Close menu




January 13th, 2022 | 11:03 CET

Bayer, First Hydrogen, NEL: This is how innovative investing works!

  • Hydrogen
Photo credits: pixabay.com

Innovation pays off - especially on the stock market. That is because innovative products generate price fantasy, which can generate rich returns on the stock market within a very short period of time. In addition to classic trend themes, such as hydrogen, established companies can also score with innovations. We present three stocks and explain whether they offer opportunities or not.

time to read: 3 minutes | Author: Nico Popp
ISIN: BAYER AG NA O.N. | DE000BAY0017 , First Hydrogen Corp. | CA32057N1042 , NEL ASA NK-_20 | NO0010081235

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

     

    Bayer: Good Company in a deep sleep

    For many private investors, Bayer might have the image of a somewhat dull large corporation. The fact is the Company is worth around EUR 46 billion and is thus anything but a startup. But it is less about market capitalization and more about actual potential. Here Bayer scores with a balanced product mix of drugs, seeds and other health products. The agricultural business, in particular, is benefiting directly from population growth and the trend toward more plant-based nutrition. While Bayer still has a bad image due to the Monsanto takeover a few years ago, it can be assumed that this tarnished image will be worth accepting in the short and medium term - the business unit is already developing so well. In the first nine months of the fiscal year, Bayer increased its sales by 5% to EUR 33 billion.

    The result shows that the global supply chain problems have not had too strong an impact. Bayer is also currently so strong that the Company from the Rhineland can delight its shareholders with a dividend yield of just under 5%. The stock also has a low valuation. Although Bayer is not a trending stock, the underlying conditions are excellent long-term. Those who like things conservative are in good hands with Bayer.

    First Hydrogen: Where question marks are opportunities

    First Hydrogen's stock is anything but conservative. The Company has set itself the goal of putting a hydrogen delivery van on the roads. Parcel services, delivery services or even tradespeople in customer service - the list of potential application areas is long. Since emissions are an issue in inner cities, hydrogen solutions could fill an exciting niche. The Company is converting existing car bodies with innovative hydrogen components and aims to deliver more than 10,000 units as early as 2025 / 2026. First Hydrogen emphasizes that it can react flexibly to the requirements of the respective target markets as it plans to use modular components. The Company is already working with partners such as Ballard Power and AVL.

    In a recent research article, the portal researchanalyst.com wrote about First Hydrogen: "Alongside the established players, First Hydrogen is entering the market as a newcomer and has enormous advantages in terms of flexibility and costs due to its "best-of strategy". If the 10,000 units targeted by management for 2025 are achieved, the Company should quickly move to a higher valuation level." However, as a detailed business plan and verifiable figures are still lacking, the value must be considered speculative. Nevertheless, the equity story has been well received on the stock market - the share has gained a whopping 35% over the past month.

    NEL: Chart technology says it all

    With its dynamic development, First Hydrogen is somewhat reminiscent of its Norwegian competitor NEL a year ago. Hydrogen was the hot topic on the stock market then, and investors celebrated every hint of possible business in the future. In the meantime, the fantasy surrounding NEL has died down. While the Company is well-positioned around hydrogen and has developed strong partnerships in many areas, the stock is still expensive after a 55.8% loss for the year. As described a few months ago, the EUR 2 mark has proven resistant. It cannot be ruled out that the value will now test the area around EUR 1.30. The share is battered on the chart.


    The chart of Bayer also does not give much hope at the moment. After all, Bayer earns good money, is well-positioned and pays a dividend. In the duel of the two well-known shares, the chemical group from the Rhineland thus achieves the point victory. First Hydrogen, on the other hand, is in a different league. There is excellent growth potential, an intact upward trend, and a fair amount of residual uncertainty here. Daring speculators can capitalize on this.


    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 hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and the like on news.financial. These contents are exclusively for the information of the readers and do not represent any call to action or recommendations, neither explicitly nor implicitly they are to be understood as an assurance of possible price developments. The contents do not replace individual expert investment advice and do not constitute an offer to sell the discussed share(s) or other financial instruments, nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but a journalistic or advertising text. Readers or users who make investment decisions or carry out transactions on the basis of the information provided here do so entirely at their own risk. No contractual relationship is established between Apaton Finance GmbH and its readers or the users of its offers, as our information only refers to the company and not to the investment decision of the reader or user.

    The acquisition of financial instruments involves high risks, which can lead to the total loss of the invested capital. The information published by Apaton Finance GmbH and its authors is based on careful research. Nevertheless, no liability is assumed for financial losses or a content-related guarantee for the topicality, correctness, appropriateness and completeness of the content provided 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 Juliane Zielonka on December 1st, 2022 | 13:09 CET

    First Hydrogen, Tesla, Volkswagen - Hydrogen or battery drive, who makes the race?

    • Hydrogen
    • Electromobility
    • GreenTech

    The German Federal Ministry of Research and Education has big plans: the natural gas network is to be converted as a supply structure for hydrogen so that Germany is well equipped for the future. The Canadian company First Hydrogen is betting on hydrogen propulsion, launching its first production facility in Quebec. A call for leadership is being heard regarding Elon Musk and his car company Tesla. It seems that a blue bird and the desire for freedom of expression are taking up so much of his time that the share price is wobbling. The competition is not sleeping: Volkswagen is currently number one in Europe with its EV models. Who will make the race?

    Read

    Commented by Fabian Lorenz on December 1st, 2022 | 11:55 CET

    Comeback stocks: Nel, Aurora Cannabis, Barrick Gold, Tocvan Ventures

    • Mining
    • Gold
    • Hydrogen
    • Cannabis

    Gold, cannabis and hydrogen could be among the top trends of the coming year - also on the stock market. Due to full order books, Nel could be poised for a comeback in 2023. At least sales are already secured until mid-2024. Now, all that is left is to cut the loss to reach analysts' price targets. Aurora Cannabis has largely completed its turnaround and is also hoping for legalization in Europe and the US. Driven by a strong gold price, mining stocks have already jumped. Now exploration companies should follow. Tocvan Ventures is one of them. And with the gold explorer, investors can look forward to a regular news flow in the coming year. Are the three candidates comeback stocks in 2023?

    Read

    Commented by André Will-Laudien on November 29th, 2022 | 11:10 CET

    Hydrogen from Qatar: Nel, Plug Power, dynaCERT and ThyssenKrupp, winners in H2 fever!

    • Hydrogen
    • greenhydrogen
    • GreenTech

    "The accelerated expansion of hydrogen supply chains is central to the transition to sustainable energy." Economics Minister Habeck welcomed the planned cooperation between German companies and Emirati producers of hydrogen. For this purpose, there is a new research cooperation between the Fraunhofer Institute and the Ministry of Energy of the United Arab Emirates. Of particular interest to Germany is the production, storage and delivery of green hydrogen to the EU. Whether the FIFA World Cup will help to deepen industrial relations in this field is not certain. But what is important is that hydrogen technology is finally gaining momentum worldwide. We take a look at the protagonists in the round-up for important investments.

    Read