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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%"


Gary Cope, President and CEO, Barsele Minerals

Gary Cope
President and CEO | Barsele Minerals
Suite 1130 - 1055 W. Hastings Street, V6E 2E9 Vancouver (CAN)

info@barseleminerals.com

+1(604) 687-8566

Interview Barsele Minerals: 'I have never seen a project with such good general conditions'.


15. July 2021 | 14:46 CET

Pure Extraction, BallardPower, JinkoSolar, Siemens Energy - The makers of the future!

  • Hydrogen
Photo credits: pixabay.com

The most efficient ways to generate energy are being discussed almost daily. With nearly 8 billion people on the planet, we need to put energy-intensive mobility on a viable and sustainable footing. The shift to post-industrial economies and rapid changes in information technologies, for example, have greatly simplified the coordination of work. In terms of jobs, there is potential for greater flexibility and dispersion, according to Eurostat. The relationship between home and workplace is being redefined. Mobility and energy concepts that adapt to the new forms of work and production are therefore in demand.

time to read: 3 minutes by André Will-Laudien
ISIN: PURE EXTRACTION CORP. | CA74622J1012 , BALLARD PWR SYS | CA0585861085 , JINKOSOLAR ADR/4 DL-00002 | US47759T1007 , SIEMENS ENERGY AG NA O.N. | DE000ENER6Y0


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


First Hydrogen and Ballard Power - Hydrogen-powered vans

Hydrogen could be considered for the mobility issue as well as for energy supply. Both, of course, require the gas to be produced with green energy because only then could the protagonists demonstrate a real decarbonization strategy. First Hydrogen is a new sector representative but still trades on the stock exchange under Pure Extraction. It should not be a source of irritation, as an already listed shell company has been used here.

First Hydrogen plans to develop hydrogen-based delivery vehicles and has taken Ballard Power and AVL Powertrain on board for this purpose. The fuel cell issue is not new, but with the green billions from Joe Biden and the EU, longer-term projects can be put on the road. According to Statista, the global market for green hydrogen will become highly dynamic. A scenario analysis forecasts a production volume of around 160 million tons of green hydrogen worldwide by 2050. So far, the production capacity is only 25 million tons worldwide. New logistics concepts depend on the availability of fuel.

The new form of energy is particularly relevant for delivery services. Small to medium-sized commercial vehicles have been used to date because small tanks with a long-range are installed here. Compared to electric cars with lithium-ion batteries, First Hydrogen promises significantly higher efficiency and ranges between 400 and 600 km. It is here where the fleet profile according to ESG - a very important key figure for modern logistics service providers - is pleased. While systems running on hydrogen were previously considered too expensive, according to industry experts, prices are expected to drop by over 50% in the next three years, even creating competition for conventional diesel. The crux of this development is, of course, the availability of H2 dispensers.

With the help of Ballard Power and AVL Powertrain, an initial prototype of the "First Hydrogen Utility Van" is being developed at the cost of about CAD 2 million. Development time will be about 12 months, which is manageable. The stock market has already reacted to First Hydrogen's announcements, valuing Pure Extraction shares at about CAD 70 million. The entire sector gets a new and very interesting value, with the stock tradable in Frankfurt and Toronto.

JinkoSolar - New efficiency records for solar modules

Another representative from the renewable energy generation sector is JinkoSolar. The increasing demands of the distributed power generation market require unique solutions from all commercial and residential stakeholders. Demand in the global distributed generation (DG) market is expected to grow rapidly at a compound annual growth rate (CAGR) of 10% between 2021 and 2025.

Earlier this week, JinkoSolar announced in a press release that the maximum solar conversion efficiency of a new series module is a maximum of 25%, which is a breakthrough achievement to previous bests. The result was tested and confirmed by TÜV Rheinland. The Company also holds the previous record of about 23%. Thus, the Chinese solar module manufacturer JinkoSolar renews its own test record. The increased efficiency is made possible by using modern TOPCon cell technology in combination with new welding technology. The new design also reduces the module's internal resistance loss and improves efficiency and appearance.

JinkoSolar's stock has successfully nearly doubled since May. Currently, the share stands at EUR 51.5. A big gulp from the bottle, in our opinion!

Siemens Energy - Cooperation with UPM-Kymmene

Since autumn, the DAX also includes a green energy stock; it is Siemens Energy AG, a spin-off from the Siemens Group. The Finnish Company UPM-Kymmene chose Siemens Energy as the supplier of the electrification, automation and digitization solutions for an innovative next-generation biorefinery currently under construction in Leuna. It will use novel process innovations to produce wood-based monoethylene glycol (MEG), monopropylene glycol (MPG) and renewable functional fillers from 100% wood in sustainable processes. MEG and MPG, as well as functional fillers, have always been produced from fossil raw materials.

With these materials, UPM offers alternatives that significantly reduce the carbon footprint of end products such as PET bottles, packaging materials, textiles or rubber products used in various applications in the automotive sector. To achieve this, the biorefinery in Leuna will produce green biochemicals without using fossil raw materials. The plant is the first of its kind designed for industrial-scale operation.

Since January, Siemens Energy shares have been in a downtrend but could leave this trend if the EUR 27 mark can be overcome. Currently, disposals by existing shareholders since the listing in the fall of 2020 are likely also weighing on the stock.


Green investments are in vogue and help investors to invest their capital in a more sustainable future. However, the investment process is not easy, as hydrogen and solar technology, in particular, are hyped trend topics with sometimes high valuations. If you are looking for new approaches, First Hydrogen is still an investor of the first hour.


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.


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27. July 2021 | 10:20 CET | by Nico Popp

NEL, dynaCERT, Daimler: The winners of the mobility revolution

  • Hydrogen

Whether with hydrogen or with battery technology, mobility is transforming. In this article, we discuss where the journey could lead, why established automakers are gaining ground with ambitious plans, and whether there are still innovative solution providers around the mobility of the future that the market has not yet noticed.

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26. July 2021 | 09:48 CET | by Nico Popp

NEL, Pure Extraction, Volkswagen VZ: Where one piece of news can change everything

  • Hydrogen

Sustainability is one of those things - The closer you look, the more complex the situation becomes. Just recently, a study by the non-governmental organization ICCT showed that even hydrogen vehicles fueled with green hydrogen could have sustainability flaws. The reason: the tanks are sometimes made of carbon fibers. Their production can generate about as many greenhouse gases as the production of batteries for e-cars. We look at three stocks related to hydrogen and mobility and explain what opportunities investors can associate with them.

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23. July 2021 | 13:24 CET | by Stefan Feulner

SFC Energy, Enapter, Everfuel - The hydrogen of the future

  • Hydrogen

Green hydrogen is the energy source of the future. Without it, there will be no climate change. The German government has also recognized this and is since focusing on a national hydrogen strategy. Green hydrogen is produced by the electrolysis of water, using only electricity from renewable sources. Only green hydrogen is truly climate-friendly, as it is made without fossil fuels. Currently, the correction in the respective shares offers favorable entry opportunities. Place your bets on the market leaders.

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