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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%"


04. March 2021 | 08:48 CET

NEL, Enapter, Ballard Power: More than a dream of the future

  • Hydrogen
Photo credits: enapter.com

Hydrogen was the big thing for many speculative investors last year. But recently, share prices have plummeted. What happened? After the highs of the past few months, investors are taking profits. In addition, the market is looking at the bare facts. This view reveals excellent prospects, but also many investments along the way. We present three stocks in check.

time to read: 2 minutes by Nico Popp
ISIN: NO0010081235 , DE000A255G02 , 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

Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

About the author


NEL: Jack-of-all-trades under pressure

Norway's NEL is the hydrogen superstar. In addition to producing hydrogen, the Company also handles distribution and storage. NEL itself has stakes in various companies and aims to combine different technologies to advance the hydrogen theme. In 2021, NEL plans to invest further, hire new employees and thus come closer to its goal of offering a ton of green hydrogen at USD 1.50 by 2025. Currently, green hydrogen, i.e. hydrogen produced with renewable energies, is not yet competitive.

But 2025 is still a while away - especially on the stock market and a lot can happen in such a long time. In recent weeks, the NEL share has retreated from its highs above the EUR 3 mark and has also fallen below some critical chart levels. The short-term picture is, therefore, rather gloomy. Those who still believe in the story around NEL should wait for a bottoming out.

Enapter: German hydrogen hope is getting serious

The Enapter share has also consolidated in recent weeks and currently seems to have stabilized around EUR 30. The Heidelberg-based hydrogen pioneer has dedicated itself entirely to the task of making hydrogen more affordable. The Company is building modular hydrogen generators based on anion exchange membrane technology and holds patents for them in Europe, the USA, China and India. Construction of the Company's production plant in Saerbeck, North Rhine-Westphalia, is scheduled to begin this September and be completed in 2022. Already recently, the first Enapter employees started work in rooms at the Münster University of Applied Sciences. Once the factory is in full production, Enapter aims to manufacture more than 100,000 electrolysers annually.

The Company estimates its lead over the competition at up to five years. A capital increase is currently underway to drive further development and implement production as planned. Enapter intends to raise more than EUR 30 million, with the subscription price of the new shares set at EUR 22. The fact that the market price is currently at a significantly higher level can be interpreted as a sign of strength. Enapter is an attractive hydrogen play "Made in Germany" and is in no way inferior to many big names. Investors should have the stock on their watchlist.

Ballard Power strongly positioned

Also considered an attractive hydrogen stock is Ballard Power. The Canadian manufacturer of fuel cells presented the first hydrogen-powered bus as early as 1993 and has repeatedly entered into cooperation agreements with the automotive industry's well-known representatives over the years. Since 2018, there has been a strategic partnership with the Chinese Company Weichai Power. As a result, Ballard Power receives orders for fuel cells for buses and trucks, among other things, for the Chinese market. Most recently, Ballard Power also cooperated with Alexander Dennis Ltd, one of the largest non-captive omnibus manufacturers, and is therefore indirectly working with the Chinese electric car manufacturer BYD.

Ballard Power's stock lost 23% in the last month alone. In the longer term, however, the stock remains in the black. Since market experts consider hydrogen to be a technology for buses or trains, Ballard Power appears to be well-positioned with its numerous cooperations and years of experience. However, for buses to be profitable on the road, low-cost green hydrogen is crucial. Here, companies such as NEL and the German hydrogen hopeful Enapter could come into play.


Author

Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

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.

Read

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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