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Jerre Foo, Corporate Development Executive, Silkroad Nickel

Jerre Foo
Corporate Development Executive | Silkroad Nickel
50 Armenian Street #03-04, 179938 Singapore (SGP)

enquiries@silkroadnickel.com

+65 6327 8971

Silkroad Nickel: 'The course is set for dynamic profit growth.'


Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG

Dr. Thomas Gutschlag
CEO | Deutsche Rohstoff AG
Q7, 24, 68161 Mannheim (D)

info@rohstoff.de

+49 621 490 817 0

Interview Deutsche Rohstoff AG: "We can imagine additional investments in the field of electromobility."


Steve Cope, President, CEO and Director, Silver Viper

Steve Cope
President, CEO and Director | Silver Viper
1055 W Hastings St Suite 1130, V6E 2E9 Vancouver (CAN)

info@silverviperminerals.com

+1-604-687-8566

Interview with Silver Viper: Future price drivers and takeover fantasy


30. July 2020 | 05:50 CET

ITM Power, Nikola, Royal Helium - why investors are buying in now

  • Helium
Photo credits: pixabay.com

Hydrogen is an interesting energy storage medium for modern ground mobility. The decisive factor for environmental protection, however, is the way in which the energy source is obtained. Green hydrogen is produced from renewable energy sources, i.e. electricity is used for its production, which is generated by wind turbines, solar panels or hydroelectric power. Helium is becoming increasingly important for mobility in space, because the inert gas cannot be produced artificially, but is needed to control rockets. This is a multi-billion-dollar business in which the money for innovations is very loose, especially when there is no substitute.

time to read: 2 minutes by Mario Hose


Andrew Davidson, CEO, Royal Helium Limited
"[...] We expect the first three wells to be drilled, cased, completed and tested by the second week of March [...]" Andrew Davidson, CEO, Royal Helium Limited

Full interview

 

Author

Mario Hose

Born and raised in Hannover, Lower Saxony follows social and economic developments around the globe. As a passionate entrepreneur and columnist he explains and compares the most diverse business models as well as markets for interested stock traders.

About the author


Helium enables technical features

When SpaceX and NASA in Florida lift a spaceship into the atmosphere, about 2 tons of fuel are consumed per second. Helium is used to control this process by regulating the pressure in the tanks. NASA has been the largest single customer for helium in the market for several years. Overall, however, 20% of the global supply is required in the health sector. Magnetic resonance imaging, also known as MRI, is the most prominent application of helium. 14% of the inert gas is used for welding.

Rare and especially important

There is no substitute for helium in most applications and fields of use and helium can only be extracted at great expense from underground deposits. The inert gas is often found with natural gas, but the concentration is usually less than 5%. So, anyone who discovers and produces this strategically relevant raw material can count on increasing prices as demand rises. There is no real market for helium because the number of participants on the supply side is small and buyers such as Air Liquide and Linde control sales.

Space offers potential

According to the University of Edinburgh, 1 BCF of helium still has a production value of about USD 286 million, based on the last publicly quoted price at the US Bureau of Land Management auction in 2018, so anyone sitting on helium can negotiate with their potential buyers or simply be taken over. Royal Helium has reported that it has acquired about 400,000 hectares of properties in North America and has already identified 12 drill targets. The company is one of the largest property holders in North America with this amount of land.

With a current market capitalization of approximately CAD 20 million, the company has the potential to succeed. Royal Helium already seems to have aroused the interest of investors. The price and trading volume have been rising for several weeks.

Is the hydrogen hype over?

With a strong market value of EUR 1.3 billion, the plant manufacturer ITM Power is riding the hydrogen wave. The shares were already traded at over EUR 4.00 in the previous month - last year the value was still around EUR 0.40. In the meantime, however, interest has cooled off again and the shares change hands at below EUR 3.00. The value of the hydrogen truck manufacturer Nikola has lost more than 60% in value in the past two months. At the beginning of June, the shares were still traded at over EUR 70.00 and are currently trading at around EUR 26.00. At this price, however, the value of the company is still just under EUR 10 billion.


Author

Mario Hose

Born and raised in Hannover, Lower Saxony follows social and economic developments around the globe. As a passionate entrepreneur and columnist he explains and compares the most diverse business models as well as markets for interested stock traders.

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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GameStop, Royal Helium, Varta: "Hot Picks" for the Portfolio

  • Helium

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  • Helium

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Linde plc, Airbus SE, Royal Helium - Things are taking off!

  • Helium

Despite the second wave of the pandemic, the European Central Bank (ECB) has slightly raised its economic forecast for the eurozone economy, which has been battered by the Corona Crisis. The central bank announced on Thursday after the interest rate decision in Frankfurt that ECB economists now expect the gross domestic product (GDP) to grow by 4% for the current year. In December, central bank economists had still predicted 3.9%. So when the economy shifts into the next gear, commodity demand must be linked to this scenario. It provides a reasonable explanation for the bullish copper price. In this context, we take a look at the important industrial gases.

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