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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%"


06. August 2021 | 10:27 CET

Pure Extraction, Ballard Power, TotalEnergies - Hydrogen: New Opportunities!

  • Hydrogen
Photo credits: pixabay.com

Hydrogen is an excellent alternative to battery-powered vehicles. A hydrogen car can be refueled in less than 5 minutes and still achieve long ranges of 400 to 650 kilometers. The fuel cell generates the electricity for the electric drive on board through the reaction of hydrogen with atmospheric oxygen. The by-products are heat and water, but no local emissions. The technology clearly scores with a high system efficiency of around 60%. The fuel cell is thus a much more efficient drive than a combustion engine, which has an efficiency of only 20 to 30%. We show you how you can benefit from the hydrogen revolution.

time to read: 3 minutes by Carsten Mainitz
ISIN: PURE EXTRACTION CORP. | CA74622J1012 , BALLARD PWR SYS | CA0585861085 , TOTALENERGIES SE | FR0000120271


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

Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

About the author


Pure Extraction - That is quite an announcement

The Canadians will be rebranding themselves as First Hydrogen in the next few weeks. First Hydrogen was initially a subsidiary of the Group, but now the name, along with innovative solutions, is set to be the program. The Company intends to do no less than revolutionize the market for zero-emission delivery vehicles. Within a year, it wants to use a "best of" approach to develop a prototype zero-emission delivery van based on hydrogen fuel cell technology.

To get the horsepower on the road, the Company has partnered with two strong players. First among the trio is Ballard Power. The world market leader is providing the fuel cell technology. AVL is taking on the part of powertrain development and testing for the design and manufacture of the prototype based on a proven chassis. The estimated cost of developing the prototype is CAD 2 million.

Of course, that is a lot of future talk. On the other hand, the Company is currently valued at only CAD 62 million on the stock market. But the potential is enormous. With two such well-known partners on board, the chance of an innovative breakthrough increases enormously and at a very manageable cost. Should a marketable product emerge, a revaluation of the share is inevitable. Investors willing to take risks should take advantage of this opportunity.

BALLARD POWER SYSTEMS INC - New milestone

This fuel cell pioneer was founded back in 1979. The fuel cells produced since the beginning have already covered more than 80 million kilometers in more than 20 countries. That is an impressive achievement. Now, a new milestone is being set with the entry into series production of fuel cells for buses.

The Canadians are working tirelessly on further efficiency improvements. The goal is to achieve higher efficiency and lower costs. In this regard, the Company recently announced a strategic partnership with the US industrial Company W.L. Gore. The latter supplies a more efficient membrane that significantly extends the service life of Ballard's fuel cells.

The papers have corrected significantly this year. From the February high at CAD 52, the stock has slumped to just under CAD 20 at present. This jump has reduced the market value to CAD 5.7 billion. The Company is currently not operating profitably. According to analysts' estimates, it will still be in the red next year. Sales are expected to grow to CAD 101 million in 2021 and CAD 142 million the following year. The experts see an upside potential of around 20% at the current share price level.

TOTALENERGIES SE - Analysts advise to buy

TotalEnergies opened the first hydrogen filling station in Germany back in 2002 and is thus clearly one of the pioneers in the field of hydrogen mobility. The Group is a member of the H2 Mobility consortium, which has so far built 91 hydrogen filling stations in Germany, more than a quarter of which have been implemented by the French Company. The consortium has set itself the goal of establishing a nationwide hydrogen infrastructure in Germany.

The share of green technologies in the business activities of the Group, which is particularly active in oil and gas production, is still manageable. But that will change in the future. TotalEnergies is consistently expanding its commitment to new and alternative energy sources such as biofuels, electricity and hydrogen in the transportation sector and new concepts in mobility. Valuation-wise, the stock is worth considering given a 2022 P/E of 8 and a dividend yield of 7%. On average, analysts calculate an upside potential for the share of just under 30%.


Hydrogen has the serious potential to revolutionize mobility. Initially, the focus will be on applications in larger commercial vehicles. With further efficiency improvements and cost reductions, market penetration will gradually increase. Investors can benefit from this development with the shares presented. Investors can either focus on large, already established companies such as Ballard Power or TotalEnergies, or on a potential game-changer, which is what Pure Extraction stands for. If the Company's prototype is successful, a revaluation of the stock should begin.


Author

Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

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. 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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