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Recent Interviews

Humphrey Hale, CEO, Managing Geologist, Carnavale Resources Ltd.

Humphrey Hale
CEO, Managing Geologist | Carnavale Resources Ltd.
Level 2, Suite 9 389 Oxford Street, WA 6016 Mount Hawthorn (AUS)

info@carnavaleresources.com

Interview Carnavale Resources: Good cards for long-term success


Bill Guy, Chairman, Theta Gold Mines Limited

Bill Guy
Chairman | Theta Gold Mines Limited
Level 35 (ServCorp), Intl Tower One 100 Barangaroo Ave, 2000 NSW Australia (AUS)

info@thetagoldmines.com

+61 2 8046 7584

Interview Theta Gold Mines: This team has already brought 20 mines into production


David Mason, Managing Director, CEO, NewPeak Metals Ltd.

David Mason
Managing Director, CEO | NewPeak Metals Ltd.
Level 27, 111 Eagle Street, QLD 4000 Brisbane (AU)

info@newpeak.com.au

+61 7 3303 0650

Interview New Peak Metals: Many chances for great success


24. February 2021 | 08:55 CET

BYD, dynaCERT, Plug Power: Three shares for the next five years

  • Hydrogen
Photo credits: pixabay.com

The future of mobility will not involve combustion engines - that much seems certain. But which technology will win the race? E-cars with appropriate batteries or fuel cells? Is it possible that technologies make valuable combustion engines or expensive machines with diesel engines "greener" and thus save essential resources? We introduce three companies and do the future check: What are the prospects for the coming years?

time to read: 3 minutes by Nico Popp
ISIN: CNE100000296 , CA26780A1084 , US72919P2020


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

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


BYD: Is there an opportunity in this correction?

The electric car manufacturer BYD has undergone rapid development. What started as a battery manufacturer, the Chinese turned their cost advantages into a comprehensive business model and are now considered an e-car manufacturer. In addition to cars, the Company also manufactures trucks and buses. Besides pure electric motors, BYD also offers hybrids and still has a battery division. However, this could soon be spun off. BYD wants to become a pure car manufacturer and at the same time offer the batteries of its subsidiary to other car manufacturers. The ulterior motive is that even larger quantities will reduce unit costs and thus also benefit BYD itself.

In recent years, BYD has developed into a relatively self-sufficient company and manages without many suppliers. As a result, a large part of the value creation remains with the Chinese. For shareholders, the BYD share is a promising stock from a strategic point of view. Since China also controls large parts of the critical metal production for e-mobility, the Chinese Company is in a good position. The stock is costly, with a price-earnings ratio (P/E) of around 100 due to the growth perspective and the market environment. The share has corrected by approximately 12% in the last five days. Those who take a long-term view can use such corrections to their advantage.

dynaCERT: Converting to green and collecting emission rights

One Company whose future technology could easily be used today is dynaCERT. The Canadians have set themselves the goal of making existing diesel engines cleaner. To this end, dynaCERT offers a patented hydrogen-based electrolysis system that can significantly reduce fuel consumption and emissions. Specifically, there is talk of around 19% less emissions. dynaCERT targets larger vehicles, such as buses or heavy machinery - for example, in the mining industry. Since the Company also offers telematics software that can measure and report CO2 savings, an additional market is emerging. Companies, in particular, are increasingly adopting ESG criteria. Those who save CO2 score points with investors and can even turn acquired emission rights into cash.

The dynaCERT share experienced a hype phase after the turn of the year. At that time, analysts at Haywood named the stock their sustainability top pick. The price target at that time: CAD 2.20. Today, the price is hovering around CAD 0.70. Time and again, the value shows strength but does not get going. The market is waiting for dynaCERT to announce a larger order. Only recently, dynaCERT concluded a cooperation agreement, which gives hope in this regard. However, nothing is concrete yet. Should the Company bring its technology to customers on a large scale, the stock should have potential. While the market generally looks far into the future, transitional technologies are ignored. For investors who don't want to buy "charting flagpoles," dynaCERT is a latecomer opportunity.

Plug Power: More of a bet than an investment

Hydrogen stock Plug Power was also bet high by many investors - but then came the crash. The value fell by around 30% in the last month. Nevertheless, on a one-year view, a return of 680% is still on the price list. Plug Power received a capital injection a few weeks ago from the US bank Morgan Stanley, which bought shares at a price of around USD 2 billion to ultimately pass them on to investors. Such a move is considered a vote of confidence - only when the stock is worth more than USD 65 does Morgan Stanley also make its cut. At USD 48, however, the share is still a long way from that.

Those who are convinced of the fuel cell manufacturer's concept can now get in at a lower price than the US bank. However, the price jumps also show that there is a lot of speculation in the value. Hydrogen stocks remain a bet on the future - unlike electric cars and internal combustion engines, the technology is not yet on the road. Investors should be aware of this. BYD and especially dynaCERT, which has received little attention from the market, could be considered less susceptible to price losses.


Author

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



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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Deutsche Bank, Enapter, LPKF - Profit from the green future!

  • Hydrogen

Last year's boom topic, hydrogen, has suffered its first setbacks on the stock market. Industry leaders such as Nel ASA, Plug Power and Ballard corrected sharply in the first half of the stock market year. The valuations of the companies around the green future industry were too high. Nevertheless, it is becoming increasingly clear that decarbonization and the achievement of climate targets are not possible without green hydrogen. Politicians have recognized the signs and released more than EUR 8 billion in subsidies just last month. Take advantage of the second wave.

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