Recent Interviews

Gary Cope, President and CEO, Barsele Minerals

Gary Cope
President and CEO | Barsele Minerals
Suite 1130 - 1055 W. Hastings Street, V6E 2E9 Vancouver (CN)

+1(604) 687-8566

Interview Barsele Minerals: 'I have never seen a project with such good general conditions'.

Sébastien Plouffe, CEO and Director, Defence Therapeutics

Sébastien Plouffe
CEO and Director | Defence Therapeutics
1680 – 200 Burrard Street, V6C 3L6 Vancouver (CN)

+1 (514) 947 2272

Interview Defence Therapeutics: Platform strategy the key to success

Humphrey Hale, CEO, Managing Geologist, Carnavale Resources Ltd.

Humphrey Hale
CEO, Managing Geologist | Carnavale Resources Ltd.
Level 2, Suite 9 389 Oxford Street, WA 6016 Mount Hawthorn (AUS)

Interview Carnavale Resources: Good cards for long-term success

23. December 2020 | 09:01 CET

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

  • Helium
Photo credits:

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
ISIN: CA78029U2056 , DE000BASF111 , IE00BZ12WP82

Andrew Davidson, CEO, Royal Helium Limited
"[...] We expect the first three wells to be drilled, cased, completed and tested by the second week of March [...]" Andrew Davidson, CEO, Royal Helium Limited

Full interview



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.


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

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Related comments:

05. July 2021 | 12:31 CET | by Stefan Feulner

Nel ASA, Royal Helium, Siemens Energy - In the fast lane

  • Helium

Hydrogen can power electric motors, store energy and heat homes with the help of fuel cells. Because of these properties, the most common chemical element in the universe plays a vital role in the energy transition and CO2 neutrality. Shares in hydrogen companies were the stars of the stock market sky last year, alongside electric carmakers. Then came a sharp correction. Currently, most companies have finished their bottoming phase and are turning north again. Do not miss the second chance!


01. July 2021 | 11:12 CET | by Nico Popp

Siemens Healthineers, Royal Helium, Linde: Three stocks with momentum

  • Helium

Good health is the most valuable commodity. Especially those who have everything materially want nothing more than to remain healthy in the case of illness. People are also becoming more circumspect when it comes to preventive checkups. A few years ago, the cliché prevailed that men, in particular, gave doctors a wide berth. Today, prevention and regular checkups are considered a must. In this context, imaging techniques are becoming increasingly important: Whether an intervertebral disc or cardiovascular problem - modern medical technology equipment allows doctors to closely monitor and make the appropriate diagnoses.


25. June 2021 | 12:32 CET | by André Will-Laudien

NEL, Plug Power, Royal Helium - Things could get explosive here!

  • Helium

The energy turnaround in Europe is tied to several factors. On the one hand, it is about reducing emissions, especially of harmful climate gases. On the other hand, companies want to leave a green footprint because it is good for the public reputation and opens other doors of refinancing on the investor level. Concerning ESG criteria, we certainly want to attribute ethical, ecological reasons to most companies. Nevertheless, the road to greater climate neutrality is still rocky and cost-intensive for most. Another prerequisite is that substitute materials and environmentally friendly precursors are equally subject to scarcity since supply chains have been broken. Therefore, the pivotal point for climate-oriented business is the factual competence of the "how," then the necessary means, and finally, the material availability.