Close menu




February 18th, 2020 | 05:50 CET

Ballard Power, dynaCERT, NEL ASA - will a major event double the hydrogen share?

  • Hydrogen
Photo credits: pixabay.com

The three international companies Ballard Power, dynaCERT and NEL ASA are working on hydrogen as an energy carrier for modern mobility. The changes in motorized transportation are currently being driven by politics and are a springboard for innovative companies. The biggest challenge in this context is cost efficiency and environmental balance. Hydrogen is seen as a beacon of hope for a clean and economically attractive way to reduce the emission of pollutants from road traffic in conurbations. For investors there are highly interesting opportunities.

time to read: 2 minutes | Author: Mario Hose
ISIN: NO0010081235 , CA26780A1084 , CA0585861085

Table of contents:


    Dirk Graszt, CEO, Clean Logistics SE
    "[...] We can convert buses and trucks to be completely climate neutral. In doing so, we take a modular and incremental approach. That means we can work with all current vehicle types and respond to new technology and innovation [...]" Dirk Graszt, CEO, Clean Logistics SE

    Full interview

     

    Green hydrogen protects the environment

    The use of hydrogen in mobility faces various challenges, but also opportunities. An infrastructure with nationwide filling stations that keep hydrogen in sufficient quantities is just as important as the origin of the hydrogen itself. If the energy for producing hydrogen has to be obtained from gas or coal, then the causing of pollutant emissions is only shifted.

    These problems are already known from the production of electricity for charging battery cars. If the energy for producing hydrogen is obtained from renewable energy sources, such as solar or hydroelectric power, then it is an honest improvement in the environmental balance.

    Infrastructure and vehicles are missing

    NEL ASA has made a name for itself in the development and construction of plants for the production of hydrogen. The company can play an important role as a supplier for the construction of a hydrogen filling station network. In Germany there are more than 14,000 filling stations for gasoline and diesel. A similar number is needed if hydrogen cars are to gain a large market share. Ballard Power is focused on the development of fuel cells. The hydrogen is converted into electricity by the fuel cells and this energy can then supply the electric motors.

    However, before this can happen, the automotive industry must provide affordable vehicles. A classic chicken/egg situation. The market only buys hydrogen cars if there is a filling station network with hydrogen. Filling station operators need customers, otherwise the investment is not worthwhile.

    Hydrogen solution for now and today

    The hydrogen technology from dynaCERT, on the other hand, is retrofitted to diesel engines and does not require any new infrastructure. This is a significant advantage, because the existing vehicles and filling stations can continue to be used. The innovation of dynaCERT produces hydrogen from commercially available distilled water as needed and then adds this hydrogen to the combustion in the diesel engine.

    Combustion becomes more efficient and consumption is reduced. In addition, fewer pollutants are emitted. The customers of dynaCERT therefore save money and protect the environment.

    Leading fair of the mining industry

    From March 01 to 04, 2020, dynaCERT will exhibit at the PDAC in Toronto, the largest mining exhibition in the world. The mining industry has high energy requirements. In addition to diesel generators to generate electricity, large trucks and excavators are used, which can consume several million litres of diesel per month, depending on the size of the company.

    If this consumption can be reduced by up to 20%, then dynaCERT's technology offers a real economic advantage and significantly reduces greenhouse gas emissions. Canadian investor Eric Sprott has also seen this significance for the mining industry and bought about 9% of dynaCERT's shares. Sprott is a billionaire and earned his money in mining.

    Investments in the future

    As is well known, the future is traded on the stock exchange. In this context, a comparison of the market capitalization of these hydrogen companies is particularly interesting. Even if the business models and areas differ from each other, it becomes clear in which relation there could still be the most price potential. Ballard Power is already valued at EUR 2.45 billion on the stock exchange, followed by NEL ASA with EUR 1.52 billion.

    With EUR 216 million, dynaCERT is currently the company with the lowest value and probably still the highest price potential, because it offers hydrogen technology that can already be used in a scalable way.


    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.


    Der Autor

    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.

    About the author



    Related comments:

    Commented by André Will-Laudien on September 27th, 2022 | 13:49 CEST

    Energy for the stock market! Siemens Energy, TubeSolar, Nel ASA, Plug Power - Green innovations are needed now!

    • renewableenergies
    • Energy
    • Hydrogen
    • GreenTech

    Many innovative companies are working on sustainable solutions to reduce the colossal dependence on fossil fuels, sometimes with success and sometimes with less noteworthiness. For investors, it is important to note that most of the ideas have German engineering behind them, a testament to our high-performing education and training system. Some very creative start-ups go public quickly and boldly to refinance themselves. Other large companies are already long-listed and now have to watch their formerly lush valuations melt away in the sun. The selection of portfolio stocks is important, so it is always advisable to mix standard stocks with hopeful ones, which lowers the risks. We make a selection.

    Read

    Commented by Nico Popp on September 27th, 2022 | 10:50 CEST

    Plug Power, dynaCERT, Varta: Where there is shadow, there is also light

    • Hydrogen
    • GreenTech
    • Technology

    GreenTech shares have been booming in recent weeks, and rightly so: regenerative energy sources and innovative drives are now often even cheaper than proven technology. Coupled with zero emissions, this is a decisive advantage. We explain why some shares are nevertheless weakening and show where there are interesting opportunities.

    Read

    Commented by Nico Popp on September 26th, 2022 | 14:10 CEST

    Amazon, First Hydrogen, Shell - Profits are now being made on the stock market!

    • Hydrogen
    • greenhydrogen

    The past week did not exactly provide high spirits among investors. Almost all asset classes fell. But anyone who now gives up and turns their back on the market is making a crucial mistake! We look at why winners are being made right now, where there are opportunities and which trends simply cannot be beaten down in the long term, using three stocks from different sectors as examples.

    Read