June 17th, 2020 | 10:13 CEST
Ballard Power, dynaCERT, ITM Power - what hydrogen investors need to know now
The hydrogen industry is in the focus of investors and the energy carrier is giving hope to politics and economy. While the general public still has to struggle with the Corona consequences, the champagne mood has already returned at the stock exchange with the hydrogen shares. Every announcement with details of turnover and visions is frenetically celebrated and leads to an increase in market capitalization through share purchases. Scalable business models with a focus on environmental protection are in demand and, as is well known, money can be earned with solutions.
time to read: 1 minutes
|
Author:
Mario Hose
ISIN:
CA26780A1084 , CA0585861085 , GB00B0130H42
Table of contents:
"[...] Why should a modular electrolyzer cost more than a motorcycle? [...]" Sebastian-Justus Schmidt, CEO and Founder, Enapter AG
Author
Mario Hose
Born and raised in Hannover, Lower Saxony follows social and economic developments around the globe. As a passionate entrepreneur and columnist he explains and compares the most diverse business models as well as markets for interested stock traders.
Tag cloud
Shares cloud
Supplier for vehicle manufacturers
Ballard Power's share price yesterday reached the highest price since 2003 on the Canadian home market TSX. At the peak, the shares changed hands at CAD 19.73. At this level, the company is not far from reaching the CAD 5 billion market capitalization. The manufacturer of fuel cells has been able to record an increase in value of around 100% since the beginning of the year.
However, the trees do not grow into the sky and to justify a valuation at this level in the long term, not only great products are needed, but also corresponding growth rates and profits.
Solution for now and today
dynaCERT has developed a technology that uses hydrogen as a catalyst and not as a fuel. The patented innovation is called HydraGEN and is offered for retrofitting diesel engines. The market for the technology is huge and the operational development after the Corona restrictions is extremely exciting. Whoever uses HydroGEN not only saves up to 20% diesel, but at the same time protects the environment by reducing pollutant emissions.
The company is also listed in Canada and will shortly complete the segment change from TSXV to TSX. This step was accompanied by a capital measure. The company has received CAD 7.3 million in fresh equity for expansion. The market value of dynaCERT is currently around CAD 245 million. At CAD 0.71, the stock is currently trading far below its February 2020 high of CAD 1.25.
Infrastructure partner for hydrogen
ITM Power from Great Britain focuses on the development and manufacture of hydrogen generation and storage systems. The company equips filling stations and is therefore a predestined partner for the development of a nationwide filling station network. The value of the company now amounts to EUR 1.6 billion and has brought shareholders in the past 12 months an increase in value of over 800%.
In Germany alone there are 14,000 filling stations with gasoline and diesel. Assuming that hydrogen should become established as an energy carrier and fuel for the new mobility, it is to be expected that the supply in Germany will require a comparable density of filling stations.
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.
