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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


Alex Kent, Managing Director, Aspermont Limited

Alex Kent
Managing Director | Aspermont Limited
613 - 619 Wellington Street, WA, 6000 Perth (AUS)

Corporate@aspermont.com

+61 8 6263 9100

Aspermont shows the success of digitalization - Alex Kent has an agenda


18. January 2021 | 09:54 CET

Enapter, NEL ASA, Bayer - the future can begin!

  • Hydrogen
Photo credits: Enapter AG

Without a doubt, hydrogen will become one of the most important energy sources in the coming decades. According to a study by the Hydrogen Council, demand for hydrogen will increase eightfold by 2050. According to this study, hydrogen could account for one-fifth of global final energy consumption. Some listed stocks' valuations have already risen to dizzying heights due to the very optimistic forecasts for the future. In addition, a fierce battle for the best technologies and patents is going on at the moment. Some of the well-known companies will fall by the wayside, and new ones will move up.

time to read: 3 minutes by Stefan Feulner


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

Stefan Feulner

The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
He is passionate about analyzing a wide variety of business models and investigating new trends.

About the author


Made in Germany

Enapter AG is currently well-positioned in the market. The Company's vision is to use German technology to produce green hydrogen more cheaply than the competition. The Company wants to achieve this with its innovative Anion Exchange Membrane (AEM) electrolysis. With this technology, which is based on modularity, it is possible to produce electrolysers and stacks that can be scaled up to larger units more efficiently and cost-effectively. The software developed in-house by Enapter AG is another significant asset. The perfect combination with the powerful hardware results in a modern energy system. Many individual electrolyser or stack units form an extensive system and are controlled uniformly via the software. Enapter plans to mass-produce its electrolyser by 2022 at the latest. To do this, it plans to open a factory in North Rhine-Westphalia to produce up to 100,000 units a year.

Patents and technology give a head start

According to the Company's management, it has a technology lead over the competition of 3 to 5 years. The Company invests 6 to 8% of sales annually in research and development to build on this. Enapter has long-standing research collaborations with the Universities of Pisa, Madrid, and Munich's Technical University. Enapter also collaborates on various research projects with the German Aerospace Center (DLR), the Norwegian University of Science and Technology (NTNU), and the Jülich Research Center. In addition to its strong R&D work, the Company boasts a growing patent portfolio of approved and filed patents. The most crucial patent protects the core technology, AEM electrolysis with a dry cathode, in Europe, the USA, China and India. The market capitalization of Enapter AG is currently just under EUR 690 million.

Spaniards keep their word

In contrast to Enapter, NEl ASA currently produces much larger electrolysers. The main application area is centralized large industrial solutions. We reported on the preliminary agreement from Spain in early November, and the order has now been confirmed. NEL Hydrogen Electrolyser, a division of Norwegian hydrogen specialist NEL ASA, has received a EUR 13.5 million order from Spanish energy Company Iberdrola. The order is for a 20 MW PEM solution for a fertilizer project in Spain that will be supplied with green electricity. Iberdrola, one of the world's largest utilities, has launched a project with one of the world's leading fertilizer manufacturers, Fertiberia, to build the most extensive green hydrogen plant in Europe. In Puertollano, Spain, a 100 MW photovoltaic system, a battery system with a storage capacity of 20 MWh, and a 20 MW electrolyser are to be built. The hydrogen will be used mainly for the production of fertilizer.

Ready for the future

Currently, Bayer AG is doing everything it can to make the relatively modest year of 2020 a thing of the past. Despite the still pending settlement in the glyphosate lawsuit, the Leverkusen-based Company is eager to tap into new growth markets. A healthy boost is expected from gene and cell therapies in the coming years. Many pharmaceutical companies are intensively researching these therapies. They are intended to enable new therapeutic approaches for widespread diseases such as heart failure and provide cures for rare diseases rather than merely alleviating symptoms. In 2020, 25 collaborations were announced in this area, and 7 compounds are currently being developed.

The golden straw

The hottest topic currently is the collaboration and service agreement with CureVac, which was signed at the beginning of January. CureVac is researching the Corona vaccine CVnCoV, for which the pivotal Phase III clinical trial began in mid-December. CureVac expects initial results at the end of the first quarter of 2021. The pharmaceutical giant is entering the game through the back door. Now Bayer is considering starting the production of Corona vaccines. With its global production network, the pharmaceutical giant would undoubtedly be in a position to produce vaccines in larger quantities. In the event of approval of the CureVac vaccine, the EU Commission has already secured 405 million doses for the EU countries.


Author

Stefan Feulner

The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
He is passionate about analyzing a wide variety of business models and investigating new trends.

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