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October 18th, 2021 | 15:08 CEST

BYD, dynaCERT, Daimler: Alternative drives are flying again

  • Hydrogen
Photo credits: pixabay.com

Trends and moods are sometimes decisive on the stock market: Even a proven future technology has to lose ground when the investor crowd moves on to another industry or prefers to watch the markets from the sidelines. That is what has happened in recent months concerning electromobility and hydrogen. Even big names like BYD and Tesla corrected. However, things have been on the up again for a few days now. We explain where opportunities could lie now.

time to read: 3 minutes | Author: Nico Popp
ISIN: BYD CO. LTD H YC 1 | CNE100000296 , DYNACERT INC. | CA26780A1084 , DAIMLER AG NA O.N. | DE0007100000

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

     

    BYD holds all the trump cards
    BYD's stock has broken free: Most recently, the value managed to jump above the previous high for the year. Although it is sometimes difficult with such chart marks, and false breakouts are part and parcel of any chart view, the momentum around the entire sector suggests that BYD will also advance into new spheres. Another argument in favor of the Chinese automaker is that the Company has its own chip production in addition to its own batteries. Both subsidiaries could go public independently in the medium term. That would inject fresh capital into BYD's coffers and make the subsidiaries more independent when it comes to expanding capacities to supply the competition. Since BYD would be allowed to retain part of the shares in both subsidiaries, BYD would also maintain control.

    In this position, BYD could become an important player in the field of electromobility. The Company already has some positive key data. One example is the planned range of the new 3.0 platform, which is to exceed 1,000 kilometers. Thus, one of the last disadvantages around e-cars should also disappear, and BYD should get a big piece of the pie. However, investors can see the relatively unknown brand as a possible risk for the share: If VW, Mercedes and Co. also build modern e-cars, it could become more difficult for BYD to find buyers. However, this consideration does not play a role at the moment. Electromobility is in, and BYD is a prominent representative.

    dynaCERT: Will the new certification bring a breakthrough?
    One prominent representative of a transitional technology is dynaCERT. The Company produces upgrade kits that make classic diesel engines more environmentally friendly thanks to hydrogen injection. More specifically, these kits save about 19% in fuel and CO2 emissions. dynaCERT holds a patent on the technology and has been busy finding buyers in recent months. Today, dynaCERT announced what could be a key milestone along the way: dynaCERT's carbon credit methodology could soon be fully certified by Verra. Verra is a global leader in standards and norms that help the private sector, as well as governments and administrations, become carbon neutral. The standards aim to direct capital to those projects that are also beneficial to climate protection. The dynaCERT process has now reached the global public comment stage.

    If the technology is fully certified by Verra, customers of dynaCERT will be able to monetize the emissions saved as part of voluntary carbon credits. That would help pay back the investment of about USD 6,000 per retrofit kit more quickly. "Voluntary carbon credits have grown exponentially over the past 5 years. The market continues to grow rapidly and is expected to become a very significant global investment opportunity, just as cryptocurrencies and FinTech have rapidly changed the world of modern investing and the foreign exchange market," said dynaCERT CEO Jim Payne. With dynaCERT's share knowing only the way down in recent months, the stock may now be preparing to break out of its downtrend. The latest company announcement shows that dynaCERT and its partners continue to work on bringing the technology to the streets on a large scale.

    Daimler: Evolution instead of revolution
    Companies like Daimler do not have to worry much about getting their technology on the road - after all, the strong brand ensures that customers are open to Daimler's cars. The Swabians have also shown themselves to be receptive when it comes to electromobility. The entire fleet is soon to be electrified. However, the transportation sector remains outside the scope. Here, Daimler and Co. do not want to celebrate breakthroughs until the end of the decade. This wait-and-see attitude on the part of the companies could pave the way for new hydrogen companies or conversion kits such as those offered by dynaCERT. However, this does not harm Daimler's share price - the stock has reached a new high for the year and thus has potential.

    While Daimler, as an established standard stock, stands for gradual progress and a solid share price development, including dividends, BYD's share price should already show more dynamics. The most speculative is certainly the share of dynaCERT: Here, the management team is still fighting for the breakthrough together with partners. With losses of 57% in one year, the stock could be ripe for an interim spurt. Chart technology also raises hope.


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    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.

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    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



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