August 6th, 2021 | 10:27 CEST
Pure Extraction, Ballard Power, TotalEnergies - Hydrogen: New Opportunities!
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 | Author: Carsten Mainitz
ISIN: PURE EXTRACTION CORP. | CA74622J1012 , BALLARD PWR SYS | CA0585861085 , TOTALENERGIES SE | FR0000120271
Table of contents:
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.
Tag cloud
Shares cloud
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.
Conflict of interest
Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.
Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.
Risk notice
Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on news.financial. These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.
The content is expressly not a financial analysis, but rather financial analysis, but rather journalistic or advertising texts. Readers or users who make investment decisions or carry out transactions on the basis decisions or transactions on the basis of the information provided here act completely at their own risk. There is no contractual relationship between between Apaton Finance GmbH and its readers or the users of its offers. users of its offers, as our information only refers to the company and not to the company, but not to the investment decision of the reader or user. or user.
The acquisition of financial instruments entails high risks that can lead to the total loss of the capital invested. The information published by Apaton Finance GmbH and its authors are based on careful research on careful research, nevertheless no liability for financial losses financial losses or a content guarantee for topicality, correctness, adequacy and completeness of the contents offered here. contents offered here. Please also note our Terms of use.
