Close menu

June 17th, 2021 | 15:44 CEST

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

  • Hydrogen
Photo credits:

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 | Author: Stefan Feulner
ISIN: DE0005140008 , DE000A255G02 , DE0006450000

Table of contents:

    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.

    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 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

    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

    Related comments:

    Commented by Stefan Feulner on June 7th, 2023 | 08:45 CEST

    BYD, Globex Mining, First Hydrogen - Breakthrough results

    • Mining
    • RareEarths
    • Hydrogen
    • Electromobility
    • fuelcell

    Despite all the prophecies of doom, the world's stock markets are continuing their upward trend; neither the strict monetary policy of the central banks nor the geopolitical uncertainties have slowed them down so far. Among individual stocks, several companies have reported positive surprises in recent weeks, which should lead to further price increases in the long term. Due to the general correction in recent months, there are attractive entry opportunities, especially in the technology and mining sectors.


    Commented by Armin Schulz on June 1st, 2023 | 08:30 CEST

    Nel ASA, First Hydrogen, Plug Power - Paving the way for hydrogen technology

    • Hydrogen
    • greenhydrogen
    • GreenTech
    • renewableenergies

    Germany has shut down its nuclear power plants, and now the expansion of renewable energies is to be accelerated. But what happens to the surplus electricity when the sun shines all day? In order not to overload the grids, the energy is given away to neighbouring countries. In the future, it will be turned into green hydrogen that can cover the energy needs of industry and the transport sector. On May 25, the Federal Cabinet passed an amendment to the Energy Industry Act that defines the legal framework for a future hydrogen core network in Germany. Hydrogen technology will not only prevail in Germany. We, therefore, take a look at three international hydrogen companies.


    Commented by Nico Popp on May 30th, 2023 | 08:30 CEST

    Hydrogen drumbeat - where things can move quickly now: Plug Power, NEL, dynaCERT

    • Hydrogen
    • greenhydrogen
    • renewableenergies

    Green hydrogen is becoming a key technology for the industry in the fight against climate change. Wirtschaftswoche reports that by 2030, a whopping 13 million tons of hydrogen will be produced annually in Europe. But the necessary investments are still lacking. In the US, USD 10 billion have already been invested in hydrogen projects, while in Europe, only 7. In order for Europe to reach its goals, it must move faster. But this much already seems certain: companies in the hydrogen sector are facing an exciting phase - we take a closer look at three stocks.