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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%"


16. August 2021 | 10:16 CET

NEL, Pure Extraction, Deutsche Post: Hydrogen becomes practical

  • Hydrogen
Photo credits: pixabay.com

The Union's candidate for chancellor and CDU chairman Armin Laschet only received a loud laugh when he asked Tesla boss Elon Musk about the chances for hydrogen as a fuel for cars. The question is entirely justified. Although the trend for cars is clearly towards electric vehicles, hydrogen could be the solution for delivery vans, trucks or ships. Reason enough to take a closer look at participating companies and potential customers.

time to read: 3 minutes by Nico Popp
ISIN: NEL ASA NK-_20 | NO0010081235 , PURE EXTRACTION CORP. | CA74622J1012 , DEUTSCHE POST AG NA O.N. | DE0005552004


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: Where is the bottom?

When German private investors think of hydrogen, the name NEL quickly comes to mind. The specialist in hydrogen production, storage, and transport always comes into play when hydrogen filling stations are mentioned. The Company has already received several orders in this area. But if you compare the market capitalization of just over EUR 2 billion and the order volume, you can see that at NEL, it is primarily the future that is being traded. Three hydrogen filling stations here and a letter of intent there are not yet a success when you are already a billion-dollar company on the stock market.

Although the stock seems cheap after the end of the hype, the Company is still ambitiously valued. In addition, large chemical companies are increasingly offering solutions around hydrogen. It remains to be seen to what extent newcomers like NEL will be needed in the end. The share is likely to profit from a renewed hydrogen hype because the value is so well known. However, the extent to which the Company can also score operationally remains to be seen. The share is battered from a chart perspective. A look from the sidelines is a good idea.

First Hydrogen: Market rewards hydrogen ideas

The situation is somewhat different at Pure Extraction. The Company, which is about to change its name to First Hydrogen, is developing a hydrogen delivery vehicle with well-known partners. Unlike NEL, for example, the Company has not yet been hyped up on the stock market - its market capitalization is just over EUR 40 million. Most recently, First Hydrogen got the green light for contracts with AVL Powertrain and Ballard Power. Both companies will support First Hydrogen and supply fuel cells and other materials and know-how. First Hydrogen is expected to hold all commercial rights for the vehicle design at the end of the collaboration.

At the same time, First Hydrogen raised CAD 3 million in a private placement. To this end, 2.4 million shares were issued at CAD 1.25, each with a subscription right for one additional share starting at prices of CAD 2. The share price increased due to the investor confidence gained and is worth considering for interested hydrogen investors. However, given the volatility of the share, a cautious entry is advisable. First Hydrogen is a startup - with all the risks, but also opportunities.

Deutsche Post: Always on the lookout for innovations

One of First Hydrogen's potential customers could be Deutsche Post. The Company was an early mover when it came to testing alternative drives. DHL's electric vehicles are legendary, and although they are no longer being developed further, they are still an indication that "Deutsche Post" is a progressive thinker. Most recently, the Company even announced its intention to look into the topic of "electric aircraft".

The Deutsche Post share is not a high-flyer, but it is a solid one: It has risen by more than 50% over a year. The Company is benefiting from the fact that people are ordering more and more online. But its business with professional customers has also come back after the peak phase of the pandemic. The share continues to have clear growth prospects and is also regarded as a kind of basic provider. Logistics remains in demand even in a digital world. In addition, modern technology, such as blockchain, also opens up opportunities for large logistics companies. Greater efficiency ensures speed and more stable margins again. If you think conservatively, you can always have the Deutsche Post share at the back of your mind.


The example of NEL, First Hydrogen and Deutsche Post shows how much some industries are interrelated. On the one hand, young companies are working on future technology, while on the other hand, customers are waiting for tailor-made solutions. While NEL is no longer anything new for investors, First Hydrogen could turn out to be an insider tip in the long term. The startup is still in its infancy, but its plans for a hydrogen delivery van for business customers make a good impression.


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:

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.

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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?

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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?

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