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Nick Mather, CEO, SolGold PLC

Nick Mather
CEO | SolGold PLC
1 King Street, EC2V 8AU London (GB)

emichael@solgold.com.au

+44 20 3823 2125

SolGold CEO Nick Mather on building a major gold and copper mining company


Jared Scharf, CEO, Desert Gold Ventures Inc.

Jared Scharf
CEO | Desert Gold Ventures Inc.
4770 72nd St,, V4K 3N3 Delta (CAN)

jared.scharf@desertgold.ca

Desert Gold Ventures CEO Jared Scharf on West Africa and its potential


Stephan Dorfmeister, Finance Department, Deep Nature Project GmbH

Stephan Dorfmeister
Finance Department | Deep Nature Project GmbH
Untere Hauptstraße 168, 7122 Gols (AT)

office@deep-nature.at

+43 681 10139055

Like Aurora Cannabis and Canopy Growth, Deep Nature Project GmbH focuses on value chain


30. July 2020 | 05:50 CET

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

  • Helium

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


 

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.


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 shares in the aforementioned companies and that there may therefore be a conflict of interest. Further details can be found in our Conflict of Interest & Risk Disclosure.


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03. August 2020 | 07:27 CET

Plug Power, Powercell Sweden, Royal Helium - why helium is facing hype

  • Helium

The world of noble gases has interesting applications and the number is growing. Helium and hydrogen are the most common elements in the universe and have a lower density than air. As an energy carrier and catalyst in combustion engines, hydrogen can be used in mobility to reduce CO2 emissions or as an energy storage medium so that fuel cells can generate electricity from the energy again. Hydrogen tanks can be used instead of batteries and are therefore particularly resource-saving - a major advantage over lithium batteries. Helium has a particularly large number of technical applications and in connection with digitalisation and the launch of space tourism, this inert gas has enormous potential.

Read

20. July 2020 | 05:50 CET

Ballard Power, Plug Power, Royal Helium - why is helium becoming so important now?

  • Helium

There are niches in which a lot of money is earned because the companies produce something that either many customers need and it is protected by corresponding patents or it is a product that is particularly rare and therefore valuable. An important element of our modern society is for example helium. This inert gas is needed for magnetic resonance imaging (MRI) and semiconductors, among other things. It is also of decisive importance for the development and operation of rocket technology and space research. With the increasing electrification of everyday life and the opening up of the universe, interest in helium will increase - investors are beginning to position themselves.

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13. July 2020 | 06:20 CET

dynaCERT, NEL ASA, Royal Helium - this stock really lifts off

  • Helium

The French astronomer Jules Janssen first discovered helium on our Sun in 1868. Since then, experts have discovered that the Sun consists largely of helium and hydrogen. In reference to the Greek sun god Helios, the discovered inert gas was called helium. After hydrogen, helium is the second most abundant chemical element in the universe. It is estimated that up to a quarter of the known matter in the universe consists of helium. However, helium is rarely found on earth and has been one of the critical raw materials in the EU since 2018. The list of consumers around the globe is headed by the US space agency NASA.

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