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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%"


Gary Cope, President and CEO, Barsele Minerals

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

info@barseleminerals.com

+1(604) 687-8566

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


16. June 2021 | 12:21 CET

Nel ASA, Pure Extraction Corp., Ballard Power - Advantage hydrogen!

  • Hydrogen
Photo credits: pixabay.com

While the stock market darlings of the past year, hydrogen shares, are still working on their chart-technical bottoming phases after heavy price losses in the spring, the topic is at the center of political attention concerning the energy turnaround. According to the Ministry of Economic Affairs, hydrogen is the missing piece of the puzzle so that climate protection can succeed in industry and the economy remains competitive at the same time. This week alone, the federal government released EUR 1 billion in funding for six hydrogen projects in Bavaria.

time to read: 3 minutes by Stefan Feulner
ISIN: NO0010081235 , CA74622J1012 , CA0585861085


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


Electromobility unsuitable

While electromobility is currently gaining an advantage in the passenger car segment, battery technology for electric vehicles is rather unsuitable for commercial transport due to weight, recharging time and short range. The lightness of hydrogen and rapid refueling gives fuel cell technology the advantage over EVs for long distances while meeting commercial transportation's power and load requirements.

Truck manufacturers are currently developing fuel cells for use in commercial vehicles, often with specialized partners. Work is also underway on hydrogen fueling systems that are a good compromise of size, weight and cost. While systems using hydrogen were previously considered too expensive, industry experts say prices are expected to drop by 50% over the next three years, making it significantly cheaper than diesel. The reason for the price drop is the combination with wind or solar energy. As the cleanest fuel source of the future, major oil and gas companies are already making the shift away from petroleum products to "blue hydrogen."

The best of the best

Pure Extraction Corp.'s management, consisting of executives with globally recognized experience, sees the biggest change historically in the energy market as an opportunity and intends to harness the potential with a "best of" strategy. Ultimately, the Company aims to become the leading designer and manufacturer of zero-emission, long-range hydrogen-powered commercial vehicles in the UK, EU and North America. The particular focus is on the global logistics market and its efforts to meet emission reduction targets due to the booming digital economy. Rising online orders are increasing pressure on the transportation industry for last-mile logistics, low delivery costs and fast delivery.

The "First Hydrogen Utility Van" aims to solve the problems faced by Amazons, UPS and Ocado. According to management, by bringing in partners through a design and integration strategy and leveraging a proven chassis, First Hydrogen, the wholly-owned subsidiary of Pure Extraction Corp, has a significant market advantage and substantial cost benefits. In addition, the prototype is expected to take a maximum of 12 months to build, well below the industry average.

Strong partners on board

Last week, the Company announced two extremely important partnerships. None other than the industry leader Ballard Power was won for the technology. Ballard Power is a leading global provider of innovative clean energy, with a hydrogen fuel cell fleet that has traveled over 50 million km worldwide.

A definitive agreement has been signed with AVL Powertrain UK for the design area. AVL Powertrain UK Limited is part of the AVL Group, the world's largest independent engineering, simulation and testing company in the automotive and other industries. AVL will plan and execute the integration of all powertrain components, including the development of vehicle components and control software.

The two partnerships propel Pure Extraction Corp., or the subsidiary First Hydrogen, into a serious player in the hydrogen-powered commercial vehicle market. The shares are tradable in Toronto and Frankfurt.

Ballard Power in cooperation fever

The Canadian manufacturer of fuel cells based in Burnaby near Vancouver is not only cooperating with Pure Extraction Corp. In the context of the 6th International Hydrogen Fuel Cell Vehicle Congress, which took place in Shanghai from June 08 to 10, 2021, a multi-year supply agreement in the field of fuel cells was signed with the American industrial Company W. L. Gore & Associates. With Gore's decades of expertise in membrane technology, the Canadians decided to expand the partnership that has been successful for years.

Bottom taking shape

At a 50% discount to last year's high, the share of the Norwegian hydrogen specialist Nel ASA is currently available. The broad support zone at EUR 1.60 has now been tested several times and successfully defended. Yesterday, the Nel share received a boost from positive news and tried to generate a procyclical buy signal by jumping above EUR 1.82, which would mean the EUR 2 mark as the next price target. Intraday, however, this was nullified by larger sales. The volume is currently increasing; a breakout above the aforementioned EUR 1.82 would be necessary in the short term. Otherwise, a further test of the annual lows at EUR 1.58 is imminent.

The Canadian bank RBC commented positively on the Norwegians and sees enormous growth potential here. In the field of green hydrogen, RBC sees Nel ASA as the clear market leader. Should the Norwegian plant manufacturer, which specializes in the production, storage and distribution of the energy carrier hydrogen, secure only 5% of the total market by 2030, this would mean a growth of the capacities installed by Nel by a factor of 46, according to the analyst. The initial rating was set at "outperform" with a price target of NOK 27.


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:

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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23. July 2021 | 13:24 CET | by Stefan Feulner

SFC Energy, Enapter, Everfuel - The hydrogen of the future

  • Hydrogen

Green hydrogen is the energy source of the future. Without it, there will be no climate change. The German government has also recognized this and is since focusing on a national hydrogen strategy. Green hydrogen is produced by the electrolysis of water, using only electricity from renewable sources. Only green hydrogen is truly climate-friendly, as it is made without fossil fuels. Currently, the correction in the respective shares offers favorable entry opportunities. Place your bets on the market leaders.

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