Close menu

October 14th, 2020 | 14:04 CEST

Adyen, Ryanair, dynaCERT: Return on investment thanks to revolutions

  • Revolution
Photo credits:

Turn an industry upside down and make a fortune? Since Elon Musk, the term "disruption" has become a familiar term among investors. How does one succeed in turning an industry upside down, and how do yesterday's revolutionaries look? Answers to these questions can be in the examples of three companies that could not be more different. After the Munich-based payment service provider Wirecard went bankrupt, many investors are now focusing on the Dutch competitor, Adyen. The payment service provider is digital and platform-independent. As befits an innovative company in the industry, Adyen processes payments mobile and in stores. The Company has had a European banking license since 2017 and has been proliferating the market ever since.

time to read: 3 minutes | Author: Nico Popp
ISIN: CA26780A1084 , NL0012969182 , IE00BYTBXV33

Table of contents:

    Adyen: Disruption story with a catch

    Some figures from the first half of the year show that Adyen is well-positioned. Despite the lockdown, the Company managed to increase the number of transactions by more than 20% compared to the same period last year. Without the pandemic, this figure would certainly have been significantly higher. To remain on the future growth path, the Company is investing in the brightest minds and expanding its IT.

    The goal: to handle more and more customers and more and more transactions in the future. Since Adyen is already profitable today, profits are likely to bubble up even more after the expected growth. Although the share is already ambitiously valued, its value still has potential. After a 170% return in twelve months, however, a small correction could soon begin. Nevertheless, the Company brings a lot to the table that makes up a disruption story.

    Ryanair shows courage in the crisis

    Ryanair also initiated a revolution once. When flying in this country still had something glamorous about it, the Irish were already relying on self-printed tickets at bargain prices and doughy sandwiches for an extra charge. The pioneer of low-cost airlines has won numerous new customers and changed the way we fly. But this process has already been completed. Today, a new awareness of environmental protection and CO2 emissions means that the short trip to London or Rome no longer sounds as enticing for many customers as it did five years ago. The share price has also felt the effects of this. Not to mention the shock waves caused by the pandemic.

    In the first quarter of the financial year, Ryanair's turnover fell by no less than 95%. While more than 40 million passengers checked in a year ago, the figure was just 500,000 in the second quarter of this year. Nevertheless, Ryanair intends to profit from the crisis and expand its fleet to compete for market share once the impact of COVID-19 diminishes. The majority of airline companies remain grounded and their share prices on the brink of collapse. Yet Ryanair has grown by as much as 4% in the last 12 months. This relative strength could be a good sign; however, the share remains highly speculative.

    dynaCERT wants to make dirty diesel greener

    The stock of dynaCERT is also considered speculative - the Company has both spirit of the times and market on its side. dynaCERT offers retrofit units for diesel engines. These use hydrogen as a catalyst and help to reduce fuel consumption and CO2 emissions of old diesel engines. As the Company itself reports, savings of up to 19% are possible. The focus of dynaCERT is on local authorities and public transport companies that want to modernize their existing vehicle fleets at low cost. A catalyst, from dynaCERT called "HydraGEN" (TM), varies in price by size, but can be amortized within a year.

    Investments should meet the spirit of the times

    On the stock exchange, dynaCERT's share price increased by 16.7% over the past twelve months. The Company is currently valued at EUR 138 million and has been able to acquire various customers in recent months. Most recently, the Company entered the logistics sector together with a partner and presented software that allows fleet operators to evaluate and interpret data relating to logistics processes in real-time.

    The offer is open to users of HydraGEN, as well as all other truck fleets, and the design improves fleet management. In this way, dynaCERT remains true to its policy of winning new customers and ensuring growth through innovative solutions. Timing is crucial if investors are to benefit from disruption. Those who invest too late are likely to pay a surcharge. It also depends on the spirit of the times - which currently speaks against shares like Ryanair, for example. However, young companies with several potential growth areas, such as dynaCERT, can be promising for speculation-oriented investors.

    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 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.

    Der Autor

    Nico Popp

    At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

    About the author

    Related comments:

    Commented by Nico Popp on November 7th, 2022 | 13:12 CET

    The revolution for the portfolio: Meta Platforms, Meta Materials, BYD

    • metamaterials
    • Technology
    • Revolution

    The ancient Greeks have always been popular with investors. On the one hand, key figures such as beta, gamma or theta make it clear how warrants behave; on the other hand, a look at the ancient Greeks allows for interesting word creations, for example, when it comes to new companies. The prefix "meta" describes either a change or a higher level. In this article, we highlight two companies that have used this Greek syllable. We explain which shares stand for revolutions and where investors should better steer clear of meta-levels.