Recent Interviews

Jerre Foo, Corporate Development Executive, Silkroad Nickel

Jerre Foo
Corporate Development Executive | Silkroad Nickel
50 Armenian Street #03-04, 179938 Singapore (SGP)

+65 6327 8971

Silkroad Nickel: 'The course is set for dynamic profit growth.'

Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG

Dr. Thomas Gutschlag
CEO | Deutsche Rohstoff AG
Q7, 24, 68161 Mannheim (D)

+49 621 490 817 0

Interview Deutsche Rohstoff AG: "We can imagine additional investments in the field of electromobility."

Steve Cope, President, CEO and Director, Silver Viper

Steve Cope
President, CEO and Director | Silver Viper
1055 W Hastings St Suite 1130, V6E 2E9 Vancouver (CAN)


Interview with Silver Viper: Future price drivers and takeover fantasy

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

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

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:

30. March 2021 | 08:06 CET | by Nico Popp

GameStop, Royal Helium, Varta: "Hot Picks" for the Portfolio

  • Helium

Many private investors are looking to make a quick buck on the stock market. Time and again, this leads to investors taking on too much risk in relation to their financial situation. However, it can make sense to add one or two speculative stocks to a balanced portfolio. With only small amounts, it can be possible to achieve real returns even after inflation. We present three stocks and explain whether they are suitable as portfolio boosters or not.


25. March 2021 | 08:35 CET | by Carsten Mainitz

Linde, Royal Helium, Air Liquide - Two hydrogens, one helium. All there for an explosive mixture!

  • Helium

Nuclear fusion is the keyword of the future. Technically, this involves fusing two hydrogen atoms to form a helium nucleus. What is possible on a large scale on the sun without any problems (in fact, 564 million tons of hydrogen are fused into helium there every second), unfortunately, remains a dream of the future for us. This means 1. we cannot yet generate electricity from nuclear fusion, so we must continue to manage the energy transition with established sustainable technologies such as wind, solar and hydropower. Hydrogen will play a prominent role as an energy storage and transmission medium. And 2. helium will not be produced on an industrial scale in the foreseeable future in any other way than through conventional production. The following three companies should profit strongly from the energy turnaround.


12. March 2021 | 07:39 CET | by André Will-Laudien

Linde plc, Airbus SE, Royal Helium - Things are taking off!

  • Helium

Despite the second wave of the pandemic, the European Central Bank (ECB) has slightly raised its economic forecast for the eurozone economy, which has been battered by the Corona Crisis. The central bank announced on Thursday after the interest rate decision in Frankfurt that ECB economists now expect the gross domestic product (GDP) to grow by 4% for the current year. In December, central bank economists had still predicted 3.9%. So when the economy shifts into the next gear, commodity demand must be linked to this scenario. It provides a reasonable explanation for the bullish copper price. In this context, we take a look at the important industrial gases.