Close menu

November 21st, 2022 | 14:22 CET

BYD, dynaCERT, Plug Power - Sustainable shares for the portfolio

  • Hydrogen
  • greenhydrogen
  • Electromobility
Photo credits:

The end of fossil fuels is inevitable. The only question is how quickly we can make the transition. And the answer to that question will determine the extent of the impact of climate change. Last year alone, more than USD 6 billion was pledged to phase out fossil fuels. And this trend will only intensify. The Paris Agreement, signed by nearly 200 countries in 2016, set a goal of limiting global warming to below 2°C. Vehicles with internal combustion engines are major emitters of emissions. If we succeed in reducing CO2 emissions here, we will be closer to achieving the targets. Today we take a look at three companies that are helping to make mobility more environmentally friendly.

time to read: 4 minutes | Author: Armin Schulz
ISIN: BYD CO. LTD H YC 1 | CNE100000296 , DYNACERT INC. | CA26780A1084 , PLUG POWER INC. DL-_01 | US72919P2020

Table of contents:

    BYD - Growing steadily

    BYD is the leading manufacturer of electric vehicles in China, with a market share of over 50%. The Company has seen strong sales growth in recent years and is expanding its sales and production activities worldwide. Most recently, negotiations to purchase a Ford plant in Brazil were reported. In China, BYD already has a strong presence in the electric vehicle market with a wide range of models, including sedans, SUVs and buses. Its success is based on the Company's unique battery technology, which gives its vehicles a longer range and higher performance than many other electric vehicles.

    The Company again reported record sales results in October. A total of 217,816 vehicles were sold, up about 168% YOY. Compared to September, 8% more vehicles were sold. Passenger cars still account for the lion's share. Only 298 commercial vehicles were sold. The figures for the 3rd quarter are impressive. Net profit was around USD 768 million, an increase of 350% compared to the previous year. Sales only reached an increase of 115%. Growth is to be maintained through expansion. In 2023, the Company aims to sell 3.2 million vehicles. In order to put this into perspective, the three millionth electric vehicle rolled off the production line just a few days ago.

    Operationally, things are going well. Nevertheless, the Company's best-known investor Warren Buffet continues to sell shares. Reuters reported on November 11 that the Oracle of Omaha again dumped 5.78 million shares. Nevertheless, Berkshire Hathaway still holds 16.6% in BYD. Regardless, the sales are putting pressure on the share price. After the steep rise from March to July, the consolidation began. It has pushed the stock back to the area of the starting point of the increase. Currently, one pays EUR 22.94 for a share certificate.

    dynaCERT - Sales deliver results

    dynaCERT can already reduce emissions from diesel engines, and in some cases, significantly. Large diesel engines, such as trucks, are responsible for much of today's pollution. Electric and hydrogen vehicles still need more infrastructure to retire diesel engines. This will continue to be the case in the coming years. Therefore, dynaCERT's HydraGEN technology offers an alternative to save fuel, extend engine life, and significantly reduce CO2 emissions. All these values are tracked and visualized by the Company's HydraLytica software. In the future, the Company plans to obtain CO2 certificates. To this end, the Company is working with the certifier VERRA.

    After the IAA Transportation show in Hanover, dynaCERT was able to generate three orders at once. At the beginning of November, Alectra Utilities ordered a further 73 HydraGEN systems after the test on 15 vehicles had been positive. On November 9, Fiorentino Bros. Contracting was won as a customer. The customer, which operates in the forestry sector, owns more than 100 heavy equipment and 70 vehicles powered by diesel. For the launch, dynaCERT technology will be used in a low-loader and the customer's bulldozers. There are also more and more orders from the mining industry. The sales partner H2 Tek was able to sell 29 HydraGEN systems to 6 customers in South America. Among them were mainly customers from the mining sector, which will have to do a lot to reduce its emissions in the future.

    A comprehensive study on the Company can be found at Those who would like even more information can already register free of charge for the 5th International Investment Forum on December 7. There, the Company will present itself at 5 pm, and interested investors will have the opportunity to ask questions. The share went into rally mode in August after a prolonged downward phase and gained over 220% at its peak. This was followed by a consolidation. Currently, one share can be bought for CAD 0.21. The knot should burst at dynaCERT with the receipt of the CO2 certificates at the latest. The technology can reduce emissions and save fuel, which is a good selling point given the increased prices.

    Plug Power - Weak third quarter

    In addition to electromobility, hydrogen provides the option to use zero-emission powertrains. Plug Power is one of the world's largest suppliers of hydrogen solutions. The Company develops and produces fuel cell systems and aims to cover the entire value chain. The main advantage of hydrogen propulsion over electric propulsion is the significantly shorter refueling time. Currently, the cost of green hydrogen is still too high, but with the expansion of renewable energies, prices will fall. The US even wants to subsidize the prices from its approximately USD 370 billion climate package.

    In mid-October, Plug Power announced that its annual forecast had to be cut. On November 8, the Company then delivered figures for the third quarter. Analyst expectations were clearly missed in terms of both sales and profits. Sales were around USD 188 million, while experts had expected USD 246 million. In a year-on-year comparison, this still represents an increase of 31%. Earnings per share were expected to be minus USD 0.07 per share. In the end, it was minus USD 0.30. The fourth quarter is expected to be much better, and the reduced forecast is to be achieved. The only positive was the order backlog, which increased significantly compared to Q2.

    The Company has also set high targets for 2023. Sales are expected to reach USD 1.4 billion and a break-even operating margin. It also aims to be the world's largest producer of liquid hydrogen from 2023. The stock remains highly volatile and currently stands at USD 15.84. In mid-September, it peaked at USD 28.86. The majority of analysts are still optimistic about the share. The average target price is USD 29.72. Plug Power must deliver in the fourth quarter to maintain confidence in the Company.

    It will be years before we have only zero-emission powertrains. In order to achieve the climate targets, it is important to rely on interim solutions such as those offered by dynaCERT. Developing the infrastructure for electricity and hydrogen will take much more time than anticipated today.

    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 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

    Armin Schulz

    Born in Mönchengladbach, he studied business administration in the Netherlands. In the course of his studies he came into contact with the stock exchange for the first time. He has more than 25 years of experience in stock market business.

    About the author

    Related comments:

    Commented by Juliane Zielonka on November 30th, 2023 | 07:00 CET

    Growth Industries in Focus: Investors see potential in Defense Metals, BASF and Volkswagen shares

    • Mining
    • Tungsten
    • RareEarths
    • Electromobility

    Investors are looking for opportunities in growing markets. Looking at industries currently requiring rare earths - such as energy, defense, electromobility, and many more - leads to the mining sector. Someone has to supply the valuable raw materials so these industries can continue growing. Defense Metals' Wicheeda project in Canada shows promising results, particularly the increase to 6.4 million tons with a TREO content of 2.86%. BASF secures EUR 124.3 million in government funding for a green hydrogen plant in Ludwigshafen, planned in collaboration with Siemens Energy. Volkswagen is facing challenges, emphasized by VW board member Thomas Schäfer, who announced tough cuts to maintain competitiveness without closing plants. Volkswagen will have to respond to change with a more agile approach, especially as China advances in electromobility.


    Commented by André Will-Laudien on November 29th, 2023 | 09:50 CET

    DAX on record course, hydrogen sell-off! Plug Power, First Hydrogen, Nel ASA and Daimler Truck on the test bench

    • Hydrogen
    • greenhydrogen
    • renewableenergies

    The DAX is soaring because most investors expect interest rates to fall. Based on the assumption of slower growth, investors are again focusing on cyclically sensitive stocks at the turn of the year. According to the expectation curves for ECB and FED interest rates, the first downward adjustments are already expected in Q2. The key factors here are the slight fall in inflation and the central banks' desire to cushion the potential downturn. Despite all the euphoria, the desire to buy is currently bypassing the hydrogen sector. Representatives of the sector are the stock market losers of 2023. Is there still a possibility of a quick rebound in 2024? We do the math.


    Commented by Fabian Lorenz on November 24th, 2023 | 13:00 CET

    100% upside potential with hydrogen! Siemens Energy, thyssenkrupp and dynaCERT instead of Nel?

    • Hydrogen
    • greenhydrogen
    • Technology

    Is there about to be a changing of the guard in the hydrogen sector? There are significant doubts that the previous investor favorites, Nel and Plug Power, will get their losses under control. Who could be the new favorites? Siemens Energy and BASF are working on a production plant for CO2-free hydrogen. The partners are now receiving funding from the federal government and the state of Rhineland-Palatinate. dynaCERT is having its technology tested under the toughest conditions. The hydrogen and emissions reduction specialist is equipping a team for the Dakar Classic Rally. Could 2024 bring revenue growth? thyssenkrupp nucera shows that you can also earn money with hydrogen. Analysts see almost 100% share price potential.