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Dirk Graszt, CEO, Clean Logistics SE

Dirk Graszt
CEO | Clean Logistics SE
Trettaustr.32, 21107 Hamburg (DE)

info@cleanlogistics.de

+49-4171-6791300

Interview Clean Logistics: Hydrogen challenge to Daimler + Co.


Matthew Salthouse, CEO, Kainantu Resources

Matthew Salthouse
CEO | Kainantu Resources
3 Phillip Street #19-01 Royal Group Building, 048693 Singapore (SGP)

info@krl.com.sg

+65 6920 2020

Interview Kainantu Resources: "We hold the key to growth in the Asia-Pacific region".


Justin Reid, President and CEO, Troilus Gold Corp.

Justin Reid
President and CEO | Troilus Gold Corp.
36 Lombard Street, Floor 4, M5C 2X3 Toronto, Ontario (CAN)

info@troilusgold.com

+1 (647) 276-0050

Interview Troilus Gold: "We are convinced that Troilus is more than just a mine".


17. June 2021 | 15:44 CET

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

  • Hydrogen
Photo credits: pixabay.com

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.

time to read: 3 minutes by Stefan Feulner
ISIN: DE0005140008 , DE000A255G02 , DE0006450000


Jim Payne, CEO, dynaCERT Inc.
"[...] We are committed to stay as the number one Canadian and global leader in the Hydrogen-On-Demand diesel technology [...]" Jim Payne, CEO, dynaCERT Inc.

Full interview

 

Author

Stefan Feulner

The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
He is passionate about analyzing a wide variety of business models and investigating new trends.

About the author


Enapter - Recognizing the signs

Green hydrogen from renewable energy is considered one of the hopefuls in the fight against climate change. However, the production and transport of green hydrogen is still too expensive compared to conventionally produced hydrogen. Politicians, however, have committed themselves to green hydrogen and are helping with subsidies.

Making green hydrogen as cheap as possible and thus driving the energy transition forward is precisely the vision of electrolyzer manufacturer Enapter AG. To achieve this ambitious goal, the Heidelberg-based Company wants to expand its production capacities significantly. Currently, the development of the required machines is in full swing, which is to automate the electrolyzers' production in the future. Enapter is supported by the Ministry for Economic Affairs, Innovation, Digitalization & Energy of the State of North Rhine-Westphalia, which is funding the project with EUR 9.36 million. Until the new production line is completed, the electrolyzers will continue to be mass-produced with the innovative anion exchange membrane, AEM. According to scientists, this is considered the most cost-effective electrolysis technology.

At the Enapter Campus in the Climate Community Saerbeck, which is scheduled for completion by 2022 at the latest, the mass production facility will then be running at full speed. In the future, the modular systems for the production of green hydrogen will be manufactured and further developed here in large quantities, with 100,000 AEM electrolyzer units expected per year. The new production and research site is to be operated entirely with renewable energies from the Saerbeck solar, wind and biomass plants and the Company's own solar plants and hydrogen storage facilities.

Major award for pioneering work

The fact that Enapter is playing in the top league of the hydrogen industry is demonstrated by being named a Technology Pioneer by the World Economic Forum. The Forum honors companies that make a decisive contribution to the economy and society through innovative technology. The Company, which has a market capitalization of EUR 618 million, is currently trading at EUR 27.75. The analysts at First Berlin recently issued a target price of EUR 41.70. Should mass production and the set target of 100,000 AEM electrolyzer units per year come within reach, Enapter should receive another significant valuation boost.

Gambled out of the crisis

If the news from Bloomberg is indeed accurate, the champagne corks are likely to pop in Frankfurt. Investment banking in particular, which was often criticized in earlier times, could have taken a big step out of the crisis with a gamble. According to Bloomberg, the successfully completed investment in Israel is one of the most lucrative bets since the global financial crisis.

More specifically, it involves the Israeli shipping Company Zim, which went public at the end of January. In total, Deutsche Bank managers invested USD 100 million. Currently, the value of the asset is said to be USD 1 billion. The reason for Zim's sharp rise is the boom in container shipping. Prices for transporting cargo from China to Europe have exploded by more than 250% within a year. The German bank has so far declined to comment.

LPKF Laser on track

The leading supplier of laser-based solutions for the technology industry is currently doing well. The LIDE (Laser Induced Deep Etching) method developed by LPKF makes it possible to process thin glass quickly, precisely and without damage. This system is considered a fundamental technology for many areas of microsystems technology, where the production of microchips, displays and sensors is the focus. Only recently, a leading global chip manufacturer, who already ordered a first LIDE system in 2020, placed a follow-up order with the Garbsen-based Company. The analysts at Warburg continue to see LPKF Laser as a buy candidate with a price target of EUR 38. The share is currently trading at EUR 25.60.


Author

Stefan Feulner

The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
He is passionate about analyzing a wide variety of business models and investigating new trends.

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.


Related comments:

22. October 2021 | 12:47 CET | by Nico Popp

NEL, First Hydrogen, Rock Tech Lithium: Why investors must rethink now

  • Hydrogen

For months, stocks related to innovative mobility concepts lived in the shadows. After the hype of last year and the first few months of this year, the former high-flyers seemed to have run out of steam. But the wind has changed. Investors' appetite for risk is high again. A few weeks ago, the market would have shrugged its shoulders at best, but now it is attracting buyers. For investors who think speculatively, this is excellent news!

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  • Hydrogen

"Decarbonization" - this term could make it to "word of the year." That is because it describes what urgently needs to be implemented in all sectors to preserve the Earth's habitat: the switch from fossil, carbon-based energy sources to sustainably and climate-neutrally produced energy sources. The transport industry plays a significant role in global warming. In Germany alone, road freight transport is expected to increase by a further 19% by 2030. Innovative ideas and solutions that can be implemented quickly are therefore urgently needed. In doing so, manufacturers are relying on a variety of technologies.

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22. October 2021 | 10:32 CET | by André Will-Laudien

Plug Power, Enapter, SFC Energy - The climate savior is hydrogen!

  • Hydrogen

The strong increase in energy prices is driving the inflation rate in Germany to a high level. With an increase of 4.1% compared to the same month of the previous year, inflation accelerated again in September. Already in July, the ECB thought that a cyclical high might have been reached. It has reached its highest level in almost 28 years, only in December 1993, it was once briefly above the 4% mark. These are historic times into which Western society is now moving; unfortunately, no one knows when the end will be. The efficient production of hydrogen and its industrial utilization would make our energy supply affordable and environmentally compatible in the long term. Unfortunately, the current technologies are still costly and not suitable for mass production. However, hydrogen remains a hot topic on the stock market. We take a look at some of the protagonists in the H2 thriller.

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