Close menu




December 16th, 2021 | 10:37 CET

Daimler Truck, dynaCERT, BASF: Hydrogen powers depots

  • Hydrogen
Photo credits: pixabay.com

How sustainable is the German economy? As Handelsblatt recently wrote, key figures on climate damage are becoming increasingly important for investors. The newspaper lists all forty DAX companies according to their climate-warming potential. Right at the top are Linde, Volkswagen, Daimler incl. Daimler Truck and also BASF. At the other end of the ranking are SAP, Infineon and - somewhat surprisingly - E.ON. We take a closer look at two climate sinners and explain whether new technology can help these companies move forward.

time to read: 2 minutes | Author: Nico Popp
ISIN: Daimler Truck Holding AG | DE000DTR0013 , DYNACERT INC. | CA26780A1084 , BASF SE NA O.N. | DE000BASF111

Table of contents:


    Daimler Truck: Good prospects, but?

    It was only about a week ago that Daimler Truck went public. The IPO was watched around the world and was, on balance, a success. Currently, the share is trading around EUR 32 and thus significantly above the issue price. Already in the run-up to the IPO, analysts had welcomed the split of Daimler and Daimler Truck. The analysts at Goldman Sachs, for example, expect double-digit margins over five years. These are already common among competitors, such as Volvo. They also say Daimler Truck is currently favorably valued. J.P. Morgan also sees Daimler Truck on the way to robust margins and stable cash flows.

    However, if one looks into the more distant future and considers climate protection, the outlook is less promising. Even Daimler Truck does not expect business with hydrogen trucks to pick up until the second half of 2025. Given the government's ambitious climate plans, a development that should already be gaining momentum today is still plodding along on the test track at Daimler Truck. The Swabians probably rely on the fact that thorough development work will be more successful in the long term, and they can also buy in if necessary.

    dynaCERT: Hydrogen solution as a transitional technology

    Currently, several smaller companies are pursuing innovative paths in the field of hydrogen. One of these companies is dynaCERT. The Canadians have developed a technology that reduces both fuel consumption and CO2 emissions of existing diesel engines by about 19%. To this end, the Company sells conversion kits that add a hydrogen mixture to the diesel and thus make the engine run more efficiently. Also included is telematics software that allows CO2 savings to be measured and documented. The latter is particularly important for companies that must be measured based on their ESG indicators. Nowadays, this applies to all listed companies.

    While Daimler Truck is likely to buy more in the area of pure hydrogen-powered trucks to secure future technology, dynaCERT could be an alternative for all companies that operate heavy machinery or maintain a fleet of vehicles to make existing vehicles more environmentally friendly. The technology has made some significant steps towards successful sales in recent weeks. Still, the share is not really getting off the ground. Arguably, the market is waiting for concrete orders. As the stock is always good for short rises, speculative investors can keep an eye on it.

    BASF: What Ludwigshafen and Denmark have in common

    BASF is also high up on the list of the most significant climate sinners in the DAX. The Company is already taking steps to make itself more sustainable. The sticking point, however, is its hunger for energy. The Ludwigshafen plant alone consumes as much energy as the whole of Denmark. Covering that with green energy sources will be difficult. Although BASF is considered an extremely solid stock, the share price has not shown any positive development recently - it has declined by 6.7% over one year. The share is in a downward trend.


    While BASF is anything but promising, there are at least positive analyst assessments for Daimler Truck - even if things do not seem to be progressing around future hydrogen technology. In the case of dynaCERT, market participants are waiting accordingly for the breakthrough in the market. Those who believe in the technology and think anti-cyclically can take a closer look at the value. There are opportunities for more climate protection here, especially with diesel fleets.


    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 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.

    Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on news.financial. These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.

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

    The acquisition of financial instruments entails high risks that can lead to the total loss of the capital invested. The information published by Apaton Finance GmbH and its authors are based on careful research on careful research, nevertheless no liability for financial losses financial losses or a content guarantee for topicality, correctness, adequacy and completeness of the contents offered here. contents offered 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 March 17th, 2023 | 19:17 CET

    First Hydrogen, Volkswagen, Daimler Truck - The unstoppable energy transition, who is winning the race?

    • Hydrogen
    • fuelcell
    • Investments

    Canadian fuel cell manufacturer Ballard Power joins First Hydrogen for LCV test drive. The two companies are cooperating to produce the world's first hydrogen-powered vans. According to expert forecasts, the logistics industry will be worth EUR 13.7 billions by 2027. Change at Volkswagen's premium Audi brand is proceeding rather sluggishly. The regulations imposed by the EU are causing problems for CEO Duesmann, who sees it as unrealistic to implement everything that Brussels demands by 2025. Daimler Truck, on the other hand, is looking forward to a major order that will soon get 1.8 million people in the Hamburg metropolitan region moving. The Hamburg-Holstein transport authority signs a major order.

    Read

    Commented by Stefan Feulner on March 13th, 2023 | 13:04 CET

    Nel ASA, dynaCERT, Enapter - Future green hydrogen

    • Hydrogen
    • greenhydrogen
    • GreenTech

    With the announcement of the Inflation Reduction Act and the Green Deal Industrial plan of the European Union, politicians worldwide are pumping money into the development of green energies. As a flexible and easily transportable energy carrier, green hydrogen is seen as a key element to transform industry and transport. Of course, the road to final implementation still has a number of hurdles to overcome. However, favourites are already emerging that have long-term multiplication potential.

    Read

    Commented by André Will-Laudien on March 7th, 2023 | 15:09 CET

    Is e-mobility a done deal? Watch out for these hydrogen stocks: Plug Power, dynaCERT, Nel ASA and ThyssenKrupp

    • Hydrogen
    • greenhydrogen
    • GreenTech
    • hightech

    High prices, falling subsidies and a still inadequate charging network - Germans are losing their appetite for e-cars again. Sales since the beginning of the year have fallen short of expectations. In Berlin, the first liberal resistance to the EU's intentions to remove the internal combustion car from the roads is becoming apparent. For the final vote in the EU parliament, the FDP calls for the approval of synthetic fuels, which are produced under strict CO2 neutrality. Worldwide, the EU seems to be alone with its ban on internal combustion engines. Only California is planning similar legislation. What about the green alternative, hydrogen?

    Read