this is going too far!

  • Hydrogen

There is no question that the future belongs to the hydrogen industry, just as it does to the solar industry. The prospects for renewable energies have improved enormously as a result of climate change. The European Union is pushing ahead as part of the Green Deal, as is the new US President Joe Biden, who wants to achieve an emission-free industry by 2050 at the latest. The result has been two years of hype in share prices, which already contain many future dreams. Now the values are correcting sharply. Is this an end to the exaggerated valuations or merely a short, sharp correction in the upward trend?

Read