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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%"


26. August 2021 | 13:12 CET

Pure Extraction, Nikola, SFC Energy - Is Elon Musk wrong with his hydrogen forecast?

  • Hydrogen
Photo credits: pixabay.com

On the subject of eMobility, Elon Musk, CEO of Tesla Automotive, takes a clear position: In the future, cars and transport vehicles will be electric, and the energy they need will come from batteries. Any other solution is unthinkable for him, as he recently let slip in a mocking remark when asked about hydrogen as a fuel. But even Elon Musk is not always right. Many respected scientists around the world recognize the advantages of hydrogen technology. Particularly in combination with a fuel cell, the advantages of rapid refueling and trouble-free gas transport to even the remotest corners of the earth do not seem to be underestimated. These stocks benefit from the triumph of hydrogen technology!

time to read: 3 minutes by Carsten Mainitz
ISIN: PURE EXTRACTION CORP. | CA74622J1012 , NIKOLA CORP. | US6541101050 , SFC ENERGY AG | DE0007568578


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

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 - Green light

The Canadian Company First Hydrogen, which is currently still trading under its old name Pure Extraction on the stock exchange, is preparing to revolutionize the market for emission-free delivery vehicles. Using a "best of" approach, the Company, together with its experienced partners Ballard Power and AVL Powertrain, aims to produce a prototype zero-emission delivery vehicle based on hydrogen fuel cell technology within just twelve months in order to overcome the disadvantages of battery technology, such as short-range or long charging cycles. The contracts signed with the partners for this purpose back in July have now finally been signed off.

Ballard Power will develop and supply the appropriate fuel cell for the joint project; AVL Powertrain has been contracted to design and manufacture the prototype based on a proven chassis. To finance the development, the Company, currently valued at approximately CAD 88 million, recently completed a private placement of 2.4 million shares at a price of CAD 1.25, raising approximately CAD 3 million.

The newly issued shares are linked to a warrant with a term of 2 years and a subscription price of CAD 2.00. The shares are currently trading at around CAD 1.90. The Company is still at an early stage of development; the next step is completing the prototype. In perspective, we are convinced that a relevant market for such a product will emerge.

Nikola - Is the turnaround finally in sight?

The suffering of Nikola shareholders continues. The paper of the fuel cell commercial vehicle pioneer recently reached a new low for the year at USD 9.02. But could that be it now? Was that the dregs? After all, the share has since recovered to over USD 10. For this trend to continue, Nikola must deliver more positive news in the future. Investors are still too aware of the fraud allegations against the former CEO, the collapse of the GM deal and the cancellation of various orders in the wake of the Corona pandemic.

And so the Company, which is currently still valued at around USD 4 billion on the stock exchange, is taking small steps to regain the lost trust of investors. In the second quarter, the Company announced a cooperation with the American Tank & Rast operator TravelCenters of America to build two hydrogen filling stations in California.

In the current Q3, the Company now announced the receipt of USD 2 million in funding from the US Department of Energy to develop autonomous refueling technology for future hydrogen stations. So things are moving forward, albeit in small steps. Hard-core investors can take a small position in the portfolio at the current price. For all others, it is: wait and see! In any case, there are currently no reasons in sight for an imminent price rally.

SFC Energy - Strong half-year figures

First of all: No, SFC Energy has nothing directly to do with electric mobility. The Company from Brunnthal in Upper Bavaria develops and manufactures self-sufficient long-term power supplies based on fuel cells, usually operated with methanol. The largest 2,500-watt system in the 50 kW class is also operated with pure hydrogen. These power supplies are used, for example, at weather measuring stations in offshore wind farms or in other locations that are difficult to access. In addition, the Company also provides the necessary power electronics, measurement technology, etc., which are required for highly demanding measurements or in critical industrial production.

Now on Tuesday, the Company presented its half-year figures, which excited investors. Sales rose by 12.3%, and gross profit climbed by as much as 27.5%. Due to increased provisions for compensation programs, EBITDA remained negative but improved year-on-year to EUR -1.9 million from EUR -2.1 million. The Management Board was also able to confirm the forecast for the current fiscal year: sales are expected to increase by between 15% and 30% compared to the previous year. The figures were reason enough for the analysts at First Berlin to confirm their target price for the share of EUR 44.00. That corresponds to a price potential of just under 60%.


Of the three shares presented, SFC Energy is certainly the most established Company. The newsflow is positive, and the share is developing largely decoupled from the rest of the hydrogen market. Anyone who wants to participate in the opportunities and inevitably also the risks of a still young company in the sector should take a closer look at First Hydrogen. If the emission-free delivery vehicle project is successful at an affordable price, a huge market will open up for the Company, and a takeover could be considered. On the other hand, Nikola's shares should be viewed from a distance for the time being. As long as the newsflow is not more steady and positive, a strong increase in the share price is not to be expected for the time being.


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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