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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%"


Gary Cope, President and CEO, Barsele Minerals

Gary Cope
President and CEO | Barsele Minerals
Suite 1130 - 1055 W. Hastings Street, V6E 2E9 Vancouver (CAN)

info@barseleminerals.com

+1(604) 687-8566

Interview Barsele Minerals: 'I have never seen a project with such good general conditions'.


24. June 2021 | 11:59 CET

Plug Power, NEL, Pure Extraction: Hydrogen on hold - here is what's next

  • Hydrogen
Photo credits: pixabay.com

Hydrogen is clean and suitable for storing large amounts of energy. Especially around trucks, ships and even airplanes, the technology is under discussion. Moreover, if the hydrogen is produced using renewable energies, the energy source is even essentially climate-neutral. Nevertheless, the sky is not currently full of violins for all hydrogen companies. Why? The competition is growing, and not every area of application is proving to have a promising future.

time to read: 3 minutes by Nico Popp
ISIN: PLUG POWER INC. DL-_01 | US72919P2020 , NEL ASA NK-_20 | NO0010081235 , PURE EXTRACTION CORP. | CA74622J1012


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

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


Plug Power: Attention, a flash in the pan!

The US company Plug Power recently published figures. Sales of USD 72 million were above expectations, but the Company also made more losses. At 12 cents per share, the Company is in the red. The fuel cell specialist focuses on distributed power and fleet vehicles and is considered one of the hottest hydrogen companies in the world. But the latest losses show that the market situation for hydrogen companies is not exactly rosy. Above all, the already very ambitious valuation is a cause for concern: Plug Power's shares are currently worth around EUR 17 billion on the stock market. Even given the growing competition, this is too much.

Although the share price jumped in the wake of the figures, the results are by no means a glorious achievement. It is doubtful whether the stock will overcome the various technical resistances and return to better waters. Beyond the EUR 30.54 mark, investors can gain more hope on a closing price basis. Until then, selling pressure threatens.

NEL: Comeback share without a comeback

The NEL share has also experienced selling pressure. The Norwegian hydrogen specialist has been considered a comeback stock for weeks; however, the share price is still not gaining momentum. After the stock had achieved prices above the EUR 3 mark, the sell-off set in at the beginning of 2021. The share price fell in several waves. Above EUR 1.60, the share seems to have found a bottom, but there has been no real rebound so far - which can be interpreted as a warning signal. The share is currently worth EUR 2.6 billion - a fair value given the relatively manageable figures and a great deal of future fantasy. So the air is out of NEL for the time being.

Even if shares like Plug Power or NEL do not seem very interesting at the moment, new conditions on the market, such as government subsidies or a technological breakthrough, could boost the values again. Shares in the hydrogen sector are driven primarily by a good deal of future fantasy. If this returns, the share prices can also accelerate again.

Pure Extraction becomes First Hydrogen

One hydrogen stock that is still in its infancy is Pure Extraction. The Company is already planning to change its name in a few weeks and will be called First Hydrogen. Although the stock still has a different name, work is already underway behind the scenes to shape the Company's future. First Hydrogen wants to put hydrogen-based vans on the road and has already gained two partners in Ballard Power and AVL. First Hydrogen is convinced that the global market for fuel cells will grow by more than 20% per year over the next few years. In particular, delivery services, for which small commercial vehicles have so far been used, could be put on the road in a climate-neutral and cost-effective manner thanks to hydrogen technology.

Compared to electric vehicles with lithium-ion batteries, the Company promises greater efficiency and ranges between 400 and 600 kilometers. With a capital investment of EUR 2 million, a prototype is to be created to bring investors and customers closer to the benefits of the approach. The first steps towards commercial production are then to be taken in the fall of this year. First Hydrogen will rely on established suppliers. The share is currently valued at around EUR 87 million. Although the Company is still in its infancy, it is clear where First Hydrogen's journey could lead. Numerous delivery services and parcel delivery companies are currently working on their ESG profile. If the advantages over e-cars catch on, First Hydrogen could strike a chord with potential customers.


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.

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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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