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01. November 2021 | 12:30 CET

BASF, dynaCERT, Nikola - These shares will be exciting

  • Hydrogen
Photo credits:

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



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.


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.

Related comments:

26. November 2021 | 13:04 CET | by Fabian Lorenz

Plug Power with a bang - what are Nel and First Hydrogen up to?

  • Hydrogen

Hydrogen shares are in demand again. The basis for the industry is the political will for hydrogen to become a central pillar of the energy transition. It applies to numerous industrialized countries, and Germany's new traffic light coalition will also stick to it. But there is also positive news from the companies in operational terms. Following ThyssenKrupp's plans to float its hydrogen division on the stock market, Plug Power has now reported a major order with charisma. That should also give new impetus to hydrogen shares such as First Hydrogen and Nel.


25. November 2021 | 12:58 CET | by André Will-Laudien

Nel ASA, Enapter, Plug Power, ThyssenKrupp - Hydrogen now or never!

  • Hydrogen

It sounds crazy, yet we have arrived at the times when billionaires ask social platforms if they can flog a part of their shares to flush some money into the empty state coffers. In an age of powerful wealth shifts in favor of stock owners, this is perhaps legitimate, or nice, as it is sometimes referred to in the press. But appearances are deceptive. Behind a generally formulated question about whether one should sell shares lies the precise calculation of shifting blame if the announced sale causes a significant price loss. What then happens is a self-fulfilling prophecy with one small difference: the intention to sell was previously legitimized, so to speak, by public vote.


24. November 2021 | 13:25 CET | by Carsten Mainitz

Clean Logistics, Ballard Power Systems, Nel ASA - Hydrogen shows its strengths in logistics!

  • Hydrogen

It may seem as though the race for drive concepts of the future has been decided, and the e-drive in combination with battery storage has prevailed. However, in the area of transport logistics, the last word does not seem to have been spoken yet. Prominent examples here include the new cooperative concepts of Nikola and Bosch in fuel cell development or the cooperation between TotalEnergies and Renault in the area of small delivery vehicles. The following companies are also likely to benefit significantly from further advances in hydrogen technology.