21. September 2020 | 07:35 CET
Daimler, Nikola, dynaCERT: He who can deliver, makes the business!
Hydrogen is the better alternative to batteries - No other topic like hydrogen is causing the waves on the stock market to beat as hard as they have done recently. The supporters of clean air, CO2 reduction, and ongoing greenhouse gas discussions see battery technology only as a temporary hype, which was started by Tesla in particular. The industry has long known that battery technology will always remain "unclean", because its production and subsequent disposal alone consumes many times more resources than technologies that have long been available, such as water electrolysis, i.e. the decomposition of water into hydrogen and oxygen. If we consider the fuel diesel, with a share in transport of over 90%, a much more efficient and environmentally friendly combustion process can be designed by using these highly reactive elements. The energy efficiency of the electrolysis of water is over 70%. It is therefore essential that companies such as Tesla and Nikola actively strive for these findings given the wide-ranging discussions on sustainability. But Daimler also recently declared that it does not want to simply let the sleepy trend toward e-mobility standstill and will rely on hydrogen as the technology of the future.
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ISIN: DE0007100000 , US6541101050 , CA26780A1084
"[...] Why should a modular electrolyzer cost more than a motorcycle? [...]" Sebastian-Justus Schmidt, CEO and Founder, Enapter AG
Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.
German automotive industry counters with hydrogen
Daimler is taking a hybrid approach and intends to replace the current diesel truck with a fuel cell truck in the medium term. Recently, a battery-powered truck was also presented, but because of its maximum range of 500 km, this is insufficient for transporting goods by road. The solution is; fuel cell and battery, by using liquid hydrogen. This is intended to extend the maximum range to 1,000 km on the one hand, and on the other hand to provide more loading space with a higher payload.
All in the interests of the freight forwarders who want to give their fleets a better climate footprint and still be able to transport a lot of goods. The stock exchange rewarded the current discussions about this drive technology with a 3-month performance of almost 24% to over EUR 45.
Hype on slippery ground
Using the borrowed first name of the inventor and electrical engineer Nikola Tesla (born 1856), the US company Nikola Motors is trying to copy the success story of Elon Musk. Nikola, based in Phoenix, Arizona, manufactures electric utility vehicles based on batteries and fuel cells, and in the latter case works together with the Norwegian hydrogen company Nel Asa. A negative report from a well-known short-seller analysis house recently brought Nikola's share price down, while the dazzling company founder Trevor Milton continues to fight for his reputation. His companions describe him as a genius - as far as the facts are concerned, good vision stands alongside a tendency to exaggerate, which repeatedly causes Nikola's share price to plummet.
Similar to Daimler, the company's goal is to make global truck transports cleaner and more efficient. What has been visible so far is a lively website with great product announcements and promising cooperations. The IVECO plant in Ulm is to create a production facility of up to 10,000 trucks per year for the European market. All well and good, but the Nikola stock exchange price lost over 52% over the last 3 months. The hype around the Nikola share seems to have dried up.
On the spot when quick successes in favour of the climate are needed
For Dynacert, on the other hand, the 18% correction of the last 3 months could be more of an entry signal, because compared to Daimler or Nikola, the product HydraGEN is already available and when installed, reduces the average diesel consumption by up to 19%. The efficiency in the fuel yield increases noticeably by introducing additional oxygen and hydrogen into the combustion process.
Cooperation between dynaCERT and Alltrucks GmbH & Co. KG, a joint venture between the leading automotive and commercial vehicle suppliers Bosch, Knorr-Bremse and ZF, came into force on September 1, 2020. 700 workshops in 12 countries are already connected to the Alltrucks network. As a result of this cooperation, commercial vehicle workshops participating in the Alltrucks network have the opportunity to act as resellers, installation companies and service providers of dynaCERT's HydraGEN product line.
Climate debates often fail due to a lack of will to act
While politicians repeatedly engage in endless climate debates about the measures to be taken in the fight against increasing global warming, individual companies - large and small - have developed already available systems, which have achieved visible success, especially in the quickly accessible areas of public transport, overland freight traffic, and stationary energy systems in mining. dynaCERT is working with many cooperation partners to introduce hydrogen technology quickly and comprehensively.
In the mining industry, for example, work is sometimes carried out in difficult to access terrain. The use of diesel goes from simple power generators to heavy earthmoving machines and even kilometres of conveyor belts for rock. Cleantech is in demand here in the first place, because one is usually in the most beautiful natural environment, which must be protected sustainably. Hydrogen technology is not a marketing topic for dynaCERT but part of an available product range that includes electrolysis with distilled water.
The shares of dynaCERT are listed on the TSX in Canada and are traded very liquid in Germany. In the environment of all hydrogen shares, dynaCERT is one of the few companies that can come up with a simple solution that can also be implemented quickly and cost-effectively by public institutions. Looking ahead to the coming months the stock is likely to attract attention again because today sustainably oriented investors ask: Who can deliver? dynaCERT can - an investment that saves diesel, reduces particulate matter by 55%, and significantly reduces greenhouse gas emissions. The market capitalization is around 150 million EUR - a fraction of the competition still engaged in research.