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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".


John Jeffrey, CEO, Saturn Oil + Gas Inc.

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

info@saturnoil.com

+1-587-392-7900

Saturn Oil + Gas CEO John Jeffrey: "Acquisition has increased production by 2,000%"


13. April 2021 | 10:04 CET

Nel ASA, dynaCERT, Everfuel - What is next for hydrogen stocks?

  • Hydrogen
Photo credits: pixabay.com

Without a doubt, hydrogen will remain one of the most exciting topics on the capital market in the coming years. If the current German government has its way, Germany will become a global pioneer in using new types of climate-friendly hydrogen energy. Berlin is thus pumping a total of EUR 9 billion into this industry of the future. What happens after the correction? Do the sharply fallen values turn upward again, or do you continue to reduce the inflated valuations? And are there alternatives?

time to read: 3 minutes by Stefan Feulner
ISIN: NO0010081235 , CA26780A1084 , DK0061414711


Sebastian-Justus Schmidt, CEO and Founder, Enapter AG
"[...] Why should a modular electrolyzer cost more than a motorcycle? [...]" Sebastian-Justus Schmidt, CEO and Founder, Enapter AG

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


dynaCERT - More than an alternative

Around 40% of all climate gas emissions in traffic come from the exhaust pipes of trucks. Due to the energy turnaround, this is now to change according to the European Union. Truck manufacturers must reduce CO2 emissions by an average of 15% and by as much as 30% by 2030 or face heavy penalties. The consequences for fleet operators are fatal. Heavy penalties from politicians or an immense investment in the fleet of the future? dynaCERT, a Canadian Company, has the patent remedy ready and has perfected this in sixteen years of research work.

Instead of renewing the entire fleet, the patented hydrogen-based electrolysis system "HydraGEN" makes it possible to reduce fuel consumption and emissions of large diesel engines by up to 20%. In addition to "HydraGEN," dynaCERT has developed intelligent software already being used in test runs in more than 400 vehicles. With "HydraLytica," it is possible to record and analyze the fuel savings. The fleet manager can also control fleet management, route planning, driver safety, and load management.

Technically, the patent could already be applied to all passenger cars; however, this is still pie in the sky. Currently, dynaCERT is concentrating on the fleet, logistics, construction machinery and diesel generator segments. The Company was able to report successes in the mining sector. Several HydraGEN units have been delivered to international mining companies. The equipment is already in use in mines in Brazil, Russia, China and Peru. The positive news flow should continue in 2021. The share corrected from over EUR 0.60 to currently EUR 0.37 and is interesting in the long term at a reduced level.

Nel ASA - Correction still going on!

There was news again from the Norwegian hydrogen specialist. Nel ASA has concluded a framework agreement with the international consulting firm John Wood Group. Both companies want to work together to develop and implement large-scale, complex green renewable hydrogen projects in selected regions globally. Listed John Wood Group is a leading global consulting and engineering firm in the energy and built environment sectors, providing consulting and operational solutions in more than 60 countries and employing approximately 40,000 people.

The share price of Nel ASA was unable to benefit from the fundamentally good news and fell by almost 4% to EUR 2.41 in yesterday's trading. From a chart perspective, the picture would have brightened if the EUR 2.65 mark had been overcome. The central support zone at EUR 2.19 should hold in the next few days; otherwise, there is a threat of a further correction in the direction of EUR 2.

Everfuel - Entry into shipping

The former Danish subsidiary of Nel ASA, Everfuel, also had news to report. The Company, founded from a spin-off, signed a letter of intent with an unnamed German-Norwegian shipping company for the hydrogen supply of a new emission-free ship concept. The Danes will be responsible for the supply of hydrogen, including the planning, installation and operation of an optimized, scalable refueling solution. The target start of operations is early 2023, with a first ship expected to consume about 1,000 kg of hydrogen per day. By entering the maritime sector, Everfuel is doing pioneering work. According to Everfuel CEO Jacob Krogsgaard, ships are mainly powered by marine diesel engines, which are very harmful to the environment.

A single large container ship or passenger vessel can emit as much sulfur emissions into the air as 50 million cars in a year. Switching to zero-emission solutions should make a significant difference. The International Maritime Organization (IMO) has adopted binding measures to reduce greenhouse gas emissions and phase them out entirely by the end of the century, initially targeting at least a 50% reduction in international shipping by 2050 compared to 2008 levels. Everfuel's stock has also been swept up in the hydrogen correction in recent weeks. The market-limited stock fell from over EUR 18 to EUR 6.68 at its low. Currently, a countermovement is underway with prices at EUR 9.22. Should the price fall below the EUR 9 mark, the consequence would be a retest of the lows.


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:

02. August 2021 | 12:27 CET | by Stefan Feulner

Linde, dynaCERT, Nikola - Profiting from change

  • Hydrogen

With the amended Climate Protection Act, the targets for lower CO² emissions have been raised once again by the German government. Germany is to achieve greenhouse gas neutrality by 2045, and even negative emissions are targeted after 2050. To achieve this, an emergency program worth EUR 8 billion has been launched. The program aims to accelerate the decarbonization of the economy, climate-friendly mobility, and green hydrogen production, among other things. Benefit from the energy transition!

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27. July 2021 | 10:20 CET | by Nico Popp

NEL, dynaCERT, Daimler: The winners of the mobility revolution

  • Hydrogen

Whether with hydrogen or with battery technology, mobility is transforming. In this article, we discuss where the journey could lead, why established automakers are gaining ground with ambitious plans, and whether there are still innovative solution providers around the mobility of the future that the market has not yet noticed.

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26. July 2021 | 09:48 CET | by Nico Popp

NEL, Pure Extraction, Volkswagen VZ: Where one piece of news can change everything

  • Hydrogen

Sustainability is one of those things - The closer you look, the more complex the situation becomes. Just recently, a study by the non-governmental organization ICCT showed that even hydrogen vehicles fueled with green hydrogen could have sustainability flaws. The reason: the tanks are sometimes made of carbon fibers. Their production can generate about as many greenhouse gases as the production of batteries for e-cars. We look at three stocks related to hydrogen and mobility and explain what opportunities investors can associate with them.

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