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Jim Payne, CEO, dynaCERT Inc.

Jim Payne
CEO | dynaCERT Inc.
101-501 Alliance Avenue, M6N 2J1 Toronto, Ontario (CAN)

jpayne@dynacert.com

+1 416 766 9691

dynaCERT CEO Jim Payne on attractive hydrogen opportunities


Sebastian-Justus Schmidt, CEO and Founder, Enapter AG

Sebastian-Justus Schmidt
CEO and Founder | Enapter AG
Ziegelhäuser Landstraße 1, 69120 Heidelberg (D)

info@enapterag.de

Enapter AG CEO and founder Sebastian-Justus Schmidt on the future of hydrogen


John Jeffrey, CEO, Saturn Oil & Gas Inc.

John Jeffrey
CEO | Saturn Oil & Gas Inc.
Suite 1000 - 207 9 Ave SW, T2P 1K3 Calgary, AB (CAN)

jjeffrey@saturnoil.com

+1-587-392-7900

Saturn Oil & Gas CEO John Jeffrey on the future of the company and ESG


03. August 2020 | 07:27 CET

Plug Power, Powercell Sweden, Royal Helium - why helium is facing hype

  • Helium
Photo credits: pixabay.com

The world of noble gases has interesting applications and the number is growing. Helium and hydrogen are the most common elements in the universe and have a lower density than air. As an energy carrier and catalyst in combustion engines, hydrogen can be used in mobility to reduce CO2 emissions or as an energy storage medium so that fuel cells can generate electricity from the energy again. Hydrogen tanks can be used instead of batteries and are therefore particularly resource-saving - a major advantage over lithium batteries. Helium has a particularly large number of technical applications and in connection with digitalisation and the launch of space tourism, this inert gas has enormous potential.

time to read: 2 minutes by Mario Hose


 

Author

Mario Hose

Born and raised in Hannover, Lower Saxony follows social and economic developments around the globe. As a passionate entrepreneur and columnist he explains and compares the most diverse business models as well as markets for interested stock traders.

About the author


Only green hydrogen offers advantages

The hydrogen companies Plug Power and Powercell Sweden have been enjoying the attention of the financial community for more than a year. The market value of Plug Power is currently EUR 2.1 billion and Powercell Sweden has more than EUR 1.6 billion. The two companies can contribute interesting and relevant basic technologies to the hydrogen ecosystem and are therefore in high demand by investors. However, it remains particularly important that the energy mix of the power utilities must come from almost 100% renewable energy sources in order to have a positive effect on the environmental balance.

Space tourism creates demand

The market for helium is developing very excitingly. This inert gas cannot be produced artificially and in various areas it cannot be replaced by other substances. The inert gas is extracted from deposits in the ground. It is needed 20% in the medical sector and 14% in manufacturing. Space travel will become a new growth market, as NASA is already the largest single customer for helium traders. Helium is needed for the pressure regulation of the fuel tanks during the take-off of rockets. Since the consumption of fuel can easily exceed 2,000 liters per second, the pressure in the tanks must be balanced by helium. Without helium a vacuum would be created and the tanks would probably rupture or the fuel supply would not be sufficient and the rocket would crash.

Visionaries are in the starting blocks

As interest in space travel increases and the number of launches increases, more helium is also needed. For the planned space tourism of Elon Musk with SpaceX and Richard Branson with Virgin, the demand will increase accordingly. The price of helium is usually regulated by supply and demand or the companies secure their own direct access to helium deposits. Royal Helium from Canada is a company that is preparing access to helium. The company claims to be one of the largest holders of helium projects in North America with more than 400,000 hectares of licenses for the inert gas. The company has already identified 12 targets for deposits in the fields. The drilling of one target is already being prepared.

Additional demand drives value

Royal Helium is currently valued on the stock exchange at around CAD 23.0 million. If successful, the shares have enormous potential, because the size of the area in Saskatchewan, where the first well is to be drilled, means that there are already several other targets. Investors who would like to participate in the expected demand for space travel thus have an indirect opportunity in the helium sector. Additional demand is also expected from increasing applications in connection with the digitalization and electrification of modern society. Due to the limited access to helium, the price of this inert gas is expected to rise and there will be takeovers in the sector.


Author

Mario Hose

Born and raised in Hannover, Lower Saxony follows social and economic developments around the globe. As a passionate entrepreneur and columnist he explains and compares the most diverse business models as well as markets for interested stock traders.

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:

20. January 2021 | 09:44 CET | by André Will-Laudien

Royal Helium, Air Liquide, Carnival: Competence in Gas!

  • Helium

In 2020, hydrogen was the stuff dreams could be made of. Of course, only for the investors willing to take risks and ready to increase their bets every day. All the chips were on the table by year-end, and the hydrogen celebrities had completed rises of 1,000-1,500%. Since the beginning of this year, the top shooters have been staggering at lofty heights - and since yesterday, we have been taking note of the fact that the Norwegian NEL can fall from time to time. Presumably, the speculative investor in 2021 is now looking for a new wave that can be ridden - so far, it has not yet shown itself. Still, theoretically, it could also be gas, environmentally friendly, and available in abundance. Why not?

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11. January 2021 | 08:50 CET | by Nico Popp

NIO, Royal Helium, Linde: Here come the long-runners of tomorrow

  • Helium

Anyone who bets on trending stocks on the stock market knows the problem: it's hard to chase the prices and get in after significant price increases. But sometimes the market is just crazy and tends to exaggerate. Despite rocketing rises, some stocks keep climbing. Investors with great courage nevertheless jump at the chance, as in the case of the hydrogen share NEL, which has rushed from record to record. Those who pay more attention to risk look to second-tier stocks that are yet to make a chart breakout. The important thing here is that the associated investment story also has something to offer - such as with the Chinese electric car pioneer NIO.

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29. December 2020 | 10:50 CET | by Stefan Feulner

BYD, Royal Helium, Xpeng - Take advantage of this opportunity!

  • Helium

Be honest, would you have believed in such a rise in electric cars 5 years ago? The era of internal combustion engines seems to be over; lithium battery-powered vehicles like Tesla, BYD, Nio and in the near future, Apple are having a hard time keeping up with the orders. It goes unnoticed that the important light metal lithium is becoming increasingly scarce. The drastic excess demand for the second most common element in the universe after hydrogen looks similar. The advantage, this trend has not yet been noticed on the capital market. Take advantage of this opportunity!

Read