Menu

Recent Interviews

Alex Kent, Managing Director, Aspermont Limited

Alex Kent
Managing Director | Aspermont Limited
613 - 619 Wellington Street, WA, 6000 Perth (AUS)

Corporate@aspermont.com

+61 8 6263 9100

Aspermont shows the success of digitalization - Alex Kent has an agenda


Jim Payne, CEO, dynaCERT Inc.

Jim Payne
CEO | dynaCERT Inc.
101-501 Alliance Avenue, M6N 2J1 Toronto, Ontario (CAN)

jpayne@dynacert.com

+1 416 766 9691

dynaCERT CEO Jim Payne on attractive hydrogen opportunities


Sebastian-Justus Schmidt, CEO and Founder, Enapter AG

Sebastian-Justus Schmidt
CEO and Founder | Enapter AG
Ziegelhäuser Landstraße 1, 69120 Heidelberg (D)

info@enapterag.de

Enapter AG CEO and founder Sebastian-Justus Schmidt on the future of hydrogen


02. January 2020 | 05:45 CET

NEL ASA, Saturn Oil & Gas, VARTA - which stock will be the top performer in 2020?

  • Investments
Photo credits: pixabay.com

If it runs, it runs! This or something similar is how the demand for the stocks of trend themes can be described. Last year, shares of hydrogen companies were in great demand. Also the interest in energy storage was very high. But what did not work at all was the extraction of energy raw materials in the traditional way. A backlog demand has emerged, which will pay off in 2020 according to experts for investors who are there in time.

time to read: 2 minutes by Mario Hose


 

Author

Mario Hose

Born and raised in Hannover, Lower Saxony follows social and economic developments around the globe. As a passionate entrepreneur and columnist he explains and compares the most diverse business models as well as markets for interested stock traders.

About the author


Hydrogen from Norway

In 2019, the NEL ASA shares were one of the most frequently discussed hydrogen investment opportunities. The Norwegian company develops plants for the production and distribution of hydrogen. In the age of radical change in mobility, hydrogen is one of the cleanest energy sources of the present. The construction of a hydrogen infrastructure is less complex to set up and would require less behavioural changes by the users than would be the case with battery-powered vehicles.

There are about 14,000 filling stations in Germany, and it would be sufficient to fill them up with hydrogen, because the filling process is similar to that of conventional gasoline or diesel. This is a clear advantage compared to the installation of several million charging points. However, the widespread introduction of hydrogen must also be politically desired.

Oil from Canada

Saturn Oil & Gas from Canada is an oil producer that was created three years ago as part of a takeover by a new management team. The company has since developed into a profitable success story. At the current price level of over USD 60.00, the production of WTI grade oil is highly interesting. Saturn Oil & Gas is one of the highest-margin producers in North America, as the company's production costs of approximately USD 12.00 are relatively low.

The higher the oil price rises, the more money is left for the management to drive growth. However, the issue of oil production was completely neglected on the stock market last year, even though the industry can produce attractive key figures. Despite profitable sales growth of over 350% in the first nine months of 2019, the Saturn Oil & Gas share was traded at around 50% below the level of the previous year. Reason enough for GBC Research to believe that the share has more than 100% upside potential in 2020 and announced a buy recommendation. Ultimately, crude oil demand is not expected to decline in the coming decades, but rather to continue to rise.

Batteries from Germany

VARTA, a German company with a long tradition, is now listed in the MDAX as a manufacturer of microbatteries due to its market positioning. The demand for high-quality microbatteries for hearing aids and headphones is high. The company is able to gain market share, especially in the premium segment, as the energy density of VARTA's batteries is expected to be approximately 30% higher than that of Asian suppliers. The advantage for users is that the service life is much longer and they need to be charged less frequently.

It is speculated that Apple is also among VARTA's customers, and the giant from Cupertino now has a 60% market share in wireless headphones. However, the market for hearing aids is also growing increasingly, so that the demand for high-quality microbatteries from this segment is also unchecked. The demand for VARTA shares was also boosted by the entry into the field of electric mobility. The company belongs to an industrial consortium and is planning to set up a European battery production facility, which also represents a risk if hydrogen as an energy source in mobility becomes politically accepted.


Author

Mario Hose

Born and raised in Hannover, Lower Saxony follows social and economic developments around the globe. As a passionate entrepreneur and columnist he explains and compares the most diverse business models as well as markets for interested stock traders.

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:

26. January 2021 | 14:27 CET | by André Will-Laudien

Saturn Oil & Gas, Exxon Mobil, Nokia: A world without oil is still a long way off!

  • Investments

Many wish for a world without pandemics, without diesel on the roads, and ultimately without oil. However, a wonderful green picture exists only in the heads of ecological idealists, who forget everyday life and its many consumer products. Oil has been a raw material of many basic chemical industries for more than 200 years, far away from the primary petrochemical industry. Today, only 46% of the crude oil extracted goes into fuel production. In comparison, 54% is used in medicine, the cosmetics industry, in the manufacture of plastics and rubber substitutes, cleaning agents, or simply as a tar product in road construction. Therefore, it already needs a broad discussion on how to recreate standard processes and products that have always required crude oil's consistency and viscosity.

Read

21. January 2021 | 12:14 CET | by Nico Popp

Varta, wallstreet:online, TeamViewer: These trends are sustainable

  • Investments

Trends come and go. When everyone suddenly had to switch to their home office in March of last year, TeamViewer's stock was considered an absolute future stock. But times have changed. Home offices have become the new normal and are no longer sweeping anyone off their feet. Instead, the hot topics are electromobility and stock market trading. We present exciting stocks with a sustainable perspective.

Read

20. January 2021 | 08:49 CET | by Stefan Feulner

NIO, RYU Apparel, Tencent - it's the perfect turnaround!

  • Investments

The Corona Crisis has hit traditional retailers especially hard. Social segregation, curfews, and other measures to control the virus's spread have made it difficult or even impossible to shop in stores or shopping malls. As a result, the majority of consumers have adjusted their online purchasing behavior. The trend to continue shopping online even after the pandemic will remain strengthened by better online offerings. The challenge for brands now is to increase their online visibility.

Read