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Humphrey Hale, CEO, Managing Geologist, Carnavale Resources Ltd.

Humphrey Hale
CEO, Managing Geologist | Carnavale Resources Ltd.
Level 2, Suite 9 389 Oxford Street, WA 6016 Mount Hawthorn (AUS)

info@carnavaleresources.com

Interview Carnavale Resources: Good cards for long-term success


Bill Guy, Chairman, Theta Gold Mines Limited

Bill Guy
Chairman | Theta Gold Mines Limited
Level 35 (ServCorp), Intl Tower One 100 Barangaroo Ave, 2000 NSW Australia (AUS)

info@thetagoldmines.com

+61 2 8046 7584

Interview Theta Gold Mines: This team has already brought 20 mines into production


David Mason, Managing Director, CEO, NewPeak Metals Ltd.

David Mason
Managing Director, CEO | NewPeak Metals Ltd.
Level 27, 111 Eagle Street, QLD 4000 Brisbane (AU)

info@newpeak.com.au

+61 7 3303 0650

Interview New Peak Metals: Many chances for great success


19. May 2021 | 10:41 CET

Nikola, dynaCERT, Ballard Power - Hydrogen market facing a turnaround?

  • Hydrogen
Photo credits: pixabay.com

Until mid-January, the shares of hydrogen companies knew only one direction, and that was steeply upwards. With just one or two negative news pieces, such as the balance sheet adjustments at Plug Power, and the prices went into a downward spiral. The environment could hardly be better. The US and Europe want to invest more in the hydrogen sector to achieve their ambitious climate targets. There are many applications for hydrogen, such as making energy storable and transportable and using fuel cells for propulsion. Today we take a look at three stocks in this sector.

time to read: 2 minutes by Armin Schulz


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

Armin Schulz

Born in Mönchengladbach, he studied business administration in the Netherlands. In the course of his studies he came into contact with the stock exchange for the first time. He has more than 25 years of experience in stock market business.

About the author


Nikola - An attempt at a turnaround

Nikola Corporation is a provider of zero-emission transportation and infrastructure solutions. Its businesses range from the design and manufacture of battery and hydrogen-powered electric vehicles, electric vehicle powertrains, vehicle components, energy storage systems, and hydrogen fueling stations. The Company has had to cope with some minor scandals but now seems to be slowly turning the corner.

The conversion and new construction of the production facilities in Ulm and Coolidge are nearing completion. Performance and durability tests for the battery-powered Tre BEV truck, which is said to have a range of up to 563 km, have been underway since the beginning of May. The same model is also to be available in a hydrogen version, but this is currently still a pipe dream. Nikola also plans to install hydrogen refueling stations throughout America. It will start with two stations in California.

Just yesterday, the Company announced a letter of intent for an order of 100 trucks by Total Transportation Services. Hardly any hydrogen stock has suffered as much share price loss as Nikola. Those who want to invest in hydrogen in connection with commercial vehicles should take a closer look at the stock.

dynaCERT - Good prospects

dynaCERT specializes in providing technologies to reduce carbon emissions. CAD 70 million and 17 years of development have gone into developing its flagship product, HydraGEN. HydraGEN generates hydrogen and oxygen on-demand through electrolysis and delivers these additives through the air intake to improve combustion. This process results in significantly lower emissions and diesel consumption. The Company's technology can be used in buses, trucks and all large diesel vehicles.

Passenger cars, ships and trains are also to be developed as future markets. The growth potential is enormous if only trucks were supplied worldwide. In Germany, trucks account for 35% of total CO2 emissions from transport. Of this, between 6% and 19% could be saved, thus conserving resources simultaneously.

The share of dynaCERT has been sold off in the wake of the hydrogen stocks and has broken some critical chart technical levels in the process. The low of March last year of CAD 0.325 could be tested again. At the latest, there should be a countermovement. Waiting for this mark could prove to be in vain, as since May 14, a buyer seems to be at work. A hammer formed, followed by a strong buy candle on May 17.

Ballard Power - Figures are not convincing

Ballard Power develops and manufactures hydrogen fuel cells for a range of applications. The Company's products and services are used in many industries, including materials handling, residential cogeneration, emergency power and transportation. Ballard's goal is to develop fuel cell energy for a sustainable planet.

The Canadian fuel cell manufacturer reported revenue of USD 17.6 million in the first quarter of 2021. Compared to the same period last year, this represents a decline of about 26%. Analysts' expectations were missed by a wide margin. Operating profit fell by 59% to minus USD 14 million. Overall, the loss still amounts to USD 17.8 million.

The share is in a clear downward trend. Nonetheless, the stock remains popular with investors and ranks #1 within its peer group, with valuations peaking above 122 times sales. An end to the selling pressure is not yet in sight. As an interested investor, one should wait and see whether an upward breakout from the sliding zone takes place.


Author

Armin Schulz

Born in Mönchengladbach, he studied business administration in the Netherlands. In the course of his studies he came into contact with the stock exchange for the first time. He has more than 25 years of experience in stock market business.

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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17. June 2021 | 15:44 CET | by Stefan Feulner

Deutsche Bank, Enapter, LPKF - Profit from the green future!

  • Hydrogen

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  • Hydrogen

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NEL, dynaCERT, Volkswagen: Investment ideas from conservative to speculative

  • Hydrogen

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