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Andrew Davidson, CEO, Royal Helium Limited

Andrew Davidson
CEO | Royal Helium Limited
224, 4th Avenue South, S7K 5M5 Saskatoon (CAN)

davidson@royalheliumltd.com

+1 (306) 281-9104

Royal Helium CEO Andrew Davidson on NASA, SpaceX and the path to dynamic growth


Craig Taylor, CEO, Defense Metals

Craig Taylor
CEO | Defense Metals
605-815 Hornby St., V6Z 1T9 Vancouver (CAN)

craig@defensemetals.com

+1 (778) 994 8072

Milestones, ESG as an USP and the new openness of policy toward rare earths outside China - Defense Metals provides backgrounds


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


22. October 2020 | 11:15 CET

JinkoSolar, Saturn Oil & Gas, Plug Power - Here comes the second chance!

  • Oil
Photo credits: pixabay.com

The markets are correcting on a broad front. Hydrogen and fuel cell stocks, which have been booming for months, are taking a breath of fresh air. In a long-term trend, this is good and quite the norm. It is time to take a look at the fundamental aspects once again, in addition to the chart support zones and trend formations. Some companies have managed to position themselves broadly and can continue to grow solidly in the future. Others have only swum with the current and will go down in time. Now it is time to put the pearls into the account.

time to read: 2 minutes by Stefan Feulner


 

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


Photovoltaics more in demand than ever

According to a forecast by the International Energy Agency (IEA), photovoltaics will become the world's largest generator of electricity in the coming years. According to this, the solar industry is expected to grow by 13% every year until 2030. In turn, this means that in 2030 the installed capacity of photovoltaic systems will cover one-third of the world's electricity demand.

This assumption is quite realistic. On the one hand, states are finally promoting more investments in solar energy, and on the other hand, photovoltaics is now cheaper than generating power from coal or gas. The International Energy Agency even goes so far as to say that solar energy will outstrip hydropower. The increasing drought caused by climate change and cheaper technology are the main reasons for this, it says.

World market leader still exciting

However, the world market leader of solar module manufacturers had to record heavy losses yesterday. From the all-time high of around USD 90 after the start of the trading day, the stock closed down about 12%. However, we must remember that four weeks ago, JinkoSolar was still trading at just under USD 20, but has now quadrupled this figure.

There is no denying that the share still has some potential for correction, with an upward trend of around USD 70. However, in terms of its fundamental valuation compared to its peer group, JinkoSolar is anything but expensive.

Megaproject in Europe

Fundamentally, things are going like clockwork at the Chinese Company founded in 2006 and based in Shanghai. Jinkosolar announced a joint venture with Juwi earlier this week. JinkoSolar is supplying 204 megawatts of bifacial modules for a Juwi project in Greece. Juwi's Greek subsidiary will use the modules to complete the Kozani solar park in northern Greece. The project is Juwi's largest photovoltaic project to date and, according to JinkoSolar, will also be one of the largest solar parks with bifacial modules in Europe once completed.

Plug Power - Caution

Further in correction mode are the papers of hydrogen and fuel cell companies. The very well-positioned US manufacturer, Plug Power, is now entering the broad and essential support zone around USD 14. Here one should watch the price behaviour very closely. However, the long-term upward trend is still intact.

In search of favourable entry opportunities

Countercyclical investing is part of the business strategy of John Jeffrey, the experienced CEO, and Chairman of Saturn Oil & Gas. He has been looking for further acquisitions since the collapse of the oil market in March 2020. The CEO believes that the acquisition of assets from competitors offers significant advantages over the Company's drilling program. It will be interesting to see whether Saturn Oil & Gas can demonstrate the first successes in the coming weeks.

Organically on the trail

In everyday business, things were promising until the Corona situation. In the 2019 production year, Saturn Oil & Gas was by far the cheapest oil producer in Canada. At around USD 12 per barrel of oil, production costs were significantly lower than those of the big, well-known oil players, which all had production costs of well over USD 30 per barrel. The Company's largest properties are in West Central Saskatchewan. The oil fields offer good access to the underground deposits of Viking Light Oil.


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.


Related comments:

24. February 2021 | 08:29 CET | by André Will-Laudien

Saturn Oil & Gas, Royal Dutch Shell, BP, Plug Power - The oil specialists!

  • Oil

Oil prices are currently moving at the upper edge of the annual range. In the case of oil, market participants expect a pioneering indication of the economy's state after Corona. Price buoyancy came once again from the US, where freezing winter weather led to logistical problems in the oil supply. There is a general trend of rising commodity prices, and successively all segments are affected. Commodity experts at the US investment bank Goldman Sachs expect oil prices to rise further in the coming months. Accordingly, the Brent price could rise to USD 70 per barrel in the second quarter and reach USD 75 in the summer months. Goldman Sachs has thus raised its previous forecast by USD 10 per barrel.

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17. February 2021 | 11:54 CET | by Stefan Feulner

BP, Deutsche Rohstoff, va-Q-tec - here we have extreme catch-up potential!

  • Oil

Oil marches and marches. Since the Corona crash last April, when Brent crude bottomed out at USD 17.01, the black gold has now climbed back above the USD 60.00 mark to currently USD 63.00. The prospects of an easing in the pandemic, and thus a revival of the economy, promise even higher prices in the medium term. In addition to the major oil producers such as Exxon Mobil, BP and Total, smaller companies also need to catch up in terms of share price. They were able to act more flexibly during the crisis and thus even emerge as profiteers.

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29. October 2020 | 13:36 CET | by André Will-Laudien

ENI, Royal Dutch Shell, Saturn Oil & Gas - scandals and crash!

  • Oil

Six months ago, leading oil producers and the G20 energy ministers met to coordinate an emergency package of production cuts. The aim was to at least compensate for the drop in demand caused by the COVID-19 pandemic. At that time, it was impossible to know how significant the damage from the pandemic would be and for how long a real recovery would take. Now the production is somewhat lower, and existing oil stocks are gradually fading, but the uncertain prospects remain, as can be seen from the very low forward prices. In the longer term, producers are currently not very encouraged, as the curve shows that prices are unlikely to reach the USD 50.00 per barrel mark by the end of 2023. Those who want to bring about a shortage in the oil market have a monster task ahead of them, because "there is plenty of oil and a slowing economy".

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