dynaCERT’s revenues begin to ramp up exponentially as a global solution provider for pollution reduction

COVID-19 has shown us what a world without air pollution can be like. As economies reopen and pollution returns, governments and individuals will be demanding greater emissions reductions. China and Europe are already leading the way in 2020 with policies to reduce emissions.

The COVID-19 lockdown resulted in a massive drop in air pollution across China and globally

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If you are new to dynaCERT Inc. (TSXV: DYA | OTCQB: DYFSF), dynaCERT manufactures, distributes, and installs Carbon Emission Reduction Technology (CERT) for use with diesel engines. Their flagship product is HydraGEN™, which is an electrolysis unit that produces H2 and O2 gases which act to optimize the burn, resulting in an up to 19% increase in fuel economy and a +50% reduction in emissions.

dynaCERT’s HydraGEN reduces fuel consumption and drastically reduces emissions:

How dynaCERT’s HydraGEN works to reduce fuel consumption and emissions:

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dynaCERT have already spent $60 million developing the technology to date, including 16 years of R&D to commercialization. They have worldwide patented technology with a unique electrolysis reactor, unique processes, unique electronic control unit, and a unique encrypted data management. They have achieved certification in several global jurisdictions, and have a first mover advantage.

With an enormous global market to address, which includes around one billion diesel engines —  dynaCERT has already made inroads into the initial markets shown below.

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dynaCERT has the following global partners/dealers:

  • Mosolf – Has installations & 23 showrooms throughout Europe. Distribution channels in Germany, France, Netherlands, Belgium, Luxembourg, Poland, Czech Republic.
  • Farhi Holdings – Distributor for Brazil & Israel.
  • H2 Tek – 43 active mining conversations, 15 trial negotiations, 6 trials. Mining projects in: Canada, USA, Peru, Chile, Brazil, Paraguay, Uruguay, Argentina, Russia, Mongolia, and Australia.
  • KarbonKleen – Financing for Mexico assembly with an MOU for 1,000,000 units. KarbonKleen was recently awarded the exclusive dealership rights in the trucking industry in the USA until December 31, 2024 (subject to certain quotas of a minimum of 150,000 HydraGEN Technology units over a little more than 3 years).

Brian Semkiw, KarbonKleen’s Chairman & CEO, stated: “In the past few months, some of the largest fleets in North America have been piloting HydraGEN Technology. These fleets have been experiencing the benefits of the reduced emissions, increased performance and fuel savings across all users and we expect a vibrant expansion of the pilot programmes to full fleet deployment with the subsiding of the Coronavirus pandemic. This investment by DISH and our partnership with Velociti will enable us to meet the anticipated demand with the delivery and maintenance professionalism that large fleets demand.”

Ranked #1 Company across all sectors on the 2020 TSX Venture 50 in February, dynaCERT recently announced (May 14) that they had received conditional approval to graduate to the Toronto Stock Exchange. This is a significant milestone and a plus for the company and its investors as it now allows greater exposure for potential future buyers including institutional investors.

Jean-Pierre Colin, Executive Vice President of dynaCERT, stated: “Graduating to the TSX represents a significant milestone in our efforts to broaden our appeal to a larger shareholder base, including institutional investors, and raise the Company’s profile among the investment community. We expect this graduation to further enhance the liquidity of our stock and enable us to continue building long-term shareholder value.”

As dynaCERT’s revenues are set to grow exponentially from just C$1 million in 2019 to a forecast C$62 million in 2020, and C$224 million in 2021 — dynaCERT is now at a stage of monetizing their many years of R&D.

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With a growing customer base and global partners/dealers dynaCERT should now see a constant ramp up in product orders starting now. The KarbonKleen Mexico MOU for 1 million units and US trucking dealership (150,000 minimum units), the Mosolf European dealership, combined with Farhi Holdings and H2 Tek give a broad and growing global reach to sell dynaCERT’s products, thereby fast tracking sales.

After a rapid rise in 2019, dynaCERT’s stock price has pulled back recently due to the COVID-19 sell off thereby allowing investors who may have missed earlier opportunities a chance to enter at an attractive valuation. The market cap is still only C$145 million, with an analyst’s consensus target price of C$2.00, representing 208% upside, investor Eric Sprott “jumped onboard” as an investor earlier this year.




Exro Technologies’ $EXROF up +43.92% in April with news on the Clean Seed electric motors deal for farm equipment

Exro Technologies Inc. (CSE: XRO | OTCQB: EXROF) is a software design company that creates an electric program module, effectively a computer chip, that communicates directly with an electric motor and powertrain. This module uses a machine learning algorithm that integrates into the power electronics and essentially acts as the ‘brains’ of the system, adjusting the output of the electric motor when needed.

Exro’s technology effectively unlocks the full potential of electric motors, to make them faster, stronger, and more efficient

The AI technology acts like an automatic gear box on a conventional car to maximize the performance, in this case on a electric motor. This can be used on an electric generator, electric vehicle (EV), or a wind turbine; wherever electric motors require better performance through a range of speeds.

A single motor can repeatedly change from a high speed to a high torque configuration on-the-fly, seamlessly, and under demand. It’s all done electronically and automatically by the Exro module.

The technology is new and revolutionary, and much needed for the EV sector, which still relies on dual motors to get the best performance at low and high speeds without over-exerting the electric motor. Exro offers the solution and enables a single motor to deliver low-end torque and high-end speeds. This can lead to better performance and cost savings.

The Exro Difference

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Exro Technologies wins another new contract

On April 28, 2020, Exro announced it has signed a collaboration and supply agreement (the “Agreement”) with Clean Seed Capital Group Ltd. (“Clean Seed”) (TSXV: CSX) to integrate Exro’s technology into Clean Seed’s high-tech agricultural seeder and planter platforms, advancing the electrification of the world’s heavy-farm equipment. Clean Seed, in collaboration with Exro, will be building a working prototype that will be implemented in the field by 2021.

Graeme Lempriere, Chief Executive Officer of Clean Seed, stated: “This worldwide exclusive collaboration and supply agreement with Exro will set new benchmarks in the electrification of agriculture.”

Whilst this news is not as exciting as say a Tesla (TSLA) contract, the potential within the agricultural machinery sector is enormous. And of course this is just the beginning, as electric motors are everywhere and growing more popular day by day. In particular high performance motors that need to run at slow, medium, and fast speeds will benefit most from Exro’s innovative technology.

A CleanSeed smart Seeder CX-6

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Other areas where Exro Technology are active and have won contracts recently

  • Electric boats – Exro has a pilot project running with Templar Marine’s water taxis. The marine sector is a multi-billion dollar industry that can stand to benefit enormously from Exro’s technology as they increasing switch across to electric motors for a cleaner environment.
  • Electric bikes – Exro has partnered with Motorino Electric. Exro’s engineered technology provided a torque and acceleration increase of greater than 25% for the Motorino e-bike. Motorino is now performing extensive field tests on the Exro-enhanced e-bike to confirm Exro’s preliminary results. Josh Sobil, Chief Commercial Officer of Exro, stated: “Our goal is to revolutionize the performance of electric motors around the world with Exro: to make them operate faster, stronger and last longer.”
  • Snow mobiles – Exro has partnered with Aurora Powertrains to improve the Aurora’s e-sled all-electric snowmobile.
  • Electric motors/generators – Exro has contracts with Potencia Industrial who design and manufacture special application, high efficiency, electrical motors and generators. One of their projects involves converting internal combustion engines in Mexico City’s taxis to electric motors, as part of a city initiative to green the city’s 250,000 taxi fleet. Exro jointly works to integrate its hardware and software technology into Potencia’s motor drives.

Exro’s co-development projects

Source: Exro Company presentation

Exro is well funded after a recent oversubscribed capital raise

On April 28 Exro announced: “Further to its news releases dated February 6 and 14, 2020, it has closed the second and final tranche of its oversubscribed non-brokered private placement financing and raised $4,299,590 through the issuance of 12,284,545 common shares (“Shares”) at a price of $0.35 per Share.”

The funds raised will be used  to fund development of the Company’s current and new technology programs, the buildout of its new Calgary Innovation Centre, working capital and general corporate purposes.

The Calgary Innovation Centre

Exro plans to open an Innovation Center in Calgary, Canada. The purpose is to demonstrate how Exro dramatically improves the performance of the world’s electric motors. The Exro Innovation Center (EIC) will also increase the Company’s laboratory space, to expand its service capabilities to customers and showcase where Exro’s technology can be applied to key sectors of the economy that rely on electric motors. The 6,500-sq-ft Calgary facility is currently being retrofitted and is scheduled to open very soon in the current Canadian spring season.

Closing remarks

Exro Technologies is a small company going places. Their technology fills an enormous niche demand, especially in the growing world of better electric motors, notably for EVs. The momentum of contracts in multiple sectors related to electric motors and the new innovation center opening soon will surely boost awareness and further contracts. With a market cap of just C$35m, investors should not wait too long.




Well partnered (and well-funded) with key battery suppliers, Nano One charges forward on ‘Mission Possible’…

Nano One secures an additional $11 million in cash to provide a multi-year funding runway for their work on lithium-ion battery cathodes

For companies that are not yet producing revenues, the threat of running out of funding is a significant business risk. As the COVID-19 disruption deepens and some companies run low on cash, Nano One Materials has secured an additional $11 million in funding which will provide them with “a multi-year runway extending over three years.” This essentially removes the short-term funding risk making the stock a safer buy for investors.

Nano One Materials Corp. (TSXV: NNO) is working on making lithium-ion batteries better. Nano One has developed patented and scaleable industrial processes for producing low cost, high performance, battery materials typically used in the battery cathode. The processing technology enables lower-cost feedstocks, simplifies production, and advances performance for a wide range of cathode materials.

Nano One is working to make lithium-ion battery cathodes cheaper and better

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Nano One’s recent funding success

  • $11m raised from private and institutional groups
  • $5.25m grant from Sustainable Development Technology Canada (SDTC)

In connection with the closing of the $11m financing, Nano One issued 9,565,000 units at a price of $1.15 per unit with each unit comprising of one common share in the capital of the Company (the “Shares”) and one-half of one common share purchase warrant (the “Warrants”). Each whole Warrant is exercisable into one share at an exercise price of $1.60 per until February 21, 2023.

The proceeds from the financing will be used for corporate development, facilities expansion, technology advancement and general working capital.

Nano One CEO Mr. Dan Blondal stated:

“We are thrilled with the capital market response to this latest placement. The proceeds from this financing will also be leveraged by an additional five million dollars in non-dilutive and non-repayable contributions, that was awarded to Nano One by Sustainable Development Technology Canada in May of 2019. The sum of sixteen million dollars enables us to accelerate business plans and co-development activities including those already underway with Volkswagen, Pulead, Saint-Gobain and other undisclosed global automotive interests.”

Note: Nano One also receives financial support from the National Research Council of Canada Industrial Research Assistance Program (NRC-IRAP).

Nano One – Why invest?

Nano One’s development partners

Nano One is very well partnered into key battery suppliers and some car manufacturers, including several big names – Pulead, Saint-Gobain and Volkswagen. Nano One is working with Pulead to develop better LFP batteries, with Saint-Gobain to improve thermal processing and to develop enhanced high temprature cathode processing, and with Volkswagen to develop advanced materials for next generation batteries.

Apart from the partnerships discussed above and other undisclosed opportunities, Nano One has 16 patents with 30+ patents pending.

Nano One’s business model

Nano One’s goal is to achieve up to $1 billion in licensing fees revenue for their patented cathode technologies, by tapping into the rapidly growing cathode market that is forecast to be worth $23 billion by 2025.

Nano One is tapping into the battery cathode market which is forecast to be worth $23 billion in revenues by 2025

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Closing remarks

Nano One is ticking all the right boxes.

  • Great patented technology – Check.
  • Industry leading partners (Pulead, Saint-Gobain and Volkswagen) – Check
  • Funding secured ($16 million in total) – Check
  • Government backing – Check

With a potential up to $1 billion licensing fees opportunity and a market cap of just C$80 million, it is not too late for investors to get on board. If Nano One succeeds it will have been a great time for investors to have bought in now after the recent dip. Execution risk remains, but the rewards look large if Nano One can pull it off.




Surprise! Electric Vehicle global sales continue to rise in spite of pandemic…

COVID-19 is causing huge disruptions to the global economy. Today I look at how COVID-19 (coronavirus) is impacting global electric vehicle (EV) sales and the EV metals supply chain. This includes a review of the EV metals: lithium, cobalt, graphite, nickel, neodymium and praseodymium

Global electric vehicle (EV) sales

Somewhat surprisingly global electric car sales actually rose by 16% in February, compared to February 2019. The results were a mixed bag. China’s electric car sales plummeted 65% YoY and Europe sales boomed, rising a massive 111% YoY.

China usually makes up about 50% of global EV sales, and in February 2020 much of China was locked down due to coronavirus. This explains the dramatic fall in sales. Europe may follow to some degree in March EV sales, as coronavirus then moved to Europe during March, and China improved.

Also in March, we have seen a number of high profile EV manufacturers such as Tesla and Volkswagen close down some of their factories. This will impact March and April sales to some degree.

Tesla temporarily suspended production at Freemont and New York, but said superchargers, Nevada Gigafactory and their service centers would remain open. Tesla even started sourcing ventilators and donated hundreds of ventilators to California and New York City, as they began Model Y deliveries in the US.

My expectation is we will see weaker March EV sales from Europe, but stronger from China. As the coronavirus fades away (hopefully before mid 2020) we will see very strong EV sales by H2, 2020 and into 2021.

Tesla Model Y US deliveries began in March 2020 amid the coronavirus chaos

Impact on EV metals

The key EV metals (lithium, cobalt, graphite, nickel, and NdPr) have all been slightly but not severely impacted by COVID-19.

Demand

Demand has surprisingly remained solid helped by the strong February global electric car sales. Demand temporarily shifted in February towards Europe as China slowed. I expect this to reverse somewhat in March and April. Despite generally overall solid EV metals demand so far in 2020, many of the EV metals are still working off oversupply from 2019, which has led to lower prices for lithium, cobalt, and nickel in early 2020. Nickel has also been more impacted by the global slowdown, given its key demand is for stainless steel.

Supply

Whilst most mines have remained open there have been some logistical supply issues as well as some government shutdowns. For example Argentina temporarily closed its mining sector which temporarily impacted several lithium miners operating in Argentina. The ban has now been lifted for miners deemed as “essential”. Chile and Australia have remained open. The DRC has remained open, as has Namibia despite some cautions they may close.

With regards to logistics and processing, China’s supply chain has been only mildly impacted, as not all of China was shutdown.

EV subsidies

We began 2020 with new German subsidies as well as tougher emission targets in Europe and China. This has helped 2020 EV sales. In March we had two significant new announcements:

Note: The new Chinese 2 year subsidy extension news is still not widely known, and it will be a very significant boost to the Chinese EV sector.

Lithium-ion battery prices forecast by Bloomberg to fall to USD 100/kWh by 2023 making electric cars purchase price competitive to conventional cars by 2023

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Closing remarks

Despite the world currently being in or close to a recession, the EV sector has been doing surprisingly well. At least as far as EV sales and EV metals demand and supply. In terms of pricing, the EV metals are lower and the EV metal miners have also been heavily sold off.

Given that the share market has priced most EV metal miners very low, the EV trend remains strong, and EV subsidies have been extended or increased; I expect once the fear of coronavirus passes the EV and EV metals sector will rebound very strongly.

EV/Internal Combustion Engine (ICE) purchase price parity is just around the corner (2022-23). This means it will soon be the same price or cheaper to own an EV, with all the benefits of much lower running and service costs. Investors would be wise to take a second look at the sector before it booms again soon.




dynaCERT’s Jim Payne on Ranking #1, Eric Sprott’s Investment and Carbon Credits

In an InvestorIntel interview during PDAC last week, Tracy Weslosky secures an interview update with President, CEO & Director Jim Payne on dynaCERT Inc. (TSXV: DYA | OTCQB: DYFSF), a manufacturer and distributor of Carbon Emission Reduction Technology for use with internal combustion engines.

Jim started by saying that dynaCERT is the number 1 ranked company across all sectors on 2020 TSX Venture 50. He added that dynaCERT has a global solution to reduce pollution that people can adopt right now. The company is at the forefront of the carbon credits market and has recently attracted investors like Eric Sprott and Dr. Joerg Mosolf of Mosolf SE & CO. AG who have invested in the company. Jim continued, “Sustainability is a big thing today — with our technology, we have a solution now. We are reducing emissions very significantly for any internal combustion engine.”

The company is well capitalized and has a continued revenue stream. Jim also revealed that he has been asked to speak at the World Climate Summit in November in the UK on the future of the world’s carbon credits.

To access the complete interview, click here

Disclaimer: dynaCERT Inc. is an advertorial member of InvestorIntel Corp.




Exro stock climbs 50% in the past 4 months as they commercialize their EV related technology

Exro Technologies Inc. (CSE: XRO | OTCQB: EXROF) has developed a new EV technology that uses Artificial Intelligence (AI) to adjust and manage the electrical output of generators/electric motors/batteries, somewhat like how a gearbox works in a car.

Electric vehicles don’t have a gearbox and they struggle to adjust to large changes in torque. This means to get optimal performance the better electric cars use two electric motors – one for slow speeds and one for fast speeds. But now this is no longer needed as Exro can adjust the electrical output to the motor using AI and essentially act as a regular car gearbox.

Exro Technologies stock climbs 50% in the past 4 months

Since I wrote about Exro Technologies last November 2019 (click here), their stock is up 50%. In that time Exro has announced two significant deals, and an e-bike delivery.

1. A partnership with The Templar Marine Group Ltd

Templar is a Canadian company focused on the mass production of commuter electric boats, from water taxis to rental fleets. Templar’s zero-emission boats are tapping into the world’s quickly emerging eBoat sector, which was assessed by Research and Markets to be worth US$ 7.75 billion of revenues in 2017 and projected to reach US$ 14.3 billion in 2023.

Templar will integrate Exro’s system into Templar Marine’s water taxis as a pilot project. The Company expects to see a significant increase in motor performance for both the boat’s top speed, as well as improving range through increased system efficiency. Exro’s validated technology has already proven it can increase motor speed by more than 30%, which Templar Marine believes will be a major breakthrough in the e-Boat sector.

Two of The Templar Marine Group’s fully electric boats

Exro CEO, Sue Ozdemir, stated: “We believe Exro’s technology will dramatically enhance the performance of electric motors in boats and other watercraft. The e-Boat sector is clearly growing as people look for solutions that are sustainable and also meet regulatory requirements preventing the pollution of our lakes, rivers and oceans.”

Templar Marine Group CEO, Mark Fry, stated: “We are excited about the opportunity to work with this cutting-edge technology and believe the advancements Exro can add to electric boats can make a real difference. More speed and greater range are the primary limitations we face, and we have no doubt Exro’s technological advancements will be fully embraced by the market.”

2. Exro delivered the first Exro-powered eBike to Motorino Electric, dramatically improving performance

By expanding the operating parameters of the motor, Exro’s engineered technology provided a torque and acceleration increase of greater than 25% for the Motorino eBike.

In 2017 the global eBike market was worth US$16.34 billion, and is forecast to grow to US$23.83 billion by 2025. Deloitte forecasts 130 million eBikes are expected to be sold globally between 2020 and 2023. Many think eBike sales will be the next big thing as they have already proved in China where there are already over 200 million eBikes. One report forecasts we will have 2 billion eBikes globally in 2050.

eScooters, eBikes, and eMotor bikes are all becoming very popular

3. Exro strategic agreement with electric snowmobile maker Aurora Powertrains Oy

The partnership will see Exro’s technology being added to the Aurora electric powertrain in Aurora’s eSled all-electric snowmobile.

Exro’s Chief Technology Officer, Ari Berger, stated: “Our partnership with Aurora further proves Exro can be applied and scaled to a wide variety of sectors.”

Aurora’s eSled all-electric snowmobile to use Exro’s technology

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Closing remarks

Exro has had an amazing past 4 months of achievements commercializing its breakthrough technology into three electric vehicle areas: eBoats, eBikes, and eSnowmobiles. It would seem highly likely that eCars, eBuses, and eTrucks will soon follow.

In fact, Exro announced yesterday that Exro has been invited to present their technology to the world’s automotive industry leaders at the Car Training Institute (CTI), the world’s leading summit on advances in automotive transmission, hybrid and electric drive technologies, on May 11 to 14, 2020.

It looks like Exro Technologies has some huge opportunities ahead in 2020 to commercialize its unique technology into the electric auto industry.




The EV disruption continues to roll on…

An update on the EV sector and a look at the latest electric cars from the Canadian International AutoShow in Toronto

The electric vehicle (EV) roller coaster ride has continued the past few months with near-record December 2019 sales followed by a coronavirus led sales slump in January 2020. Meanwhile, more governments have moved to ban the Internal Combustion Engine (ICE) vehicles, and tougher emissions standards have now come into force in Europe and China motivating car manufacturers to sell more electric cars.

The latest EV news

  • 2019 global electric car sales were ~2.2m, up ~10% on 2018. Tesla Model 3 was the electric car sales leader by far, selling almost 3x its nearest competitor.
  • China announced that “China will not cut NEV subsidies in July 2020.”
  • Indonesian President Jokowi announced: “Only green vehicles for Indonesia’s new capital.”
  • The UK announced: “Britain will ban sales of new gasoline and diesel cars from 2035 — five years earlier than planned.”
  • Yesterday Reuters reported: “Singapore aims to phase out petrol and diesel vehicles by 2040.”
  • Toyota (TM) makes a new A$571.18 million bet on electric flying taxis, and Hyundai Uber electric air taxi service is planned to launch by 2023.
  • Tesla in talks to use CATL’s cobalt-free batteries in China-made cars – sources.

Hyundai Uber electric air taxi service is planned to launch by 2023

The latest electric cars from the 2020 Canadian International AutoShow in Toronto

InvestorIntel has been busy at the show checking out all the latest electric cars to show our readers.

InvestorIntel CEO Tracy Weslosky was there and had this to say:

“The love affair with the car continues if crowds are any indication. Genuinely impressed by the BMW i8 aesthetically, I am told that it’s ‘barely’ electric so that places me back standing at the Porsche. This said, while electric cars were front and center stage and everyone is in the game, my Father who accompanied me — wanted to look at the Buicks. I liked the bike with sneakers.”

Some of the cars on show in Toronto this week

Lexus LF-30 electric concept car

The BMW Vision iNext incorporates Autonomous driving, Connectivity, Electrification and Services (ACES)

BMW i8 hybrid with a small range – production may end soon

Audi Q5 hybrid

GM Bolt – 100% EV

Porsche e-mobility (Porsche Taycan 100% EV)

The sneakers bike that Tracy liked

Closing remarks

Nobody said a revolution was easy. The EV revolution (or “evolution”) is certainly happening, but with plenty of associated dramas. As usual, Tesla is at the center of attention with its genius leader Elon Musk. In the past few months, Tesla’s stock price has rocketed from below USD$ 200 to above USD$ 800 at present, “burning the shorts” as they lost billions of dollars, with Elon left smiling and even dancing in Shanghai.

The EV disruption continues to roll on despite short term setbacks and is in for an amazing ride ahead with sales likely to rise as much as 10 fold in the 2020’s decade.

Tesla hits new highs with Elon Musk proving the skeptics wrong

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Elon Musk dancing in Shanghai after Tesla stock quadrupled in price the past 8 months

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