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Humphrey Hale, CEO, Managing Geologist, Carnavale Resources Ltd.

Humphrey Hale
CEO, Managing Geologist | Carnavale Resources Ltd.
Level 2, Suite 9 389 Oxford Street, WA 6016 Mount Hawthorn (AUS)

info@carnavaleresources.com

Interview Carnavale Resources: Good cards for long-term success


Bill Guy, Chairman, Theta Gold Mines Limited

Bill Guy
Chairman | Theta Gold Mines Limited
Level 35 (ServCorp), Intl Tower One 100 Barangaroo Ave, 2000 NSW Australia (AUS)

info@thetagoldmines.com

+61 2 8046 7584

Interview Theta Gold Mines: This team has already brought 20 mines into production


David Mason, Managing Director, CEO, NewPeak Metals Ltd.

David Mason
Managing Director, CEO | NewPeak Metals Ltd.
Level 27, 111 Eagle Street, QLD 4000 Brisbane (AU)

info@newpeak.com.au

+61 7 3303 0650

Interview New Peak Metals: Many chances for great success


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


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

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.


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17. June 2021 | 15:44 CET | by Stefan Feulner

Deutsche Bank, Enapter, LPKF - Profit from the green future!

  • Hydrogen

Last year's boom topic, hydrogen, has suffered its first setbacks on the stock market. Industry leaders such as Nel ASA, Plug Power and Ballard corrected sharply in the first half of the stock market year. The valuations of the companies around the green future industry were too high. Nevertheless, it is becoming increasingly clear that decarbonization and the achievement of climate targets are not possible without green hydrogen. Politicians have recognized the signs and released more than EUR 8 billion in subsidies just last month. Take advantage of the second wave.

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16. June 2021 | 12:21 CET | by Stefan Feulner

Nel ASA, Pure Extraction Corp., Ballard Power - Advantage hydrogen!

  • Hydrogen

While the stock market darlings of the past year, hydrogen shares, are still working on their chart-technical bottoming phases after heavy price losses in the spring, the topic is at the center of political attention concerning the energy turnaround. According to the Ministry of Economic Affairs, hydrogen is the missing piece of the puzzle so that climate protection can succeed in industry and the economy remains competitive at the same time. This week alone, the federal government released EUR 1 billion in funding for six hydrogen projects in Bavaria.

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14. June 2021 | 08:48 CET | by Nico Popp

NEL, dynaCERT, Volkswagen: Investment ideas from conservative to speculative

  • Hydrogen

The automotive industry is on the move again! Premium manufacturers, in particular, are enjoying good business. Although the trend is towards electric cars, there are alternatives, especially for trucks and other machinery: In recent months, hydrogen titles have been elevated to a pedestal in the media. But despite its good prospects, the technology is not yet ready. We explain what forms of mobility are available and how investors can invest.

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