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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


Jim Payne, CEO, dynaCERT Inc.

Jim Payne
CEO | dynaCERT Inc.
101-501 Alliance Avenue, M6N 2J1 Toronto, Ontario (CAN)

jpayne@dynacert.com

+1 416 766 9691

dynaCERT CEO Jim Payne on attractive hydrogen opportunities


Sebastian-Justus Schmidt, CEO and Founder, Enapter AG

Sebastian-Justus Schmidt
CEO and Founder | Enapter AG
Ziegelhäuser Landstraße 1, 69120 Heidelberg (D)

info@enapterag.de

Enapter AG CEO and founder Sebastian-Justus Schmidt on the future of hydrogen


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


 

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.


Related comments:

25. January 2021 | 07:35 CET | by Stefan Feulner

BYD, Royal Helium, Bayer - it's getting tighter and tighter!

  • Helium

Who will prevail in the battle for the crown in the electric car business? According to experts, the innovation leader Tesla has a technical lead of two to three years. In contrast, the Chinese government supports domestic carmakers such as BYD, NIO and Xpeng with financial injections to achieve climate policy goals in the country. The first winners are already in place. Because of the arms race, there is an extreme demand for the necessary raw materials. In the next few years, there is a threat of severe scarcity and thus dramatically rising prices.

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20. January 2021 | 09:44 CET | by André Will-Laudien

Royal Helium, Air Liquide, Carnival: Competence in Gas!

  • Helium

In 2020, hydrogen was the stuff dreams could be made of. Of course, only for the investors willing to take risks and ready to increase their bets every day. All the chips were on the table by year-end, and the hydrogen celebrities had completed rises of 1,000-1,500%. Since the beginning of this year, the top shooters have been staggering at lofty heights - and since yesterday, we have been taking note of the fact that the Norwegian NEL can fall from time to time. Presumably, the speculative investor in 2021 is now looking for a new wave that can be ridden - so far, it has not yet shown itself. Still, theoretically, it could also be gas, environmentally friendly, and available in abundance. Why not?

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11. January 2021 | 08:50 CET | by Nico Popp

NIO, Royal Helium, Linde: Here come the long-runners of tomorrow

  • Helium

Anyone who bets on trending stocks on the stock market knows the problem: it's hard to chase the prices and get in after significant price increases. But sometimes the market is just crazy and tends to exaggerate. Despite rocketing rises, some stocks keep climbing. Investors with great courage nevertheless jump at the chance, as in the case of the hydrogen share NEL, which has rushed from record to record. Those who pay more attention to risk look to second-tier stocks that are yet to make a chart breakout. The important thing here is that the associated investment story also has something to offer - such as with the Chinese electric car pioneer NIO.

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