Menu

Recent Interviews

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".


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%"


01. September 2021 | 11:55 CET

NEL, dynaCERT, Porsche - Innovative and full of opportunities, why now?

  • Hydrogen
Photo credits: pixabay.com

Climate change requires the decarbonization of industry, better sooner than later. What will green mobility look like in the future? Here, representatives of hydrogen technology and electromobility provide very different answers. There are also innovative bridging technologies, and the innovative power of major automakers should not be underestimated. Who will put the most horsepower on the road?

time to read: 3 minutes by Carsten Mainitz
ISIN: NEL ASA NK-_20 | NO0010081235 , DYNACERT INC. | CA26780A1084 , PORSCHE AUTOM.HLDG VZO | DE000PAH0038


Jim Payne, CEO, dynaCERT Inc.
"[...] We are committed to stay as the number one Canadian and global leader in the Hydrogen-On-Demand diesel technology [...]" Jim Payne, CEO, dynaCERT Inc.

Full interview

 

Author

Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

About the author


NEL ASA - Long way to the profit zone

The NEL share has been under pressure for quite some time. Although the stock has recently started a countermovement, the operating figures and the valuation do not match. In addition, the Norwegians have disappointed on several occasions and caused uncertainty among investors. NEL plays in the top league of hydrogen filling station technology. Numerous cooperations with well-known companies have been concluded, but mainly pilot projects are being implemented.

The Company's coffers are well-filled thanks to several capital increases. That is also necessary for survival, as the Company is still far from the profit zone. In the second quarter, a loss of NOK 149.1 million was achieved on sales of NOK 163.7 million! Analysts forecast sales of NOK 786 million and a loss of NOK 1.1 billion for the current fiscal year. In 2022, according to expert estimates, revenues will double, and the loss should be significantly reduced to around NOK 380. At least, NEL should still have a net cash balance of around NOK 1.7 billion by then.

DYNACERT INC - Innovative bridge technology on the verge of a breakthrough?

The Canadians are hitting the nerve of the time with their solutions. An analysis by the World Energy Council (WEC) confirms that many countries are working intensively on national hydrogen strategies. Several European countries, Australia, China and the Middle East, are particularly advanced. According to the Intergovernmental Panel on Climate Change, to make climate change halfway controllable, global CO2 emissions must be reduced by 40 to 70% by 2050 at the latest. Electromobility is on everyone's lips. But in terms of heavy-duty transport, electromobility is still far from a market breakthrough.

The innovative technology from dynaCERT starts with conventional diesel drives. By injecting a small amount of hydrogen, CO2 emissions can be reduced by a full 19% without any performance loss. Through the mobile electrolyzer called HydraGEN, the small amount of hydrogen required is produced directly in the vehicle on demand. A valuable addition to the solution portfolio is the proprietary telematics solution HydraLYTICA. It enables emissions savings to be documented in compliance with legal requirements. On this basis, digital emission certificates can be generated, which means hard cash.

The proof-of-concept of the dynaCERT solutions has already been provided in the form of several pilot projects. A strategic alliance with Galaxy Power, also based in Canada, was recently announced. Both companies are combining their efforts to develop new technologies based on hydrogen and thus open up new business areas.

On September 30, the Canadians will be inviting shareholders to their annual general meeting. We are curious to see what news the Company will be able to announce at the investor meeting. What is certain is that the Company has a mature technology that can be easily be integrated into existing drive systems and can make a valuable contribution to reducing CO2 emissions. The addressable market is enormous. With a market capitalization of CAD 105 million, this potential is clearly not priced in.

PORSCHE AUTOMOBIL HOLDING SE - P/E ratio of 6

The Holding Company's core investment, controlled by the Porsche and Piëch families, is just over 53% of Volkswagen's ordinary shares. VW was recently awarded the AutomotiveINNOVATIONS Award by the Center of Automotive Management (CAR) in partnership with management consultants PricewaterhouseCoopers (PwC), making it the world's most innovative automaker. Operationally, things are also going well, to the delight of the major shareholder.

Thanks to VW's high profit in the first half of the year, the investment holding Company was able to post a profit of an impressive EUR 2.46 billion in the first six months of the current fiscal year. In the same period of the previous year, a loss of EUR 329 million had to be absorbed due to Corona. Porsche has significantly increased its full-year targets. According to these, the 2021 P/E ratio is only 6.5. According to analysts' forecasts, the ratio for 2022 will drop to 5.7, and in addition, a dividend yield of over 4% beckons. Porsche is currently valued at around EUR 27 billion, while the VW share package alone is worth EUR 44 billion.


Green mobility concepts are a fundamental part of reducing emissions. dynaCERT provides the right answers with its solutions. In addition, the Company is moderately valued. For NEL, it is still a long and rocky road. The question remains when will the commercial breakthrough be achieved. With the Porsche share, investors are investing at a discount in one of the world's largest car manufacturers, which was also recently certified as having a high level of innovative strength.


Author

Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

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:

17. September 2021 | 13:43 CET | by Nico Popp

NEL, dynaCERT, Volkswagen: Where hydrogen has not yet been written off

  • Hydrogen

Will hydrogen become a climate saver in homes? Or will it revolutionize the propulsion technology of ships and trucks? Even if hydrogen has lost some of its fantasy in recent months, the energy carrier is still on the agenda of many inventors and engineers. We introduce three companies that are - sometimes more and sometimes less - involved with hydrogen.

Read

15. September 2021 | 14:23 CET | by André Will-Laudien

Nel ASA, Enapter, Plug Power, FuelCell Energy - It is time to go all out!

  • Hydrogen

Hydrogen is not only a climate-friendly means of propulsion for automobiles and heavy-duty transport. Large industries such as chemicals and steel can use hydrogen technology to reduce their consumption of natural gas. There are costs involved when converting to hydrogen, most of which are only feasible with political support. The German government's national hydrogen strategy fits in well here. But medium-sized industries, especially energy-intensive sectors, could also become much more environmentally friendly with hydrogen-based technologies. Which stocks are well-positioned here?

Read

10. September 2021 | 13:35 CET | by Carsten Mainitz

Enapter, NEL, Ballard Power - Hydrogen: This will happen!

  • Hydrogen

If you follow the political discussion in Germany regarding climate and green energy, the debate is almost exclusively about solar and wind power. Electric mobility is the order of the day. But soberly considered, there will and must be a coexistence of several approaches. Hydrogen solutions have received far too little attention. But this technology is urgently needed for the energy transition. The industry is still relatively young, but there is a very good chance that a huge market will emerge in which several companies will be able to operate successfully and profitably. Are these the winners?

Read