June 17th, 2021 | 15:44 CEST
Deutsche Bank, Enapter, LPKF - Profit from the green future!
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
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Author:
Stefan Feulner
ISIN:
DE0005140008 , DE000A255G02 , DE0006450000
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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.
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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.
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