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Matthew Salthouse, CEO, Kainantu Resources

Matthew Salthouse
CEO | Kainantu Resources
3 Phillip Street #19-01 Royal Group Building, 048693 Singapore (SGP)

info@krl.com.sg

+65 6920 2020

Interview Kainantu Resources: "We hold the key to growth in the Asia-Pacific region".


Justin Reid, President and CEO, Troilus Gold Corp.

Justin Reid
President and CEO | Troilus Gold Corp.
36 Lombard Street, Floor 4, M5C 2X3 Toronto, Ontario (CAN)

info@troilusgold.com

+1 (647) 276-0050

Interview Troilus Gold: "We are convinced that Troilus is more than just a mine".


John Jeffrey, CEO, Saturn Oil + Gas Inc.

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

info@saturnoil.com

+1-587-392-7900

Saturn Oil + Gas CEO John Jeffrey: "Acquisition has increased production by 2,000%"


01. June 2021 | 09:20 CET

dynaCERT, Plug Power, Nel ASA - Hydrogen stocks pick up speed again!

  • Hydrogen
Photo credits: pixabay.com

Undeniably, 2020 was a fantastic year for stocks even remotely involved in hydrogen technology. It seems all too obvious that hydrogen will become an essential part of the new energy mix and play a central role in most major industrial and transportation projects. Whether as a fuel in the automotive industry (both for combustion and in fuel cell technology) or as a storage medium for smart power grids, the high-energy gas that burns only to form water is seen as the answer to many questions. Then, in early 2021, a trend reversal. Too many uncertainties about the green production and usability of hydrogen technology unsettled investors, so a correction followed. Now, however, hydrogen stocks are starting a new rally, and those who were too late last time should think about getting in now.

time to read: 4 minutes by Carsten Mainitz
ISIN: CA26780A1084 , US72919P2020 , NO0010081235


Jim Payne, CEO, dynaCERT Inc.
"[...] We are committed to stay as the number one Canadian and global leader in the Hydrogen-On-Demand diesel technology [...]" Jim Payne, CEO, dynaCERT Inc.

Full interview

 

Author

Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

About the author


dynaCERT - Win-win situation: billions saved through optimization

Scientists at the Canadian Company dynaCERT have come up with an ingenious invention. If a small percentage of hydrogen is added to the combustion air of conventional diesel engines, combustion is optimized and carbon dioxide emissions are reduced by up to 19%. At the same time, hydrogen consumption is manageable and can be generated directly "on-demand" using a mobile HydraGEN electrolyzer. Due to the still large dimensions and high acquisition costs of the electrolyzer, the Company is currently focusing initially on industrial areas of application for its technology. One of these is the transportation industry. Trucks currently account for around 35% of global CO2 emissions. But the technology can also easily be used for large machines, such as in mining. Other conceivable areas of application are diesel-powered rail transport and shipping.

The dynaCERT technology acts as a cost reducer for companies in two ways: on the one hand, diesel fuel consumption is reduced, but more important is the reduction in CO2 emissions. These are transmitted to the responsible environmental authority directly at the plant through a proprietary telematics solution so that the Company can continuously receive credits on its CO2 certificates. Once a global CO2 certificate trading system has been launched, companies will be able to turn these certificates into cash by selling them. The specialists at dynaCERT have already proven that the technology works and is ready for use in various pilot projects. The sales focus is currently clearly on the North American transport industry and globally on active mining companies. But especially sectors and countries that do not have the means to immediately replace the current diesel technology with electric drives are likely to soon develop a keen interest in the bridge technology developed by dynaCERT.

To better address this growing demand, the Company yesterday announced Stephen Kukucha to its Board of Directors. Kukucha built a wealth of experience in his previous roles at Ballard Power Systems and as a director of the US Fuel Cell Council, among others, and as a co-founder of a company in the renewable energy sector. He will replace Elliot Strashin as a director in the future. As a loyal shareholder, Strashin will now focus on his duties as co-owner of a new dynaCERT dealer and will continue to be available to the Company as a consultant.

For us, the share, which the analysts at GBC attest a price potential of up to CAD 2.20, is thus definitely a buy candidate. The share price is currently hovering around CAD 0.42.

Plug Power - Exceeds psychologically important mark of USD 30

The US specialist in the production of fuel cells and electrolyzers seems to have finally ended its slide on the stock market. Last week, after a real rally, Plug Power finally left the valley of tears and exceeded the psychologically important mark of USD 30. Thus the way upward seems to be free again. To make up for the losses since the beginning of the year, the industry leader continues to step on the gas: the Company is currently actively looking for candidates for fruitful partnerships. With this in mind, a cooperation agreement was recently signed with the British catalyst manufacturer Johnson Matthey. The latter is to help further improve Plug Power's electrolyzer technology and establish a closed recycling loop for both companies' products.

Another partnership was recently agreed with the South Korean SK Group, already invested in Plug Power. Through a joint venture, a new factory for the production of fuel cells and electrolyzers is to be built in South Korea by 2023, thus accelerating the expansion in South Korea, Vietnam and China. CEO Andrew Marsh announced in a recent interview with Nikkei Asia that the Company expects Asia's share of Plug Power's total sales to rise to as much as one-third in the next four to five years.

For 2024, they are still targeting total sales of around USD 1.7 billion, up from USD 337 million in 2020. That might sound like an ambitious goal, but climate change can slowly no longer be postponed. In the coming years, demand for climate-neutral technologies will explode. By then, Plug Power will have established a unique market position. Analysts calculate an average price target of USD 49 for the share, which corresponds to a potential of around 60%.

Nel ASA - Share price recovery for hydrogen specialist

Investors in the hydrogen pioneers of Nel ASA have been used to suffering in recent months. Thus the former Shooting star from Norway had to accept a halving of its enterprise value at the stock exchange since the beginning of the year. At least since then, a positive newsflow could be created, which provided for an interim recovery of the share price. One of these news items was the signing of a letter of intent with the Spanish Iberdrola Group to construct a 230 MW electrolyzer to produce green fertilizer. Unfortunately, this bubble burst less than a week ago: at the last minute, Iberdrola broke away from the agreement and awarded the contract to competitor Cummins - a capacity of 500 MW is now to be expanded, with the option of expanding to 1 GW. The share price of Nel initially dropped after this disappointing news, but within the past week, these losses have been largely recovered. Even more, currently, the paper seems to stabilize around the NOK 18 mark. Because the Company will continue to operate at a loss until at least 2024, further price development appears limited.


Author

Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

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:

22. September 2021 | 14:05 CET | by André Will-Laudien

NEL, dynaCERT, Plug Power, FuelCell Energy - Hydrogen, the flagpole is broken!

  • Hydrogen

Today, what a hype, one would say. Those who held their nerve in January and let reality prevail are not the ones who are surprised at the outcome today. Hydrogen was the stuff of dreams for a few weeks, but the barrel foamed over properly. After rises of up to 2500%, almost all H2 stocks went into the cellar. And how dynamic it was! In just 6 months, hydrogen stocks have lost up to 85% again. One wonders: can there be a second wave? The framework parameters are suitable, as both the EU and Joe Biden have agreed on more hydrogen within the climate targets. The only important thing is the exact design of the subsidies because it will probably not be possible without government orders!

Read

17. September 2021 | 13:43 CET | by Nico Popp

NEL, dynaCERT, Volkswagen: Where hydrogen has not yet been written off

  • Hydrogen

Will hydrogen become a climate saver in homes? Or will it revolutionize the propulsion technology of ships and trucks? Even if hydrogen has lost some of its fantasy in recent months, the energy carrier is still on the agenda of many inventors and engineers. We introduce three companies that are - sometimes more and sometimes less - involved with hydrogen.

Read

15. September 2021 | 14:23 CET | by André Will-Laudien

Nel ASA, Enapter, Plug Power, FuelCell Energy - It is time to go all out!

  • Hydrogen

Hydrogen is not only a climate-friendly means of propulsion for automobiles and heavy-duty transport. Large industries such as chemicals and steel can use hydrogen technology to reduce their consumption of natural gas. There are costs involved when converting to hydrogen, most of which are only feasible with political support. The German government's national hydrogen strategy fits in well here. But medium-sized industries, especially energy-intensive sectors, could also become much more environmentally friendly with hydrogen-based technologies. Which stocks are well-positioned here?

Read