100% with HelloFresh! Are Bayer and dynaCERT taking off next?

dynaCERT: German Top Executive boosts sales in Europe!

At the beginning of the year, the news that Bernd Krüper was joining dynaCERT came as quite a surprise. Since the summer of 2024, the German top executive has been on board at the Canadian technology company as "President and Director" after holding positions at Daimler, MTU, Rolls-Royce, and Tognum. In his first in-depth interview with kapitalerhöhungen.de, he provided detailed information about his motivations and goals for the first time. In his previous positions, the topics of reducing fuel consumption and emissions had always been extremely important to him. Krüper became interested in dynaCERT because the Company's HydraGEN technology has brought a retrofit solution for diesel engines to the market that protects the environment while also offering economic advantages. This combination offers Europe's competitive logistics and transport industry real added value. So far, dynaCERT has been particularly successful with its HydraGEN technology in the mining, oil, and gas industries across the Americas.

Now, Krüper wants to address the target group in Germany and Europe more directly, point out the numerous advantages of HydraGEN technology, and thus boost sales. Customer feedback will also be incorporated more fully into future device developments.

The full interview can be found here. For those interested in learning more about dynaCERT and its exciting prospects, registration for the virtual and free investor conference IIF on October 15, 2024, is now open. dynaCERT will present alongside other interesting small and mid-cap companies such as Gerresheimer and Indus. ii-forum.com/timetable-12 Register here).

HelloFresh: What comes after 100%?

In recent weeks, HelloFresh has demonstrated how quickly sentiment can change and how a stock can take off. Since the low in June, the share price of the meal-kit specialist has roughly doubled and is again trading above EUR 9. However, it is still quite a way to the 52-week high of EUR 28, highlighting how low the stock had previously fallen. Nevertheless, the stock could now consolidate for the time being. Analysts see little potential in the short term. Most recently, Berenberg confirmed its "Buy" recommendation. However, the price target of EUR 9.50 is only slightly above the current level. Even though HelloFresh still has several issues to address, rising profits are indicated.

New momentum - in one direction or the other - is expected at the end of October. HelloFresh plans to publish its Q3 figures on October 29.

Bayer: Bottom formation completed?

From a chart perspective, the Bayer share is interesting at the moment. Since March, a solid floor between EUR 25 and EUR 30 has formed. In the past few days, the share price of the DAX-listed company has risen above EUR 30. Positive news from the pharmaceuticals division has provided price momentum.

Bayer had initially announced that the cancer drug darolutamide (trade name Nubeqa) in the US could likely also be used for other indications. A Phase III study has shown positive results. In patients with metastatic hormone-sensitive prostate cancer, darolutamide in combination with androgen deprivation therapy was able to reduce the mortality risk by 46% compared to placebo plus ADT, thus almost halving the risk. Therefore, an application for an extension of the approval has been submitted to the FDA. Bayer expects that Nubeqa could generate up to EUR 3 billion in revenue annually at its peak.

The Company is also expanding its activities in China. The Life Science incubator Bayer Co.Lab was inaugurated in the Shanghai Innovation Park in the heart of China's largest biopharmaceutical cluster in Zhangjiang. As an incubator, Bayer provides start-ups with state-of-the-art laboratories, co-working areas, and customized support. Thus, it is an important pillar for promoting local innovations along the entire biopharmaceutical value chain. Bayer manager Dr. Jürgen Eckhardt commented: "Shanghai is a hub of universities, start-ups, incubators, and investors, supported by a thriving innovation ecosystem. With the Bayer Co.Lab Shanghai, we are offering access to Bayer's expertise in the fields of cell and gene therapy and oncology and connecting start-ups with our international innovation and partner networks in an ecosystem where they can advance their innovative ideas."

Despite the positive news flow and the rising share price, analysts remain cautious. The vast majority of experts consider Bayer shares to be a "Hold" rating with limited upside potential.

While the potential at Bayer seems limited, particularly due to the ongoing lawsuits, dynaCERT could finally take off with the addition of the German top executive. With the retrofit kit for diesel engines, they already have the right product, and now they also have an industry expert with connections in Europe. HelloFresh has shown how quickly a stock can rise. A consolidation above the EUR 9 mark would certainly not be healthy for the meal kit provider.