Menu

Recent Interviews

Dirk Graszt, CEO, Clean Logistics SE

Dirk Graszt
CEO | Clean Logistics SE
Trettaustr.32, 21107 Hamburg (DE)

info@cleanlogistics.de

+49-4171-6791300

Interview Clean Logistics: Hydrogen challenge to Daimler + Co.


Matthew Salthouse, CEO, Kainantu Resources

Matthew Salthouse
CEO | Kainantu Resources
3 Phillip Street #19-01 Royal Group Building, 048693 Singapore (SGP)

info@krl.com.sg

+65 6920 2020

Interview Kainantu Resources: "We hold the key to growth in the Asia-Pacific region".


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".


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
ISIN: CA80412L1076 , US47759T1007 , US72919P2020


John Jeffrey, CEO, Saturn Oil + Gas Inc.
"[...] The Oxbow Asset now delivers a substantial free cash flow stream to internally fund our impactful drilling and workover programs. [...]" John Jeffrey, CEO, Saturn Oil + Gas Inc.

Full interview

 

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:

25. October 2021 | 12:36 CET | by Armin Schulz

BP, Saturn Oil & Gas, Royal Dutch Shell - Oil stocks take off

  • Oil

Anyone who has to fill up their car at the moment will not be thrilled. Prices at gas stations rose in some cases to over EUR 2. The reason is the further rising oil price. An end to this trend is currently not in sight. Morgan Stanley analyst Martijn Rats raised his forecasts for the first quarter of 2022 to USD 95 and sees the oil price at USD 70 per barrel in the long term. Falling supply due to scaled-back investments is causing prices to rise. Due to climate protection and the targets set, investments in the development of new oil wells have been significantly reduced. In 2014 it was still USD 740 billion; 6 years later, it is only USD 350 billion. Oil producers are currently benefiting the most from this development, so we take a closer look at three companies.

Read

21. October 2021 | 10:11 CET | by Carsten Mainitz

Gazprom, Saturn Oil + Gas, TotalEnergies - Rising prices continue to create a party atmosphere

  • Oil

Europe is currently experiencing an energy crisis. Drivers are noticing it clearly at the gas pumps and users of gas heating systems in their bills. The reasons are manifold: the recovery of the economy after Corona, the curbing of coal-fired power generation for climate protection reasons, the growing hunger for energy of emerging economies and, last but not least, weather effects. In Germany, there is an additional reason: the phase-out of nuclear energy is currently causing a strong expansion of gas-fired power generation to secure the baseload. The beneficiaries of this development are the oil and gas producers - and thus their investors.

Read

06. October 2021 | 12:56 CET | by Stefan Feulner

BYD, Saturn Oil + Gas, Royal Dutch Shell - Explosion on the oil market

  • Oil

The Organization of Petroleum Exporting Countries OPEC and its alliance partners led by Russia (OPEC+) have decided to increase production only gradually, despite tight supply. Demand is recovering strongly as the Delta variant of the coronavirus subsides. The result is skyrocketing oil prices, which are the highest they have been in seven years. In contrast, oil producer shares are still far from their highs.

Read