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Lewis Black, CEO, Almonty Industries

Lewis Black
CEO | Almonty Industries
100 King Street West, M5X 1C7 Toronto (CAN)

info@almonty.com

+1 (647) 438-9766

Interview with mine operator Almonty Industries: "Tungsten makes e-cars better"


Nick Luksha, President, Prospect Ridge Resources

Nick Luksha
President | Prospect Ridge Resources
1288 West Cordova Street Suite 2807, V6C 3R3 Vancouver (CAN)

info@prospectridgeresources.com

Interview Prospect Ridge Resources: These fillets taste good to the market


Dirk Graszt, CEO, Clean Logistics SE

Dirk Graszt
CEO | Clean Logistics SE
Trettaustr.32, 21107 Hamburg (DE)

info@cleanlogistics.de

+49-4171-6791300

Interview Clean Logistics: Hydrogen challenge to Daimler + Co.


01. November 2021 | 12:30 CET

BASF, dynaCERT, Nikola - These shares will be exciting

  • Hydrogen
Photo credits: pixabay.com

From today until November 12, all eyes are on the UN Climate Change Conference COP26 in Glasgow. Nothing less than the future of our planet and a trend reversal towards a climate-neutral economy are at stake. At the top of the agenda is the commitment of countries to reduce emissions. A company that has received little attention in the recent past is waiting in the wings with its patented technology and could soon take off. Be prepared.

time to read: 3 minutes by Stefan Feulner
ISIN: BASF SE NA O.N. | DE000BASF111 , DYNACERT INC. | CA26780A1084 , NIKOLA CORP. | US6541101050


Sebastian-Justus Schmidt, CEO and Founder, Enapter AG
"[...] Why should a modular electrolyzer cost more than a motorcycle? [...]" Sebastian-Justus Schmidt, CEO and Founder, Enapter AG

Full interview

 

Author

Stefan Feulner

The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
He is passionate about analyzing a wide variety of business models and investigating new trends.

About the author


dynaCERT - Breakthrough with delay

The topic, which dynaCERT has been researching and working on for 17 years and has gobbled up some EUR 50 million, fits right in today and may be a key to fulfilling the Paris climate agreement of December 12, 2015. The Canadians, who secured their Carbon Emission Reduction Technology, or CERT, with 5 patent families worldwide, focus on reducing emissions and improving fuel efficiency. The resulting HydraGEN product is used in internal combustion engines, primarily still in heavy vehicles. Here, the electrolysis unit produces water and oxygen, optimizing fuel combustion, resulting in both a reduction in fuel consumption and, more importantly, a drastic reduction in emissions of up to 19%.

There are other extreme advantages of the HydraGEN technology. While both politicians and automakers' lobbies are working towards the disappearance of fossil fuel vehicles in the medium term and accelerating the production of electric cars or hydrogen-powered units, dynaCERT's technology can be retrofitted in existing vehicles to reduce emissions immediately. The cost to the end-user is less than EUR 7,000, a sum that the fuel savings can amortize for any fleet operator within a year.

However, despite the outstanding technology and the achievement of several milestones, such as successfully passing the certification process of CO2 savings by Verra, the administrator of the world's largest greenhouse gas program, which will give dynCERT access to the multi-billion market of voluntary CO certificates, the stock has only known the way south in recent months and is currently trading close to the 2019 low at EUR 0.15. A significant reason for the underperformance is certainly to be found in the Corona pandemic, which resulted in a disruption of the supply chain and global distribution. The result was disappointing sales of just under EUR 300,000, too little for the ambitious management.

Yet the potential of the HydraGEN product line, with 100 million vehicles worldwide, is enormous. dynaCERT has prepared for the onslaught by building up a total of 47 qualified representatives and dealers operating in over 38 countries worldwide. The breakthrough should be a matter of time. Investor legend Eric Sprott takes a similar view. He invested a total of CAD 14,000,000 back in the spring of 2020 and has since held around 10% of the Company.

Nikola - Step by step

Nikola, the supplier of trucks with alternative drives, also fell far short of its targets. After the negative headlines about deceptions and fraud allegations against the founder and resigned ex-CEO Trevor Milton, the new management tries to pull the rudder back in the right direction by operationally positive headlines.

Following the joint production plant opening for battery electric and fuel cell trucks with IVECO in Ulm, Germany, order books are filling up, albeit slowly. Tri-Eagle Sales, a leading beverage wholesaler in Florida, has agreed to lease 10 Nikola Tre BEVs from Ring Power Corporation, a member of Nikola's sales and service network. Under this fleet leasing model, Ring Power will provide the sales, repairs, maintenance and power infrastructure necessary to operate the Nikola Tre BEV vehicles throughout the lease term.

From a chart perspective, the truck builder continues to work towards successfully completing its bottoming phase. A breakout above the line at USD 12.50 would generate a buy signal and price target up to around USD 20.00.

BASF - Diverse opinions

Analysts found no unanimous consensus after the publication of the third-quarter figures for chemical group BASF. At EUR 19.7 billion, revenues exceeded the figure for the prior-year quarter by EUR 5.9 billion. It was due to higher prices, particularly in the Chemicals, Surface Technologies and Materials divisions. EBIT before special items grew by 221% to EUR 1.865 billion, exceeding analysts' forecast expectations. By contrast, a profit of EUR 1.253 billion was just below consensus estimates.

While the experts at Deutsche Bank continue to see the share as a buy candidate with a price target of EUR 92, Goldman Sachs downgrades the Ludwigshafen-based Company to "neutral" and lowered the price target from EUR 80 to EUR 73. The Hamburg-based private bank Berenberg also lowered its targets from EUR 72 to EUR 70, with a "hold" rating.


The eyes of the world will be on Glasgow over the next two weeks. The climate conference will be about further steps to reduce emissions. dynaCERT is well ahead with its technology and should manage the roll-out in the next few months. Like BASF, Nikola is on the right track.


Author

Stefan Feulner

The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
He is passionate about analyzing a wide variety of business models and investigating new trends.

About the author



Conflict of interest & risk note

In accordance with §34b WpHG we would like to point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH may hold long or short positions in the aforementioned companies and that there may therefore be a conflict of interest. Apaton Finance GmbH may have a paid contractual relationship with the company, which is reported on in the context of the Apaton Finance GmbH Internet offer as well as in the social media, on partner sites or in e-mail messages. Further details can be found in our Conflict of Interest & Risk Disclosure.


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  • Hydrogen

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  • Hydrogen

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