Close menu




July 16th, 2021 | 11:53 CEST

Nel ASA, Memiontec, McPhy - Ride the wave

  • Investments
Photo credits: pixabay.com

The world is in a state of flux. Due to the change from fossil fuels to renewable energies, everyone is talking about the shortage of raw materials such as lithium, nickel, or copper. However, the fact that there could be a water shortage is not yet ingrained in the population's consciousness. With the growing population, urbanization and the depletion of existing sources, water will become a precious commodity in the coming decades. New types of water treatment systems offer great potential.

time to read: 3 minutes | Author: Stefan Feulner
ISIN: NEL ASA NK-_20 | NO0010081235 , MCPHY ENERGY S.A. EO 0_12 | FR0011742329 , Memiontec Holdings Limited | SGXE56008290

Table of contents:


    Jared Scharf, CEO, Desert Gold Ventures Inc.
    "[...] We have built one of the largest land packages of any non-producer in the belt at over 440 sq.km and have made more than 25 gold discoveries on the property to date with 5 of these discoveries totaling about 1.1 million ounces of gold resources. [...]" Jared Scharf, CEO, Desert Gold Ventures Inc.

    Full interview

     

    Pioneer in water treatment

    For 28 years, Memiontec has been successfully working on complete water and wastewater management solutions in Singapore, China, and Indonesia. The group supplies both municipalities and various industries in Asia. Over the years, the Company has built strong relationships with public sector customers, such as the state infrastructure developer Jakpro or the National Water Authority of Indonesia PDA, and major private customers in the region. In doing so, the Indonesian Company can offer customized solutions through the membrane, ion exchange, physical, chemical and biological processes, covering the entire water treatment value chain.

    High synergy effects

    The business model is based on four pillars that are interlinked and thus deliver strong synergy effects. The core business areas are, on the one hand, the provision of total solutions with engineering, procurement and construction services, the operation, maintenance and servicing of water and wastewater treatment plants, and the sale and distribution of modular and customized systems and equipment. Added to this, through interests in joint ventures with long-term public and private partners, was the operation and maintenance of water treatment infrastructure and the sale of treated water, known as BOOT projects. The concession contracts here run for several decades and guarantee Memiontec secure, recurring revenue streams.

    Pure growth

    The strategic investments in BOOT projects are to be further accelerated in addition to the expansion of the other business areas. In addition, the Memiontec Group intends to grow further through acquisitions and mergers. Likewise, expansion is planned, first into other Asian countries, then overseas. For the fiscal year ended December 31, 2020, the group reported revenues of USD 34.61 million, up 18.1% from fiscal 2019. Net income was USD 1.31 million. The urge for clean water is a growth market, evidenced by the strong order backlog of USD 93 million as of the end of April 2021. The dividend yield was a whopping 25% in 2021 and is even expected to expand in the future, barring unforeseen circumstances. Not only because of the high dividend, but Memiontec is also an up-and-coming Company in a long-term growth market.

    Hydrogen as a source of hope

    Hydrogen is the most common element in the universe and is present in bound form in almost all organic compounds. It has the lowest atomic mass of all elements: it is 14 times lighter than air, neither toxic nor corrosive or radioactive, does not ignite itself and burns with a colorless flame. However, since hydrogen does not occur on Earth on its own, but only in the form of compounds, it must be split off from a hydrogen-rich starting material with the aid of energy.

    In water electrolysis, water is split into its components, hydrogen and oxygen, using electricity. In the process, the hydrogen moves to the negatively charged pole and the oxygen to the positively charged pole. The electrical energy used is converted into chemical energy and stored in the hydrogen. If the electricity required for electrolysis comes from renewable sources, so-called green hydrogen is produced.

    One of the hopefuls of future energy is the Norwegian hydrogen producer Nel ASA. These were left by the British investment house Barclays on "overweight" with a price target of NOK 39, about EUR 3.74. Currently, the hopeful is quoted at NOK 17.9. The current chart situation points to a renewed test of the low for the year at EUR 1.58. The signs also continue to point to red for the French hydrogen Company McPhy Energy. The break of the critical support at EUR 20 offers room for the next support zone at EUR 15.


    Currently, the water shortage is not yet in the minds of society. According to a forecast by the Intergovernmental Panel on Climate Change, a total of 44 million Europeans will be affected by water shortages by 2070. Thus, the topic of water treatment is an absolute future industry. Memiontec plays an important role here. Hydrogen will also remain an essential tool for the energy turnaround, but the associated shares are still in the correction phase.


    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.

    Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on news.financial. These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but rather financial analysis, but rather journalistic or advertising texts. Readers or users who make investment decisions or carry out transactions on the basis decisions or transactions on the basis of the information provided here act completely at their own risk. There is no contractual relationship between between Apaton Finance GmbH and its readers or the users of its offers. users of its offers, as our information only refers to the company and not to the company, but not to the investment decision of the reader or user. or user.

    The acquisition of financial instruments entails high risks that can lead to the total loss of the capital invested. The information published by Apaton Finance GmbH and its authors are based on careful research on careful research, nevertheless no liability for financial losses financial losses or a content guarantee for topicality, correctness, adequacy and completeness of the contents offered here. contents offered here. Please also note our Terms of use.


    Der Autor

    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



    Related comments:

    Commented by André Will-Laudien on October 15th, 2025 | 07:05 CEST

    Supply chains on the NASDAQ! Critical metals sold out? What is next for Almonty - Caution advised with Rheinmetall, Deutz, and RENK

    • Mining
    • Tungsten
    • Defense
    • CriticalMetals
    • Investments

    Snip-Snap! In and out of the markets! At the moment, all stock market wisdom applies, because there is nothing more unpredictable for investors than the current US president. And who would have thought that the critical metal supply chains would suddenly become a major driving force behind the NASDAQ rally? Just as Xi Jinping threw rare metals into the ring as a bargaining chip, Donald Trump blew a fuse. Punitive tariffs of up to 100% were suddenly on the table, and the markets went into a tailspin. Yet just one trading day later, everything is put into perspective, and the markets have to find their new valuation point – no easy task. Yesterday, nervousness returned, as reflected in a sharp rise in the volatility index. What should investors be keeping a close eye on now?

    Read

    Commented by Armin Schulz on October 14th, 2025 | 07:00 CEST

    Why RENK Group needs Antimony Resources just as much as the largest US defense contractor, RTX

    • Mining
    • antimony
    • Defense
    • Investments

    The global defense industry is facing a fundamental supply crisis. Antimony, a largely overlooked metal that is indispensable for high-performance electronics, armor-piercing alloys, and flame-resistant propulsion systems, is becoming a key strategic factor. Prices are skyrocketing, and massive supply bottlenecks are emerging. This shortage is hitting defense giants and suppliers hard, forcing them to radically rethink their procurement strategy. Today, we take a closer look at the current situation of the RENK Group, the explorer Antimony Resources, and the largest US defense contractor RTX.

    Read

    Commented by André Will-Laudien on October 10th, 2025 | 07:30 CEST

    Achieve sustainable green returns of over 50%! How do Deutsche Bank, RE Royalties, and Nordex do it?

    • renewableenergies
    • royalties
    • Banking
    • Investments
    • GreenTech
    • Sustainability

    With the Green Deal, the European Union has committed itself to the most ambitious sustainability program in its history. Through multi-billion-euro funding instruments, from the EU taxonomy to the InvestEU Fund and the Innovation Fund, Brussels is directing capital specifically toward green technologies, renewable energy, and sustainable infrastructure. For investors, the triggers are clear: stricter climate regulations, rising CO₂ prices, and the increasing commitment of institutional investors to comply with ESG standards are creating structural demand for green projects. Those who invest early in low-emission business models benefit twice over - from political support and growing social acceptance. So what makes companies like Deutsche Bank, Nordex, and RE Royalties the winners?

    Read