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Stephan Dorfmeister, Finance Department, Deep Nature Project GmbH

Stephan Dorfmeister
Finance Department | Deep Nature Project GmbH
Untere Hauptstraße 168, 7122 Gols (AT)

office@deep-nature.at

+43 681 10139055

Like Aurora Cannabis and Canopy Growth, Deep Nature Project GmbH focuses on value chain


Alison Coutts, Executive Chairman, Memphasys Ltd.

Alison Coutts
Executive Chairman | Memphasys Ltd.
30 Richmond Road, 2140 Homebush West (AUS)

alison.coutts@memphasys.com

+61 2 8415 7300

Memphasys Executive Chairman Alison Coutts on in vitro fertilisation (IVF)


Thomas Soltau, CEO, wallstreet:online capital AG

Thomas Soltau
CEO | wallstreet:online capital AG
Michaelkirchstraße 17/18, 10179 Berlin (D)

service@smartbroker.de

+49 30 27 57 76 464

Smartbroker - wallstreet:online capital AG CEO Thomas Soltau in an interview on the market launch


06. April 2020 | 08:40 CET

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

  • Energy

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


 

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.


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 shares in the aforementioned companies and that there may therefore be a conflict of interest. Further details can be found in our Conflict of Interest & Risk Disclosure.


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12. March 2020 | 12:17 CET

dynaCERT, NEL ASA, Saturn Oil & Gas - Revolution of an industry

  • Energy

Modern society unites one goal, the world should become cleaner and more environmentally friendly. Responsible companies continuously strive to implement ways to improve the way they interact with people and nature. In line with citizens' desires for greater prosperity and security, advances in mobility and energy supply are among the priorities of politics and business. Hydrogen will become increasingly important in the coming years, but innovative technologies for now and today, based on existing engines, will make a valuable contribution to environmental protection. It is best to start positioning yourself now for the time after the corona crisis.

Read

20. February 2020 | 10:26 CET

NEL ASA, Saturn Oil & Gas, VARTA - which energy share is the best?

  • Energy

Energy sources and storage facilities are topics of the present and future. The more modern a society is, the higher the priority of cleanliness and moral innocuousness. Mobility in rich countries is undergoing change. In conurbations, the aim is increasingly being pursued to electrify motorised transport. Electricity flows into the grid from predominantly nuclear power plants as well as power plants using fossil fuels and can be used to produce hydrogen as an energy storage medium or to charge batteries. The share of electricity from renewable energies has increased worldwide from 18.6% to 25.1% in the years from 2008 to 2018.

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05. December 2019 | 13:14 CET

Ballard Power, NEL ASA, Plug Power - and where real money is made today

  • Energy

The change in mobility is one of the most challenging issues of our time. German carmakers are currently focusing on the launch of battery cars in order to meet the increasingly stringent exhaust emission requirements of the European Union. From the user's point of view, electric mobility based on batteries and the idea of several million charging points at the roadsides and parking lots are reminiscent of the days of horse-drawn carriages. But this comparison is not accurate, because horses have not caused environmental damage in other parts of the world. In Germany there is an established network of over 14,000 gas stations and it is no secret that hydrogen takes about the same time to fill up as combustion engines. Why not the hydrogen car now?

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