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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".


28. September 2021 | 13:31 CET

Nel, JinkoSolar, Saturn Oil + Gas: It looks good!

  • Oil
Photo credits: pixabay.com

Shares from the solar, hydrogen and oil sectors are in demand again. And the chances are good that it will continue. The federal elections are creating a good mood for solar and hydrogen; whether it is a traffic light or Jamaica, the new government will be greener. So good news for Nel and JinkoSolar. Both have also reported positive news. But oil stocks could also be in for a hot fall. That is because little work is being done on new projects, and demand will remain high for decades to come. So oil could become scarce despite the trend toward clean energy, according to one expert. Saturn Oil & Gas should benefit from this. The Canadians just bought huge oil reserves at a bargain price.

time to read: 3 minutes by Fabian Lorenz
ISIN: NEL ASA NK-_20 | NO0010081235 , JINKOSOLAR ADR/4 DL-00002 | US47759T1007 , SATURN OIL+GAS O.N. | CA80412L1076


Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG
"[...] China's dominance is one of the reasons why we are so heavily involved in the tungsten market. Here, around 85% of production is in Chinese hands. [...]" Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG

Full interview

 

Author

Fabian Lorenz

For more than twenty years, the Cologne native has been intensively involved with the stock market, both professionally and privately. He is particularly passionate about national and international small and micro caps.

About the author


Saturn Oil & Gas - Oil: bull market meets P/E 1

Eric Nuttall is convinced oil is in a multi-year bull market. He is a senior partner at Canadian asset manager Ninepoint Partners and sees a rosy future for oil stocks. This is because the fear that demand has peaked - for example, due to the promotion of electric mobility - would, in reality, lead to the world heading for an oil shortage, says the commodities expert in an interview with Bloomberg. Globally, too little would be invested in the exploration of new oil fields. If this is true, the champagne corks should pop at Saturn Oil & Gas - and also at its shareholders.

The Canadian oil producer has just massively increased its oil reserves.
Thanks to the acquisition of the Oxbow oil field - on outstandingly favorable terms - the Company has been able to increase its production by 2,000% this year. Just recently, an independent appraiser confirmed reserves of 43.3 million barrels of oil equivalent (BOE). That translates to a value of CAD 435.7 million or CAD 0.87 per share. Saturn had acquired the assets in June 2021 for a net CAD 76.8 million. The price was agreed last year when the oil price was down due to the Corona pandemic. Now not only the oil should bubble up, but also the earnings. Saturn Oil & Gas aims to generate a net operating income of around CAD 70 million annually. Measured against the current share price, the stock is thus valued at a price-earnings ratio of just over 1. Too little, say the analysts of the German GBC Research. Their target price is CAD 0.46. Saturn shares are currently trading at around CAD 0.18.

Nel - New order creates a good mood

Nel shareholders finally had reason to rejoice again last week. On the one hand, the rise in the share price gave hope for a turnaround. On the other hand, there were good reasons for the increase; the Norwegian hydrogen specialist reported an order again after a long time. The Company received an order from the British utility SGN to deliver a 5 MW alkaline electrolyzer. SGN is thus planning the first 100% hydrogen-based home heating system on the east coast of Scotland to supply up to 900 households. The contract includes installation and commissioning, as well as longer-term service and maintenance. The electrolyzer will produce up to 2,093 kg of green hydrogen per day. The system will be powered by a nearby offshore wind turbine and grid electricity. This announcement was well received, and not just by investors. Barclays raised its price target for Nel shares to 25 Norwegian kroner and recommended "overweight."

JinkoSolar - New momentum from IPO of the subsidiary?

Not only the federal election could bring new momentum for the shares of JinkoSolar. The Chinese manufacturer of solar modules and cells is preparing the IPO of its subsidiary Jiangxi Jinko. While this has been known for some time, it is now becoming concrete. The IPO is to take place on the Sci-Tech Innovation Board of the Shanghai Stock Exchange (SSE). In addition, the first figures of the subsidiary have been published. According to these, Jiangxi Jinko is expected to generate sales of between 23.6 billion and 23.8 billion yuan in the first nine months of the current year. In the process, the net profit of the JinkoSolar subsidiary is expected to be between 625 million and 655 million yuan. Even after the IPO, JinkoSolar intends to retain a majority stake in Jiangxi Jinko.


Investors seem to have a renewed appetite for renewable energy and electric mobility-related stocks like JinkoSolar and Nel. It is likely that this will become greater as a result of the outcome of the federal election. For many, the surprise could be great if oil suddenly becomes scarcer due to less exploration. Saturn Oil & Gas is prepared for this and is very attractively valued.


Author

Fabian Lorenz

For more than twenty years, the Cologne native has been intensively involved with the stock market, both professionally and privately. He is particularly passionate about national and international small and micro caps.

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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