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Dirk Graszt, CEO, Clean Logistics SE

Dirk Graszt
CEO | Clean Logistics SE
Trettaustr.32, 21107 Hamburg (DE)

info@cleanlogistics.de

+49-4171-6791300

Interview Clean Logistics: Hydrogen challenge to Daimler + Co.


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".


06. April 2020 | 08:40 CET

NEL ASA, Saturn Oil & Gas, Varta - who has the highest catch-up potential?

  • Energy
Photo credits: pixabay.com

The share prices of most companies around the world have been falling since February 2020 and the outbreak of the Corona Pandemic. Whether it's hydrogen, oil or batteries, it's hit everyone. The reasons are very different, but they are nevertheless interrelated. Globalization not only has price advantages, but dependencies on supply chains can lead to painful bottlenecks. The current situation is most obvious in the example of protective clothing, which is mainly produced in China and is also needed there in the country of origin of Covid-19. The rest of the world is now facing supply bottlenecks.

time to read: 2 minutes by Mario Hose
ISIN: NO0010081235 , CA80412L1076 , DE000A0TGJ55


John Jeffrey, CEO, Saturn Oil & Gas Inc.
"[...] When we acquire something, we want to make sure that the acquisition fits with our strategy and has the potential to be successful for our shareholders. [...]" John Jeffrey, CEO, Saturn Oil & Gas Inc.

Full interview

 

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


Hedging brings safe income

The Canadian oil producer Saturn Oil & Gas was launched around three years ago as the result of a restructuring process and has been a success story ever since. The management has now drilled more than 30 wells in Saskatchewan in the Viking Formation. In the first nine months of 2019, the company produced oil from the sandstone layer with a value of over 13.8 million CAD and generated an EBITDAX of 9.6 million CAD.

According to the latest information, the audited financial statements for 2019 will be published by the end of the month at the latest. Management had hedged 400 barrels per day at a price of CAD 65.00 per barrel until February 2021 before the oil market collapsed.

Oil price rally has potential

In the coming days, the oil market is expected to continue its recovery. There are two main reasons for this: Firstly, nobody in and outside OPEC can afford to produce below USD 50 per barrel in the long term for various reasons and a concerted cutback in production will send a signal. Secondly, the future is being traded on the stock markets, i.e. the period after Covid-19. A global economic recovery and coupled with bailout measures will increase the demand for the black gold again.

Saturn's share was traded at CAD 0.15 in February 2020 and started the weekend at CAD 0.09 on Friday - this corresponds to a market value of around CAD 21 million. About 18 months ago, the market capitalization was still over CAD 60 million. The company recently announced that it intends to grow through acquisitions and to take a front-running role in environmental protection.

Expectations for energy transition decline

The company NEL ASA is one of the beacons of the European hydrogen industry. As a developer and manufacturer of plants for the production and distribution of the energy carrier, the company is an essential part of the hydrogen ecosystem. In connection with the development of an infrastructure for modern mobility and hydrogen as an energy storage medium, the company is considered to have high growth potential worldwide. However, NEL ASA's share price has also declined from over EUR 1.40 to less than EUR 0.88 since February 2020. It is currently uncertain what significance the energy transition in mobility will have in the near future.

Recession poses a threat to sales

The shares of battery expert Varta have fallen since February 2020 from over EUR 87 to EUR 58.40. The company operates as a supplier for other technology companies and for that reason, a recession with the accompanying decline in demand for technical products is correspondingly negative for sales development. For this company, too, it is currently unclear what influence the future subsidy policy of the countries will have. The priority of the policy is currently focused on securing the economic existence of the general public.


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.


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Gazprom, Saturn Oil & Gas, Exxon Mobil: The cards are being reshuffled in the oil sector

  • Energy

The oil price reflects the state of the real economy. After the first Corona lockdowns last spring caused the prices to plummet - ultimately bringing economic activity to a complete standstill - oil has now stabilized significantly. Since the beginning of November, Brent crude has gained around 50%. In the wake of the futures exchanges, the shares of production companies have also performed well. But here, too, there is light and shade - we look at three stocks between dull and highly speculative.

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