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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


John Jeffrey, CEO, Saturn Oil & Gas Inc.

John Jeffrey
CEO | Saturn Oil & Gas Inc.
Suite 1000 - 207 9 Ave SW, T2P 1K3 Calgary, AB (CAN)

jjeffrey@saturnoil.com

+1-587-392-7900

Saturn Oil & Gas CEO John Jeffrey on the future of the company and ESG


23. December 2020 | 09:01 CET

Linde, Royal Helium, BASF - Explosive news this year?

  • Helium
Photo credits: pixabay.com

A wide range of applications is leading to increased demand for various gases and chemical compounds. Hydrogen is a prominent example, and the shares of companies in this sector are booming. Investors should also take a look at industrial gases and helium. Helium is used in medical technology and in the production of high-tech products. We present three promising companies.

time to read: 2 minutes by Carsten Mainitz


 

Author

Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

About the author


LINDE PLC - UBS sees further upside potential of 20%.

Linde's core business is gases and process plants that extract or produce gases. Linde is the world market leader in industrial gases, ahead of its French competitor Air Liquide. Applications for its industrial gases include medicine (e.g. endoscopy and respiration), the food industry (cooling and freezing) and the chemical industry.

In mid-December, Linde and Saudi International Petrochemical Company announced a partnership to build a network for industrial gas projects in Saudi Arabia. The 50/50 joint venture will continue to operate existing hydrogen and synthesis gas plants. The aim is to develop new production facilities and efficient solutions for decarbonizing downstream production in industrial clusters in the Kingdom.

The top dog in the industry is valued at around EUR 110 billion at a share price of EUR 208. Even though there have been negative analyst comments recently, some experts see upside potential. UBS, for example, formulated a price target of EUR 250 and JP Morgan of USD 288. The share is a base investment in the sector.

ROYAL HELIUM LTD - the countdown is running

Royal Helium is focused on exploring and developing a 400,000-hectare helium project in southern Saskatchewan, Canada. The Company is one of Canada's largest helium leaseholders. With further project progress and rising helium prices, this offers excellent leverage for share price increases. The Company is currently moderately valued at CAD 16 million (price: CAD 0.28).

Yesterday, the Company completed a significantly oversubscribed capital increase in the volume of CAD 6.15 million at a price of CAD 0.22 per share. Following extensive exploration work, the cash inflow will now be used to drill the first series of exploration wells in a known past and current helium-producing formation.

In mid-November, Royal Helium launched a so-called scoping study. This study is the first step to determine the economic potential of the project. It will also examine whether gas streams generated by the helium production wells can be additionally monetized. The Company promised to release the results before the end of December, making this an exciting corporate phase.

BASF SE - IPO of the subsidiary in 2021

Last year, the Dax Company headquartered in Ludwigshafen, Rhineland-Palatinate, reorganized and refocused its divisions. The total of twelve business sectors were combined into six segments. The portfolio ranges from Chemicals & Materials to Industrial Solutions, Surface Technologies, Nutrition & Care and Agricultural Solutions. Oil & Gas and Technical Services are no longer part of the core business.

The Group consistently sought and found a solution for the Oil & Gas sector by merging its subsidiary Wintershall, with its Hamburg-based competitor, Dea. BASF is the largest shareholder in the new Company, with a stake of around 2/3. The IPO of NewCo was initially planned for the second half of 2020, but could not be achieved.

The core business of the Ludwigshafen-based Company is chemicals. However, spin-offs also often stimulate the share prices of the parent Company and offer trading opportunities.


Author

Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

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:

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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29. December 2020 | 10:50 CET | by Stefan Feulner

BYD, Royal Helium, Xpeng - Take advantage of this opportunity!

  • Helium

Be honest, would you have believed in such a rise in electric cars 5 years ago? The era of internal combustion engines seems to be over; lithium battery-powered vehicles like Tesla, BYD, Nio and in the near future, Apple are having a hard time keeping up with the orders. It goes unnoticed that the important light metal lithium is becoming increasingly scarce. The drastic excess demand for the second most common element in the universe after hydrogen looks similar. The advantage, this trend has not yet been noticed on the capital market. Take advantage of this opportunity!

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20. November 2020 | 11:10 CET | by André Will-Laudien

Air Liquide, Linde, Royal Helium: Air Anchor

  • Helium

According to PWC, sustainability is a crucial issue for the oil and gas industry. Until now, the core of existing sustainability strategies has primarily involved compliance with regulatory requirements in the areas of health, employee well-being and safety. For some years now, renewable energies have been on the upswing, and decarbonization is the order of the day, posing new challenges for the sustainability strategies of oil and gas companies. Current climate policy, pressure from shareholders and the public, and the investment strategies of major financial institutions are forcing companies to invest in the use of "green" energy sources and reduce their emissions. Through improved technologies and processes, ecologically generated electricity is becoming increasingly competitive.

On the one hand, it can be seen as threatening, but also an opportunity for business models in the oil and gas industry. Their well-known representatives will continue to play an essential role in the global energy mix for the foreseeable future. For all companies in the industry, this situation represents a balancing act. They must develop transparent sustainability strategies to safeguard their traditional business areas. Still, at the same time, they must also take advantage of new opportunities and seize those arising from the transition to a climate-neutral economy.

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